Lead OS is the AI-powered CRM built for electrical contractors. 24/7 AI call answering, automated estimate follow-up, panel upgrade upsells, and job pipeline tracking — so you book more work without the scheduling chaos.
The Problem
A homeowner's power goes out at 9pm. They call you, get voicemail, and call the next electrician on Google. You're finishing a panel upgrade and can't answer. That missed call? A $300 emergency repair — or a $4,000 panel upgrade — gone to your competitor.
You quoted a homeowner $3,500 for a panel upgrade last week. You meant to follow up but three emergency calls and a rough-in inspection later, it's next week and they hired someone else. Without automated follow-up, your quotes expire in 48 hours.
Every emergency call is a chance to sell a panel upgrade, EV charger install, or whole-home surge protector. But your techs diagnose, fix, and leave — without presenting additional options. You're leaving $1,000-$4,000 per job on the table.
Features
01 — AI Voice (24/7 Call Answering)
Lead OS AI answers every inbound call, identifies if it's an emergency (power outage, sparking outlet, burning smell) or scheduled work (panel upgrade, EV charger, rewire estimate), gathers the address and details, and books the appointment. Emergency calls get flagged and dispatched instantly.
Inbound Call: (804) 555-0198
Duration: 2:42
Type
Emergency — No power in half the house
Property
3210 Birch Lane, ranch-style
Urgency
HIGH
2hr: "Thanks for the estimate — any questions?" text
Delivered
24hr: Follow-up email with quote + financing options
Delivered
Day 3: "Ready to schedule? Book here →" SMS
Scheduled
Day 7: "Quote expires soon — lock in your price" text
Queued
Day 14: Final check-in
Queued
02 — Automated Estimate Follow-Up
After every estimate, Lead OS sends automatic follow-up texts and emails at 2 hours, 24 hours, 3 days, and 7 days. Includes financing options for higher-ticket work ($2K+ panel upgrades). Your estimate-to-job conversion doubles because you never forget to follow up.
03 — Upsell & Add-On Automation
After every job, Lead OS automatically presents relevant upsells — panel upgrade for customers with 100A service, EV charger install for new homeowners, whole-home surge protectors for everyone. The system follows up at 3, 7, and 14 days.
Post-Service Upsell: Lisa M.
Outlet Repair Completed — Upsell Active
AI
"Hi Lisa! Thanks for choosing us for your outlet repair. Did you know your home has a 100-amp panel? Most modern homes need 200 amps — especially if you're adding AC, an EV charger, or a hot tub. Want a free panel assessment? Reply YES."
Lisa
"YES"
AI
"Great! I'll schedule a free assessment this week. You'll get a full report on your panel capacity and upgrade options. What day works best?"
Booking: Confirmation text + email
Delivered
24hr: Reminder SMS
Delivered
1hr: "Your electrician Jake is on the way" text
Scheduled 12:00 PM
Post-job: Review request + upsell offer
Queued
Permit: Rough-in inspection scheduled — Wed 2pm
Tracking
04 — Smart Scheduling & Permit Tracking
Lead OS sends booking confirmations, 24-hour reminders, and "electrician on the way" texts. Track permit status for jobs requiring inspection — rough-in, trim, and final — so nothing falls through the cracks.
05 — Job Pipeline & Revenue Tracking
Track emergency calls, estimates pending, jobs scheduled, work in progress, and completed. Know your revenue per electrician, per service type (emergency, panel upgrades, rewires, EV installs), and your estimate-to-close rate.
Incoming Calls
No Power
3210 Birch Ln
Sparking Outlet
1440 Oak St
+14 more
Estimate Sent
Panel Upgrade
$3,500 quote
EV Charger
$1,800 quote
+2 more
Completed
Emergency
$380
Panel Upgrade
$3,800
$52K
Revenue
$580
Avg Ticket
38%
Emergency Rate
6
Panel Upgrades
Comparison
| Feature | Lead OS | ServiceTitan | Jobber | Housecall Pro |
|---|---|---|---|---|
| AI Lead Response | Built-in | No | No | No |
| 24/7 AI Call Answering | Built-in | No | No | No |
| Estimate Follow-Up | Automated | Manual | Basic | Basic |
| Upsell Automation | Built-in | Manual | No | No |
| Workflow Automation | Multi-channel | Basic | Basic | Basic |
| Unlimited Users | Yes | No (custom/tech) | No ($49-99/mo) | No ($49-99/mo) |
Testimonials
"We were missing 25% of our calls during busy season. Lead OS AI answers them all. Revenue jumped 40% in one quarter without adding a single electrician."
M.K.
Electrical Contractor
"I used to send panel upgrade quotes and forget to follow up. Now Lead OS texts them automatically. My close rate went from 28% to 55%."
J.R.
Master Electrician
"The post-job upsell sequences present panel upgrades to every customer with 100A service. We're doing 4 extra panel upgrades a month that we would have missed."
T.P.
Electrical Business Owner
"The automated reminders and 'electrician on the way' texts cut our no-shows from 12% to 3%. That's 3-4 extra jobs a week we're completing instead of losing."
S.W.
Service Manager
"ServiceTitan was $4K/month for our crew of 8. Lead OS handles all the CRM and follow-up we need at a fraction of the cost."
D.L.
Electrical Contractor
"The automated upsell campaigns target every customer who mentions electric vehicles. EV charger installs went from 2/month to 6. That's $9K in extra revenue."
A.C.
EV Charger Specialist
Get Started Today
Book a free 30-minute demo. We'll show you exactly how Lead OS works for electrical contractors — no pressure, no fluff.
No credit card. No commitment. Just results.