Keep every bid, panel upgrade and EV charger job from going quiet
Puffly is a free CRM for electricians who spend the day on ladders and in panels, and still want to know which bids need a nudge.
Where electrical company leads come from
Home inspection reports
Inspectors flag old panels, ungrounded outlets and aluminum wiring. Buyers and sellers then need someone licensed to quote the fix before closing.
Builders and general contractors
Remodels, additions and new builds need rough-in and trim-out on a schedule, and a GC who trusts you sends the next job your way.
Google searches for a licensed electrician
Tripping breakers, dead outlets and a flickering panel push people to search. They want proof you are licensed and insured before they call.
Referrals from other trades
HVAC techs, solar installers and plumbers all run into electrical work they cannot do and pass the customer along.
What slow follow up costs a electrical company
A bid for a panel upgrade or a whole-house rewire is a big decision, and homeowners often wait weeks while they get a second and third opinion. If you go quiet after the walkthrough, the electrician who keeps in touch looks more reliable. Smaller service calls also fade when the customer decides the fix can wait.
A pipeline that fits a electrical company
Puffly’s pipeline is yours to name. Here is one way a electrical company could lay it out.
- InquiryThe call or form came in with a rough description of the problem or project.
- Walkthrough bookedYou have a time to see the panel, the run or the space in person.
- Bid sentScope, permit and price are with the customer, and you are waiting on a decision.
- Permit and scheduleBid accepted, permit filed, and a start date is on the calendar.
- Inspected and paidThe inspector signed off, the invoice is settled, and the customer is asked for a review.
Follow up moments worth a reminder
EV charger bid sent last week and the homeowner has not replied
"Hi Jordan, it's Ana from Bright Line Electric. Checking in on the charger install. If you'd like, I can pencil in a day that fits around your work schedule."
A realtor sent a buyer who needs a panel fix before closing
"Thanks for sending Mr. Bell my way. I can walk the house Tuesday and get a written bid to you both by Wednesday so it doesn't hold up closing."
Rewired a kitchen in the spring and never followed up
"Hi Nina, hope the kitchen lighting is working out. If you're planning any other projects, like the basement or the garage, I'm happy to come take a look."
Puff, your AI teammate, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.
The shape of the year
Summer brings AC load problems and storm outages, and the holiday season brings lighting and generator calls. Winter and early spring are a good time to chase remodel bids, reach out to builders about upcoming projects, and remind past customers about surge protection or panel checks.
Questions from electricians
Can I use Puffly for bids on bigger jobs?
Yes. Each job can be a deal in your pipeline, and Puffly has quotes you can send. Puff notices when a bid has gone quiet and drafts the follow up for you to approve.
Can I put a request form on my website?
Yes. You get a branded lead form you can share as a link or embed on your site. Submissions land in your pipeline as new leads.
Does Puffly know electrical codes or permits?
No. Puffly is a general CRM, not electrical software. It keeps your leads and follow up organized, and you keep handling permits, codes and scheduling your own way.
Puffly for related trades
Start with the free CRM.
Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.
Start free