Electrical Contracting & Solar
Dispatching 24/7 emergency callouts from a live CRM, not paper dockets
A Melbourne electrical and solar contractor replaced paper dockets with a live Zoho CRM dispatch board that tracks every technician, quote, and property history.
The Challenge
Where AAA Electrical & Solar Was Stuck
The operational friction that was costing time, data accuracy, and growth before Zoho.
Emergency callouts booked on paper dockets
24/7 emergency electrical jobs were booked on paper dockets with no live view of which technician was free or already on-site nearby.
Solar and electrical quotes lived in two different tools
Standard electrical quotes and solar installation quotes were tracked in separate ad hoc systems, losing pipeline visibility across the whole business.
No shared history of prior work at a property
Repeat customers had to re-explain their property's electrical history on every call, since no record carried over from the last job.
The Approach
How We Got Them There
Our standard discovery-to-launch methodology, applied to AAA Electrical & Solar's specific workflow.
Dispatch & Quote Audit
Mapped the emergency-callout dispatch process alongside the separate solar and electrical quoting workflows.
Live Dispatch Build
Built a Zoho Creator dispatch board showing technician location and availability in real time.
Unified Quoting Pipeline
Merged solar and standard electrical quotes into one Zoho CRM pipeline with shared property records.
Field Rollout & Billing Sync
Rolled the dispatch board out to field technicians and connected Zoho Books for invoicing straight off the job record.
The Solution
What We Built
Dispatch now runs off a live board instead of paper, and every quote — electrical or solar — sits in one pipeline with the property's full service history attached.
- Live Zoho Creator dispatch board for 24/7 emergency callouts
- Unified electrical + solar quoting pipeline in Zoho CRM
- Per-property service history visible to every technician
- Zoho Books integration for job-to-invoice billing
- Technician location and availability visible in real time
- Faster emergency response through smarter job assignment
The Results
The Impact
51%
Faster emergency dispatch time
29%
More quotes converted to jobs
100%
Of properties with service history on file
18 hrs/wk
Admin time saved on paperwork
Figures are illustrative estimates based on the engagement scope, not independently audited client financials.
“We can see every technician's location and every property's history on one screen now. Dispatch used to be guesswork.”
— AAA Electrical & Solar Team
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