The problem they faced
A busy electrical contracting company was losing jobs to slower competitors — not because of their work quality, but because of their admin. Quoting took two to three days: the owner would visit the site, take notes, then spend evenings typing up quotes manually. Follow-ups were tracked in a notebook, and scheduling was a juggling act between phone calls, text messages, and a paper calendar. Missed follow-ups and double-booked jobs were costing them an estimated 15% of potential revenue each month. The owner spent 4-5 hours a week just on admin — emails, quotes, and accounting — on top of being on the tools.
What Phoenix AI built
Phoenix AI built an end-to-end quoting and scheduling system. The owner now captures job details on a simple mobile form during site visits — photos, scope notes, and client preferences. The AI generates a professional quote within hours, pulling from historical pricing data to ensure accuracy. Automated follow-up messages are sent at set intervals until the client responds. Accepted quotes flow directly into a shared calendar system that prevents double-booking and sends automatic reminders to both the tradie and the client. Missed calls are handled by an AI receptionist that qualifies leads and books appointments directly into the calendar.
Outcomes delivered
Quote turnaround time dropped from two to three days to under four hours — three times faster. The automated follow-up system recovered an estimated 25% more booked jobs per month from leads that would have gone cold. The owner saved 10 hours per week on admin, and double-booked jobs were eliminated entirely. The system paid for itself within the first month of operation.