How Client X used Rev AI to automate their entire plumbing and electrical workflow from first enquiry to final invoice

Challenge

Lost leads, missed calls, and non-stop admin slowing growth

Solutions

End-to-end Rev AI system to capture, qualify, schedule, and follow up on every job

Client

Client X is a growing plumbing and electrical company covering residential and landlord jobs across the region. Their small team was working flat out, often on-site or in transit, with no dedicated admin support. New leads came in daily, but many went cold before anyone could respond. The business was losing work not because of demand, but because of capacity.

Challenge

Like many tradespeople, Client X had built a great reputation but was overwhelmed by operational drag.

  • Calls were missed during jobs or out of hours
  • Leads from WhatsApp, Facebook, and their website were scattered and delayed
  • Booking was manual, often done late at night or between jobs
  • Quoting and invoicing required time at a computer
  • Reminders and follow-ups were hit and miss

As their lead volume grew, so did the chaos. Jobs were slipping through the cracks, repeat work wasn’t being followed up, and they were spending evenings catching up on paperwork instead of switching off.

What they needed was a system that could run the business in the background, keeping leads warm, customers informed, and the diary full, without hiring extra staff or changing how they worked.

Solution

We implemented Rev AI, our all-in-one AI business solution built specifically for service-based trades. The goal was simple: turn every qualified lead into a booked, paid, and followed-up job, automatically.

Here’s how we did it:

1. Smart lead capture across all channels

Rev AI was connected to their website, Facebook page, WhatsApp, and SMS. Every message triggered an instant AI-powered response, asking qualifying questions (type of job, urgency, location), capturing photos if needed, and directing leads into a central job queue.

2. Instant quoting and availability check

For fixed-price services (e.g. boiler service, socket installs), Rev AI used preset templates to generate and send a quote on the spot. The lead was then shown real-time availability based on their synced Google Calendar, and offered a choice of slots.

3. Automated booking, deposit, and confirmation

Once a customer picked a time, the system booked it directly into the calendar, took a deposit via Stripe, and sent a confirmation message with all the job details.

4. Job reminders, updates, and route planning

Customers were sent friendly reminders the day before and morning of the job. The engineer received a mapped-out route and checklist for the day. Changes could be made on the fly, with the customer instantly notified.

5. Aftercare and repeat business automation

After the job, Rev AI sent a thank-you message, collected reviews, and reminded the customer about future checks or seasonal offers. All job data was automatically logged in a Google Sheet for records and tax.

Result

In just 30 days:

  • 97% of leads responded to within 5 minutes
  • 65% increase in booked jobs from web and WhatsApp
  • 4+ hours saved per day on admin and paperwork
  • £7.5K in new monthly revenue directly linked to automated bookings
  • Zero no-shows or missed reminders thanks to follow-up flows

Client X now works fewer late nights, misses fewer opportunities, and consistently delivers a smooth, professional customer experience, with no office staff.

Build your trade business on autopilot

Rev AI helps plumbers, electricians, and tradespeople capture more work, book jobs faster, and get paid on time, without extra admin. If your leads are falling through the cracks, it’s time to let automation do the heavy lifting.

Book a live demo and see what’s possible.