Lead capture

Lead capture for electricians

The neighbor who walks over while the van is on the street, the GC you meet on a new build, the homeowner at the home show: capture them the second you shake hands, before the number ends up on a card in the truck console.

ConnectMachine turns every job into captured leads. The neighbor who walks over, the contractor on a new build, or the home-show visitor scans your QR code and shares their real contact in a second, with no card to lose. You add a voice note on the job they need, and every lead exports to a CSV or syncs to your CRM on a paid plan.

This trade runs on the people you meet, and you meet them everywhere the van goes: the job site, the driveway, the supply house, the home show. The hard part was never meeting them. It is remembering who the GC was and what the neighbor needed by the time you are back in the truck.

Lead capture with ConnectMachine closes that gap. Instead of a number scribbled on the back of an estimate or a card that rides the truck console until it is gone, every person you meet scans a QR code, shares their real contact, and becomes a searchable lead with a note attached, ready to work the moment you pack up.

Why job-site leads end up in the truck console

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.

Set up job-site lead capture in five minutes

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

Capture the job, not just the number

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.

Back at the shop, a real pipeline instead of a stack of cards

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

Follow up on the exact job they mentioned

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.

Lead capture everywhere the van goes

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.

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Preguntas frecuentes

How do electricians capture leads on the job site?
Put your QR on the van, the invoice, or your phone. When you meet the neighbor, the GC, or a homeowner, they scan it, get your card, and share their real contact back in a second. You add a note on the job they need, and every lead lands in one list you can export to your CRM. No card ends up in the truck console.
Do the people I meet need an app to share their info?
No. They scan your QR with the phone camera and it opens in the browser. Sharing their contact back and saving your card both take one tap, with nothing to download, so even a homeowner who is not techy is captured in seconds.
Can I scan the paper cards GCs and builders hand me?
Yes. The AI scanner reads a paper business card and pulls out the name, company, title, email, and phone, and keeps the original card image. On the Individual plan the scanning is unlimited, so every card a builder hands you lands in the same list as your other leads.
Can I export my leads to my CRM?
Yes. Captured leads export to a CSV on any plan, and sync straight to your CRM on a paid plan, with your notes attached, so nothing is retyped and the lead is working in your pipeline the same day.
How do I remember what job each lead needed?
Attach a voice note or a written note to each contact the moment you finish talking, including the panel, the EV charger, or the rewire they mentioned. Later you can ask the AI Concierge in plain language and it pulls up exactly the leads who needed a given job.
Does lead capture work for a whole crew?
Yes. Each electrician captures leads to their own list, and the Team plan at $5.99 per seat puts every card under one brand with central billing. Leads still export to your CRM, so the whole crew's pipeline stays in one system.

Getting started with job-site lead capture

You can be ready for tomorrow's first job in one sitting. Create your free electrician card, download the QR for the van and your invoices, and practice the ten-second voice note once so it is second nature by the time you are back in a driveway. Your first week becomes your first clean list of leads, and every job after that adds to a pipeline you can search whenever you have an opening.

Turn every job site into captured leads.

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