How electricians send estimates, collect signatures, and invoice deposits

Electrical work is high trust. Customers want a clear scope, clean pricing, and confidence that the job will be done safely and on schedule. A slow estimate or a confusing approval process sends them to another contractor.

This guide breaks down a simple workflow for electricians to send estimates, collect signatures, and invoice a deposit. It also shows how ServeHub keeps each step in one system.

Why your electrical estimate process matters

Estimates are your first proof of professionalism. A clean proposal, quick approval link, and immediate deposit invoice improve close rate and protect cash flow for materials and permits.

Step 1: Build an electrical estimate that is easy to approve

Start with a detailed estimate that spells out scope, materials, and code requirements. If you are quoting a panel upgrade, EV charger, or lighting retrofit, the buyer should understand what is included and what is not.

• List materials and fixtures with model numbers or key specs.
• Break labor into phases (rough-in, trim, testing).
• Call out permit and inspection requirements.
• Provide options for upgrade tiers when possible.

ServeHub lets electricians build templates for common jobs, reuse catalogs, and keep margins consistent across crews.

Step 2: Send the estimate with a secure approval link

A customer should not have to print, scan, or download a file just to approve a job. Send a branded link that works on any device and guides them to the approval button.

ServeHub delivers estimates through a clean, secure link so your proposal feels professional and easy to accept.

Step 3: Collect an e-signature for compliance and protection

A signed proposal confirms scope and protects you if change orders happen later. It also keeps your office organized for warranty claims or audits.

• Use required signature fields and a timestamped record.
• Store signed documents in the customer record automatically.
• Send reminders if the signature is delayed.

ServeHub includes built-in e-signatures, so you do not need a separate signing tool.

Step 4: Invoice a deposit to lock in materials and scheduling

Many electrical jobs require ordering materials or reserving labor. A deposit invoice secures the job and keeps your cash flow healthy.

• Invoice a percentage or fixed deposit right after signing.
• Accept payments by card or ACH with a trusted link.
• Automate reminders if the deposit is unpaid.

ServeHub generates a deposit invoice as soon as the estimate is signed, so you can move forward without delay.

Step 5: Confirm the job schedule and site details

After the deposit, send a confirmation with site access instructions, panel locations, or any required shutoffs. This reduces on-site delays and safety risks.

• Confirm arrival windows and crew names.
• Share prep notes for homeowners or facility teams.
• Outline change order and inspection steps.

Common questions electricians ask

What should an electrician include in an estimate?

A solid electrical estimate includes scope, materials, labor phases, permit costs, testing, and warranty details. It should also include exclusions or assumptions.

Do electrical proposals need a contract?

Many electricians use the estimate as the contract as long as it includes terms and is signed. A digital signature provides a clear approval record.

How much should electricians charge for a deposit?

Deposits often range from 20 to 50 percent depending on material costs and project size. Use a standard policy across job types to avoid confusion.

ServeHub ties estimates, signatures, and deposits together

ServeHub gives electricians a single workflow for proposals, e-signatures, and deposit invoices. That means fewer delays, cleaner records, and better cash flow from the first day of a project.