Summery
CRM Electrical Services is a family-owned Scottish electrical business based in Central Scotland, operating since 2016. Fully qualified and registered to the latest industry standards, CRM offers a wide range of services including EV charging installations, fixed wire testing, maintenance, and domestic and commercial electrical installs. Known for exceptional customer experience, the business sought a smarter way to manage its operations.
Challenge
As CRM grew, managing jobs, materials, and quality control became increasingly complex. The business was relying on paper-based systems and diaries, making it difficult to capture information accurately and keep track of work quality and material requirements.
As Owner Craig McLaughlin explained: “The way our business was operating meant we needed detailed capture of all jobs and material requirements. Keeping track of the work quality and materials was difficult.”
After researching options for the best software for electrical job management, CRM discovered WorkPal.
Solution
WorkPal replaced CRM’s paper-based processes with a fully digital, centralised job management platform. WorkPal’s dedicated in-house team — including Implementation Specialists, Software Developers and Customer Success Managers — guided CRM through every stage of the transition, from digitising existing forms and importing data to training staff on both the desktop platform and mobile app.
Craig noted how straightforward the process was: “Very easy to adapt to WorkPal. The system is user-friendly and there are great tools available to assist with the day to day work activities.”
The move to a paperless solution also addressed a critical compliance need — within the electrical industry, certifications are a legal requirement, and storing these digitally ensures they are never misplaced or damaged.
Results
Since implementing WorkPal, CRM Electrical Services has seen clear improvements across the business. Field operations are more streamlined, job information is centralised in one place instead of scattered across paper and diaries, and data capture for jobs, materials, and quality control is more reliable than ever.
Craig summed it up simply: “WorkPal has taken the pressure off myself and the team. Having all the important information in front of me on a desktop instead of paper and diaries has been great. It’s a faster and more efficient way of working.”
Client Testimonial
The training and support was spot on! Everything was made clear and any questions we asked were met with a response which satisfied our company needs. I have already recommended WorkPal to other friends who operate similar small companies and hope they get on board!
— Craig McLaughlin, Owner, CRM Electrical Services