Site visit to quote
Turn field notes, photos and customer requirements into a structured quote draft for approval.
Home / AI Automation for Electricians
For Australian electrical businesses
AI automation for electricians who are done doing admin at night.
We build custom workflows around the tools you already use, so site notes become quotes, completed jobs become invoice drafts, and follow-ups stop relying on memory.
Keep your current systemsApprove before anything sendsBuilt with the people using it
Example: site visit to money in
01
Site visit captured
Notes, photos, customer details and required work are collected once.
02
Quote draft prepared
The workflow structures scope, labour, materials and exclusions for review.
03
Approvals and changes tracked
Customer approval and later variations stay attached to the job.
04
Invoice pack assembled
Completion notes and approved variations are prepared for billing.
Workflows we can replace
Less office work between the actual jobs.
We focus on the handoffs where information gets retyped, forgotten, chased or left until the end of the day.
Completed job to invoice
Prepare the billing pack from job notes, labour, materials, proof of work and variations.
Enquiry triage and booking
Classify new work, collect missing details and prepare the right booking or response.
Variation capture
Record scope changes while they happen and route them for customer approval before billing.
Daily crew brief
Give each crew a prepared view of jobs, access, contacts, materials and outstanding issues.
Quote follow-up
Track unanswered quotes and prepare timely, useful follow-ups for the office to approve.
Quotes move soonerGet the information off site and into a reviewable draft while it is fresh.
Invoices stop waitingPrepare billing from complete job evidence instead of rebuilding it later.
Variations stay visibleKeep approved changes tied to the job before the final invoice.
Less evening adminMove routine preparation into the working day and the tools already in use.
Built around the stack
Keep the software your team already knows.
The workflow sits around your current job, accounting, email and document tools. We confirm what each system supports before promising a connection.
- ServiceM8, Simpro, Tradify and AroFlo
- Xero, MYOB and accounting workflows
- Microsoft 365, Outlook and SharePoint
- Google Workspace, Gmail and Drive
- Forms, PDFs, photos and shared folders
- Other platforms assessed during discovery
Best first offer
A Quote-to-Cash Workflow Pilot.
Choose the point where your jobs most often wait. We build one tightly scoped workflow, put it in front of the people doing the work, and judge the result after launch.
- One electrical business process
- Up to two existing systems
- One human approval point
- Testing with real job examples
- Team handover and two tuning rounds
- A day-30 result scorecard
You stay responsible
AI prepares the work. Your team controls the decision.
Quotes, messages, invoices and other important actions can wait behind a human approval. The goal is to remove repetitive preparation, not hand uncontrolled decisions to a system.
- Clear source data and operating rules
- Approval gates for customer-facing actions
- Defined behaviour when information is missing
- Access limited to what the workflow needs
Questions
Before we touch the job system
Will this replace ServiceM8, Simpro or our job-management system?
No. The aim is to reduce the work around your existing system. We confirm available connections and the safest approach before building.
What is the best first automation for an electrical business?
A strong first project is usually site notes to quote, completed job to invoice, variation capture, or enquiry triage. The right choice depends on where work currently waits.
Can customer messages or invoices require approval?
Yes. Customer-facing, financial or sensitive actions can be prepared by the workflow and held for human approval before they are sent or recorded.
How much is the first workflow?
A tightly scoped 30-Day Workflow Pilot is currently offered at a $1,250 + GST founding price. Final fit is confirmed before a project is recommended.
Can you work with an electrical business outside Melbourne?
Yes. MasterKey IT is Melbourne based and works remotely with electrical businesses across Australia.
Start with the admin pile-up
Which part of the job keeps following you home?
Tell us where information gets stuck. We will tell you whether it is realistic to improve before recommending a project.
Prefer a direct conversation?
0494 609 651
hello@masterkeyit.com.au