Built into the code
- •Vertical pack and pipeline
- •Contacts, forms, bookings
- •Website and link pages
- •Products, quotes, invoices
- •Agency and white-label controls
Northline Electric · Sample business
Electrical
Which call needs an electrician today?
Carry repair, upgrade, and installation requests from the first call through estimate, schedule, work, invoice, payment, and follow-up.
The operating promise
Take the call, scope the work, schedule the crew, and close the invoice.
The system calls them
Customers
The work is called
Jobs
Main operating view
Job board
Suggested client offer
$199/mo
A business you can recognize
Northline Electric
Northline ElectricSample data
Customers
Job board
Service requests
Bookings
Products
Website
Link pages
Job board
Service Pipeline
Lead1
Wilson residence
Partial outage · same-day request
Estimate sent1
Arden Market
Panel upgrade · $7,200
Scheduled1
Pine Street offices
Lighting retrofit · Thursday
In progress0
Invoiced0
Paid0
Lost0
The customer journey
One business record from first contact to the next sale.
- 01website
Find
The service site separates urgent repairs, planned upgrades, installations, and service areas.
- 02phone agent
Call
The receptionist collects the caller, address, issue, and callback number.
- 03booking
Schedule
The team confirms a service window and keeps the request attached to the customer.
- 04crm
Work
The job board follows the work from lead through estimate, schedule, invoice, and payment.
- 05storefront
Bill
Common services and equipment become reusable quote and invoice line items.
- 06link page
Retain
A customer page keeps service, payment, review, and contact links together.
01Customer records
The Service Pipeline.
The pipeline, customer fields, forms, and activity language come from the Trades (HVAC · Plumbing · Electrical) pack. The sample records show the operating rhythm without pretending they are customer data.
Northline ElectricSample data
Lead1
Wilson residence
Partial outage · same-day request
Estimate sent1
Arden Market
Panel upgrade · $7,200
Scheduled1
Pine Street offices
Lighting retrofit · Thursday
In progress0
+ 3 more stages
Customer fields
Primary service addressAdditional propertiesEquipment on siteMaintenance plan tierPreferred technicianAccess notes (gate codes, dogs, etc.)
Activity language
Site visitEstimate sentParts orderedMaintenance visitPhoto (before/after)Invoice sent
02Booking
The request enters the business once.
The seeded Emergency service request collects the details this operator needs. The submission feeds the same contacts, pipeline, and activities used by the rest of the system.
Emergency service request
Built inNorthline Electric
Emergency service request
Tell us what's wrong. We'll call back within the hour.
Name
Phone (we'll call this)
Email
Service address
What's happening?
Send request
03Website
The public face belongs to the operator.
The site record, public page, brand, domain, and contact paths live beside the customer system. The mock below shows how the room can present the business, not a generic software dashboard.
White-label website
Built inNorthline ElectricAboutGet started
5-15 person HVAC, plumbing, and electrical shops.
Take the call, scope the work, schedule the crew, and close the invoice.
Carry repair, upgrade, and installation requests from the first call through estimate, schedule, work, invoice, payment, and follow-up.
Request an electricianConnected paths
Request an electrician
Get an estimate
See service areas
04Link page
One small page keeps the next action obvious.
The link page can carry booking, service, payment, review, and social destinations while recording activity back in the workspace.
Client link page
Built inNorthline Electric
Take the call, scope the work, schedule the crew, and close the invoice.
Request an electrician
Get an estimate
See service areas
Clicks tracked in CRM Stack
05Selling flow
Products and services become reusable business items.
The built-in catalog feeds quotes and invoices. Payment collection needs the operator's Stripe account or payment link, so the room labels that connection instead of drawing a finished cart that the repo does not ship.
Products, quotes, and payment path
Payment connectionNorthline ElectricServices
Troubleshooting and repair
Reusable product or service
Request quote
Panel upgrades
Reusable product or service
Add to quote
Lighting and installation
Reusable product or service
Add to quote
CRM Stack ships the catalog and quote or invoice record. Connect the operator's Stripe account or Payment Link for collection.
06Phone agent
The first conversation enters the same system.
The Relay intake can match a lead, store the transcript, log the activity, score the opportunity, and create follow-up work. A provider number and runtime still need to be connected by the operator.
Built-in receptionist base
Receptionist base☎Relay intake
Incoming call
Northline Electric
“Thanks for calling. How can I help you today?”
It takes down
Caller nameCallback numberReason for the call
Signed Relay events can create or match the contact, store the transcript, log the activity, score the lead, and create follow-up work. The operator still connects the provider number and runtime.
Setup truth
What ships. What gets connected. What stays customizable.
The owner controls the software beneath the room. The operator supplies the business identity and third-party accounts.
Connect during setup
- •Hosting and domain
- •Email delivery
- •Stripe or payment link
- •Phone provider and Relay runtime
- •Brand assets and business details
Shape for the operator
- •Services and prices
- •Forms and custom fields
- •Pipeline stages
- •Phone script
- •Pack feature opportunities
Two different prices: the software license is what the owner or agency pays to own the system. The $199/month figure is the pack's suggested client offer for an agency selling this electrical system as a managed service.
Keep looking
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