01 VOICE & ENQUIRY →
VOICE ENQUIRYEXAMPLE
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New commercial enquiryWarehouse lighting upgrade
CUSTOMER“We need to upgrade the lighting in our warehouse. Can you quote it?”
YOUR VOICE AGENT“Of course. What’s the site address, and when could an electrician inspect it?”
Contact, location and scope captured
Answer. Qualify. Route.
A voice agent takes the enquiry, collects the details and prepares a site visit request, even while the office is busy.
02 QUOTING AGENT →
QUOTE · JOB 1047EXAMPLE
COMMERCIAL ELECTRICALWarehouse
lighting upgrade
Prepared from the electrician’s approved site survey.
Approved specificationQty
LED high bay fittings24
Emergency light fittings6
Occupancy sensors2
LabourYour approved ratesMaterialsYour supplier pricing
✓ Electrician reviewed✓ Customer accepted
Prepare the quote.
The agent assembles the scope, supplier prices and labour rates. Your electrician reviews it before it goes to the customer.
03 SUPPLIER AGENT
PURCHASE ORDEREXAMPLE
FromAccepted quote · Job 1047ToYour approved wholesaler
LED high bay fittings24
Emergency light fittings6
Occupancy sensors2
Purchase approvedOrder sentConfirmation logged to job
Office and site receive the order update
Place the approved order.
Once purchasing is authorised, the agent sends the order to your supplier, records the confirmation and keeps the team updated.