A homeowner reaches out.
Alex · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
Same Electrical Business. More jobs, More estimates, More reviews, and More referrals.
Capture the inquiry. Follow up on the estimate. Stay connected after the job.
Your website, AI, and follow-up. Set up for you.
A charger request. A question waiting.
A homeowner asks about a charger. Your electrician sends a quote, but the next installation question sits unanswered.
Your electrical business · Follow-up gapsTwo moments that matter
The EV charger inquiry
Where do we start?
A homeowner wants home charging.
The request never becomes a conversation.
The installation estimate
What happens next?
Your team sends the quote.
Questions about the proposal hold up a decision.
What slips awayThe chance to answer, follow up, and keep the conversation moving.
Keep the site details with the charger quote.
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.
Start with the project.
Capture the homeowner’s request, contact details, and property address through your configured channels.
Make room for questions.
After your team prepares the installation estimate, follow-up gives the homeowner a way to ask what comes next.
Stay in touch after work.
After confirmed completion, eligible review requests and approved outreach help you stay in touch.
Your business. Connected. From inquiry to follow-up.
The process.
Set up around your services, your calendar, and your customers.
Built for your electrical business
We do the setup.
Build your system.
We configure your website, AI answers, and customer follow-up.
Test the handoffs.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
A charger inquiry.
Ready for your team.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep the requested charger project and property details with the homeowner’s contact information.
- Give your team context before they discuss the site visit.
Your electrician assesses urgency, site conditions, and electrical capacity.
Illustrative example
Home charging starts with a conversation
- Homeowner
- Alex
- Project
- Home EV charger
- Details
- Contact + property address
“Can you quote a charger for our garage?”
Your team reviews the site and requirements
Step 02 / Convert
Your electrician quotes.
SalesOS follows up.
- Help homeowners choose an estimate appointment from your available times.
- Follow up after your team records the quote and price.
- Bring questions about the proposal back to your team.
Your team determines scope, requirements, and price, then schedules the installation.
Illustrative example
Estimate visit selectedFrom your configured availability
Proposal prepared by your electrician
Site & capacity assessed
Scope & price recorded
Homeowner decision pending
SalesOS follow-up
“Any questions about the installation estimate?”
Technical questions return to your electrician
Step 03 / Compound
The charger is installed.
Keep the connection.
- Start eligible review requests after your team confirms completion.
- Invite referrals, with personal follow-up from your team.
- Reconnect through approved past-customer campaigns.
Requests depend on setup and eligibility. Customers choose whether to respond.
Illustrative example
Charger installed
Confirmed by your team
Review request
Alex chooses whether to share an experience.
Referral invitation
Your team follows up on any introduction.
A future project?
Approved customer outreach can start a new conversation.
Your website. Your AI. Your follow-up.
One connected system.
Set up for you.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
$3,000 setup+ $300/month
Book a Setup Call Usage billed separately. View usage rates · What’s included
Questions, answered.
How SalesOS fits your electrical business.
Can SalesOS handle a call about a fault or outage?
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.
Can AI tell someone whether their home can support an EV charger?
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.
Does it book the installation or just the estimate appointment?
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.
What happens with permits and inspection requirements?
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.
Can it follow up on an EV charger installation quote?
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 already use scheduling or estimating software. Can we keep it?
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.
How do reviews and referrals work after an electrical job?
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.
You install the charger.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call