AI-powered estimation and workflow automation for electrical contractors
Kent Electrical Services, a San Diego-based veteran-owned electrical contractor, transformed their manual estimation process into an automated workflow that generates margin-protected estimates, syncs to CRM and QuickBooks, and increases revenue per job.
Manual estimation process with no margin protection, inconsistent pricing, and fragmented data across CRM, email, and spreadsheets.
BAIAN automates lead intake, generates margin-protected estimates, and syncs all data to CRM and QuickBooks in minutes.
The Workflow
How BAIAN automates Kent Electrical's entire estimation and operations cycle
Lead Intake
Leads automatically captured from Angie's List
AI Estimation
Generate margin-protected estimates in minutes
Margin Protection
Pricing adjusted to meet profitability targets
CRM Sync
Data synced to RingCentral automatically
Financial Integration
All data flows to QuickBooks
Before & After
- • 45-60 minutes per estimate
- • Manual data entry into CRM
- • No margin validation
- • Inconsistent pricing approach
- • Fragmented across tools
- • 5-10 minutes per estimate
- • Automatic CRM & QB sync
- • Margin-protected pricing
- • 100% pricing consistency
- • Unified, automated workflow
The Impact
Estimate creation reduced from 45-60 min to 5-10 min
Average job value increase with margin protection
Pricing consistency and margin visibility
Key Results
- ✓Estimates now generated in 5-10 minutes instead of 45-60 minutes
- ✓All estimates automatically synced to CRM and QuickBooks
- ✓Margin-protected pricing ensures profitability on every job
- ✓Pricing consistency increases customer confidence and conversion rates