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Estimates
Send quotes faster in the field
As an electrician, providing accurate and timely estimates is crucial for securing jobs and keeping your customers satisfied. Our Estimates feature is designed to simplify the quoting process, allowing you to create professional estimates right on the job site. No more delays or missed opportunities – provide your customers with the information they need to make informed decisions on the spot.
sales proposals
Increase your revenue on each job
Empower your electricians to close bigger deals and boost your revenue with Sales proposals. This sales tool allows your team to present customers with a “Good, Better, Best” proposal, tailoring solutions to their specific needs and budget. By offering your customers a choice of three distinct options, you’ll demonstrate your flexibility and commitment to finding the perfect fit for their unique requirements.
service plans
Secure more electrical jobs all year long
Empower your electricians to convert one-time job customers into loyal, repeat clients, ensuring a steady stream of work and predictable income for your business. By offering service plans, you demonstrate your commitment to your customers’ safety and satisfaction. Regular maintenance check-ups not only prevent potential issues but also give your customers the confidence that their electrical systems are in expert hands.
Frequently asked questions
What is the best electrical estimating software?
The best electrical estimating software depends on your specific needs as an electrical contractor – such as mobile use, ease of creating quotes, or integration with scheduling and invoicing. In 2025, Workiz stands out as a top all-in-one solution for small to mid-sized electrical contractors.
Workiz makes estimating fast and professional with:
- Mobile app for on-site quotes
- Ready-made templates and “Good/Better/Best” options to upsell
- Centralized price book for quick updates
- Built-in tools for scheduling, invoicing, and payments
Many contractors choose Workiz because it saves time, helps win more jobs, and grows revenue – all in one platform.
If you’re looking for simple, mobile-first estimating that fits field service work, Workiz is an excellent choice. Try it with a free trial to see how it streamlines your daily workflow!
How do electricians calculate job estimates?
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Mobile Estimating: Electricians use mobile estimating tools to create professional estimates right on the job site. This eliminates delays and missed opportunities by allowing customers to make informed decisions immediately.
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Using Templates and Price Data: Estimates are built quickly using saved electrical estimate templates and items linked to a central Price Book. This ensures all material and labor costs are consistently included, supporting accurate job costing.
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Revenue Boosting Proposals: The software provides a proposal builder that empowers electricians to create “Good, Better, Best” proposals. By offering customers a choice of three distinct options tailored to their budget, the system increases the average revenue per job and improves the likelihood of a successful conversion.
Can Workiz itemize labor and materials?
Absolutely. Workiz provides the tools necessary to fully itemize and track the costs for both labor and materials, ensuring accurate job costing and maximizing your profitability.
The platform allows you to:
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Detail Materials: You can link specific materials and equipment to a centralized Price Book. When an estimate is created using pre-built electrical estimate templates, all materials and their current costs are automatically included and itemized, ensuring precise cost recovery on every job.
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Itemize Labor: Labor charges can be set up per-hour or per-job within the Price Book. This ensures that the estimated time and corresponding labor rate are clearly included and tracked against the actual work performed.
By combining these itemized costs, the system enables your team to create detailed and professional quotes via the proposal builder, often right on site using mobile estimating. This transparency enhances customer trust and dramatically improves your overall estimate-to-job conversion rate.
How does the built-in proposal builder help electricians increase their revenue on each job?
The proposal builder transforms a standard quote into a powerful sales tool, directly increasing your average job value and improving your overall estimate-to-job conversion.
| Strategy / Feature | Revenue Benefit | Keyword Connection |
|---|---|---|
| Good, Better, Best Options | Encourages upsells by presenting three tiered pricing solutions, allowing customers to choose a higher-value service tailored to their needs. | Proposal Builder |
| Accurate Pricing | Ensures all labor and materials are correctly priced and accounted for by integrating with your Price Book, guaranteeing profitability and supporting effective job costing. | Job Costing |
| Immediate Delivery | Electricians use mobile estimating tools to create and deliver professional proposals instantly on-site, reducing sales friction and preventing delays that lead to lost leads. | Mobile Estimating |
| Professional Templates | Utilizing high-quality electrical estimate templates and clear itemization builds immediate customer trust, justifying the cost and increasing the acceptance rate. | Electrical Estimate Templates |
| Increased Acceptance | The speed and transparent nature of the proposals significantly improve the estimate-to-job conversion rate, helping you win more business with less effort. | Estimate-to-Job Conversion |
What features does the software use to boost our estimate-to-job conversion rate?
Workiz field service software boosts your estimate-to-job conversion rate by delivering speed, transparency, and strategic selling tools that enhance the customer experience and eliminate common sales bottlenecks.
With workiz you can Accept payments anytime, anywhere. Getting paid with a secure online payment solutions when in the field is truly a game changer. Visit here to learn more about Workiz pay.
| Strategy / Feature | How it Boosts Conversion | Keyword Connection |
|---|---|---|
| Mobile Estimating & Speed | Technicians use mobile estimating on the job site to generate quotes instantly. Providing accurate pricing on the spot prevents customers from seeking competing bids. | Mobile Estimating |
| Professional Presentation | The proposal builder uses polished electrical estimate templates to create clean, professional documents (often with images) that instill immediate confidence and trust in your brand. | Proposal Builder, Electrical Estimate Templates |
| Flexible Pricing Options | Proposals are structured to offer flexible choices (e.g., Good, Better, Best), increasing the chance the customer finds a solution that fits their budget and speeds up the acceptance process. | Estimate-to-Job Conversion |
| Financial Accuracy | Integration with your Price Book ensures every quote is based on precise job costing data. This prevents the need for confusing price adjustments later, maintaining customer trust and avoiding cancellations. | Job Costing |
Integrations
Incorporate marketing tools, build customer loyalty and run your business like a well-oiled machine
What’s new?
Why technicians love Workiz?
Increase the efficiency of your field service business with all-in-one platform trusted by over 120,000 pros. Manage all your daily tasks automate your key workflows, win more jobs, get paid in the field faster, and control your business in real-time with Workiz.























