Dashboard

AI Agent Online

Calls Today

23

+18% vs last week

Leads Qualified

14

+32%

Revenue Influenced

$8,420

+24%

Missed Call Rate

2%

-94%

Avg Response Time

1.2s

-98%

Appointments Booked

9

+67%

Calls This Week vs last week +18%

Recent Activity live

Qualified lead: Outlet sparking, 123 Main St2 min ago

Appointment booked: EV charger install, Thu 2pm8 min ago

Qualified lead: Lighting retrofit quote15 min ago

Voicemail: Caller hung up before qualification22 min ago

Qualified lead: Emergency power outage, 456 Oak Ave31 min ago

Appointment booked: Panel upgrade, Wed 10am45 min ago

Call Log

Today: 23 calls

Time	Caller	Type	Outcome	Duration	Recording
2:14 PM	(312) 555-0142	Inbound	Qualified	3:24	▶ Listen
1:47 PM	(312) 555-0888	Inbound	Booked	4:12	▶ Listen
1:15 PM	(847) 555-0294	Inbound	Qualified	2:48	▶ Listen
12:52 PM	(312) 555-0017	Inbound	Voicemail	0:42	▶ Listen
12:21 PM	(773) 555-0166	Inbound	Qualified	3:01	▶ Listen
11:48 AM	(312) 555-0443	Inbound	Not a fit	1:18	▶ Listen
11:14 AM	(630) 555-0091	Inbound	Booked	5:33	▶ Listen
10:27 AM	(312) 555-0719	Inbound	Qualified	2:54	▶ Listen
9:51 AM	(847) 555-0832	Inbound	Booked	4:47	▶ Listen
9:08 AM	(312) 555-0455	Inbound	Qualified	3:12	▶ Listen

Leads Pipeline

$58,400 in flight

New 7

Sarah K.

Kitchen leak · 123 Main

$280

David M.

Water heater · 88 Oak

$1,400

Priya N.

Kitchen rewire quote

$8,200

Qualified 5

Jorge R.

Panel upgrade · 456 Elm

$240

Linda T.

Wiring fault · 12 Pine

$650

Quoted 4

Marcus W.

Whole-house rewire · 7 Cedar

$12,800

Beth O.

Service upgrade 200A

$3,400

Booked 9

Avery L.

Thu 10am · Panel

$240

Ken H.

Fri 2pm · EV charger install

$1,400

Lost 3

Carlos D.

Went with competitor

—

Analytics

Last 30 days

Conversion Rate

38.4%

+6.2pts vs prior

Avg Call Length

2:47

-12% (good)

Cost per Lead

$3.20

-58% vs human staff

Booking Rate

62%

+18%

Conversion Funnel last 30 days

Calls

589

Engaged

496

Qualified

365

Quoted

247

Booked

226

Call Volume by Hour heat = busier

12a6a12p6p11p

AI Scripts

v3.2 deployed

Greeting

Qualification Questions

Booking Confirmation

After-Hours Voicemail

FAQ: Pricing

Settings

Business Name

Shown to callers

Business Hours

After hours go to AI voicemail

AI Voice

Voice your customers hear

Calendar Integration

Books directly into your calendar

Google Calendar

CRM Integration

Pushes leads to your CRM

HubSpot

SMS Confirmations

Text booked customers automatically

Live Transcription

Real-time call transcripts

Lead Scoring

AI ranks leads by intent

Booking

18

Booking attempts

since 7am

14

Booked

78% conversion

4

Declined / no fit

$11,240

Pipeline added

avg ticket $803

Upcoming appointmentsnext 48 hours

Time	Customer	Service	Address	Status	Booked via
Today 2:00 PM	Marcela Restrepo	EV charger install	3812 W Bay to Bay Blvd	CONFIRMED	AI
Today 4:30 PM	Daniel Okafor	Panel upgrade 200A	9421 N Boulevard	CONFIRMED	AI
Tomorrow 8:00 AM	Priya Iyer	Outlet sparking · diag	318 S Hyde Park Ave	PENDING	WEB
Tomorrow 10:30 AM	Jorge Mendoza	Whole-house rewire est	2104 W Cass St	CONFIRMED	AI
Tomorrow 1:00 PM	Hannah Whitfield	Generator hookup	7720 Davis Islands Blvd	CONFIRMED	AI
Tomorrow 3:00 PM	Tomás Aguilar	Lighting retrofit	16244 Mapledale Blvd	PENDING	WEB
Wed 9:00 AM	Lindsey Park	EV charger install	901 Channelside Dr #2104	CONFIRMED	AI
Wed 11:30 AM	Rafael Quintana	Service panel inspection	3309 W Kennedy Blvd	CONFIRMED	AI

Reschedule & cancel eventslast 24h

Time	Customer	Original slot	New slot	Action	Handled by
11:42 AM	Beatriz Salinas	Today 9:00 AM	Thu 8:00 AM	RESCHEDULED	AI
10:18 AM	Marcus Doyle	Today 1:00 PM	—	CANCELED	AI
9:04 AM	Aisha Patel	Tomorrow 2:00 PM	Tomorrow 4:30 PM	RESCHEDULED	AI
Yesterday 6:18 PM	Carlos Bermudez	Today 11:00 AM	Fri 10:00 AM	RESCHEDULED	WEB

Dispatch

AI assigns each new job to the closest truck and reorders stops as ETAs change.

9 jobs

·

6 done

·

$4,820 booked today

·

Avg drive time 14 min

·

On-time rate 92%

🚐Truck 12 · Mike R.

5 stops · 2 done

1

Marcela Restrepo

Panel upgrade · 3812 W Bay to Bay

7:30aDONE

2

Daniel Okafor

Outlet rewire · 9421 N Boulevard

9:15aDONE

3

Priya Iyer

EV charger install · 318 S Hyde Park

11:00aEN ROUTE

4

Jorge Mendoza

Whole-house rewire est · 2104 W Cass

1:30pNEXT

5

Hannah Whitfield

Generator hookup · Davis Islands

3:45pQUEUED

🚐Truck 7 · Sara L.

4 stops · 4 done · returning

1

Tomás Aguilar

Lighting retrofit · 16244 Mapledale

7:45aDONE

2

Lindsey Park

Outlet sparking · Channelside

9:20aDONE

3

Rafael Quintana

Service inspection · 3309 W Kennedy

11:10aDONE

4

Beatriz Salinas

Breaker swap · 1521 S Howard

12:55p+18 MIN

Quote

Pending quotes + quick-send tool. Stripe pay-by-link included so customers can deposit on approval.

7

Quotes pending

all sent < 7d ago

$58,400

Open value

avg $8,343

62%

Approval rate

$24,200

Closed-won this month

+34% vs prior

Pending quotessorted by age

Customer	Scope	Amount	Age	Status
Marcus Doyle	Whole-house rewire · 7 Cedar	$12,800	2h ago	SENT
Beth O'Neil	Service upgrade 200A	$3,400	6h ago	VIEWED
Priya Iyer	EV charger install · Tesla wall	$1,400	1d ago	APPROVED
Jorge Mendoza	Panel upgrade + sub-panel	$5,200	2d ago	VIEWED
Hannah Whitfield	22kW generator + transfer switch	$14,600	3d ago	SENT
Rafael Quintana	Office rewire · commercial	$18,400	4d ago	VIEWED
Carlos Bermudez	EV charger install · Wallbox	$1,400	5d ago	DECLINED
Aisha Patel	Solar panel tie-in	$2,200	6d ago	APPROVED

Send a quotetemplated

Customer

Scope template

Line items

200A panel + breakers1 ea$1,850
Service drop reconnect1 ea$420
Permits + inspection1 ea$285
Labor (8 hrs)8 hrs$960

Total$3,515

Include Stripe / PayPal pay-by-link for deposit

Payments

Stripe Connected

Charges, ACH, and field cash in one feed. Auto-reconciled to invoices and pushed to QuickBooks nightly.

$48,720

MTD revenue

+22% vs last month

137

Charges

86 card · 32 ACH · 19 cash

$355

Avg ticket

+$28 vs last month

1.4%

Refund rate

2 disputes open

Recent charges

last 24 hours

Time	Customer	Method	Description	Amount	Status
2:14 PM	Marcela Restrepo	CARD ··4242	EV charger install (deposit)	$700.00	SUCCEEDED
1:47 PM	Daniel Okafor	ACH	Panel upgrade 200A (final)	$1,850.00	SUCCEEDED
12:18 PM	Priya Iyer	CARD ··0719	EV charger install (full)	$1,400.00	SUCCEEDED
11:52 AM	Jorge Mendoza	CARD ··8810	Diagnostic visit	$89.00	SUCCEEDED
10:33 AM	Hannah Whitfield	CASH	Generator hookup (deposit)	$2,000.00	SUCCEEDED
9:41 AM	Tomás Aguilar	CARD ··1192	Lighting retrofit	$1,180.00	PENDING
8:14 AM	Lindsey Park	CARD ··6612	EV charger refund (cust canceled)	-$700.00	REFUNDED
Yesterday 5:48 PM	Rafael Quintana	ACH	Service inspection	$320.00	SUCCEEDED
Yesterday 3:12 PM	Beatriz Salinas	CARD ··3309	Breaker swap	$240.00	SUCCEEDED
Yesterday 1:04 PM	Marcus Doyle	CASH	Whole-house rewire (deposit)	$3,000.00	SUCCEEDED

Send invoice

stripe pay-link

Customer

Memo

Line items

Whole-house rewire labor (32 hrs)32 hrs$3,840
Wire, conduit, boxes (materials)1 lot$1,420
Permits + inspection1 ea$540
Drywall patch credit1 ea-$200

Balance due$5,600.00

Accepted methods

Card ACH Apple Pay Cash on site PayPal

Reviews & Reputation

Google, Yelp, Facebook, BBB in one feed. AI drafts on-brand replies and posts after one-tap approval.

4.86

Average rating

+0.18 vs 90 days ago

42

New reviews

38 five-star

38

AI replies posted

avg draft time 4s

11 min

Avg response time

was 2.4 days

Awaiting your approval3 drafts ready

Marcela Restrepo GOOGLE ★★★★★ 2 hours ago DRAFT READY

"Bright Spark installed our EV charger last week and the whole experience was top-notch. Booking was easy, the tech (Carlos) was punctual, professional, and explained everything. Will use again for our panel upgrade."

AI-drafted reply

Marcela, thank you so much for the kind words. Carlos and the team take real pride in walking customers through the work, and we're glad the EV charger install went smoothly. Whenever you're ready for the panel upgrade, just give us a call. — The Bright Spark Electric team

Daniel Okafor YELP ★★★★★ 5 hours ago DRAFT READY

"Quoted me fairly, showed up on time, and got my 200A panel upgrade done in a single day. Permits and inspection all handled. Highly recommend."

AI-drafted reply

Thanks for the recommendation, Daniel. Panel upgrades are one of those jobs where the paperwork can take longer than the work itself, so we're glad we could keep the day tight for you. Appreciate you choosing Bright Spark.

Hannah W. GOOGLE ★★★☆☆ Yesterday DRAFT READY · NEEDS REVIEW

"Work was fine but the tech showed up an hour outside the window and we never got a heads-up text. Would have been five stars otherwise."

AI-drafted reply (flagged for human review — negative)

Hannah, thank you for the honest feedback. You're right — the live ETA text is exactly what we built to prevent this, and it didn't fire on your job. I'd like to make it right. Can you call or text us at (813) 733-8792 and ask for Marco? — Bright Spark Electric

Recently auto-postedlast 7 days

Priya Iyer GOOGLE ★★★★★ 3 days ago AI POSTED · 6 MIN

"Quick diagnostic on a sparking outlet, fixed same day. Great communication."

Posted reply

Priya, glad we caught that one quickly — sparking outlets are not something to wait on. Thanks for trusting us with it.

Jorge Mendoza FACEBOOK ★★★★★ 5 days ago AI POSTED · 4 MIN

"Got a whole-house rewire estimate that was ~$2k less than two other quotes I had. Honest pricing."

Posted reply

Thanks Jorge. We try to keep estimates tight and honest because nobody wants surprises on a rewire job. Let us know when you're ready to schedule the work.

Inventory & Auto-Reorder

Stock across trucks and warehouse. AI predicts run-outs from the job pipeline and fires POs before you go short.

847

SKUs tracked

across 5 locations

14

Low-stock items

PO drafted, awaits approval

3

Out of stock

blocking 2 jobs

$24,180

Inventory value

+$1,840 vs last week

Stock at riskpredicted run-out within 7 days

Item	SKU	On hand	Allocated	Days of cover	Status
Square D 200A main breaker	QO2200	0	3	0	OUT
Romex 12-2 NM-B copper, 250ft	RX-12-2-250	2	8	1	OUT
Tesla Wall Connector Gen 3	TWC3-WHT	1	2	2	LOW
15A GFCI receptacle, white	GFCI-15-WHT	14	9	3	LOW
Square D QO 20A 1-pole breaker	QO120	28	11	5	LOW
12 AWG THHN black, 500ft spool	THHN-12-BK	1	1	7	LOW

AI-drafted purchase ordersawaits one-tap approval

PO #	Vendor	Items	Amount	Drafted by	Status
PO-4128	Graybar	2x QO2200, 6x RX-12-2-250, 1x TWC3-WHT	$1,420.18	AI	AWAITING APPROVAL
PO-4127	Rexel	50x GFCI-15-WHT, 30x QO120	$684.40	AI	AWAITING APPROVAL
PO-4126	Home Depot Pro	3x THHN-12-BK 500ft spool	$298.50	AI	APPROVED · SHIPPED

Top-moving SKUslast 30 days

Item	Used	Avg / week	Margin	Status
12-2 Romex copper	42 spools	10.5	38%	LOW
15A GFCI receptacle	94 units	23.5	52%	LOW
EV charger Gen 3	11 units	2.8	28%	LOW
Square D QO 20A breaker	88 units	22	44%	LOW
200A panel kit	7 kits	1.75	31%	OK

CRM & Win-Back

Jobs, calls, payments, reviews, LTV in one record. AI scores who's slipping and drafts personalized win-back texts.

3,418

Customers tracked

+47 this week

$1,847

Avg lifetime value

+$112 vs Q1

214

Dormant 12+ months

AI win-back queued

38%

Win-back response rate

$24,840 recovered MTD

High-value customers slipping awayAI flagged · ranked by recovery score

Customer	LTV	Last job	Last touch	AI score	Status
Marcela Restrepo	$8,420	Panel upgrade · 14 mo ago	No reply to last 2 emails	94	VIP
Daniel Okafor	$6,180	Generator hookup · 11 mo ago	Opened email, no click	88	VIP
Hannah Whitfield	$4,940	EV charger · 13 mo ago	Left 3-star review (resolved)	71	DORMANT
Jorge Mendoza	$3,820	Diag · 9 mo ago	Last call: positive	68	ACTIVE
Priya Iyer	$2,640	Outlet repair · 16 mo ago	Moved to Brandon — verified	42	DORMANT

AI-drafted win-back outreachawaits approval · personalized per customer

To	Channel	Hook	Drafted by	Status
Marcela Restrepo	SMS	"It's been a year since the panel upgrade — wanted to check in on that EV charger we talked about."	AI	QUEUED
Daniel Okafor	EMAIL	"Hurricane season check-in — your generator's hitting the 12-month service mark."	AI	QUEUED
Hannah Whitfield	SMS	"Quick check-in — making sure that ETA text issue we had last year hasn't come up again."	AI	QUEUED
Jorge Mendoza	SMS	"That whole-house rewire estimate is still good through end of month if you want to lock it in."	AI	SENT · 11 MIN AGO

Customer record: Marcela Restrepounified timeline

Date	Event	Channel	Detail	Amount
14 mo ago	Job completed	—	200A panel upgrade · permitted · inspected	$3,820
14 mo ago	Review left	Google ★★★★★	"Carlos was punctual, professional..."	—
10 mo ago	Job completed	—	EV charger install · Tesla Wall Connector	$1,840
6 mo ago	Inbound call	Voice AI	Asked about hot tub circuit · quoted, no book	est $2,400
3 mo ago	Email sent	Marketing	Spring service reminder	—
Today	AI flagged	System	Recovery score 94 · win-back drafted	—

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Leads

Fresh electrical permits filed in Hillsborough County, last 90 days. Owners enriched from public records and skip-trace.

418

Electrical permits

↑ 9% vs prior 90d

414

Owners enriched

99.0% match rate

$1.6M

Pipeline value

avg deal $3,820

11

New today

auto-routed

Owner	Address	Phone	Email	Type	Source · Filed
✓Marcela Restrepo	3812 W Bay to Bay Blvd, Tampa	(813) 414-8821	m.restrepo@gmail.com	PANEL	County GIS · 2d ago
✓Daniel Okafor	9421 N Boulevard, Tampa	(813) 209-4413	dan.okafor@outlook.com	REWIRE	Permit Portal · 2d ago
✓Priya Iyer	318 S Hyde Park Ave, Tampa	(813) 778-0921	priya.iyer@me.com	EV CHARGER	County GIS · 3d ago
✓Jorge Mendoza	2104 W Cass St, Tampa	(813) 612-3387	jmendoza.fl@gmail.com	SOLAR TIE-IN	Permit Portal · 3d ago
✓Hannah Whitfield	7720 Davis Islands Blvd, Tampa	(813) 990-5512	hannah.w@whitfield.co	GENERATOR	GIS Feed · 4d ago
✓Tomás Aguilar	16244 Mapledale Blvd, Tampa	(813) 401-7793	t.aguilar@yahoo.com	PANEL	County GIS · 4d ago
✓Lindsey Park	901 Channelside Dr #2104, Tampa	(813) 555-6122	l.park@channelside.io	EV CHARGER	Permit Portal · 5d ago
✓Rafael Quintana	3309 W Kennedy Blvd, Tampa	(813) 312-4408	raf.q@kennedygc.com	REWIRE	GIS Feed · 5d ago
✓Beatriz Salinas	1521 S Howard Ave, Tampa	(813) 882-1144	b.salinas@gmail.com	PANEL	County GIS · 6d ago
✓Marcus Doyle	4408 W Swann Ave, Tampa	(813) 778-6601	marcus@doyleproperties.com	GENERATOR	Permit Portal · 6d ago
✓Aisha Patel	2880 Bayshore Blvd, Tampa	(813) 311-9920	aisha.p@me.com	SOLAR TIE-IN	GIS Feed · 7d ago
✓Carlos Bermudez	11340 Carrollwood Dr, Tampa	(813) 209-3387	cbermudez@gmail.com	EV CHARGER	Permit Portal · 7d ago