Use cases / Electrical / Lead intake & qualification
EV-charger install lead qualification
EV-charger leads take several calls to qualify before anyone can quote.
The business case
This one is mainly a time-saved case, so we don't claim revenue. Assumptions (illustrative): 8 EV-charger inquiries per week, about 25 min saved each, staff time valued at $60/h, running cost $30/mo, setup $1,500.
| Case | Hours saved / mo | Value of time − running cost |
|---|---|---|
| Conservative | 7.2 h | $403 |
| Expected | 14.4 h | $836 |
| Optimistic | 21.6 h | $1,269 |
Time saved only matters if it gets used on billable work. Track the before and after.
Requirements & gating
- Web form or chat + LLM: no gated dependencies.
- Jobber: public GraphQL API using OAuth. A custom integration can connect to up to 5 Jobber accounts without App Review; beyond that it must pass Marketplace review. verified
- Housecall Pro: the public API and webhooks are MAX plan only, and the owner generates the API key. Webhook events include
estimate.sent,job.completed,lead.created,invoice.paid. verified
Check what the app already does first:
- No direct native equivalent known. Still ask the owner what they already pay for.
Build steps
- Build a web form or chat with these fields: vehicle, charger owned or needed, panel amperage, panel photo, distance from panel to parking spot, own or rent.
- The LLM summarizes for the estimator and flags missing info. It never quotes prices.
- Create a Jobber request (GraphQL) or a Housecall Pro lead (MAX), with photos attached or linked.
- Store photos privately and delete them on request.
Test cases before go-live
- Renter: flagged to confirm landlord approval.
- Unreadable panel photo: the customer is asked for a retake.
Tool names are examples, not endorsements. Check current features, plan tiers, and pricing before quoting a client.
Sample prompt
Ask the lead for their vehicle, whether they own a charger, panel amperage (a photo is welcome), distance from the panel to the parking spot, and whether they own or rent. Summarize for the estimator, and never quote final prices.
Pitch it to the owner
"Your estimator gets EV leads with the key details and panel photos already gathered."
Lead with the outcome, not with "AI," and show the business case using their own numbers.
What can go wrong
- Photos show the inside of people's homes. Store them privately.
- Texting consent: Under the TCPA, automated texts generally need prior express consent, and marketing texts need prior express written consent. Honor STOP right away and keep consent records.
- Twilio/10DLC (2026): new A2P 10DLC campaigns must include public privacy policy and terms URLs (required since June 30, 2026), a verifiable opt-in, and opt-out language. Third-party lead generation and affiliate marketing are forbidden use cases. verified
- Reactivation defaults to email. Texting past customers is marketing. Use SMS only where written consent is documented.
- Call-recording consent: some states, including California, require all parties to consent (this list is not exhaustive). The safe default is to disclose recording and the automated assistant at the start of every call.
- AI voices: the FCC's February 2024 declaratory ruling (FCC-24-17) treats AI-generated voices as 'artificial voice' under the TCPA, so outbound AI calls generally need prior express consent. Further AI disclosure rules were only proposed in 2024. Keep builds inbound unless counsel approves. verified
- Failure modes: hallucinated details, missed escalations, and integrations that break silently. Add a human fallback, daily error alerts, and a weekly transcript review.
Not legal advice. Texting, calling, and recording rules vary by country and state and change over time. Have the client confirm compliance with qualified counsel before launch.
Suggested price
$1,000–$2,500 setup
Starting estimate only, not verified against market rates. Adjust for scope and support.