Workflow Automation for Electrical Contractors

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.

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Where electrical contractors leak money

These aren't hypothetical. They're the exact gaps we see over and over when operators show us their day-to-day.

Estimates that die after sending

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.

Big jobs that go dark mid-project

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.'

Service contracts never upsold

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.

Referral requests that never happen

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.

What we build for you

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.

1

Estimate-to-contract pipeline

Quote sent → automatic day-2 check-in, day-5 value reminder, day-10 'still deciding?' touch. Text-first because electrical customers text back; email fallback. Quote acceptance triggers a deposit link and schedules the job.

2

Project milestone updates

Permit filed? Customer gets a text. Inspection passed? Text. Parts ordered, parts arrived, tech scheduled, job complete. The customer never wonders what's happening. Warranty docs auto-send at completion.

3

Annual safety-check reminders

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.

4

Commercial maintenance contracts

Commercial customers get a quarterly check-in sequence positioning a maintenance agreement. Renewal 60 days before expiry — with a pre-filled contract link ready to countersign.

5

Review + referral automation

Job completion triggers review request + a two-step referral prompt: rate us privately first, then if 5 stars, share with a friend who needs an electrician. A discount code on their next service unlocks if a referral converts.

6

Permit & inspection tracking

A simple board tracks every open permit: filed date, inspection window, pass/fail. Missed inspection deadlines are flagged before they become penalty fees.

What this looks like after 90 days

Your 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.

Who this isn't for

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.

Questions

Yes — Jobber, Housecall Pro, ServiceTitan, Markate, Tradify, or even spreadsheet + QuickBooks. We connect to whatever you use.
The texts are written to sound like you, not a robot. Customers expect updates, and field-service customers specifically prefer SMS over email. Response rates are typically 4–6x higher than email.
Commercial-heavy shops get even more value because the deal sizes are bigger and the decision cycles are longer — meaning more follow-up touches are needed per deal. We tune the cadence for your customer type.
Yes. Basic package is one core automation. Most shops start with estimate follow-up or review automation (highest ROI), then layer on the others.

Ready to see this built for your business?

Free 30-minute call. We'll audit what's leaking and show you what a system would cover.

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