Workflow automation
for Electrical contractors.
Keep approvals connected to scheduling.
Administrative coordination spans estimates, permit records, inspections, and customer updates. Keep the responsible professional’s decisions explicit.
Start with work you recognize.
Estimate follow-up
Track the next action after an estimate without treating silence as approval.
Permit records
Name the person who confirms status and records supporting documents.
Inspection coordination
Share confirmed appointment changes with the project owner and customer.
Inspection scheduling handoff.
An example to work through with your team.
The project lead marks the required work ready for inspection coordination.
Confirm the project, responsible contact, and required documentation.
Request scheduling through the relevant office or existing process.
Record a confirmed appointment and notify the affected people.
Has the appointment actually been confirmed?
Clear to continueRecord the confirmed next action and move to the appropriate handoff.
Exception to handleKeep it pending and assign follow-up. Inspection findings and readiness judgments remain with qualified people.
- Accountable owner
- Project coordinator
- Useful outcome
- A documented appointment or a visible scheduling exception.
Get the rules clear.
- Who authorizes the scheduling request?
- Which status is confirmed versus merely requested?
- Who handles a changed appointment or inspection finding?
Start with the work you already know. Steve, your AI process designer, helps you choose a process worth automating, map its handoffs and decisions, and create a phased build plan. Connection options and permissions need checking during implementation. You can continue building with his guidance.
Explore the next step.
Is answering the phone the immediate need?
Katie is the managed AI receptionist service. Try a demo for your business and arrange a kickoff with Evan, Aperture’s founder.
Meet Katie and try the demo →