Electrical Contracting Basics: Software, Insurance, & Paperwork
Вставка
- Опубліковано 28 лип 2024
- In this video, we're going to discuss some of the basics of electrical contracting, from software to paperwork to insurance. We'll also cover some of the most common questions that electricians face, and how to deal with them.
If you're new to the electrical contracting industry, or you just need to brush up on your skills, this video is for you! By the end of this video, you'll be able to understand software, paperwork, and insurance, and deal with common questions and problems that come with contracting work.
Are you an Electrical Contractor or want to be one, use the links below to up your business today! Some links are affiliate links that support the channel.
The affordable electrical software to run your business - Jobber go.getjobber.com/the360electr...
Make sure you use our link to get a free quote from our own inshurance company - NEXT inshurance - nextinsurance.sjv.io/T360E
Level up your business with The Ultimate Guide to Marketing For Electrical Contractors the360electrician.com Click on Store!
Sign up for one on one coaching from me "The 360 Electrician" here: forms.gle/6PnKLG3qi99tiP6h6
Check out our Cargo Van setup videos and head here to Ranger Design to put your dream Van together - bit.ly/3OM6RKg
Join this channel to get access to perks. 480v members enjoy a private monthly live session, join now! / @the360electrician
Connect with us on Facebook - / the360electrician
TikTok - / the360electrician
Instagram - / the360electrician
LinkedIn - / jeff-goldalian-a4a40a248
0:00 Knowing what you need to be a successful electricians who becomes an electrical contractor in 2024
0:24 Leveraging electrical contractor field service software to manage your time and make more money
3:46 Getting the right insurance policies for electricians can be tricky, here is what to look for.
5:41 All great business like yours needs electrical contracts and paperwork. Including a great marketing plan specially created for electrical business'
#ElectricalContractors
#FieldServiceSoftware
#ContractorTech
#PaperlessWorkflows
#InsuranceInConstruction
#ContractorTips
#BusinessManagement
#ElectricalSafety
#IndustryInnovation
#DigitalTransformation
#InsuranceCoverage
#FieldAutomation
#WorkplaceEfficiency
#ConstructionTech
#InsuranceForContractors
#jobberambasador
We love jobber been using them for three years now
Been using jobber for three years now great software
Awesome, electrical contractor right?
I've been trying jobber for a couple weeks. Only issue is it takes to long to get money. Also not big on p.m software tracking. Still learning tho
Also can't partial bill at least what I've figured out and not sure how to add the 3% credit card fee
I found work arounds for both of these. For partial billing, you can do one of two things. Either get the signed estimate and then create seperate jobs for the individual billings like a rough or trim. If you go this route, you will need to archive the estimate and turn off the online paying options if you have them. The other option for partial billings is to create the job from the orginal estimate. Once your ready for an invoice, go to that property and just create an invoice from your overview screen. Once the job is done, just close and archive.
For the 3% CC fee, there is not an option for this. Its because not all states/counties allow you to charge this fee. So be sure to check your local laws before you start charging this. The work around though is to create a line item with a zero cost for the credit card fee. When you go to invoice and they are paying by card, you then have to do the math, add the line item and update the amount in that line item.
In your experience, what’s the difference between Jobber and FP? I’m in the middle of a week long FP demo period. Trying to start out right.
First off I'm supper happy your doing the demos. They both have very positive features, it really boils down to what you do, how many techs, how diverse and of course budget. I hope you used my refferals on both to save you money!
Also do you use paper notes or take on tablet. Any simple estimate software you recommend.
I just got a iPad pro 11 to try and get to next level
Nice, get the pen and Jobber! At 49/month entry point it's a no brainer.
Hey Jeff, have you used Markate? Just started it a few weeks ago. Great add on options.
I have not. Is that a Jobber plug in? I do all my marketing in house or with @bigwestmarketing
@@The360Electrician No its actually a CRM as well. Pretty legit too
Is it specifically for the trades and service companies? I'll have to take a look.
@@The360Electrician yes sir👍🏽 check it out. They need 360 Jeff on their marketing material lol
Next insurance dropped me because I was an electrical contractor check to see if they offer it
Strange, I had no problem in my Montana operation. California insurance companies are dropping everyone. Where are you located?
Can I use your paperwork if I'm an electrical contractor in Canada? Do you use any specific rules related to your area only?
Can't tell you if you can or can't, I don't know anything about your requirements. Either way my paperwork is sold as a "sample" and fully editable. You can keep what you want take out what you want based on your professional advisors (lower, lic boards accountant etc.)
Hey Jeff I have a lawyer on retainer I pay so much a month
For what? Usually, those don't pan out the way you think. Make sure you know what you're getting.
Why do we need you paperwork if we sign up for jobber. Couldn't we just add terms and conditions to there quotes.
Great questions. In my opinion, you always need paperwork. Sometimes getting signatures or entering clients on the spot could be a challenge. Also you could be out of cell range, like here in Montana. Last but not least you may not have everyone on Jobber, so having paperwork back up is a must. Take it and cut and paste the terms and conditions into Jobber or any other software.
Question. Thoughts on 360 cameras for projects. Any experience? I am thinking of video taping 360 on rewires and new builds as a cya ,video tape then go back and estimate,and to show conflicts with other trades, also in case something gets buried.
Don't have much information tho. I'm just a small company trying to build correctly in modern times. Just me and my son's.
@@cryptokeeper8504 360 not because of the name are the next level game changer for electricians. I'm doing a few videos on how to use them. Wait till Company cam starts integrating them as well. 100% Way to go in 2024! Insta360
I was looking at getting the insta 360. I have used company cam and they are nice. A little expensive tho for a small company.
I personally have tried matterport. I used my phone so not so good but with a insta360 there stuff turns out great. Doesn't do much for project management tho
We have the 360 on order to show how usefully it is.
Because field software does not hold up in court like paperwork
Not true, you just have to make sure you load your terms and conditions and in some states give a "Welcome/info" folder with the needed notices to stay complimentary. Then note on terms and conditions that they acknowledge receiving it. It's pretty easy if you know what your doing. That's what we are going to cover next moth for all the annual sig. Ups.
Apparently, Jobber only does QBO integration. That's a game ender for us that hate QBO. Desktop has way more functionality than QBO. I do get it, though; Intuit is going to do away with QB Desktop. They've already done so in the EH. QBO has a LONG way to go for it to be comparable to Desktop. Unfortunately for me, game changer.
Oh man I 100% agree with you about QB in general. Soon as a competitor co.es close I'm gone 2 seconds flat! Amazing how they have a monopoly!