# What app should an electrician or plumber use for quotes, jobs and bills?

> How a 2–10 person electrical or plumbing business in India can run enquiries, quotes, technician jobs, GST bills and payment chasing from one phone app.

Published 2026-10-18 · BizOS team · https://bizos.3roses.in/blog/billing-and-job-app-for-electricians-plumbers

## Key facts

- **An electrician or plumber needs one app that covers the whole job**: the enquiry, the quote on WhatsApp, the job on the technician's phone, the GST bill with a UPI QR, and the payment reminders after it.
- **In BizOS, materials a technician adds on site become job lines**, and the invoice is made from those lines, so what was used is what gets billed.
- **BizOS field technicians see only the jobs they are on**, with no prices, costs or price lists; the server removes that money, not just the screen.
- **BizOS sends payment reminders on WhatsApp** 3 days before the due date, on it, and 3 and 7 days after by default, at most once per invoice per day.
- **The BizOS cash drawer** shows, per person, the cash they collected minus the cash they handed over.
- **Jobs come with the BizOS Jobs & Field Service module**; the Service Pro bundle (₹12,999 a year before 18% GST) includes it with 3 office and 3 field users.

An electrician or plumber in India with a small team needs one app that follows the job from the first WhatsApp enquiry to the money in the bank: quote, job, technician on site, GST bill, payment and reminder. A billing app alone is not enough, because most of the money is lost before and after the bill: in enquiries nobody replied to, materials nobody billed, and dues nobody chased.

This guide walks through the day of a 2–10 person electrical or plumbing business, gives a checklist for judging any app, and says honestly where [BizOS](https://bizos-docs.3roses.in/docs/use-cases) fits and where it does not.

## Where does the money leak in an electrical or plumbing business?

Take a firm of six in Coimbatore: the owner, one person in the office and four technicians. On a normal day:

- Enquiries arrive on WhatsApp, by phone and from IndiaMART or Justdial. Half of them are answered late or never.
- A quote for a 3 BHK rewiring goes out as a photo of a handwritten page. Nobody knows if the customer opened it.
- A technician uses two extra MCBs and 15 metres of wire on site. It is never written down, so it is never billed.
- A customer pays ₹4,000 in cash to the technician. The owner hears about it two days later, or not at all.
- Bills from last month are still unpaid, and nobody has had time to call.

None of this is a billing problem. It is a follow-through problem, and that is what the app has to fix.

## What does a good day look like with the right app?

Here is the same day, step by step, as it runs in BizOS.

1. **Enquiry.** The enquiry becomes a [lead](https://bizos-docs.3roses.in/docs/leads) on a board with your own stages (*New → Site visit → Quoted → Won*). Leads from IndiaMART, Justdial and Facebook lead ads can arrive on their own. A rule can remind the lead owner when a lead has sat idle.
2. **Site visit and quote.** Back from the site, the office builds a [quotation](https://bizos-docs.3roses.in/docs/quotations) from the item catalogue, or applies a saved template such as "3 BHK wiring package". It goes on WhatsApp as a link the customer opens without an app or login. BizOS shows when they first and last opened it, and the customer can accept or decline from the link.
3. **Job.** The accepted quote becomes a [job](https://bizos-docs.3roses.in/docs/jobs) with a crew: one lead technician plus helpers. Stages are yours (*Site visit → Material pending → Work in progress → Done*), and the customer can get a WhatsApp message when the visit is scheduled.
4. **On site.** The technician opens the BizOS phone app to their own jobs only. They call the customer, open directions, start the timer, add materials used, take before and after photos, and collect the customer's signature on completion.
5. **Bill.** The [invoice](https://bizos-docs.3roses.in/docs/invoices) is made from the job's billable lines, so the extra MCBs are on it. A GST-registered business gets a TAX INVOICE with HSN or SAC per line and a scan-to-pay UPI QR for the balance when your UPI ID is set.
6. **Payment.** The customer scans the QR, pays by cash, or pays through a payment link on your own Razorpay account. Each payment gets a numbered receipt (`RCPT-0001` onwards).
7. **Reminders.** Anything unpaid is chased on WhatsApp on a set cadence, and you can pause it for the customer who has promised a date. More on that in [WhatsApp payment reminders](https://bizos.3roses.in/blog/whatsapp-payment-reminders).

The point is that each step is made from the one before it. Nobody types the customer, the scope or the materials twice.

## What should I look for in any app for my trade?

Use this checklist whichever product you are comparing. Ask for a demo of each line with your own example, not a slide.

| Check | Why it matters for electricians and plumbers |
|---|---|
| Enquiries tracked on a board with stages | An enquiry answered late is a job lost |
| Quotes sent on WhatsApp, with view tracking | You know whether to call or wait |
| Accepted quote turns into a job without retyping | Saves the office an hour a day |
| Technician app showing only their own jobs | Less confusion, and your prices stay private |
| Materials added on site become billable lines | Wire, fittings and pipes used are billed |
| Photos and customer sign-off on the job | Proof when a customer disputes the work |
| GST invoice with HSN/SAC and a UPI QR | Correct bill, paid the same day |
| Automatic WhatsApp payment reminders | Dues chased without anyone calling |
| Cash collected by each technician visible | Cash reaches the owner, every time |
| Roles for owner, office staff and technicians | Each person sees only their part |
| Works with your CA's Tally | Your accountant gets every bill without retyping |

## Can my technicians use it without seeing my prices?

Yes. In BizOS, the Field technician role opens the phone app's field view: jobs, deliveries and a Me tab. They see only the jobs whose crew they are on, with the customer's name, phone and site. They never see prices, costs or price lists, and that money is removed by the server, not just hidden on screen.

They can still collect: from the job, they open that job's bill and its UPI QR, or record cash against it. The [cash drawer](https://bizos-docs.3roses.in/docs/payments) then shows, per person, the cash they recorded minus what they have handed over. Handovers are fixed records naming who received the money, so the drawer reads like a ledger, not a number someone can adjust.

Office staff can book jobs, assign technicians and work any job. The owner can switch on approval for big quotes, so a quote above a ₹ limit made by office staff waits for the owner or a manager before it goes out. See [Roles & permissions](https://bizos-docs.3roses.in/docs/roles-and-permissions).

## What else helps a plumbing or electrical team?

A few features that matter more in these trades than in a shop:

- **Van stock.** Material handed to a technician for a job moves out of [stock](https://bizos-docs.3roses.in/docs/inventory), tagged with who received it, and anything unused comes back.
- **Equipment.** BizOS records who took the core cutter or the megger, for which job, and whether it came back. Equipment never blocks completing a job.
- **Expenses on the job.** Fuel and small purchases are tagged to the job they were for.
- **Running feet.** Wiring and similar work can be quoted by running feet or by length × breadth with [measurements](https://bizos-docs.3roses.in/docs/measurements).
- **Post-job feedback.** A one-tap 1–5 rating link after the job; a low rating creates a same-day follow-up for the owner.
- **Bills on WhatsApp.** The invoice goes as a no-login link; see [how to send a GST invoice on WhatsApp](https://bizos.3roses.in/blog/send-gst-invoice-on-whatsapp).

## How much does it cost?

BizOS has a free platform for one user, with 100 customers and 20 invoices a month. Jobs need the **Jobs & Field Service** module. For a team like the Coimbatore firm (owner, one office person, three technicians), the **Service Pro** bundle covers it: Billing, WhatsApp, CRM, Jobs and Sales orders, with 3 office and 3 field users, at ₹12,999 a year before 18% GST, or ₹1,299 a month on autopay. Extra seats are ₹999 a year for office users and ₹499 for field staff. Every business starts with a 30-day trial, and the app's Plan & billing page shows the current prices. See [Plans & billing](https://bizos-docs.3roses.in/docs/plans-and-billing).

## When is BizOS not the right fit?

Saying so saves you time:

- **You work alone and only need a bill.** A one-person outfit doing a few bills a month may be fine on the free platform or a billing-only app; jobs and technician seats add little.
- **Your technicians work mostly without signal.** The BizOS phone app shows what it loaded earlier, but saving a job update, a bill or a payment needs a connection.
- **You need full accounting.** Purchases with payables, bank reconciliation, P&L and payroll stay in Tally or with your CA. BizOS keeps Tally in step with every bill.
- **You must generate e-invoices or e-way bills.** BizOS prepares GSTR-1 as a file but does not file returns, generate IRNs or e-way bills.
- **You run a large fleet with route planning.** A dedicated field-service product may go deeper on dispatch and routes; BizOS is built for the small team.
- **You are outside India.** BizOS bills in rupees, with +91 numbers and GST.

If you also service ACs or water purifiers on contract, read [how AC and RO service businesses manage AMCs](https://bizos.3roses.in/blog/ac-ro-service-business-software).

Try it on your next real job: [start free](https://bizos.3roses.in/login) and send one quote on WhatsApp today.

## Frequently asked questions

### What is the best app for an electrician or plumber in India?

Look for one app that tracks enquiries, sends quotes customers can accept on WhatsApp, puts jobs on the technician's phone, bills the materials used on site as a GST invoice, and chases unpaid bills automatically. BizOS covers all of these for Indian businesses; a billing-only app stops at the bill.

### Can my technicians see my prices and margins in BizOS?

No. A BizOS field technician sees only the jobs they are on, with the customer's name, phone and site, and never sees prices, costs or price lists. They can still open that job's bill and UPI QR to collect on site.

### Can a customer pay on the spot when the job is done?

Yes. From the job in the BizOS phone app, the technician opens the job's invoice and its UPI QR, or records a cash payment against it. Every payment gets a numbered receipt, and cash shows in that technician's cash drawer until they hand it in.

### Does the BizOS phone app work without internet on site?

Only for reading. The BizOS app shows records it loaded earlier, but saving a job update, invoice or payment needs a connection. Offline billing with a sync queue is a feature of the web app, not the phone app.

### How much does BizOS cost for a small electrical business?

The BizOS platform is free for one user with 100 customers and 20 invoices a month. Jobs need the Jobs & Field Service module, which is in the Service Pro bundle at ₹12,999 a year with 3 office and 3 field users. Extra seats are ₹999 a year for office users and ₹499 for field staff. All prices are before 18% GST, and every business starts with a 30-day trial.

### Does BizOS file my GST returns or make e-way bills?

No. BizOS makes GST invoices with HSN or SAC per line and prepares the GSTR-1 file for your CA, but it does not file returns, generate e-invoice IRNs or e-way bills.

## Related guides

- [Jobs & work orders](https://bizos-docs.3roses.in/docs/jobs)
- [Quotations & proforma](https://bizos-docs.3roses.in/docs/quotations)
- [Invoices](https://bizos-docs.3roses.in/docs/invoices)
- [Payments & cash drawer](https://bizos-docs.3roses.in/docs/payments)
- [BizOS on your phone](https://bizos-docs.3roses.in/docs/mobile-app)
- [BizOS by business type](https://bizos-docs.3roses.in/docs/use-cases)