A homeowner reaches out.
Alex · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
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Capture the inquiry. Follow up on the estimate. Stay connected after the job.
Your website, AI, and follow-up. Set up for you.
Alex · Website inquiry
A homeowner asks about a charger. Your electrician sends a quote, but the next installation question sits unanswered.
A homeowner wants home charging.
The request never becomes a conversation.
Your team sends the quote.
Questions about the proposal hold up a decision.
Keep the charger request, property details, and quote questions together while your electrician assesses the site and installation requirements.
| Customer moment | Connected next step |
|---|---|
| EV charger inquiry | Contact + request captured |
| Installation quote sent | Estimate follow-up |
| Job confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Capture the homeowner’s request, contact details, and property address through your configured channels.
After your team prepares the installation estimate, follow-up gives the homeowner a way to ask what comes next.
After confirmed completion, eligible review requests and approved outreach help you stay in touch.
Your business. Connected. From inquiry to follow-up.
Set up around your services, your calendar, and your customers.
Built for your electrical business
Your services, service area, estimate availability, and existing tools.
We configure your website, AI answers, and customer follow-up.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
Your electrician assesses urgency, site conditions, and electrical capacity.
“Can you quote a charger for our garage?”
Your team reviews the site and requirements
Step 02 / Convert
Your team determines scope, requirements, and price, then schedules the installation.
Proposal prepared by your electrician
“Any questions about the installation estimate?”
Technical questions return to your electrician
Step 03 / Compound
Requests depend on setup and eligibility. Customers choose whether to respond.
Confirmed by your team
Alex chooses whether to share an experience.
Your team follows up on any introduction.
Approved customer outreach can start a new conversation.
Your website. Your AI. Your follow-up.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
How SalesOS fits your electrical business.
Configured intake can collect what the caller reports and pass the conversation to your team. Your business assesses urgency and decides the response. SalesOS does not diagnose faults, give electrical safety instructions, dispatch an electrician, or promise an arrival time.
No. Your electrician assesses the site, available capacity, and proposed installation. AI can answer routine questions using the business information you approve, such as whether you offer EV charger estimates and which areas you serve. Technical suitability and equipment recommendations stay with your team.
SalesOS helps homeowners select an estimate appointment from your configured availability. Your team sets the installation date and assigns the electrician after agreeing the work. Repair visits, inspections, and other service scheduling remain in your existing process.
Your business determines applicable requirements and manages the necessary coordination. SalesOS does not decide whether a permit is needed, submit or approve permits, or certify electrical work. Routine information about your process can be included in the approved business answers.
After your team records the quote and price, configured follow-up can invite the homeowner’s questions. Your team answers questions about equipment, scope, requirements, cost, and installation timing. Follow-up depends on account settings and eligibility; the homeowner decides whether to proceed.
We review your website, phone setup, and current tools on the setup call. Together we map how an inquiry becomes an estimate and how your team records the outcome. Compatibility and data movement must be checked for your business before any integration is promised.
Your team first confirms completion. Configured workflows can then send eligible review requests and referral invitations. Customers choose whether to respond, and your team follows up personally on introductions. Approved past-customer campaigns can support future outreach; slow-season campaigns are team-launched.
Let’s connect your inquiries, estimates, and customer follow-up.
Book Setup Call