Electrical · CRM with AI receptionist
The CRM that answers your electrical calls — and books the panel walk-through
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking electrical: the jobs pipeline your team runs and the fields you actually track, configured before you finish signing up.
No credit card. Set up in about a minute.
Nadia Osei
“200A panel upgrade”
Captured on the call
Permit: Required
Value: $3,800
Sample caller — the fields and the stage are the real Electrical template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the Electrical template — the same definitions your workspace gets at signup, and the same ones the AI receptionist works from on every call. Rename them, add your own, and the AI follows.
Property Type
- Single Family
- Multi-Family
- Condo/Apartment
- Commercial
- Industrial
Service Type
asked every call- Panel Upgrade
- Outlets/Switches
- Lighting
- Rewire
- EV Charger
- Inspection
Urgency
- Emergency
- Same Week
- Flexible
Panel Amperage
→ a number
Permit Required
- Yes
- No
Access Notes
→ in the caller's own words
Your pipeline, pre-built
Jobs move through 6 real stages.
Estimate Requested, Estimate Sent, Scheduled, In Progress, Invoiced, then Paid — the pipeline a electrical business actually runs, not a generic sales funnel. Drag jobs across stages, and every stage, color, and label is yours to edit.
- Estimate Requested
- Estimate Sent
- Scheduled
- In Progress
- Invoiced
- Paid
- Estimate Requested
- Estimate Sent
- Scheduled
- In Progress
- Invoiced
- Paid
200A panel upgrade
Nadia Osei
EV charger — garage
T. Lindqvist
Kitchen recessed lighting
The Baptistes
Real template data — these stages and fields exist the moment you pick Electrical.
Everything included, from day one
The whole front office, tuned for electrical.
Omnichannel AI Receptionist
Asks the service — panel upgrade, EV charger, rewire — the urgency, and the panel amperage.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
EV-charger campaigns to past customers; postcards to the streets around every panel upgrade.
Social & Lead Capture
Facebook Lead Ads land straight in the pipeline; post to four networks and run website chat from one screen.
Retention & Reviews
Service plans create the next job on schedule; Google review replies arrive drafted for your approval.
Intelligence & Trust
Ask your numbers a plain question. Underneath: encryption, two-factor auth, and pricing you can read on one page.
Straight answers
Questions electrical owners ask.
- Can it quote electrical work over the phone?
- Fixed-scope work like EV-charger installs can quote from your price book. Panel upgrades and rewires get scoped on site — the AI collects service type, amperage, and urgency, then books the estimate.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your Electrical template tracks — property type, service type, urgency — and creates the job in your Estimate Requested stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking Electrical at signup provisions the 6-stage pipeline — Estimate Requested → Estimate Sent → Scheduled → In Progress → Invoiced → Paid — plus 8 trade-specific fields. Every stage, field, and label is editable once you're in.
- Which channels does the AI receptionist cover?
- Phone, WhatsApp, website chat, Facebook Messenger, and Instagram — one AI, one inbox. It can lead the conversation in Spanish and speak in your own cloned voice.
- How do I try it?
- Start a 14-day free trial — every feature, no credit card. Setup takes about a minute, because the Electrical template does it for you.
Your next job could book itself.
Pick Electrical at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.