01AI drafts the bid. Your master signs it.
Hand AI the walk-through notes, panel photos, and your own price book, and get a structured estimate plus an on-voice proposal back in minutes instead of an evening. A revision is one prompt, not a full redo.
AI reads job notes and photos against your labor rates and price book, drafts line items and a cover proposal, and flags its assumptions for review.
- Evenings back
- Revisions in minutes, not redos
- Bid more without adding office headcount
Watch for: Never let AI send a number — pure-AI estimating produced a documented $50K variance on a $158K job. · Your licensed estimator reviews every quantity and NEC or permit assumption. · The final price is signed by a human before it leaves.
Best for: Shops where the owner does takeoff on nights and weekends and bids go out a day too late.
02Stop losing the job to whoever answered first.
An AI front desk answers in seconds, sorts emergency from routine and residential from commercial, captures the address, and books or escalates — so the after-hours call that used to hit voicemail turns into a job on the board.
AI greets the caller, triages, captures details, and drops a confirmed booking into your FSM for the dispatcher; true emergencies route to an on-call human.
- Capture calls you miss today
- Cover the 58% that come after hours
- Be the first to respond
Watch for: Any safety call — burning smell, arc flash, sparks — goes straight to a human in seconds, never a bot. · Bookings drop into the FSM for a dispatcher to confirm, not straight onto the truck. · The human path stays open by design.
Best for: Shops with no after-hours coverage where the owner's cell is the answering service.
03Follow up before the quote goes cold.
AI sends a quick follow-up text on every missed call, nudges unbooked estimates, and re-engages last year's service customer who's due for a panel upgrade, generator, or EV charger.
AI watches for missed calls and stale quotes, sends an on-voice follow-up, and surfaces past customers for seasonal and upgrade outreach.
- Fewer quotes going cold
- Old customers re-booked
- Owner stops being the only follow-up
Watch for: The owner sets the cadence and approves any discount, price, or commitment before it goes out. · Messages stay on-voice and respect opt-outs. · Outreach is batched for approval, never fired blind.
Best for: Shops sitting on a customer list nobody has time to call back.
04Pre-fill the paperwork, surface only the exceptions.
An AI workflow pre-fills permit applications from the job record, flags the documents each jurisdiction wants, schedules inspection windows, and tracks status — handing back the hours the master spends assembling plan sets and chasing inspectors.
AI builds the permit packet from the job file, checks it against jurisdiction requirements, books the inspection window, and tracks status, raising only exceptions.
- Plan-set assembly off the master's plate
- Fewer stalled permits
- Finish dates that hold
Watch for: The licensed party reviews and submits every permit — AI never files unsupervised. · Code and amendments vary by city and county, so requirements are checked per jurisdiction. · Only exceptions reach a human, but a human owns the submission.
Best for: Shops doing solar, EV, or commercial work where each jurisdiction wants a different, thicker packet.
05Turn approved field notes into an invoice — and chase what's owed.
AI turns approved field notes and materials into a draft invoice, triggers progress-billing and retainage reminders, and flags aging AR so the owner sees the receivables slipping past 83 days.
AI drafts the invoice from field notes and materials, schedules billing and retainage reminders, and surfaces aging AR for review.
- Field notes off the re-keying pile
- Receivables that get chased
- Retainage that isn't forgotten
Watch for: The office manager approves every invoice before it sends. · Any collections message gets a human sign-off first. · Money never moves on AI's say-so.
Best for: Construction subs carrying long DSO and retainage with nobody assigned to collections.
06Draft the answers to the questions you get all day.
Do you do panel upgrades? EV chargers? Are you licensed and insured? What's your service area? AI drafts replies grounded in your own service menu, pricing rules, and warranty terms — with a citation to the source doc — so the office isn't retyping the same answers.
AI drafts the reply from your service docs and pricing rules, cites the source, and queues it for approval.
- Repeat questions answered in seconds
- Consistent, on-record answers
- Office freed for booked work
Watch for: Anything implying a code or safety judgment escalates to a licensed electrician. · Replies cite the source doc so the office can check them. · A human approves before any answer goes out.
Best for: Shops drowning the office manager in the same five questions every day.