Intelifinity · Electrical · the whole-business journey
Turn your phone sideways for the best view of the journey.
One electrical contractor, start to finish, run by a team of AI agents.
Three acts: Sell, Serve, Settle. One fictional business, "Brightwire Electrical". Every name, number and address is invented; the agent portraits are Intelifinity's own AI agent personas.
Act 1 of 3Sell. From a website visit to a paid deposit.Brightwire Electrical · a fictional electrical contractor
01 · The front door
brightwire.example · Hills District electricians
Safe, tested, certified — and on time.
Licensed electricians for homes and small businesses across the Hills District. Fixed quotes, a Certificate of Compliance on every job, same-day call-outs.
Name
Mobile
Send enquiry
AI agentJack · Sales ManageronlineYes, ceramic fuses, and six downlights in the living room. Kellyville.
Thu 10:00Fri 14:00Just email me
Thu 10:00 works. I'm in Kellyville.
Type a message… · or call the AI phone line
Three ways in, one front door.The contact form, the website chat and the phone line all lead to the same sales agent. It knows the price list and books the site visit on the spot.
02 · A lead, not a message
PC
P. Costa0400 000 000 · Kellyville NSW · new contact
LeadNewQualifiedQuotedWonScheduledInvoiced
Details
SourceWebsite chatInterestSwitchboard + 6 downlightsBudget$1,900–$2,400Site visitThu 10:00 · TessOwnerJack → Tess
Timeline
Lead created from website chatAI agent Jack · 9:12 am
Qualified : board type, rooms, access notedAI agent Jack · 9:13 am
Site visit booked Thu 10:00, Tess, van 1AI agent James · 9:13 am
SMS confirmation sent to customerAI agent Olivia · 9:14 am
Reminder the evening beforeAI agent Olivia · scheduled
AI agentJack · Sales Manager
AI agentJames · Scheduling Manager
AI agentOlivia · Customer Follow-up
Mon
Tue
Wed
Thu
Fri
10:00
NorwestBen · test & tag
KellyvilleMarco · rewire
P. Costa · site visitTess · van 1
The CRM fills itself.The chat becomes a contact and a lead with a stage, an owner and a timeline. Every agent step is written down, so anyone in the office can see where the job is.
03 · The quote, drafted and approved
Brightwire Electrical
Quote Q-2210P. Costa · Kellyville · valid 30 days
| Item | Qty | Amount |
|---|---|---|
| Switchboard upgrade incl. RCBOs & surge protection | 1 | $1,250.00 |
| LED downlights, supply & install | 6 | $540.00 |
| Dedicated circuit for induction cooktop | 1 | $320.00 |
| Testing & Certificate of Compliance | 1 | $90.00 |
Total incl. GST$2,200.00
Priced from the rate card · photos from the site visit attached · CCEW lodged on completion
AI agentGrace · Quoting Specialist
Send this quote?
Quote Q-2210 for $2,200 — built from Tess's visit notes and photos.
Send by email and SMS with an online accept button.
Follow up in 3 days if there's no reply.
Approve & sendEdit priceAsk the agents
Your Brightwire quote — switchboard & lighting, $2,200To P. Costa · sent 11:42 am by Olivia
Hi Paula, thanks for having Tess out this morning. Your quote is attached. The board, the downlights, the cooktop circuit and the compliance certificate are all included.
Accept quote online✓Sent · email + SMSOlivia · follow-up in 3 days
Nothing goes out unapproved.Grace prices the job from the rate card and the visit photos. The owner reads it, taps once, and Olivia sends it with an accept button.
04 · Sold — and the deposit invoice is already out
brightwire.example/quote/Q-2210
Quote Q-2210 · $2,200
Switchboard upgrade + 6 downlights. Valid until 29 Nov.
Paula Costa
✓ I accept this quote and the terms
Accept & pay depositCRM · P. Costa
NewQualifiedQuotedWonScheduledInvoiced
Deal won · $2,200 · accepted online 2:05 pm
SENT
Brightwire Electrical
Invoice INV-2214Deposit · due on receipt
| Description | Amount | |
|---|---|---|
| 30% deposit — switchboard & lighting (Q-2210) | $660.00 |
Total incl. GST$660.00
Created in Xero by Daniel · pay by card or bank transfer
AI agentDaniel · Bookkeeper
Deposit invoice INV-2214 — $660To P. Costa · sent 2:06 pm
Thanks Paula — you're booked. Here's the deposit invoice; the balance is due once the board is tested and certified.
Pay $660✓Paid · 2:31 pmCard · reconciled in Xero
Accept, invoice, paid.The customer accepts online. The deal moves to Won, Daniel raises the deposit invoice in Xero and sends it, and the payment reconciles itself when it lands.
05 · Ordered, dispatched, job booked
AI agentNoah · Purchasing Officer
Supplier order · PO-0512
ItemSwitchboard, RCBOs, surge unitSupplierMetro Electrical WholesaleStatus
OrderedPickedDispatchedDelivered
Stock · van 2
Cable 2.5 mm · 50 mreservedLED downlights × 6reservedTester & metervan 2Isolator switchlow · reordered
SMS · to P. CostaOlivia · Wed 4:10 pm
Hi Paula, the board has arrived. Marco and Tess will be there Friday from 8:00 — power will be off for about 3 hours.
Mon
Tue
Wed
Thu
Fri
8:00
Riverside DentalMarco · service
Bellbird ChildcareTess · lighting
Harbour LaneBen · 12 units test
P. Costa · switchboard + lightsMarco + Tess · van 2 · 4 h
11:00
M. OkaforMarco · repair
A. NguyenMarco · tripping circuit
14:00
Castle HillTess + Ben
KellyvilleMarco · rewire
NorwestBen · test & tag
GlenhavenBen · site visit
AI agentJames · Scheduling Manager · booked
Dispatched and booked. Noah orders the board the moment the deposit lands, the stock in van 2 is reserved, and James puts the job on the calendar with the right people and the right tools. Olivia tells the customer by SMS.
Act 2 of 3Serve. A fault call, handled end to end.From a WhatsApp at 7:40 to a signed-off job
06 · Every channel
WWhatsApp · 7:40 am
Power keeps tripping when the oven is on 😬Can someone come today?SSMS · 8:02 am
Quote for a ceiling fan install?Glenhaven, main bedroom.@Email · 8:15 am
Annual test & tag — 40 appliancesHarbour Lane offices, body corporate.WWebsite · 8:31 am
Enquiry formEV charger, Rouse Hill.☎Missed call · 8:40 am
VoicemailTranscribed and logged.Intake · today
Tripping circuit — ovenWhatsApp · urgent
Quote — ceiling fanSMS · Glenhaven
Test & tag × 40Email · body corporate
EV chargerWebsite · Rouse Hill
Missed callTranscript ready
One front door, every channel.WhatsApp, SMS, email, website, phone — every message becomes one intake item, read and tagged the moment it arrives. Nothing lives in five inboxes any more.
07 · The agents arrive — and talk
Intake · today
Tripping circuit — ovenWhatsApp · urgent
AI agentLeo · Intake Coordinator
AI agentLeo · Intake CoordinatorQuote — ceiling fanSMS · GlenhavenAI agentGrace · Quoting Specialist
AI agentGrace · Quoting SpecialistTest & tag × 40Email · body corporateAI agentJames · Scheduling Manager
AI agentJames · Scheduling ManagerEV chargerWebsite · Rouse HillAI agentGrace · Quoting Specialist
AI agentGrace · Quoting SpecialistMissed callTranscript readyAI agentOlivia · Customer Follow-up
AI agentOlivia · Customer Follow-upTripping circuit — oven · the agents talk
AI agent · Leo · Intake Coordinator
AI agent · James · Scheduling Manager
AI agent · Grace · Quoting Specialist
AI agent · Olivia · Customer Follow-up
A team, not a chatbot. Each specialist owns one part of the day. You can read their reasoning like a chat — who said what, and why.
08 · The human gate
Confirm this plan?
Book Marco, today 10:30, van 2 with the tester and spare RCBOs.
Send the WhatsApp reply with the price.
Create the job and a draft invoice in Xero.
Approve allChangeAsk the agents
Nothing happens until a person says so.The agents prepare; you decide. One tap approves the whole chain or sends it back with a note.
Wed
Thu · today
Fri
8:00
Bellbird ChildcareTess · lighting
Harbour LaneBen · 12 units test
P. Costa · switchboardMarco + Tess · van 2
10:00
A. Nguyen · tripping circuitMarco · 10:30 · van 2 · tester · RCBOs
14:00
NorwestBen · test & tag
Harbour LaneBen · cont.
GlenhavenBen · site visit
AI agentJames · Scheduling Manager · booked
✓Customer replied toWhatsApp · 8:06 am
✓Job createdJOB-2231 · Marco · van 2
✓Draft invoice in XeroINV-2302 · $180 call-out
09 · The electrician's phone — a new job, and what to do about it
8:06Thursday 30 October
BBrightwire Electrical · now
New job · 10:30 todayTripping circuit, A. Nguyen, Baulkham Hills. Bring the tester + spare RCBOs (van 2). 20 min from your current job.Xero · Invoice INV-2298 paid · $410
Next · 10:30 · JOB-2231A. Nguyen · 14 Example St, Baulkham Hills
20 min · 11 km
Tester + spare RCBOs · van 2
Oven circuit 20 A · check element & RCBO
Isolate, test, replace, retest
Customer: existing, board upgraded Mar 2025
NavigateCall customer
AI agentJames · Scheduling Manager
The electrician knows before they ask.The moment the plan is approved, Marco's phone shows the new job: where it is, when, how far from where he is now, what to bring from the van and what the fault probably is. Tap Navigate and go.
✓Day replanned around the new jobJames · 10:30 held, Kellyville moved to 14:00
✓Parts and tools listed from the planSpare RCBOs confirmed in van 2 stock
✓Customer told Marco is on the wayWhatsApp · 10:08 am · live ETA link
10 · On the job
JOB-2231 · Tripping circuitA. Nguyen · Baulkham Hills · 10:30
✓Arrived · 10:26
✓Circuit isolated & tested
✓Faulty RCBO replaced · $65
✓Insulation test passed · 0.4 MΩ+
✓Customer sign-off
Mark job complete
Friday · P. Costa switchboardKellyville · 8:00 · Marco + Tess
✓Old board removed
✓New board + RCBOs fitted
✓6 downlights installed
✓Tested · all circuits pass
✓CCEW lodged · 11:40
Test results, the Certificate of Compliance and photos captured by Ruby, the compliance agent.
AI agentDaniel · Bookkeeper
AI agentRuby · Compliance Officer
The job closes on the phone.Checklist, test results, parts used and the customer's signature are captured on site. The moment "Mark complete" is tapped, Daniel finalises the invoice and Ruby lodges and files the certificate. Two jobs shown: today's fault and Friday's switchboard from Act 1.
✓Parts used added to the invoice automaticallyRCBO $65 · from the van stock list
✓Certificate of Compliance lodged and filedRuby · attached to the CRM record
11 · The record — service done
AN
A. Nguyen0400 000 001 · Baulkham Hills NSW · customer since 2024 · 3 jobs
In progressService completeJob JOB-2231
IssueTripping circuit — ovenElectricianMarco · van 2On site10:26 – 10:48PartsRCBO 20 A · $65InvoiceINV-2302 · $245 · sentWarranty12 months on parts
Equipment on file
Switchboardupgraded Mar 2025Smoke alarmscheck due Mar 2027 · reminder set
Timeline
WhatsApp received "Power keeps tripping when the oven is on"7:40 am
Triaged urgent , Marco held for 10:30Leo + James · 7:41 am
Plan approved by Sarah (owner)8:05 am
Customer confirmed "YES"WhatsApp · 8:09 am
Job completed , tested, signed on site, 3 photosMarco · 10:48 am
Invoice finalised and sent · $245Daniel · 10:49 am
Survey to send 2 hours after completionOlivia · scheduled
One record, the whole story.Who asked, who decided, who did the work, what it cost and what happens next. The owner can read it like a story. No one has to remember anything.
Every agent step is loggedbeside the human approvals, so the business can always answer "why did that happen?"
Act 3 of 3Settle. Paid, reviewed, remembered.The money, the records and the relationship, closed out
12 · Invoiced, sent, paid
AI agentDaniel · Bookkeeper
PAID
Brightwire Electrical
Invoice INV-2302A. Nguyen · due 7 days
| Description | Qty | Amount |
|---|---|---|
| Urgent call-out, same day | 1 | $180.00 |
| RCBO 20 A, replaced & tested | 1 | $65.00 |
Total incl. GST$245.00
Xero · created from the job card · paid 11:32 am by card · reconciled
Invoice INV-2302 — $245 · Brightwire ElectricalTo A. Nguyen · sent 10:49 am
Hi Alex, Marco has replaced the faulty safety switch and tested the circuit. Invoice attached, 7-day terms. Thanks for having us.
Pay $245Xero · bank feed
11:32 amCard payment · $245.00Matched toINV-2302 · A. NguyenStatusReconciled · no action needed
Aged receivables
Current$4,31030+ days$0Chasing2 reminders scheduled · Olivia
Money in, books right.The invoice is created from the job card, sent the minute the job closes, and matched to the payment when it lands. Late payers get polite reminders without anyone remembering to chase.
13 · The survey — and the nice words
AI agentOlivia · Customer Follow-up · WhatsApp12:50 pm5 — Marco found the fault in minutes, fixed it and tested everything. Thank you!
Leave a reviewMaybe later
Done 👍
Google review · posted 1:04 pm
★★★★★
"Marco found the fault in minutes, replaced the safety switch and tested every circuit before he left. Would recommend Brightwire to anyone in the Hills."
Alex N. · Baulkham HillsCRM · A. Nguyen
Survey sent , 2 h after completionOlivia · 12:50 pm
Rated 5/5 : "Marco found the fault in minutes…"12:53 pm
Google review posted · 5 stars1:04 pm
Thank-you note to Marco · added to his monthly summaryOlivia · 1:05 pm
0.0Google rating
0%surveys answered
0reviews this quarter
Asked, answered, remembered.Two hours after the job, Olivia asks how it went. A good answer becomes a review request; a bad one becomes a task for the owner before it becomes a review. Either way, it is on the record.
Then the next saleJack schedules a smoke-alarm and safety-switch check for next year, because a happy customer who just paid is the best lead there is.
14 · Front office, back office, done
$0sold this week3 quotes accepted
0jobs completedall certified
$0invoiced & paid$0 overdue
0.0 ★customer rating5 new reviews
What the agents did today
AI agent Jack · Sales Manager · 6 website chats, 2 site visits booked, 1 EV charger quoted
AI agent Leo · Intake Coordinator · 23 messages from 5 channels, all triaged within a minute
AI agent James · Scheduling Manager · 9 jobs placed, 2 reshuffled after a sick day
AI agent Grace · Quoting Specialist · 4 quotes drafted, average 11 minutes after the visit
AI agent Daniel · Bookkeeper · 7 invoices sent, 5 payments reconciled, 2 reminders
AI agent Olivia · Customer Follow-up · 14 surveys, 11 answered, 5 reviews requested
AI agent Ruby · Compliance Officer · 5 certificates lodged, 1 licence renewal flagged
Waiting for you · 3
Send quote Q-2219 · $3,900 EV charger · Rouse HillReview
Approve refund $90 · double-charged call-outReview
Unhappy survey 2/5 · M. Okafor · "left a mess"Call
Everything else today was handled by the team and logged. These three need a person.
Front office, back office, done. Sales, service, certificates, invoicing and reviews in one system, worked by a team of specialist agents, with a licensed person approving anything that matters.
Secured with Microsoft Entra IDRuns on Azure in AustraliaYour data never trains public modelsEvery action human-approved and logged
Why it works
Built around how your business already runs.
Not another ready-to-use tool. We design the system on your real process, with all its complexity — which is why it works in practice.
Book a demohello@intelifinity.com.au · intelifinity.com.au
See the Electrical platform running on your own process.A demo takes half an hour and uses a working system, not slides.
Book a demo