Electrical — Generator / Panel Upgrade
Inbound inquiry for whole-home generator install, EV charger install, or main panel upgrade.
When this runs
classifies this work type when the caller says things like:
How the call goes
3 surface rules tied to missing field definitions. Urgent first.
Clarify what they need — generator, EV charger, and panel upgrade are different scopes.
important“Are you looking at a whole-home generator, an EV charger install, a panel upgrade, or something else?”
Field: Project type (generator / EV charger / panel upgrade)
Ask about the current panel — 100A panels usually need an upgrade for generator or EV charger.
important“Do you know if your main panel is 100 amp or 200 amp? There's usually a sticker on the door.”
Field: Current panel amperage
For generators — ask if they have natural gas service or will need propane.
important“Does your home have natural gas service, or would we need to plan for a propane tank?”
Field: Natural gas or propane available (generator)
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Quote a price without an on-site survey and load calculation.
Guarantee permit approval or timeline.
Promise specific utility rebate amounts without verification.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm service address
- Confirm callback number
- Schedule site survey
- Send confirmation
Then creates a appointment encounter with:
- Caller name
- Callback number
- Service address
- Project type (generator / EV charger / panel upgrade)
- Current panel amperage
- Natural gas or propane available (generator)
- HOA restrictions
- Aware permit may be required
- EV vehicle type and charger level needed
- Budget range
- Preferred appointment window
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