Electrical
Keep the quote, customer decision and job handoff connected.
Commercial control for electrical teams moving between service calls, quoted work and scheduled installations.
The working problem
The working gap.
A customer may accept an installation quote while the person who prepared it is on another job. Scope, access arrangements and the proposed date then need to reach the person scheduling the work. A loose handoff can mean repeated questions or a job that has not actually been booked.
A weak quote-to-schedule handoff may delay work or consume staff time. The review checks whether that gap occurs and how often, rather than assuming a revenue loss.
Illustrative workflow · not a customer result
- Identify the work type and responsible person
- Track the current quote and customer response
- Confirm agreed scope and access requirements
- Handoff to scheduling
- Record the next customer update and booking outcome
What Sunlit changes
A defined change.
- A single current quote reference
- A clear acceptance-to-scheduling checklist
- Ownership of unanswered customer questions
Commercial records and handoff rules only; technical design, electrical safety and compliance remain with qualified people.
How we check it
Measure the change.
- Accepted quotes awaiting scheduling
- Handoff completeness
- Time to a confirmed next customer step
Start with this question: What has to happen between a customer accepting a quote and the job being booked?
Clear boundaries
Scope and evidence.
- No electrical certification or safety assessment
- No guaranteed booked-job increase
- No automatic acceptance of a changed quote
Implementation depends on authorised access, system compatibility, lawful contact and an agreed scope. We do not guarantee revenue or jobs.
Start here
Find the gap worth fixing first.
Tell us where work stops moving. We’ll assess the fit and recommend what to check next. No technical specification required.