AI and automation for energy and utilities businesses: the quote, the schedule and the paperwork in one place.
Solar and battery installers, electrical contractors, energy assessors and utilities contractors all run the same relay: a site visit, a quote, a booked job, then the forms that have to be lodged afterwards. When each leg lives in its own spreadsheet, jobs stall between the office and the field. We connect those legs so the job carries its own details from the first visit to the last form.
Where the time goes
Site visits that get typed up twice
Measurements, photos and notes are taken on a phone or a clipboard, then keyed into a spreadsheet back at the office before anyone can price the job.
Quotes built from scratch
Each quote is put together by hand from the site notes and a price list, and the follow-up depends on someone remembering who has not replied.
Paperwork after the job
Compliance forms, certificates and handover documents ask for details that were already written down three times, and the overdue ones are found late.
Where most energy businesses start with us
- Step 1
The quote, fed by the site visit
The visit is recorded once on a short form, and the quote is drafted from it against your prices for your estimator to check and send.
- Step 2
The schedule, fed by the quote
An accepted quote becomes a job with a date, a crew and a materials list, so the field team sees the same record the office does.
- Step 3
The paperwork, fed by the job
Forms are filled in from the job record for a person to review, and anything not yet lodged shows up as overdue on the same screen.
What we can build for an energy or utilities business
- AI agents and assistants that read site notes, photos and incoming emails, draft the forms from them and flag any job with paperwork still outstanding.
- Quoting and follow-up that turns a site visit into a draft quote using your own price list, then reminds the customer on a schedule you set until they answer.
- Internal tools for the things a spreadsheet does badly: one job board shared by office and field, with the site details, crew, materials and documents on each job.
- Workflow automation that moves an accepted quote into the calendar, the job list and Xero or MYOB without anyone copying it across.
- Dashboards and reporting that show quotes waiting, jobs booked, jobs finished but not invoiced, and compliance paperwork that is running late.
One system from site visit to sign-off
The pieces above are not separate products. AI reads and drafts, automation carries the details between your tools, custom software gives the office and the field one shared job record, and your website sends new enquiries straight into the same flow. We build the four to work as one, so a detail captured on the roof or at the switchboard is never asked for again. It is all set up in your own accounts and it stays yours.
Questions
What does AI and automation for energy and utilities businesses actually cover?
It covers the office work around the job, not the job itself. Site visit notes, quotes, scheduling and compliance paperwork are connected so each one is filled from the one before it. AI drafts the forms and flags what is overdue, and your people check what goes out.
How much does it cost for an installer or contractor?
It depends on the business: how you quote, how many crews you run and which forms you have to lodge. We do not publish a figure. We look at how your jobs move today, then write up a scope with the cost and the time in it. Nothing starts until you agree.
How long before our field team is using it?
A quoting setup on its own is a smaller build than a full job board with paperwork attached. The time for your case is written into the scope next to the cost, and you read it before committing to anything.
Can AI lodge compliance forms for us without anyone looking?
No, and we would not set it up that way. AI can fill in a form from the job record and point out what is missing. A qualified person on your team reviews it and is the one who signs and lodges it. Responsibility for the form stays with your business.
Our crews are on site with patchy reception. Will it still work for them?
We design the field side around how your crews really work, which usually means a short form on a phone that takes a few taps. How it behaves without reception is one of the things we settle in the scope, before anything is built.
We run everything from spreadsheets. Do we have to drop them?
Not on day one. We can start from the Excel files you already trust, connect them, and replace only the ones that are causing the stalls. If a spreadsheet is doing its job well, it can stay.
30 minutes to talk through how your business runs. No charge.
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