Lead capture for electricians

The truck console is where good leads go to disappear. The neighbor walked over, the GC handed you a card, the homeowner at the estimate said to call in the spring. You meant to follow up on all of them. But the card goes through the wash, the number saves as a name with no context, and by the time you are back at the shop the job they mentioned is a blur.

The problem is not effort, it is capture. A scribbled number tells you nothing about which panel needs work, whether the GC runs one house or twenty, or when the homeowner actually wants the job done. By the time you call, the context is gone and you sound like every other electrician who left a card.

• Numbers with no name, or names with no context.
• No note on the job the lead actually needs.
• Business cards that go through the wash before you call.
• Follow-up that sounds generic, because you forgot the details.

Your ConnectMachine card carries a QR code that lives everywhere you already are: on the van, on the invoice, on your phone. Turning it into a lead-capture tool takes a few minutes and no extra gear.

1. 1Build your electrician card with your photo, phone, license info, and a save-my-contact button.
2. 2Download your QR as a print-ready file and put it on the van, your invoices, and your estimates.
3. 3When you meet someone new, the neighbor, the GC, a homeowner, ask them to scan it to get your details.
4. 4When they scan, they can share their own contact back, so you capture a real lead in one tap.
5. 5Keep your phone handy to scan the paper cards builders and GCs still hand you, so their info lands in the same list.

There is nothing for them to install. The QR opens your card in their browser, and sharing their contact and saving yours both happen right there, so even the homeowner who fumbles with tech is captured in seconds.

A phone number tells you nothing about whether there is real work behind it. The value is in the context, and the moment to catch it is while you are still standing in the driveway. The second the conversation ends, record a ten-second voice note on their contact.

"Neighbor two doors down, aluminum wiring and an old panel, wants an EV charger run to the garage, hoping to get it done before winter." That note turns a bare number into a lead you can actually work, and it takes less time than writing it on the back of a card.

• The job they need (panel upgrade, rewire, EV charger, generator).
• Whether it is one house or a builder with a pipeline of them.
• Their timeline and what is driving it.
• Who referred them or which trade you met on site.

A week on job sites should end as a clean list of leads, not a fistful of cards and half-remembered numbers to sort out on Sunday night. Every contact you capture lands in one place with its note attached, and from there it flows into the tools you already run.

1. 1Review the week's captured leads while the jobs are still fresh.
2. 2Export the list to a CSV on any plan, or sync straight to your CRM on a paid plan.
3. 3Your notes travel with each contact, so nothing is retyped and no detail is lost.
4. 4Work your follow-up by who has the biggest job waiting, not by whose card is on top.

This is where captured leads turn into booked work. Because every contact carries a note, your follow-up names the exact panel, the EV charger, or the rewire the lead cared about, instead of a generic 'just checking in' that could have gone to anyone.

Later, when you have an opening or a permit clears, you do not have to dig through cards. Ask the AI Concierge in plain language, 'who needed a panel upgrade?' or 'which GC did I meet on the Oak Street build?', and it pulls the list from your own captured leads in seconds. The homeowner you met last month is still in your pipeline, not lost in your phone.

The job site is the obvious moment, but the same card captures leads everywhere you already work. One QR code covers the whole business.

• On the van and the yard sign, so the neighbor who has been meaning to call someone becomes a lead instead of a wave.
• At the supply house, where you trade contacts with GCs and builders who bring repeat work.
• At home shows and expos, so a booth full of homeowners planning renovations lands in one list.
• On other trades' job sites, where a plumber or HVAC tech becomes a referral you can actually reach.

Every one of those contacts lands in the same organized list with the same notes and the same search, so your whole pipeline lives in one place instead of scattered across cards, texts, and memory.