Every project arrives as a general message
A panel upgrade, a new circuit, and a fault investigation need different questions before you can plan a visit.
I build forms that collect the address and equipment details for EV charger installs and panel upgrades, so more inquiries can become estimate visits.
The project form collects the location and where they’d like the charger installed.
The details arrive in the hub so an electrician can decide whether to offer a site visit.
An approved message gives the customer a chance to ask questions before the estimate goes quiet.
What to look for
A panel upgrade, a new circuit, and a fault investigation need different questions before you can plan a visit.
A short form rarely tells you enough to price an installation. Your team needs a way to explain what happens at the site assessment.
Larger jobs can need more time to coordinate. A check-in helps you learn whether the customer has questions about the scope.
Website & local search
I build pages that help people find the service they need, book a visit, or ask for a quote.
Give the service its own page and explain what information helps you prepare for the assessment.
Put the right phone or callback option on the troubleshooting page and let your team assess the symptoms.
What I’d set up
I’d build a form for the work you quote most and set up a separate path for service calls.
I can automate estimate follow-up and build service pages for jobs you want more of, such as panel upgrades or EV charger installs.
The four pieces
Your website, calls, and follow-up feed into one customer hub. See who still needs a reply, a booking, or a nudge on an open quote.
I build distinct pages for panel upgrades, EV chargers, and repairs, with your credentials and what to expect from a site assessment.
The form gathers the project type, property address, and equipment details the customer already knows.
I set up separate paths for service callbacks and estimate visits. Projects that need an electrician’s judgment go to your team first.
I set up check-ins for open estimates so customers get a reminder while they’re deciding.
From scope to launch
I build around how you want customer requests handled. I test the tools with realistic calls, inquiries, and bookings before they go live.
We agree on the jobs you want more of, which requests can book directly, and which need an electrician to review them first.
I build the service pages, write the intake questions, and test that a breaker call and an EV charger request reach the right people.
Before launching the site and connected tools, I check the handoffs and make sure the follow-up uses the wording we agreed on.
Where to start
I set up the tools for the requests you handle today and can add routing or separate calendars as your team grows.
I set up separate forms for repairs and upgrades so you can see which callbacks need your attention.
I route service calls and larger projects separately, so your estimator has the scope before scheduling a visit.
I can show services and coverage by location and send each inquiry to the team that can take it.
It gathers the details your team needs. Your electrician still evaluates the site and decides the scope and price.
Yes. Projects that need review can go to your team first, while routine appointment types can use approved booking rules.