Skip to content
Montreal skyline
CRM for electrical contractors

The CRM built for
electrical contractors.

Bring electrical work inquiries, site assessments, estimates and follow-ups together. Schedule electricians and track jobs from the first call through invoicing.

See how it works
Centralize estimate requestsAutomate estimate follow-upsBuilt for your field crews
Panel upgradeLaval · Residential
1,850 $
Panel upgradeEV chargerElectrical service
New inquiry2 min ago
ML
Marc LavoiePanel upgrade • Residential

There is a electrical issue under the kitchen sink.
Available today after 3 PM.

Upcoming follow-upsView all
Estimate follow-upScheduled
Appointment reminderUpcoming
Electrical job#OCL-4821
Panel replacementLaval · Marc Lavoie
Estimate sentFollow-up scheduled
tomorrow
FROM ESTIMATE TO INVOICE

From the first inquiry to the finished job.

Panel upgrades, EV chargers and commercial lighting jobs require prompt responses, site assessments, estimates and coordinated crews.

From the first inquiry

Give every electrical job inquiry a next step.

Panel upgrades, EV chargers and commercial lighting: keep inquiries from calls, forms and messages organized.

New inquiryJob typePrioritySite visit
From assessment to approval

Move estimates toward a decision.

Site visits, estimates and timely follow-ups stay in one customer pipeline.

Site visitEstimateFollow-upApproval
After the job

Keep the customer relationship going.

Organize post-installation follow-ups, review requests and future electrical projects.

InvoiceReviewFollow-upReferral
Why Ocliq?

A CRM built for the daily work
of electrical contractors.

Centralization

Every request arrives in one place.

Centralize leads from your different channels and see each contact’s history in one record.

WebsiteCallsSMSEmailsAdsForms
Tailored pipelines

See exactly where every opportunity stands.

Track every electrical project from new inquiry and site assessment to accepted estimate and planned work.

New requestsAppointmentEstimates sentFollow-ups

Job type, site address, estimate amount, assigned electrician and next action are easy to find.

Scheduling and appointments

Schedule electrical jobs without losing track.

Organize visits and daily assignments for electricians, with automated reminders before the job.

Missed callsAppointmentEstimates sentFollow-ups
Automated SMSTasksRemindersPost-service follow-up
Reactivation

From a completed job to your next customer project.

After a panel upgrade or charger installation, keep documents and invoices organized and plan appropriate follow-ups and review requests.

Maintenance remindersMaintenance follow-upsPast customer reactivationPersonalized SMSReviews and referrals
For teams

In the office or in the field. Always organized.

Assign jobs to electricians, share instructions and track site tasks and hours worked by each team member.

AI assistant

While you are in the field, Ocliq keeps working.

Your AI assistant can respond to initial requests, collect information and prepare the next action for your team.

OCLIQ · FIELD SERVICE

From the first call to the finished job.
Keep field operations in sync.

Bring office and field teams together: work orders, technician scheduling, dispatching, routing, on-site time tracking, job documentation and invoicing, connected to your customer records.

01Request & estimate
02Schedule & dispatch
03Work on site
04Invoice & follow up
Field operations

See the day at a glance.

Assign each electrician, follow job progress and keep the next action visible without duplicating customer details.

Shared crew scheduleUp-to-date job detailsCustomer records in context
OcliqToday's schedule
Field operationsIllustrative overview
09:00
Electrical panel upgradeOn the way
11:30
EV charger installationScheduled
14:00
Commercial lightingCompleted
Technician view
Work orderElectrical panel upgradeOn the way
Job check-in
Photos · Notes · Signature

Scheduling & dispatch

Plan jobs, assign technicians and share the daily schedule with your crew.

Work orders

Create job records with client details, checklists, instructions and service history.

Route optimization

Plan daily routes and help technicians move efficiently between appointments.

GPS & field visibility

View location-based job status when authorized tracking is enabled.

Time tracking

Check in at jobs, record field hours and review timesheets.

Photos & signatures

Attach job photos, notes and signatures to the customer's service record.

Estimates to work orders

Turn accepted estimates and booked appointments into field jobs.

Invoicing & payments

Prepare invoices from completed jobs and track payment follow-up.

Your CRM and field operations, connected.

Available field-service modules and integrations depend on the account configuration and the agreed scope. We review them during the demo.

Electrical

Estimates.
Invoices.
One place.

Keep estimates, job details, logged hours and billing information together in each customer record.

Centralized estimates

Link each estimate to the customer, the electrical job and sales follow-up.

Invoicing and follow-up

Track amounts to bill, payment status and next actions based on your setup.

One customer = one complete history

Requests · Estimates · Hours · Invoices · Follow-ups

More than a CRM,
a growth partner.

Electrical estimatesIllustrative data
8 open
ML
Marc LavoiePanel replacement
1,850 $Follow-up today
JT
Julie TremblayEV charger installation
2,250 $Opened yesterday
ÉR
Éric RoyLighting upgrade
8 900 $Appointment Friday
SG
Sophie GagnonElectrical inspection
390 $Accepted
Simple pricing

A complete CRM for your follow-ups
starting at CAD 140/month.

CRM, pipelines, automations, communications, appointments and support in one platform.

All-in-one
Ocliq subscription

140 CAD/month

2 users included. Field-service modules are scoped separately.

Included
Requests and pipelineEstimate follow-upsSMS and emailsAppointments and remindersJob trackingGuided setup
Scalable
Scalable team

Flexible access

Add users as your team grows.

View all pricing details
FAQ

Your questions, answered.

Answers to frequent questions about Ocliq for electrical contractors in Quebec.

Yes. Ocliq brings electrical work inquiries, estimates, appointments and customer follow-ups together in configurable pipelines.

Ready to structure your follow-ups?

You work hard to earn every request.
Do not lose them in follow-up.

See how Ocliq brings estimates, appointments, field crews, logged hours and invoicing together.

Small team or established electrical contractor: see how Ocliq adapts to your workflow.