Use Case · Electrical & Solar
How Nirvana Energy went from spreadsheets to a fully automated operation in 7 phases
From missed calls to a system that captures, qualifies, and books jobs — without adding headcount.
The situation
Where Nirvana Energy started.
No CRM — jobs tracked in spreadsheets across multiple people
Inbound calls missed after hours with no callback system
Quote requests sitting in an email inbox, followed up inconsistently
No metrics — couldn't tell which neighborhoods, services, or channels were most profitable
Growth limited by the team's bandwidth to handle calls and scheduling manually
The Roadmap
How we build your operation.
Every phase is designed to stack. By the end, Nirvana Energy runs itself.
CRM Foundation
Account setup, pipelines, and phone routing
- →CRM fully configured for electrical service workflows
- →Lead Management and Job Operations pipelines with custom stages
- →Custom fields: lead source, job type, service address, quote amount
- →Call routing — business hours and after-hours flows
- →Team onboarding and permission structure
KPI Dashboard
Real-time visibility into every number that matters
- →Lead source tracking — know which channel drives every job
- →Conversion rate by pipeline stage
- →Revenue by job type and service area
- →Weekly reporting snapshot sent to owner automatically
AI Voice Agent
Never miss a call again
- →AI answers inbound calls after hours and on overflow
- →Qualifies leads — service type, address, urgency
- →Books directly to your CRM calendar
- →Transfers to live team when available
AI SMS System
Sub-60-second response to every new lead
- →Instant SMS response to all new inbound leads
- →Handles FAQs, service area questions, and pricing tiers
- →Appointment confirmations and reminders automated
- →Opt-out and compliance handled automatically
Cold SMS Campaigns
Outbound outreach to homeowners in your service area
- →A2P 10DLC registration for compliant outbound SMS
- →Targeted lists by neighborhood, zip code, and home type
- →Campaign sequences — initial outreach + follow-up cadence
- →Reply handling routed directly into CRM pipeline
Website Rebuild
SEO-optimized, mobile-first, wired to your CRM
- →Mobile-first design built for electrical and solar lead capture
- →All forms connected directly to CRM — zero manual entry
- →Local SEO structure — service area pages, schema markup
- →Google Search Console + GA4 configured
Google Local Services Ads
Google Guaranteed badge + CRM lead tracking
- →Google LSA account setup and verification
- →Google Guaranteed badge earned and displayed
- →All LSA leads flow directly into CRM pipeline
- →Budget management and bid strategy configured
Results
Before vs. after.
Missed calls after hours meant lost jobs — no callback system
AI answers every call, qualifies the lead, and books directly to calendar
Spreadsheets across 3 people with no single source of truth
One CRM with every lead, job, and note in one place
No idea which services or neighborhoods drove the most revenue
Real-time dashboard — know your numbers at all times
Common questions
Frequently asked questions.
How do electrical contractors track jobs from lead to final billing?
With a 7-phase CRM pipeline covering lead intake, estimate, permit, scheduling, installation, inspection, and final billing. Shiftops built this exact system for Nirvana Energy — every job moves through stages automatically.
Can AI automation work for solar and electrical companies?
Yes. Solar and electrical have longer sales cycles than other trades, making automated follow-up even more valuable. An AI voice agent qualifies leads, a drip SMS sequence keeps them warm, and your CRM tracks every touchpoint.
How does Shiftops handle Google LSA integration for electrical companies?
We connect your Google Local Services Ads directly to your CRM so every booked job is tracked, attributed, and followed up automatically. No manual data entry between platforms.
How long does it take to see results from CRM automation?
Most clients see measurable improvement in lead response time within the first week of go-live. Pipeline visibility improves immediately. ROI on closed revenue typically shows within 30–60 days.
Get this for your electrical or solar company
Tell us about your operation and we'll build you a custom plan.
Get in touch