Outbound: the agent calls

Panel upgrade quotes followed up before the car arrives

A panel upgrade quote can sit on a kitchen counter for months. Emma calls back on a date that matters to the homeowner, like a few weeks before the car is delivered, and books the install.

When it starts

A panel, service upgrade or charger quote left unsigned after your wait.

What the agent does

Calls with the quote, explains what it covers, and books the install and utility disconnect date.

What your team gets

Signed installs on the calendar, and a reason for every quote that stalls.

How it works

  1. Times the call

    From the quote and the call notes: the car's delivery date, a renovation start, or your wait after the quote went out.

  2. Reads the quote

    What's included: the new 200-amp panel, the meter base, the charger circuit, the permit and inspection. At the price your estimator wrote.

  3. Explains the utility step

    That a service upgrade means a short power disconnect arranged with the utility, and roughly how long you're usually without power.

  4. Books the install

    An install date from your crew calendar, with the disconnect booked around it.

  5. Hears the hesitation

    Price, another quote, waiting for a rebate, not sure they need it. Each noted for the estimator.

  6. Lets the rest go

    Went elsewhere or decided against it? Thanked and closed. No more calls.

Example call

  1. AI agentHi Ms. Tran, it's Emma from Halton Current Electric. Priya quoted your panel upgrade and charger last month. Is your car still coming in November?
  2. CustomerIt is, the 14th. I keep meaning to call you.
  3. AI agentThat's why I'm calling. The quote is 4,980 dollars for the 200-amp panel, the charger circuit, the permit and inspection. Would you like it done before the 14th?
  4. CustomerYes. How long will the power be off?
  5. AI agentUsually most of a working day while the utility disconnects and reconnects. I have the 3rd or the 6th.
  6. CustomerThe 6th. I'm working from home that week, but I can go to my sister's.
  7. AI agentThe 6th it is. I'll text you the quote to sign, and we'll book the disconnect with the utility for that morning.

After the call: The install is booked for the 6th, the signed quote opens a job for the permit, and the permits person has a task to book the utility disconnect.

What your team gets

  • Quote follow-ups timed to the customer's own dates
  • Installs booked with the utility disconnect in mind
  • Quotes signed by text from the call
  • Permit tasks opened when a quote is signed
  • Reasons for stalled quotes, for your estimators
Set up with you: The team sets up a connection to your quoting, job and scheduling software so Emma sees open quotes, crew dates and permit tasks, and sets with you which quotes to call and when.

Questions

Will she discount the quote?

No. She reads your estimator's price. Anything about price goes back to the estimator as a note or a call.

Does she arrange the utility disconnect?

She books your install date and opens the task for your permits person, who arranges it the way you do today.

How often does she call?

Once, maybe twice with a text, on the schedule you set. A no ends it.

Hear it on your phone

Request a demo call and the agent phones you, set up for electrical like yours.

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