Business support Business Support

CRM Management for an electrical contracting company

Customer Background

Client is the Co-owner & Vice President of a privately held small business in Rocklin, CA. A full service electrical contracting company serving local and national homebuilders. The company strives to offer competitive pricing while maintaining a safe work environment and a level of quality that surpasses the most. Specialized in electrical wiring, structured wiring, value engineering and designing. Complete package of electronics and electrical service solutions.

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We have been very pleased with the work of Brickwork team. They have been adaptable to our needs and communicate well in letting us know if there will be any timing adjustments, etc. Skype allows us to talk "face to face" and makes the distance less of a challenge than you might imagine with virtual assistants. The REA and the others we work with maintain professionalism at all times and have become a very valuable part of our team.
- Vice President

Project Objective

The client reached out to Brickwork in 2016 needing “multiple virtual admin assistants to handle end to end CRM operations and help them to optimize their productivity in managerial activities”. We continue to work with the client and are assisting on the below activities:

  • Generate POs for electronics and residential electrical contractors
  • Processing payroll and managing accounts receivable
  • Creating POs and scheduling jobs to foreman through online tools
  • Generate extra job reports from timesheet report
  • Mapping and creating job target hours
  • Entering builders and electrical contractor jobs in QuickBooks


  • Client evaluated our services with a small project in 2017 and now has a team of REAs working for the last 3+ years
  • Brickwork manages end to end CRM and backend operations ensuring accuracy & timely processing of data. This has immensely helped the client to optimize productivity in managerial activities
  • Brickwork now has 4 REA’s trained on the project to ensure Business Continuity at any given point

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