# Electrical contractor CRM setup

Carbon Gear Automations builds estimate follow-up automation and CRM setup for
electrical contractors in the United States: quote chasing that keeps going,
permit and inspection tracking, one place every lead lives, and change orders
rolling into the invoice. The problem it is built around is estimate volume and
permit follow-up — bids don't die on price, they die in silence.

## The problem this solves

Electrical work runs on estimate volume. A shop writes far more than it wins,
and the ones it loses mostly are not lost to a cheaper number. They are lost
because nobody followed up and the customer moved on.

A service call is decided in an afternoon. A panel upgrade, a rewire, a
generator install, a commercial tenant fit-out — those are decided over weeks,
by people who are also getting two other bids and waiting on a spouse, a
landlord, or a budget cycle.

The bid goes out. Then nothing. Not because anyone decided to let it go, but
because following up on a three-week-old quote is exactly the kind of task that
never makes it to the top of anyone's list. The estimate is not the hard part.
Remembering it is.

Permits and inspections have the same shape. The application goes in, the
inspection gets scheduled, and somewhere in the middle a job sits waiting on a
piece of paper that belongs to whoever happens to remember it that week. Nobody
owns it, so it drifts, and the crew finds out on the morning they show up and
cannot start.

The lost bids get counted. The hours do not. The estimate gets written after the
work day ends, and so does the chasing, and a good share of both goes into jobs
that were never going to land.

## What we set up for electrical shops

Estimate follow-up that keeps going — every quote enters a sequence timed to how
people actually decide: a check-in while it is fresh, another when they are
comparing, one more before it goes cold. It stops the moment they reply. Nobody
has to remember any of it.

Permit and inspection tracking — every job with a permit gets a status somebody
is accountable for, with reminders before the inspection date rather than after
it. The crew stops finding out on site that the job cannot start.

One place every lead lives — calls, web forms, and referrals land in a single
list with an owner and a next step, instead of being split across a phone, an
inbox, and a notebook in the truck. This is the CRM part, and it is the part
that makes the rest possible.

Change orders and the ask that follows — approved change orders roll into the
invoice instead of being reconstructed from memory at the end of the job, and
the review request goes out once the final inspection passes.

These run in the shop's own CRM, on its own list. Once the sequences are set they
keep chasing without anyone remembering to, including Carbon Gear. They are where
a build usually starts, not the whole of what can be built.

## Who this is not for

This is not for every shop. A shop that wins enough of what it bids without
following up, or an owner who would rather hire an estimator than change how
quotes get chased, is not a fit. This is for shops writing more estimates than
anyone has time to chase.

## Next step

A free operations audit that walks the path from estimate sent to job won and
shows where the drop-off actually happens. Free, and nothing to sign.
https://www.carbongearautomations.com/contact

## Not claimed anywhere on this site

No ratings, no testimonials, no client names, no prices, and no response-time or
uptime guarantees.

## Source

https://www.carbongearautomations.com/electrical