Electrician lead tracker
A simple lead tracker for electricians before the work slips away.
Electrical enquiries can be small callouts, safety work, switchboard upgrades, fit-outs, or bigger quoted jobs. A basic tracker helps you see what is urgent, what is quoted, and what needs a nudge.
Keep it boring and useful
The best tracker is the one you will actually open. Do not start with a huge system. Start with one sheet that shows customer, job type, value, status, and next action.
- New enquiry logged
- Quote sent
- Follow-up due
- Booked
- Won
- Lost or no response
Follow-up wording for electrical quotes
Hi [Name], just checking in on the electrical quote for [job]. If you want to go ahead, I can confirm the next available slot and any materials needed.
Use the tracker daily for open quotes and weekly for stale ones. That is enough to catch most of the work that gets lost because nobody wrote down the next step.