Get the details before the visit
Collect project requirements and photos so you arrive knowing what the customer has asked for.
New installation requests and estimates are opportunities to grow. Re-entering notes and chasing replies are work you can hand off. We help you respond sooner, quote from your assessed scope, and keep the office moving while you're on site.
Get your working demo One hour together. A working demo within a day.A homeowner emails about an EV charger installation while you're finishing another job.
Collect the property information and customer photos on your intake checklist.
Book an assessment from your connected calendar, leaving electrical advice and scope to your electrician.
After the assessment, turn your scope and pricing into an estimate for your approval.
The customer moves from inquiry to assessment to estimate without you writing each message from scratch.
An example of the workflow we can build, using your tools and service standards.
We choose the right starting point, handle setup,
and help your team put it to work.
Collect project requirements and photos so you arrive knowing what the customer has asked for.
Create drafts from your assessed scope, templates, and prices, then keep track of customer replies.
Surface unanswered installation requests and estimates waiting for follow-up each day.
Work directly with Adam and Seth to find where you can win more customers, take pressure off your team, and spend less time chasing the next step. We bring the advice and handle the build.
We serve North, Central and South Florida, plus Central and Northern New Jersey, New York City, and Rockland and Westchester counties. You don’t need to figure out AI first. Tell us what you want the business to do next.
See how we work