For electrical companies that sell panels, chargers and backup power at the home.
Panel upgrades, EV chargers and generators get sold in the home and at the door, often right alongside solar and batteries. Every sale has a site visit, a permit and an inspection behind it. We build the systems that carry it from the first conversation to a passed inspection.
This is for you if:
You sell panel upgrades, EV chargers or generators in the home, and the quote process changes with every rep
You run a door-to-door team or work with solar and battery installers, and leads arrive from too many places to track
Your service techs see undersized panels and old wiring every week, and few of those visits turn into an upgrade quote
Sold jobs wait on site surveys, permits, utility approvals and inspections, and customers call you to ask where things stand
You can't see in one place which reps, techs and lead sources produce signed jobs
Five places we find money in electrical companies.
Service calls that end at the invoice.
A tech replaces a breaker and notices the panel won't handle the EV charger the homeowner is planning. Without a quick way to flag it and book a sales visit, the upgrade goes to the next company that knocks. We build the flag into the tech's workflow and route it to sales.
Leads with no owner.
Leads come from your door-to-door reps, a solar or battery partner, your website and referrals. Each one lands somewhere different. We bring them into one CRM with routing rules, so every lead has an owner, a response time and a result.
Quotes that change with the rep.
A panel upgrade or a generator quote needs load details, photos and clear options. When each rep builds it differently, pricing drifts and follow-up depends on memory. We give your team one proposal and e-sign flow with the right questions built in.
Sold jobs stuck between signature and install.
Site survey, permit, utility approval, install, inspection. Each step is a place a job can stall and a customer can cancel. We set up job management that shows every sold job's stage, who owns it and what it's waiting on.
Bundles nobody tracks as one job.
When you sell backup power with solar and batteries, or a panel upgrade with an EV charger, the pieces often move on different schedules with different crews. We connect them so sales, operations and the customer see one job, not three.
Three steps.
Step 1: Map how your business runs.
In month one we map how work actually moves through your business: your door-to-door and in-home sales, your partner leads, the handoff from service tech to sales, your proposals and your permit and inspection flow. Then we build in the order that pays back first.
Step 2: The Foundation, in phases.
Over the first six months we build your Lead, Sell, Deliver and Service systems in the order that pays back first, matched to how your business makes money.
Step 3: We run it with you.
Run work every month, one scorecard you can read in a minute, and new projects from your backlog, all on one monthly partnership.
Operators, not consultants.
We've sat in your chair.
We've worked inside service companies. We're not coming at this from a software vendor's perspective. We've watched what actually breaks as service businesses scale.
We build, then we stay.
We ship working systems: CRM, canvassing, contracts, job management and reviews, connected end to end. Then we keep them running with you every month.
We stay to run it.
Building is how a partnership starts. Run work every month keeps the system working as your business grows, and new projects keep coming off your list.
Find out where your sales are slipping.
Start with a free 20-minute systems call. Walk us through how a customer moves from the first knock or service call to a passed inspection, and we'll tell you which system to build first.