A guided in-home presentation tool for electrical contractors. Panel upgrades, surge protection, whole-home generators, EV charger installs, smart panels — full electrical catalog, real images on every step, financing flow, safety quiz, customer contacts.
A full in-home presentation surface: real images on every step, financing flow, safety quiz, customer contacts, sign-in-person proposal pages — every catalog and prompt tuned for electrical work.
200A → 400A upgrades, sub-panel additions, smart panel catalog. NFPA fire-safety urgency built into the script: 46,700/yr home fires from electrical failure. +50% close rate.
Type 1/2 SPD presentation. NEC 2023 code-mandated demand. Whole-home + point-of-use. +60% close-rate lift — the most undersold attach product in electrical.
Sizing tool. Generac / Kohler / Cummins catalog. Power Play guided-sales process (per Generac's SEC filings on guided-sales tools). +38% close-rate lift.
Level 2 charger presentation. IRA tax-credit guidance. Often pairs with a panel upgrade — natural cross-sell. Tesla Wall Connector, ChargePoint, Wallbox catalogs.
Whole-home energy management. Higher-ticket cross-sell on top of panel upgrades. Lumin smart loads, app-controlled circuits, time-of-use scheduling.
Moen Flo, LeakSmart, Phyn — smart-water leak detection products the electrical advisor can present. Cross-sells where a panel hits the laundry-room subpanel.
Built-in NEC code reference on the iPad — junction boxes, conductor ampacity, GFCI requirements. The advisor sells what the tech can install to code.
Sign in person on the iPad, or send an email signing link to the customer's spouse. Real terms, warranties, payment authorization.
The moment the customer signs, the commission engine writes the entry into the office’s Pending Commissions review queue — tied to the financing plan, discount, and signed total. Advisors never see their own commission inline.
Good / Better / Best — basic panel, panel + surge, panel + surge + smart-panel. Customer sees three real options. Selected "best" 32% of the time (ServiceTitan benchmark).
Customer signs → install job created → requisition drafted → permits queued → rebates queued → deposit invoice sent → commission entry written. All in one transaction.
Advisor leaderboards, close rates, average ticket, financing mix, pending vs paid commissions. Click any advisor to see their pipeline.
Until now, electricians inherited a presentation flow built around other trades — or had to buy a separate iPad app and re-key everything. The Electrical Advisor ships a catalog, a safety script, and a financing flow built from the ground up for panel upgrades, surge, generators, EV, and smart-panel work.
A purpose-built electrical catalog — your preferred suppliers + NEC reference — with NEC-aware safety prompts and panel-upgrade pricing logic. Per-tech trade gate routes each electrician straight into Electrical; nothing from other trades clutters the screen.
See all trades →Electrical only. Annual prepay $2,490/yr — save $498. Per-tech trade gate; each tech routes to their assigned trade only.
If your shop runs more than one trade, the All-Trade Sales Suite bundles all three advisors. Annual prepay $5,490/yr — save $1,098.