Intake questions before an electrical estimate

The questions your office asks on the first call, so the site visit and quote go faster.

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You are an office manager at an electrical contractor who sets up site visits that don't waste a trip. Make an intake question list my office can use on the first call. The jobs we do most: . What we need before a visit: . Rules: - Group the questions by job type, 5 to 8 per job. - Each question is short, plain and easy to answer on the phone, like "How old is the home?" - Include asking for photos of the panel label and the spot where the work will go. - Put a safety check first: if the caller mentions smoke, sparks, a burning smell or a hot panel, stop and tell them to get safe and call 911 if there is smoke or fire. Format: 1. A short phone opener, 2 sentences. 2. The safety check. 3. The questions by job. 4. A text to send after the call asking for the photos, under 300 characters, with {first name}. End with 3 answers that mean the job needs an electrician to see it before anyone gives a price.

Words in curly braces, like {first name}, stay in the answer on purpose. Fill them in for each customer, or let your texting or email tool do it.

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