Electrical Contractors
Connect your estimating software, field service platform, and construction accounting so you can see how service calls and project work actually perform against the bid. Cass & York builds custom AI-assisted document processing and software integrations that match labor and material costs to jobs and WIP reporting, with human review for uncertain records.
Electrical contractors running service trucks, project crews, or both across several locations, including companies that have grown by acquisition and now run more than one estimating or accounting system.
Show Us Your Workflow[01] Where systems separate
Where the bid and the books drift apart.
- 01Labor hours estimated in McCormick or Accubid are never compared with the hours crews actually log
- 02Service and project divisions share electricians, vans, and stock, so margin by division depends on who builds the report
- 03Change orders get approved in the field and billed weeks later, if at all
- 04Progress billing, retainage, and over and under billing on the WIP schedule are rebuilt by hand every month
- 05Certified payroll on prevailing wage jobs pulls from timecards that don't match the cost codes in accounting
- 06Generator installs, service upgrades, and EV charger jobs wait on permits and utility coordination tracked outside any system
[02] The software in place
The systems electrical contractors usually run.
Many electrical contractors run estimating and construction accounting for project work and a separate field platform for service. Most of the gaps sit between those two sides.
Estimating
McCormick, ConEst, and Trimble Accubid
Takeoff and bids built on labor units. We compare those units with installed hours so the next bid reflects real crew productivity.
Construction accounting
Foundation and Viewpoint Vista
Job cost, certified payroll, and AIA billing for project work. Usually the system of record for WIP, with little view into the service side.
Field service platform
ServiceTitan
Service calls, agreements, and commercial service work at many larger electrical shops. We connect it to the estimating and accounting data that sits outside it.
Field service platform
Housecall Pro
Common at growing residential electrical companies, and often still running at shops that were acquired with their own setup.
Accounting
QuickBooks
Often still running at service focused shops and acquired locations next to a larger construction accounting system.
[03] Questions worth answering
Numbers electrical owners ask for that no single system can answer.
- 01Estimated versus actual labor by phase
- The labor units in the bid set against the hours crews logged, by job and phase, so estimators can adjust units with real data.
- 02WIP and over and under billing
- Percent complete from cost, billed to date, and retainage held, pulled from accounting and project data each month instead of rebuilt by hand.
- 03Change order capture
- Field changes approved, priced, and billed, compared with extra work that shows up in labor and material costs but never on an invoice.
- 04Service versus project margin
- Revenue and cost split cleanly between divisions, including shared electricians, vans, and stock pulled from the same shelves.
- 05Revenue per hour on service work
- Panel and service upgrades, generator installs, troubleshooting, and EV charger installs compared by technician and location on the same definitions.
[04] What we build
Keep your estimating and accounting systems. Connect what sits between them.
We usually start with one costly blind spot, like labor overruns or unbilled change orders, then build the data connections and tools that close it.
01
Estimate to actual labor reporting
Dashboards & Reporting →02
WIP schedules from accounting and project data
Workflow Automation →03
Change order tracking from field to invoice
Dashboards & Reporting →04
Service and project division profitability
Dashboards & Reporting →05
Certified payroll timecard checks
Document Intelligence →06
Combined reporting across acquired locations
Unified Data Platforms →07
AI-assisted processing of timecards, vendor bills and project documentation, with validation and exception review before updating source systems
[05] In practice
What this looks like in practice.
The bid looked right
A contractor wins work on McCormick labor units and finds out at closeout that the job ran over. We feed installed hours back by phase each week, so an overrun shows up while there's still time to act.
Month end WIP
The controller builds the WIP schedule by copying costs from accounting and percent complete from project managers. We automate the pull, calculate over and under billing, and list only the jobs that need a closer look.
Service and projects under one roof
A company runs service calls in one platform and projects in construction accounting, with the same electricians on both. We split labor and materials by division so leadership can see which side of the business is carrying the other.
[06] Relevant work
Work that shows how we approach it.
[07] A practical starting point
Connect the systems. Unify the data. Build the workflow.
01Connect
Pull bids and labor units from estimating, jobs and timecards from the field, and job cost, billing, and payroll from accounting.
02Unify
Match estimate items to job phases and cost codes, agree on how labor and change orders are counted, and flag jobs where the systems disagree.
03Build
Deliver the labor report, WIP schedule, or dashboard your team asked for, with every figure traceable to the bid, timecard, or invoice.
[08] Questions
Electrical Contractors: common questions
Do we need to replace our electrical estimating or accounting software?
No. We work with McCormick, Accubid, Foundation, Vista, ServiceTitan, and the other systems you already run, and add the connections and reporting between them.
Can you combine financials from electrical companies we've acquired?
Yes. We map each company's jobs, cost codes, and chart of accounts to shared definitions so results can be compared and rolled up without forcing an immediate migration.
How do we compare estimated labor hours to actual hours on electrical jobs?
We match estimate items to the cost codes crews log time against, then report the variance by job, phase, and foreman. Estimators can use that history when they set labor units.
Can you automate our WIP schedule and over and under billing?
Yes. We pull costs, billings, and retainage from accounting and percent complete from your project data, then build the schedule each month for review.
Does this help with prevailing wage and certified payroll jobs?
Yes. We check timecards against job, worker classification, and rate before payroll runs, so problems surface before the certified payroll report goes out.
Can AI automate timecards, vendor bills and project documentation for electrical contractors?
Yes. Cass & York can build a workflow that extracts structured details from timecards, vendor bills and project documentation, matches them to records in McCormick, ConEst, and Trimble Accubid and Foundation and Viewpoint Vista and accounting, and flags missing or ambiguous information for staff review. The integration can match labor and material costs to jobs and WIP reporting without requiring replacement of your existing core systems.
[09] Start with the process
Show us the workflow your existing software can't handle.
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call →