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An electrician's workflow,
from enquiry to invoice.

A lot of the admin around an electrical job ends up after hours: the quote, the reminder, the invoice, the chase. This page draws one way that work can run by itself, and marks every point where you decide.

See the workflow

The electrician workflow, step by step.

Read it top to bottom. Solid boxes run by themselves; dashed boxes are where a person decides.

  • Automated step (solid border)
  • A person decides (dashed border)
  • Consent or calling rule

  1. The enquiry comes in

    A call, a form or a message lands in one list with the job type, address and any photos the customer chose to send.

    • Phone
    • Website form
    • Messages

  2. A missed call gets a reply

    If you are on the tools, the AI receptionist (launching soon) will answer and say it is an AI, or the caller gets a text back with a link to book in.

    • AI receptionist
    • Missed-Call Text-Back
    • SMS, with consent

    Consent: the text goes only to the number that just rang you, names your business and says how to opt out.

    • Sparks, a burning smell or a shock. The caller is told to call 000 if anyone is in danger, and you are alerted at once. The system gives no electrical advice.
    • Everything else. The details are taken and the caller is offered a time or a call back.

  3. You write or approve the quote

    The job details and your price list are pulled together into a draft. You check it, adjust it and send it. Every quote is yours.

    • Quoting tool
    • Your decision

  4. The quiet quote gets a follow-up

    If the quote has had no answer after the gap you set, a short follow-up goes out, and stops when they reply.

    • Email
    • SMS, with consent

    Consent: SMS only to a customer who gave their mobile for this quote, with an opt-out in every message.

  5. Booking and reminder

    An accepted quote becomes a booking in your calendar, and the customer is reminded before the job.

    • Calendar
    • SMS, with consent

    Consent: reminders only to customers who gave their number for the booking, with an opt-out.

  6. You do the job and the paperwork

    The work, the test results and any certificate your licence requires are yours to complete and sign. The system only stores them with the job.

    • Your decision

  7. The invoice goes out

    The invoice is drafted from the job record and quote, so the materials and hours are not typed twice. You send it, or set it to send once you mark the job done.

    • Accounting software
    • Email

  8. Overdue invoices are chased

    Polite reminders follow on the schedule you set and stop the moment the invoice is paid. Anything disputed comes to you.

    • Email

This is an example workflow, not a client's system. The exact steps depend on your tools, your customers' consent and the controls agreed before anything runs. Steps marked SMS are built to run by text message. Our SMS service is not live yet, so those steps will not text anyone until it is; your written quote states what runs from day one.

Pixelate Pty Ltd | ABN 15 699 872 752 | Brisbane QLD | pixelategroup.com/workflows/electrician-automation | contact@pixelategroup.com | 0422 014 927

The rules this electrician
workflow keeps.

  • Safety first. Nothing automated gives electrical advice. A report of danger is answered with "call 000 if anyone is in danger" and an alert to you.
  • Texts and the Spam Act. Every text names your business and how to reach you, and carries a working opt-out that is honoured within five working days.
  • The AI receptionist. Launching soon. At launch, it says it is an AI and passes anything it cannot handle to a person.

Related pages.

Workflows by industry

Draw your electrical business's workflow with us.

Show us how work reaches your electrical business today and where it stalls. We will tell you plainly which steps a system could carry, which stay with you, and put the cost in writing before anything starts.

Talk to us See the AI receptionist