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Work out your costs, write a clear quote and follow it up.
Build a quote from your own labour, materials and job costs. Includes a worked margin calculation and a clear electrical quote checklist.
Read the guide: How to quote electrical work: costs, price and a clear templateWork out a daily revenue target from your overheads, billable days and take-home target. A practical starting point for sole-trader electricians.
Read the guide: What do you need to earn in a day?Compare your allowed and actual job costs, account for your own time and use the result to improve the next electrical quote. Includes a worked example.
Read the guide: Check what a job actually made before quoting the next oneA practical quote follow-up routine for electricians, with example messages and a simple way to record the next action.
Read the guide: What to do after you have sent an electrical quotePrepare the invoice, track the balance and handle the next chase.
A worked non-VAT invoice example and a practical checklist for UK electricians: customer details, agreed work, payment instructions and a clear handover.
Read the guide: How to write an electrician invoice your customer can payKeep completed jobs, invoice due dates, customer replies and payment promises in one practical routine for your electrical business.
Read the guide: A simple routine for keeping on top of unpaid invoicesCheck the customer, terms, due date and payment record before adding statutory interest or recovery costs to an unpaid commercial invoice.
Read the guide: Before adding late payment interest to a business invoiceKeep enquiries, appointments, reviews and repeat work moving.
A written enquiry routine for electricians: get the useful details, agree the next action, confirm visits and keep customers updated without living on your phone.
Read the guide: Turn a new enquiry into a clear next stepA simple review-request routine for electricians, with a message you can use and checks that keep requests genuine.
Read the guide: Ask for a review without making it awkwardA practical renewal routine for EICRs, equipment checks, van dates, insurance and assessments. Record the right date, owner and next action.
Read the guide: How to keep renewals out of your head and in the diaryDecide what to hand over and put the repeat jobs in order.
Practical signs that admin support could help, and what to prepare before handing over enquiries, quotes and invoices.
Read the guide: When should an electrician get help with the admin?Choose a repeat admin task, define its exceptions and test it safely before connecting more of your electrical business.
Read the guide: What should an electrician automate first?A practical checklist for electricians choosing quoting, invoicing, job management or certificate tools. Check the job flow, costs, permissions and export before committing.
Read the guide: Choosing software for your electrical business: test it on a real jobA practical systems handover for electrical firms with a few engineers: clear job stages, useful templates and training around real work.
Read the guide: Get your team using the same job informationPrepare the job file and keep the approvals and responsibilities clear.
A practical certificate handover for electricians: prepare the job details, deal with missing information, keep technical decisions with the responsible person and send the approved record.
Read the guide: Electrical certificates: what you can hand over and what still needs your sign-offBuild a job record for certificates, DNO paperwork, EV grants, MCS records and building control. Know what admin can prepare and what needs your approval.
Read the guide: How to hand over electrical paperwork without losing controlPrepare a G98 or G99 job file, track DNO submissions and queries, and keep technical approval with the responsible installer.
Read the guide: G98 and G99 paperwork: a job-file checklist for electrical installersCheck the current grant route, collect the required evidence on site and keep the application, claim and payment statuses separate.
Read the guide: EV charger grants: keep the claim paperwork with the jobOrganise your MCS job records around the applicable scheme requirements, with named owners for design, commissioning, customer documents and unresolved questions.
Read the guide: MCS paperwork: build the handover file while the job is happeningTrack the applicable notification route, evidence of submission and the customer’s compliance documents separately from the electrical certificate.
Read the guide: Building control notifications: stop the admin disappearing after the jobBring orders, job records and accountant information together.
Match materials to the right electrical job, track shortages and returns, and hand your accountant records they can work from.
Read the guide: Keep supplier orders and job costs out of the end-of-month scrambleA practical monthly accountant handover: collect invoices and credit notes, record missing evidence and keep VAT and CIS decisions with your accountant.
Read the guide: Monthly bookkeeping, VAT and CIS handover for electriciansBuild a current evidence folder, answer the actual buyer’s questions and track an approved-list application through to a confirmed decision.
Read the guide: Prepare a contractor application without starting from scratchUse the free guides, working sheets and overheads calculator to sort out one job on your desk.
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