Get the details before the visit
Collect project requirements and photos so you arrive knowing what the customer has asked for.
Where should AI fit in your business? AgentX Partners helps you identify the opportunities, choose the right tools, and put them to work with your team.
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.
Talk AI with us One hour together. Clear advice and 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 explore your goals and current ways of working first.
These are examples of what we can help put in place.
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.
With AgentX Partners, your AI plan starts with where you want to grow, how your team spends its time, and what you could do better than your competitors. Our consulting team helps you choose tools, train your people, and build what your business needs. We stay involved as your priorities change.
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