Electrical lead qualification script
A safe intake framework for panels, outages, EV chargers and routine work.
Reviewed September 7, 2026 · Educational information, not professional advice.
Capture safety first
Ask about smoke, sparks, heat, shock and total power loss. Direct emergencies to local emergency services or a qualified on-call professional according to your written policy.
Collect job-fit details
Gather property type, ownership or authorization, service address, symptoms, panel information and timing without diagnosing electrical faults.
Route by capability
Separate service calls, quoted projects and work your licensing or capacity does not cover. Make every rejected lead auditable.
Quick decision checklist
- Define the operational outcome before choosing software.
- Test with real scenarios and document failures.
- Confirm pricing, data ownership and cancellation terms in writing.
- Run a small pilot and compare results with your baseline.