User Guide
How it works

Everything you need to run
your electrical business

A step-by-step guide to every feature in Electrician Pro X — built by a journeyman, for the field.

Getting started

Create your account and get set up in minutes

1
Create your account
Download Electrician Pro X from the App Store or Google Play, or open the web app at app.electricianprox.com. Tap Sign Up, enter your name, email address, and password to create your account.
2
Set up your business profile
Tap Account in the navigation and fill in the text fields in the Profile Information card — company name, license number, phone, address, and logo. This information appears automatically on every estimate and invoice you send.
Add your contractor's license number — it prints on every document and builds client trust instantly.
3
Connect Stripe to accept card payments
Tap Account and then tap Complete Stripe Setup. Follow the short onboarding to link your bank account. Once connected, clients can pay invoices online by card — funds deposit directly to you.

Schedule

See all your upcoming jobs in one place

1
View your job calendar
Tap Schedule in the navigation bar to open the job calendar. Scheduled jobs appear on their assigned dates so you can see your full workload at a glance.
2
Schedule a job
Tap a day on the calendar and tap the + Add Job button. A window will open showing all your current incomplete jobs — select one and the job card will appear below the calendar. Set a start and end time directly on the job card.
3
Job card quick actions
Each job card on the schedule has four quick-action buttons: Call (dial the client), Text (open a text thread), Maps (get directions to the job site), and Clock In/Out (start or stop time tracking for that job).
4
Sync with Google Calendar
Tap the Google Calendar button in the top right of the calendar screen to sync your job schedule with Google Calendar. Your scheduled jobs will appear alongside your existing Google Calendar events.

Jobs

Track every job from first visit to final payment

1
Create a job
Tap Jobs in the navigation bar, then tap the + button to open the job creation form. Fill in the job title, set the status (Scheduled, In Progress, or Completed), select a client, enter the job location, and set a start date and time.
2
Add team members
Expand the Team Members section in the job form to send job invitations to crew members. Invited team members will receive a notification and can view the job details on their own account.
3
Link financials
Expand the Financial section to link any existing estimate or invoice to the job, and to track expenses or mileage traveled for the job — keeping all costs in one place.
4
Attach photos and notes
Inside a job you can attach photos directly to the job record — before and after shots, panel labeling, inspection photos. Add notes to document anything relevant about the job site or scope of work.
Before-and-after photos protect you if a client disputes quality and make your estimates more credible on future jobs.
5
Clock in to a job
Tap a job card in the job list to open the job preview, then tap Clock In. The app will track your time and automatically build a time card entry in the Time Tracking screen when you clock out.
6
To-do list
Open the job preview and tap To Do List to add job duties. Check items off as they're completed — the job's completion status updates as tasks are finished, giving your crew a clear picture of what's done and what's left.

Estimates

Build, send, and get approval on professional estimates

1
Create an estimate
Tap Estimates in the navigation bar to open the estimates screen, then tap the + button to open the estimate creation form. Add line items for materials and labor — each line includes a description, quantity, unit price, and auto-calculated total.
2
Use AI Estimate Assist
Tap the AI Assist button and describe the job in plain English — for example, "200 amp panel upgrade with new meter base, 10 circuits." The AI generates a starting set of line items you can review and adjust. It saves significant time on pricing common electrical work.
AI Assist gives you a solid starting point — always review and adjust quantities and pricing to match your local market and actual materials.
3
Send the estimate
Tap the estimate from your estimates list to open the estimate preview. Tap Send — you can choose to text the client a generated link or send via email. The client receives the estimate as a PDF with three response options: Accept, Request Changes, or Reject.
4
Client response
When your client selects a response you will receive an email notifying you of their decision. If they select Accept, the estimate status badge automatically changes from Pending to Accepted and an invoice is auto-generated from the estimate and appears in your invoices list — no manual conversion needed.

Invoices & payments

Send professional invoices and get paid online

1
Create an invoice
Tap Invoices in the navigation bar and tap the + button, or convert an approved estimate directly to an invoice. Add line items, apply any discounts, and set a due date.
2
Send the invoice
Tap the invoice from your invoices list to open the invoice preview. At the bottom tap Send — choose Text to send the client a secure payment link via text message, or Email to send an email with the invoice PDF attached and the option to pay by card.
3
Client pays online
Your client taps the payment link and pays by card through Stripe. Funds deposit directly into your linked bank account. EPX charges a 3% processing fee + $0.49 per card transaction.
4
Mark as paid
When a client pays by check or cash, open the invoice and tap Mark as Paid to keep your records accurate. Paid invoices are separated from outstanding ones so you always know what's owed.

Clients

Keep all your customer info organized and searchable

1
Add a client
Tap Clients in the navigation bar, then tap the + button. Enter their name, phone number, email, and service address. Clients can be residential homeowners, property managers, or commercial accounts.
2
View client history
Tap any client to see all their jobs, estimates, invoices, and notes in one place. Every document you've ever sent them is a tap away — useful when clients call with questions about past work.
3
Search clients
Use the search bar at the top of the Clients screen to find anyone by name, address, or phone number.
Add a note to a client record for important job site details — gate codes, dogs on property, billing contact name, etc.

Materials

Build a library of your most-used materials and pricing

1
Add materials
Tap Materials in the navigation bar and tap the + button to add a material. Enter the name, unit (each, ft, lb, etc.), and your cost price. Save commonly used items like wire, breakers, conduit fittings, and devices.
2
Use materials in estimates
When building an estimate, tap Add from Library to pull items directly from your materials database with pricing pre-filled. This speeds up estimating and keeps your pricing consistent across every job.
Keep your material prices updated when supplier costs change — accurate pricing in your library means accurate estimates every time.

Time tracking

Clock in and out of jobs and build automatic time cards

1
Clock in to a job
Tap a job card in the Jobs list to open the job preview, then tap Clock In. The app starts tracking your time automatically. When you're done, tap Clock Out and the session is saved.
2
View time cards
Tap Time Tracking in the navigation bar to see all time entries automatically built from your clock-ins and clock-outs. Entries are grouped by job and show total hours per session.
3
Manual entries
Forgot to clock in? Tap the + button on the Time Tracking screen to manually add a time entry — select the job, set the start and end time, and save.

Analytics

Track revenue, expenses, and business performance

1
Business dashboard
The Analytics screen gives you a high-level view of your business — total revenue billed, amount collected, outstanding invoices, and job counts across your selected time period.
2
Revenue and expense tracking
See your total billed and collected revenue alongside logged expenses. Job-level expenses entered through the Financial section of each job roll up here so you can see your actual profit per period.
3
Job, estimate, and invoice reports
Review the full list of jobs, estimates, and invoices with their statuses — completed, pending, sent, paid, overdue. Use this to follow up on open estimates or chase outstanding payments.
4
Labor hours
See total labor hours logged across all jobs in a period. This helps you understand how much of your revenue is going to labor and whether your estimate rates are covering your actual time on site.

Invitations

Add crew members and assign them to jobs

1
Invite a team member
Tap Invitations in the navigation bar and tap the + button. Enter the team member's email address and send the invitation. They'll receive an email with instructions to create their account and join your team.
2
Assign crew to jobs
When creating or editing a job, expand the Team Members section and select which crew members to assign. Assigned members can view the job details, clock in and out, and update the to-do list from their own account.
Crew members need their own EPX account to be assigned to jobs. Send them an invitation first before assigning.

NEC calculators

20+ code-based calculators — free for all users

All calculators are available to every user on every plan, including free accounts. No paywall, no limits — these tools belong on the job site.

Wire sizing
NEC Table 310 ampacity calculations for copper and aluminum conductors in any conduit fill and temperature rating.
Load calculations
Residential and commercial load calcs including optional and standard methods for service sizing.
Conduit fill
Calculate maximum wire fill for any conduit type and size per NEC Chapter 9 tables.
Voltage drop
Single-phase and three-phase voltage drop with automatic wire size recommendation to stay within 3% / 5%.
Ohm's Law
Solve for voltage, current, resistance, or power — enter any two values and get the rest instantly.
Box fill
Calculate minimum box size required for a given combination of conductors, devices, clamps, and fittings.
Motor calculations
FLA, breaker sizing, and wire sizing for single-phase and three-phase motors per NEC Article 430.
+ more calculators
Panel schedule helper, transformer sizing, grounding electrode conductor, fault current, and more — open the Calculators tab to see all 20+.

Frequently asked questions

Quick answers to common questions

No. All 20+ NEC calculators are free for every user with a registered account — no subscription required. We believe field tools should be accessible to every electrician.
EPX charges a 3% processing fee + $0.49 per card transaction. There are no other platform fees or monthly payment charges on top of your subscription.
Viewing your clients, jobs, and estimates works offline once they've been loaded. Creating new records or sending invoices requires an internet connection. The NEC calculators work fully offline — no connection needed on the job site.
You describe the job in plain English and the AI generates a starting list of line items — materials, labor, and quantities. It uses Google Gemini under the hood and is tuned with electrical contractor context so it understands trade terminology. Always review and adjust the output for your local pricing and specific job conditions.
Yes. All data is stored in Firebase (Google's cloud platform) with encryption at rest and in transit. Your data is backed up automatically. We don't sell or share your client or business data.
Electrician Pro X is available on iOS (iPhone and iPad), Android, and as a full web app at app.electricianprox.com. Your data syncs across all devices automatically — start an estimate on your phone, finish it on your laptop.
Yes. You can cancel anytime through the App Store (iOS), Google Play (Android), or your account settings on the web. Your subscription stays active through the end of the billing period.