How do I have my AI handle electrical leads and follow-ups?

Tell your AI who called, what they need and where the job is, and it creates the lead in Projul.

Say this

Add a lead in Projul for a new client, [Dana Whitaker], phone [(435) 555-0188], email [dana@example.com]. Call it [Whitaker 200A Service Upgrade], job at [742 N Bluff St, St. George, UT 84770]. She has a 100 amp fuse panel and wants 200 amp service plus an EV charger circuit. Likelihood [70]%, I am the estimator.

Which leads in Projul have had no follow-up logged in the last [10] days? List them with the client, the stage and what the last conversation was.

What happens

Your AI creates the lead, matching a client already in Projul by name plus email or phone instead of making a duplicate. It reports back the project number, landing in "New" unless you name a later stage. From there it logs calls and texts, books the estimate visit, moves the lead through the pipeline, and marks it sold, lost or completed once you say so.

The lead pipeline in projul the stage with panel upgrade and ev charger your ai added at top

Note: Your AI can log a call but cannot message the client directly; that is done in Projul.

Questions? Let's Chat.
support@projul.com
(844) 776-5853