Electrical & plumbing CRM: small service jobs and large projects in the same panel, in separate order

It puts an end to managing two different kinds of work the same way. Small service jobs get assigned quickly and close the same day, while contract and jobsite projects move through stages in a separate pipeline from survey to handover. Requests from WhatsApp, phone and web forms collect in one inbox, and AI flags urgent breakdowns. Quotes, electrician tasks, material stock and payment collection all sit on one dashboard, so no job or receivable gets forgotten in the corner of a notebook.

Pipeline stages are fully customizable; you set up a short flow for service jobs (request→assignment→completed→payment collection) and a separate flow for projects, such as survey→quote→contract→execution→handover. When you separate customers with segments and tags, you see service revenue and project revenue separately in reports. The overdue jobs view shows slipping work instantly in both flows, so a large project does not get lost in the daily rush of breakdowns.

Yes. In the product and service catalog you define items such as cable, breakers, fixtures and fittings with their categories, and record stock movements as in and out. Low-stock alerts tell you when a material drops below the level you set, which cuts down on mid-job runs to the wholesaler. Supplier records and price lists are in the same module; when preparing a quote you add line items from the catalog in seconds, and delivery note records are kept too.

Each job is a card on the task board: address, breakdown summary, material checklist and files stay on the card; you assign the electrician to the card, and due date notifications prevent slipping. If you use round-robin assignment for incoming messages, requests are distributed to sales reps in turn; with the “team member only sees their own customers” permission, each electrician sees only their own jobs and customers. Who is on which job, and which job is in which column — when you open the board, the day is clear at a glance.

Quotes are created with a PDF template and tracked through Prepared → Sent → Approved/Declined/Revised; pending quotes are listed for you on the dashboard. You send a reminder to a silent client in one click with a ready template. Conversation analysis summarizes the client's objection and intent; work that is in price negotiation shows up in the pipeline. An approved quote turns into a task card in a single action, and the won work moves to scheduling as a record.

Yes. With role-based permissions, each user sees only the clients and projects they are authorized for, and who accessed data and when is logged in line with KVKK (Turkey's personal data protection law). Duplicate record protection stops the same client from being created twice; all correspondence, quotes, receipts and files stay as a single history on the client card. Even if a technician leaves, your client history stays with your company; the memory of the work is tied to the system, not to people.

In practice they describe the same need. Businesses usually search for "Electrical & plumbing software", "Electrical & plumbing software", "Electrical & plumbing job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.