Electrical Contracting Automation Checklist
The proposals, load calculations, certification, and reporting that pull electrical contractors off the tools, and what automating each one looks like. Tick what your team still does by hand and price it up.
What manual work is costing your firm
Tick the jobs your office and engineers still do by hand, set the loaded hourly cost of the people doing them, and the panel on the right totals the hours and the annual price tag. Every figure is your inputs, nothing is sent or stored.
What it's costing you
Hours are typical weekly time per task; costs use one representative electrical contracting hourly rate. Adjust it to yours.
Highest payback first
Fix: generate first-draft proposals from your rates, materials, and the building spec, including pricing and load figures, ready to review
Fix: automate energy and load estimates from project inputs so proposals carry consistent, fast figures
Fix: generate compliance certificates and test documentation from your job data, ready to issue
Fix: auto-generate job reports and handover documentation from site data
Fix: AI reads invoices, matches to POs, routes for approval
Steady gains next
Fix: automate follow-up reminders and track the pipeline so nothing goes cold
Fix: automate scheduling and dispatch against availability and location, with conflict alerts
Fix: automate timesheets and allocate hours to jobs for accurate costing
Fix: trigger reorders from job requirements and track stock so jobs are not held up
Fix: auto-tag and file certificates and records with renewal alerts
Fix: trigger automatic reminders and job-status updates
What you get back
LiveHours are typical weekly defaults; adjust the rate to your loaded cost. Each task is hours × rate × 52 weeks. Illustrative estimate.
Want the payback on fixing these? Run the ROI calculator
What this checklist does
For an electrical contractor the money is made on the tools, but the week leaks into the office: pricing commercial proposals, working up load and energy figures in spreadsheets, compiling EICRs and test certificates, typing handover packs, chasing supplier invoices. This checklist gathers the most common time sinks in one place and puts an annual cost against each. Tick the ones that match how your firm runs today and watch the total build.
How the maths works
Each task carries a typical number of hours it eats every week. The cost of a single task is hours × your hourly rate × 52 weeks; the headline figures are the totals across every task you leave ticked. Change the rate or switch currency and every per-task cost and total recomputes instantly.
The hours are typical weekly time per task across the people who do the work, so the totals are a team-wide aggregate and will run beyond a single 40-hour week. Treat the result as an illustrative estimate and adjust the rate to your loaded cost. The point is the order of magnitude and which jobs are worth fixing first.
Who it is for
It is for electrical contractors and the office and engineering teams behind them, from domestic and commercial installers to maintenance firms, where estimating, certification, and scheduling eat into billable time. The tasks are ordered highest payback first, so you can see where automating would free the most time before you commit to anything.
Where to go next
Size it from another angle, or talk to us about fixing the jobs you have ticked:
- Savings Calculator, to total the busywork across your whole team
- ROI Calculator, to weigh the cost of the fix against the saving
- AI Business Automation, automating the repetitive work itself
- Custom Software, replacing the manual process with a tailored system
- Excel to Software, getting load estimates and pricing out of spreadsheets and into software