You're leaving panel upgrades and service contracts on the table because the follow-up after estimates is manual. We build the pipeline that closes the jobs you've already bid.
The CRM under this system is TradesBackbone, our own product, set up for electrical contractors. You can sign up and switch it on yourself today, no call needed. Every TradesBackbone plan starts with a free trial, with no annual contract.
These aren't hypothetical. They're the exact gaps we see over and over when operators show us their day-to-day.
You spend 40 minutes scoping a panel upgrade, send the quote, and then… nothing. No nudge at day 3, no check-in at day 7. Meanwhile your competitor who emailed later closes the job because they followed up once.
Your customer doesn't hear from you for two weeks while you wait on a permit or a part. They assume you abandoned them, and your next review reads 'communication was bad.'
Every panel install is a candidate for an annual inspection contract. Every commercial build is a candidate for maintenance. You never ask because you're swamped, and recurring revenue stays zero.
Electrical work is high-trust. Every completed job is a referral opportunity. You ask verbally on-site, but nothing systematic captures it, and the referrals die.
Every system below is custom-configured to your shop, not a generic template. If you already have parts of this, we integrate with what's working. The review automation runs on ReputeLift, our own software, so it is built and supported by us rather than resold, and it never filters who gets asked: that is Google's rule and the FTC's, not a preference.
Quote sent, then an automatic day-2 check-in, a day-5 value reminder and a day-10 'still deciding?' touch. Text-first, because electrical customers text back, with email as the fallback. When the quote is accepted your team is notified in the same thread and sends the deposit link and the booking from there: the automatic half is the chase, not the collection.
Permit filed? Customer gets a text. Inspection passed? Text. Parts ordered, parts arrived, tech scheduled, job complete. Moving the job to the next stage is what sends the update, so nobody has to remember to write it. The customer never wonders what is happening.
Every service call adds the customer to a 12-month recall list. One year later they get a reminder tied to the original work (breaker inspection, whole-house surge check, GFCI test) with a booking link.
Commercial customers go into a quarterly check-in sequence that positions a maintenance agreement instead of leaving it to whoever remembers. The renewal ask is staged copy your team fires when a contract is coming due. There is no contract-expiry watch and no e-signature step in the standard build, so the trigger is your call, not a date the system is guarding.
Job completion triggers a review request with the direct Google link already loaded, plus a referral prompt to pass your name to someone who needs an electrician. The referral ask is a message, not a tracked coupon program: there is no code to redeem and nothing counts conversions for you. It works because the ask actually happens, every time, at the right moment.
The permit number and where it stands sit on the job, so anyone who opens it can see the state of play and the customer update goes out from the same place. Be clear on what this is: a field your team keeps current, not a permit tracker watching inspection windows and warning you before a deadline. A real permit board with dated stages and alerts is a custom build.
Automation for an electrical contracting business is scoped on a call with Martello Systems. That covers the CRM, missed-call text-back, estimate follow-up, project milestone updates, annual safety-check reminders, and the team that builds and runs it. One panel upgrade rescued from a dead estimate covers more than the month.
Book a 15-minute demoYour estimate-to-job conversion climbs because the follow-up actually happens. Big projects end without 'lost confidence' reviews because communication is automatic. You build a recurring revenue layer from annual safety checks you never tracked before. Referrals convert because you systematically ask right after a 5-star experience.
Electricians who hate texting customers or don't believe in following up. The systems work because they replace things you should be doing manually. If the philosophy isn't 'communicate more,' this isn't for you.
Every TradesBackbone plan starts with a free trial, with no annual contract. Prefer it built and run for you? A free 15-minute call covers what is leaking and what a system would cover.