Trade
Electrical
Panel upgrades and EV chargers found in old quotes and new rebates.
Numbers you can trust
Every quote it lists is checked against your records before it reaches you.
Three things today. One: the EV charger rebate now covers the customers you quoted last year who said "maybe later". I've listed them.
Two: a customer on the website chat at 10 pm asked about a panel upgrade. She's booked for a look on Friday.
Three: Marco's close rate is down this month. Coaching text went out after yesterday's call.
For electrical companies
Three things it does for an electrical company
SuperintelligenceFind the revenue sitting in quotes we never closed“Find every quote we sent and never closed, and tell me what's still worth going after.”
OfficeAnswer customer questions around the clock, in your voice“Answer customer questions any time, day or night, the way we'd say it.”
SuperintelligenceCoach each rep by text on the objection they just lost on“Listen to how each rep handles their conversations and coach them by text.”
Office
And the office work, in your tools
- OfficeCapture scope changes on site, so extra work gets priced and approved, not given away“When the crew reports extra work on a job, note it on the job with the date and who asked, price it from our rates, and get the customer's okay before we do it.”
- OfficeAttach the right checklist to every job“Put our commissioning checklist on every heat pump install, so the crew sees it when they arrive.”
- OfficeKeep a folder for every job, and a log of every certificate and permit“When a job is booked, make its folder from our template. Log every certificate and permit that comes in, and tell me when an active job is missing one.”