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ShieldBook

ShieldBook for electrical

A tripping breaker today. The panel upgrade next.

Electrical work often starts with a small symptom and ends with a bigger conversation: the panel, the EV charger, the circuits the house never had. ShieldBook records what you found, lays out the options with the next project in mind, and takes a deposit when the job is big.

01An electrical job in ShieldBook

Ridgeway Electric: kitchen breaker keeps tripping.

One job from the first call to what comes next, on the screens it happens on. Ridgeway Electric and everyone in it are invented for this page; the screens are ShieldBook's.

Choose a step of the Electrical job

Step 01 of 6

The symptom

Grant's kitchen breaker trips whenever the microwave and kettle run together. He found Ridgeway through its website.

In ShieldBook
  • Marketing source on every inquiry
  • Customers and contacts

Step 02 of 6

The diagnosis

The 100 A panel from 1978 is full, and the kitchen counters share one 15 A circuit. Priya photographs the panel and writes it up.

In ShieldBook
  • Jobs and job summaries
  • Job photos
  • Equipment, warranties and service history

Step 03 of 6

Options with the future in mind

A dedicated circuit, a 200 A panel upgrade, or the upgrade plus the EV charger circuit Grant is planning. Each a complete, priced option.

In ShieldBook
  • Estimates with options
  • Present mode

Step 04 of 6

Sold, with a deposit

Grant approves the panel upgrade. The office marks it sold, records a deposit, and gives the work its next step.

In ShieldBook
  • Approval and signature
  • Deposits

Step 05 of 6

Install day

The upgrade is booked with an arrival window and a technician, and the new panel replaces the old one on the property's record.

In ShieldBook
  • Visits with arrival windows and outcomes
  • (In development)Dispatch board and calendar

Step 06 of 6

The invoice

Billed as approved, with the deposit already credited, and emailed with a PDF the customer can keep for the permit file.

In ShieldBook
  • Invoices
  • Estimate and invoice PDFs

In development On the roadmapEverything else is built and working today.

02Built for electrical

What matters in electrical work.

Options that plan for what's next

The best electrical estimates answer the question the customer hasn't asked yet: what happens when the EV charger, the heat pump or the addition arrives. Separate, complete options make that conversation easy.

  • As many options as the job needs
  • Presented on the technician's device, approved with a signature
  • Customer financing on larger upgrades(On the roadmap)
  • Deposits on bigger jobs

    Panel upgrades and rewires take a deposit when they're sold, credited on the invoice.

  • Photos behind the cover

    What the panel looked like before and after, kept with the job for the next visit and the inspector.

  • The panel's history

    Panels, detectors and circuits recorded at the property, with what was done and when.

See ShieldBook on your electrical work.

Tell us about the jobs you run most. We'll walk through them in ShieldBook, step by step.

Request a demo

ShieldBook is being developed and proven inside a working service business as it prepares for broader use. A demo is a walkthrough and an honest conversation about fit.