Pristine Electric Internal Tool
Sales Follow-Up Workflow Tool v3
Paste a raw lead form submission, auto-populate and validate contact fields, follow clickable branches, capture live notes, and generate Jobber-ready outputs. Use Reset for New Lead after logging.
🟢 SAY / SEND🔵 ASK🟡 LISTEN FOR🔴 AVOID⚪ LOG
Lead Intake
Paste the raw lead form submission first, then click Parse & Populate Lead. Review fields before starting the workflow.
Confirm 10-digit phone number.
Confirm email format.
Confirm 5-digit ZIP code.
Parser note: This auto-populates common Meta lead labels. Phone is auto-formatted. Email and ZIP are flagged if they need confirmation.
Start by pasting or entering lead details and clicking Start Workflow.
EcoFlow / Backup Power Workflow
Confirm intake details first
“Before I ask about the backup setup, I want to quickly confirm the details we received: your contact info, ZIP, homeowner status, timeline, and what you selected on the form. If anything is off, I can correct it.”
Confirm any red fields first. Then ask the lead to elaborate based on the form answers.
No on-site from first touch
Gather basics and move serious leads toward a same-day/next-day call with Ty or virtual site assessment.
Contact outcome
Voicemail + SMS
Route conversation
Ask what they want backed up, then choose the matching branch.
Classify reply
Use the buttons below based on what the lead says.
Project direction
1. Clarify load context
“Do you already have an EV charger installed, or are you planning to add one?”
Then ask if they want to power the charger during an outage or if the garage is mainly the install location.
2. Clarify priorities
“What are the most important things you want backed up, such as fridge, internet, lights, office equipment, medical devices, garage loads, or HVAC?”
Normalize uncertainty
“No problem. A lot of homeowners are still figuring that out. The easiest starting point is what you’d most want to keep running during an outage.”
Next branch
SCE Charge Ready Home / MPU Workflow
Call first
Confirm project direction
“Are you mainly looking to confirm the charger install path, or review the panel upgrade and possible SCE next steps first?”
Do not promise rebate
Keep project need central. Mention SCE as a possible review path, not a guarantee.
Contact outcome
Text follow-up
Confirm core fit
Confirm SCE status, Level 2 charger plans, and panel details.
Continue qualifying
Use the matching branch below.
Qualification branches
Needs confirmation
“Can you confirm whether your electric service is with Southern California Edison?”
Ask for panel detail
“Do you know your current panel size, or would you be able to send a photo of the panel label?”
Safe SCE language
“SCE Charge Ready Home may be worth reviewing, but eligibility depends on SCE requirements, property details, documentation, timing, approval, and available funding.”
General / EV / Panel Workflow
Call or text
Clarify project
Ask what they are trying to accomplish, timeline, homeowner status, and whether photos are available.
No assumptions
Do not quote, promise scheduling, or confirm technical fit before review.
End: Summary + Next Steps
Generate output after selecting branches and entering notes.
Privacy note: This tool runs in the browser and does not save or submit lead information. After copying notes into Jobber, click Reset for New Lead before handling another lead.