Carter Peak AI
AI Strategy & Solutions
For Electrical, Plumbing, HVAC & the Trades

Your hands are full. The phone keeps ringing.

The call that goes to voicemail while you're under a sink. The estimate that sits for three days. The invoice that goes out a week after the job closed. That's not sloppiness — that's a two-person office running a twelve-person workload. We automate the part that doesn't need your license.

Do the math on one workflow
What do the calls you can't pick up actually cost you?
Calls that go to voicemail in a typical week
12 / week
Your average job value
$650
600
calls hitting voicemail per year
$97,500
revenue walking to the next contractor
150
jobs you never knew you lost
Assumes one in four missed callers would have booked and doesn't call back — deliberately conservative, since most people calling a plumber or electrician are calling three of them. 50 working weeks. These are your inputs and our arithmetic, not a promise. On a real engagement we measure your actual missed-call log before we build anything.

Six places your shop is losing jobs and hours

Each of these runs quietly in the background, does the repetitive part, and hands you something finished to approve. Nothing goes to a customer without your sign-off.

Missed calls

A phone line that never goes to voicemail

You're in a crawlspace with both hands busy. The phone rings anyway. Instead of voicemail, the caller reaches a calm voice that takes the name, address, and what's wrong, flags whether it's an emergency, and texts you the details before you're back in the truck. The customer who would have dialed the next contractor is already on your schedule.

Voicemail, then silenceAnswered on ring one
Estimating

Estimates out before you leave the driveway

Walk the job, talk through what you found, snap a few photos. The system turns your notes into a clean, itemized estimate on your letterhead — labor, materials, scope, exclusions — and holds it for your review. You send it from the truck instead of at the kitchen table on Sunday night.

2–3 days to sendSame day, often same hour
Invoicing

Invoices that go out the day the job closes

When a tech marks a job complete, the invoice builds itself from the work order, the parts pulled, and the hours logged — then waits for your approval. Approved invoices go out with payment links, and the ones nobody paid get a polite nudge on day 15 and day 30 without you remembering to send it.

5–10 days to billBilled the day you close
Follow-up

The quotes you sent and never chased

Every estimate that hasn't been accepted gets followed up on a schedule you set — a check-in at day three, another at day ten, then it goes quiet. Same for the customers you haven't heard from in two years, and the service agreements coming due. It's the revenue already in your files that nobody has time to go get.

Nobody has timeChased automatically
Scheduling

A schedule that fills and confirms itself

New requests get sorted by urgency and location, slotted against your real availability, and confirmed with the customer by text. The day before, everyone gets a reminder with an arrival window. Fewer no-shows, less phone tag, and less of your day spent playing dispatcher between calls.

Phone tag and no-showsBooked and confirmed
Paperwork

Permits, inspections, and close-out packets

Permit applications pre-filled from the job file. Inspection dates tracked so nothing stalls a project. Close-out packets — photos, serial numbers, warranty registrations, the signed change orders — assembled automatically and filed where you can actually find them two years later when a customer calls.

Evenings and SundaysBuilt from the job file
Your license, your reputation

You approve everything that goes out

The AI drafts. You decide.

Every estimate, invoice, and customer message is prepared for your review. Nothing gets priced, sent, or committed to on your behalf.

The phone agent takes details — it doesn't diagnose or quote

It gathers the address, the problem, and the urgency, then hands off to you. It will never guess at a price or tell someone what's wrong with their panel. That's your job, and it should stay that way.

Honest about what we automate

We automate keystrokes, not the trade. Diagnosis, pricing, code compliance, and the judgment call on a tricky job stay with your licensed people. The system's job is to tee things up well — not to make the call.

How an engagement works

No long contracts, no enterprise sales process. We're a local firm and we work like one.

STEP 1

A 20-minute walkthrough

We look at where your hours and jobs are actually leaking and pick the one workflow with the biggest payoff. You'll see real systems running — not slides.

STEP 2

One workflow, live in weeks

We build it, test it against your real jobs, and get your crew comfortable with it. You measure what it saved before we talk about anything else.

STEP 3

Expand at your pace

When the first one proves itself, we add the next. Most shops start with the phone line or invoicing and grow from there.

Get in touch

Let's talk about your business.

Not ready to book a call yet? Drop us a line - we're happy to answer questions, talk through your situation, or just point you in the right direction.

We respond within one business day.
No spam, ever.