Can I bill property managers monthly for all their sites?

Yes. Tag each property under the parent customer; use a monthly rollup invoice or bill sites individually — your call.

Does it store permit numbers?

Yes — custom fields on the customer and per-invoice notes both work for permit references.

How does this compare to a real sales CRM?

Sales CRMs are built for lead pipelines. This is built for repeat-service history — the questions electricians actually ask.

Can crew see customer records?

Team roles control access. Crew can be limited to just their assigned jobs, or given full visibility.

Is my data locked in?

No. CSV export any time, filtered or full.

CRM for electricians — panel photos, permits, and repeat billing

An electrician's most valuable customer is the one calling back. Panel upgrade last year, EV charger install this spring, a service call on a tripping breaker in the fall. The electrician who remembers the panel amperage, the meter number, and the last three jobs closes faster and charges confidently. Glo Invoice's customer profile is built for exactly that.

Every past job lives on the profile with its estimate, invoice, permit number, and panel photos attached. Autofill on the second job pulls the address, tax setting, and last-used line items so a service call is billed in under a minute.

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How Glo Invoice does it

Panel photos and meter numbers, one profile

Attach photos of the panel, meter, disconnect, and finished work to the customer. When the customer calls back six months later, tap the profile and the panel history is right there — no digging through camera roll or shared drives.

Photos, meter number, permit numbers all on one profile
Notes for panel amperage, service type, breaker layout
Every past invoice searchable by date, amount, or job type

Repeat billing without retyping

Service call to a returning customer autofills their address, tax exemption, contact, and shows their last five line items as tap-to-add suggestions. A GFCI replace bills in two taps.

Autofill address, phone, tax, discount from customer
Last-used line items shown as suggestions
Zero-touch conversion of quote → invoice

Property manager and multi-site handling

Property management companies with multiple buildings can be tagged and grouped, with each site as its own sub-customer. Invoices roll up for month-end billing.

How it works

Step 1
Log each customer once
Address, meter, panel photo, tax status. Import from CSV if you already have a book.
Step 2
Attach every job to the customer
Invoices, estimates, permit numbers, before-and-after photos all live on the profile.
Step 3
Repeat customers are two-tap billing
Address and preferences autofill. Line-item suggestions from history.
Step 4
Report and export
Filter customers by revenue, city, service type. Export to CSV for anything downstream.

Which electricians use it

Solo electricians, small electrical contractors, EV charger install specialists, generator installers, and low-voltage / structured-cabling shops.

Electricians EV charger installers Generator installers Low-voltage contractors

Frequently asked

Related in Glo Invoice

Customer CRM (all industries)Estimate software for electricians Invoice app for electricians Job management Review request automation Sales tax by state

Every panel photo, every permit, one profile

14-day free trial covers unlimited customers and jobs.

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