Quote sent
Viewed
Paid
Quote-to-cash software for electricians

Turn electrical quotes into signed, paid jobs.

Send professional quotes, know when customers viewed them, capture approvals, convert jobs into invoices, and collect payments from one clean workflow.

Start free trial See product preview
No heavy setup Built for contractors Works on mobile
Quote Create and send faster
Sign Capture approval online
Pay Track paid and unpaid work
Customer view

Dedicated circuit install

$1,060
Tap to approve
Sent Paid
Dashboard

Quote pipeline

AI ready
Collected
$18.4k
Outstanding
$7.8k
Viewed
9
Signed
14
Quotes
Latest activity
+ New quote
#1042
Riverside Remodel
$3,850 • viewed 4 min ago
Viewed
#1041
Acme Food Mart
$1,275 • ready to invoice
Signed
#1040
Lakeview Rental
$940 • paid today
Paid
Follow-up signal
Customer viewed from text
Quote #1042 • 4 min ago
Needs follow-up
Viewed, not signed yet
Dedicated circuits Panel work Lighting jobs EV chargers Service calls Mini-splits
The real bottleneck

The money is lost between the quote and the payment.

BoldFollowUp keeps the sales side of electrical work moving: quote sent, customer viewed, quote signed, invoice paid.

Quote sent

Send a clean customer link by text, email, or copied link.

Quote viewed

See who opened the quote so follow-up timing is not a guess.

Quote signed

Capture approval and move the job into invoice mode.

Invoice paid

Track card and manual payments in your dashboard.

Workflow

A simple workflow from estimate to paid invoice.

Create, send, track, sign, invoice, collect, and follow up without needing five disconnected tools.

1

Create

Add customer info, line items, scope notes, totals, and payment schedule.

2

Send

Give the customer a phone-friendly quote link by text or email.

3

Track

See viewed, signed, paid, waiting, and follow-up status.

4

Collect

Move approved work into invoice and payment mode.

Professional quote builder

Send quotes that make your company look organized.

Customers judge the job before the work starts. A clean quote helps you look professional, clarify scope, and make approval feel easy.

Line items

Build quotes with service items, notes, totals, and customer-facing scope.

Payment schedules

Use deposits, milestone payments, or simple full-payment workflows.

Mobile view

Public quote pages are designed for customers opening links on their phone.

Signature capture

Let customers approve and sign without paper, printing, or scanning.

Customer Quote

240V Dedicated Circuit

Install new dedicated circuit from panel to exterior unit location.

Install 30A 240V circuit
Breaker, wire, fittings, box, and labor
$875
Device, cover, and final testing
Single-gang outlet setup and voltage test
$185
Quote total
$1,060
Viewed
Tap to approve and sign
Follow-up intelligence

Know who to follow up with first.

The most valuable quote is often the one that was viewed but not signed. BoldFollowUp makes that signal obvious.

Viewed from text

See when the customer opened the quote from the SMS link instead of guessing.

Viewed from email

Separate email activity from text activity so your follow-up makes sense.

Viewed, not signed

Give your team a clear list of warm opportunities that need a nudge.

Assemblies

Turn repeat electrical jobs into reusable packages.

Save common work like dedicated circuits, recessed lighting, fan installs, panel repairs, EV chargers, smoke detectors, and troubleshooting visits so quoting does not start from zero every time.

  • Save common line items, scope notes, and pricing.
  • Keep quotes more consistent across similar jobs.
  • Help office staff or techs quote faster.
Assembly Library

Reusable service bundles

Add to quote
Dedicated 20A Circuit
Recessed Lighting
EV Charger
Panel Upgrade
Smoke Detectors
Ceiling Fan
Low Voltage
Troubleshooting
Payments

Stop chasing the money after the quote is approved.

Once the customer signs, the job should move straight into invoice and payment mode. Track card payments, cash, check, Zelle, partial payments, and outstanding balances.

  • Convert signed quotes into payable invoices.
  • Record manual payments so your dashboard stays true.
  • See paid, partial, unpaid, and outstanding jobs.
Invoice Payment

Kitchen Remodel Rough-In

Invoice Total$4,250.00
Deposit Due Today$1,275.00
StatusPartial
Remaining Balance$2,975.00
Simple pricing

One extra approved job can pay for the software.

Keep the first offer simple: give electricians the quote-to-cash workflow without forcing them into a giant enterprise field-service platform.

Contractor Plan

BoldFollowUp Pro

$97/month

For electrical contractors who want cleaner quotes, approvals, invoices, payments, and follow-up tracking.

  • Professional quotes and invoices
  • Customer links by text or email
  • View, signature, payment, and follow-up tracking
  • Manual and card payment visibility
  • Assemblies and reusable service bundles
Start free trial

Give every quote a clear next step.

Send the quote, track the signal, get the signature, and collect the payment.

Start trial See preview