Electrician CRM that follows up on every lead
Keep every bid, panel upgrade and EV charger job from going quiet
Electrician CRM for an electrical company holds quotes, follow-up and missed-call text back. Electricians use it for the jobs that already fill the week. Inspectors flag old panels, ungrounded outlets and aluminum wiring. Buyers and sellers then need someone licensed to quote the fix before. The CRM is free to start. Text-back comes with Ascended, $449 a month.
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 an 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.
Electrician CRM features: quotes, follow-up and missed-call text back
Puffly's pipeline is yours to name. Here is one way an 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, drafts these messages and lines up who to call next. You approve or edit each draft, even from a phone notification, and you get 10 seconds to cancel before it sends.
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.
Missed calls and after-hours calls
Electrician work misses calls because the person who would answer is already with a customer. Inspectors flag old panels, ungrounded outlets and aluminum wiring. Buyers and sellers. The next caller rarely leaves a voicemail they trust. They phone another electrical company and book whoever picks up.
Missed-call text back covers that gap. The call still rings your phone first. If you do not pick up, the caller gets one text in your words, with your business name and a reply STOP line, and the missed call is saved as a lead. Consent and quiet hours still apply. If no text goes out, the call says why. It comes with the Ascended plan at $449 a month.
Summer brings AC load problems and storm outages, and the holiday season brings lighting. That is when an unanswered phone costs the most jobs. An AI receptionist can pick up, take the details and book a time when you allow it. Each call ends as Booked, Message, Transferred or Failed. Text back is the written reply. Many electricians use both.
Electrician lead follow-up, step by step
Electrician lead follow-up is a short sequence, not a pile of reminders. Work the deal in this order, and write the date on it before you leave.
- InquiryCapture it the day it arrives. The call or form came in with a rough description of the problem or. A electrician lead that stays in a private text is the one that goes cold by Thursday.
- Walkthrough bookedSend the number with the day you will check back. You have a time to see the panel, the run or the space in. Put that check on the electrician deal so it does not depend on memory.
- Bid sentWhen they say yes, book the date and write what you promised. Scope, permit and price are with the customer, and you are waiting on a. The customer should see the same facts you do.
- Permit and scheduleDo the work, then say what happens next in one message. Bid accepted, permit filed, and a start date is on the calendar. A short update prevents the call that asks if you forgot them.
- Inspected and paidAfter the job, ask for the review or the next visit while it is fresh. The inspector signed off, the invoice is settled, and the customer is asked for. Then close the loop on the record.
If a electrical company step sits still, Puff can draft the next message and send it to your phone to approve or edit. Nothing Puff drafts goes out until you say so. The list itself is free to start.
Jobs, seasons and objections for an electrical company
Treat each source as its own next step. A electrician week usually mixes Home inspection reports, Builders and general contractors, Google searches for a licensed electrician, Referrals from other trades. Write the source on the deal when you create it, along with the customer's words, so Monday's list shows a new ask apart from a repeat customer. Inspectors flag old panels, ungrounded outlets and aluminum wiring. Buyers and sellers then need someone licensed to quote the fix before closing. Remodels, additions and new builds need rough-in and trim-out on a schedule, and a GC who trusts you. The point of the list is that those two do not get the same follow-up.
Electrician CRM FAQ
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
Puffly in Houston
Puff Voice answers the calls Houston electricians miss. The city page is the same trade, written for Houston.
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