Nine Years Running on Manual.
Every Job Now Quotes Itself.
A UK electrical contracting business, nine years in operation, fourteen staff — ten engineers on the road and two in the office. Domestic, commercial, and light industrial work. Revenue around £1.8m a year. They had been running the same way since day one.
The office manager was spending up to five hours a day just on quoting. Quotes were going out 48 to 72 hours after an enquiry. Competitors were responding the same day. Quote conversion sat at 28%.
Invoices were raised in weekly batches and some slipped through entirely, leaving around £38,000 in outstanding invoices at any one time. Compliance certificates — EICRs and installation certificates — were being typed up manually and emailed days after the job. The backlog regularly hit three to four days on legally required documents. There was no lead follow-up process at all.
"I did not think we had an efficiency problem. I thought we were just busy."
Every document.
Every quote.
Done by hand.
The office manager's week, before and after.
Five agents.
One connected
operation.
Click any agent to see exactly what it does.
Every job enquiry triggers this agent. It reads the job type, scope, and location, cross-references materials pricing, calculates labour, applies margins, builds a branded quote PDF, and sends it to the client within 8 minutes. No human touches it for standard domestic and commercial jobs.
Every morning it reads the job board, checks engineer availability, location, certifications, and van stock, assigns jobs in optimal order, and sends each engineer a full brief including client details, access instructions, which certs are needed, and what to bring. Engineers stopped calling in. The directors stopped running a morning scheduling meeting.
The moment a job is marked complete in Tradify, this agent raises the invoice in Xero and sends it to the client within the hour. It then chases automatically at 7, 14, and 30 days with personalised messages. Nobody at the company writes any of it.
Engineers complete a digital job form on their phone when a job finishes. The agent generates the correct certificate — EICR, Electrical Installation Certificate, or Minor Works Certificate — attaches it to the client record, and emails it the same day. The backlog was gone on day one of go-live.
Monitors every sent quote and follows up at 3, 7, and 14 days if there is no response. Also handles inbound enquiries from the website and email, captures job details automatically, and logs them into Tradify. Enquiries coming in on a Sunday night are in the system by Monday morning.
"We had been running the same way for nine years. I did not think we had an efficiency problem. I thought we were just busy. The audit showed me exactly where money was walking out the door."
DETAILS HAVE BEEN ANONYMISED. SIX WEEKS TO GO-LIVE.
The AI workforce went live in six weeks and hit break-even by month three. The business is now on the Operate retainer. New certificate types, Tradify workflow updates, and a pricing model change have all been handled at no extra cost. The agents continue to evolve with the business.
Ready to see what this looks like inside your business?
It starts with an audit. We map everything, find the opportunity, and show you exactly what we would build before you commit to anything.