Load-calc pre-qualifying: scope the upgrade before the truck rolls
When a homeowner calls about a panel or service upgrade, the most valuable thing you can do happens before anyone drives out: scope the job properly. A well-qualified upgrade means an accurate quote and no wasted trips. Load-calc pre-qualifying gathers the basics on the call so your estimate is fast and right.
The install is the easy part. Scoping it right on the call — that's what protects your margin.
From inquiry to a scoped estimate
When an inquiry comes in through 24/7 Lead Response, Workfloor gathers the load basics — home size, current amperage, and what the homeowner wants to add. It pre-qualifies the scope so you know whether it's a panel swap, a service upgrade, or a new circuit before anyone drives out, then books the estimate and routes it cleanly through Dispatch Readiness. Your team arrives informed, quotes accurately, and wins more of the big jobs.
QuestionsFrequently asked questions
Yes — it gathers the load basics (home size, current amperage, and what the homeowner is adding) so you walk into the estimate already knowing the rough scope. The on-site visit confirms it.
It distinguishes a simple panel swap from a full service upgrade or a new dedicated circuit, so the estimate is booked with the right expectations and the right tech.
Helpful and professional. Instead of a vague "we'll call you back," they get real answers and a booked estimate — which is exactly what wins the bigger jobs.