The problem they faced
A small electrical business was spending most of each week on admin — writing quotes, chasing payments, scheduling jobs, and following up with past customers. The owner was a great electrician but hated the paperwork and found it difficult to switch between hands-on work and desk tasks. Many quotes were never sent because they sat in a draft folder, and follow-ups with past customers were inconsistent, leaving revenue on the table from repeat maintenance work. The business was growing but the admin was holding it back — the owner could only take on so many jobs before the paperwork became unmanageable.
What Phoenix AI built
Phoenix AI built a system that automates the entire quote-to-job workflow. When a customer calls or messages, the AI captures the details and creates a draft quote using the business's standard pricing templates. Once approved by the owner, it schedules the job, sends calendar reminders to the customer, and follows up for payment automatically with invoice links. The system also automatically reaches out to past customers for scheduled maintenance checks and referral requests, turning one-off jobs into recurring revenue streams.
Outcomes delivered
The business saved 20 hours per week on admin work. Quote response time dropped from days to hours. Follow-up with past customers increased by 50%, generating new jobs from existing relationships. The owner focused on electrical work — booking more jobs in less time.