Electrical CRM & Lead Follow-Up Built for Service Contractors
Respond to new inquiries faster, track panel upgrade estimates, book service calls, keep crews informed, and turn completed work into reviews and return visits.
Electrical
Electrical shops lose work when calls go unanswered, panel upgrade quotes sit, recommended work disappears, and finished jobs never turn into reviews. North & Nova builds the customer process around those gaps.
How We Build & Run This System
We start by looking at how work moves through your business today: where inquiries come in, how fast they get answered, what happens to a quote after it goes out, and where jobs stall. Then we replace the manual steps that depend on you with automated ones that do not.
Every piece is set up around your real service areas, your trade, your pricing, and your schedule. We handle the technical setup, the carrier registration for business texting, the dispatch calendar, and the review campaigns so your team can stay on the work in the field.
Once it is running, you can see where every lead came from, which quotes are sitting open, and where revenue is being lost. That visibility is what lets you fix the next leak instead of guessing at it.
Answer faster. Track every estimate. Bring customers back with lifecycle reminders. Turn completed work into the proof that wins the next job.
The Full Path a Customer Walks
Electrical shops do not usually lose customers because nobody can pull wire. They lose them when calls go unanswered, panel upgrade quotes sit, recommended work disappears, and finished jobs never turn into reviews or return visits. North & Nova builds the customer process around those gaps.
Service Calls and Panel Upgrades Run Differently
An electrical business handles two kinds of work, and your system should reflect that instead of forcing every opportunity into the same pipeline.
Service Calls
Good Fit
Panel Upgrades & Estimates
Good Fit
From Inquiry to Appointment Without the Back-and-Forth
Intake captures
- Customer
- Service needed
- Property address
- Preferred day
- Preferred time
- Notes
- Previous conversations
What happens automatically
Your crew arrives prepared, with the address, service needed, and previous conversation history on hand.
Stop Letting Panel Upgrade Quotes Sit Silent
A panel upgrade estimate is a real opportunity. When it goes out and nobody follows up, the homeowner calls the next electrician on the list. Follow-up should run on its own.
Open estimates
Yesterday's "Not Yet" Becomes Next Month's Job
What Happens After a Homeowner Asks for a Quote
A homeowner requests a panel upgrade quote
They land on your panel upgrade page, see real local projects, and submit a request after your office has closed for the weekend.
They get a response
The system creates a customer record, sends confirmation, and notifies the assigned estimator. The homeowner knows their request was received.
Your estimator sees the full picture
Contact information, property details, project type, lead source, and the homeowner's preferred timing, all in one place. No sticky notes, no lost texts.
The estimate goes out
Opportunity moves to Estimate Sent. Follow-up is already scheduled, so nobody needs to remember to check back in three days.
Follow-up happens on its own
If the homeowner has not responded, a polite reminder goes out. A reply alerts your team instantly.
The homeowner approves
The estimate moves to Approved, then Scheduled. The original lead source stays attached, so you know exactly where this job came from.
The review request goes out
A thank-you message goes out automatically, followed by a Google review request while the experience is still fresh. That finished panel upgrade becomes the proof that helps the next homeowner call you.
You Need to Know How Many Estimates Are Sitting Open
You do not need another report full of clicks and impressions. You need to know how many homeowners raised their hand, how many made it to an appointment, and how many quotes are still waiting on an answer.
12
New Inquiries
9
Appointments
$42,300
Open Estimates
6
Deferred Due
8
Reviews Sent
Customer Pipeline
Follow-Up Needed
Jennifer M.
Panel upgrade
$2,400
Deferred 30 days
Robert H.
Generator install
$8,900
Quote sent 5 days
Mike S.
EV charger
$1,450
Needs response
Electrical Is Built for Lifecycle Reminders
Most electrical customers only call when something breaks. Lifecycle reminders bring them back before that happens.
Reminder triggers
How it runs
That is a much stronger retention story than waiting for customers to remember the electrician who fixed their breaker two years ago.
A Panel Upgrade Is the Perfect Time to Ask for a Review
Someone searching "electrician near me" is going to compare stars, review count, and recency. A steady flow of new reviews helps the next homeowner trust you before they ever pick up the phone.
A completed panel upgrade or generator install triggers a thank-you message, then a review request, then a reminder if needed. No memory required.
Average rating
Google Reviews
This Month
Build Service Pages Around What People Actually Search For
Instead of asking one homepage to rank for every electrical service, we build individual pages around the projects homeowners are actively searching for.
Electrical Repair
- panel upgrade near me
- electrician for breaker trip
- outlet repair [City]
- electrical inspection
- lighting repair
Installations
- generator install [City]
- EV charger installation
- whole-home surge protection
- ceiling fan installation
- light fixture install
Commercial
- commercial electrician [City]
- tenant build-out electrical
- commercial wiring upgrade
- parking lot lighting
The full local search flow
What Changes in the Workday
A panel upgrade quote sits in someone's inbox for two weeks with no follow-up.
Every estimate has an automatic follow-up sequence that chases it until it signs or passes.
The office does not know whether the estimator actually worked yesterday's leads.
Every lead has an owner, a status, and a next action visible to the whole team.
A homeowner calls after hours and hears nothing until Monday morning.
After-hours inquiries get an instant acknowledgment and a path to book an appointment.
Recommended work from last year's inspection is forgotten on both sides.
Deferred work stays on the customer record and triggers a reminder when the time is right.
The owner has no real number on how many quotes are open or what they add up to.
A dashboard shows open estimates, what needs follow-up, and what is waiting on the customer.
Finished jobs never produce reviews because nobody remembers to ask.
Completed work automatically triggers a thank-you and a review request while it is fresh.
Already Using ServiceTitan, Housecall Pro, Jobber, or FieldEdge?
You do not automatically need another replacement platform. If your current software handles dispatch, invoicing, or accounting well, keep it. North & Nova focuses on the gaps around it.
Your existing tools
Dispatch and routing
Invoicing and accounting
Parts ordering
Technician scheduling
North & Nova handles
- Lead handling and response
- Appointment acquisition
- Customer communication
- Estimate follow-up
- Deferred-service recovery
- Review generation
- Retention and lifecycle reminders
- Local search visibility
Where Are Your Electrical Leads and Estimates Getting Stuck?
We will review how your business handles new calls, scheduling, estimates, follow-up, and reviews, then show you where customers are dropping out.
Review My Lead ProcessReady to see which systems your shop is missing?
In 15 minutes, we review your current website, Google profile, lead follow-up, and point out the leaks where money is falling through the cracks.