Panel Upgrade / EV Charger Install
Inbound request for electrical panel upgrade or EV charger installation.
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 whether the caller needs a panel upgrade, EV charger installation, or both.
important“Are you looking for a panel upgrade, an EV charger installation, or both?”
Field: Service type (panel upgrade, EV charger, or both)
Inform the caller that permits and inspections may be required for panel work.
important“Just so you're aware, panel upgrades and EV charger installations typically require permits and a city inspection. We handle that process for you.”
Field: Aware that permits may be required
Ask if they know their current panel amperage — typically found on the main breaker.
normal“Do you know what amperage your current panel is? It's usually printed on the main breaker — common sizes are 100 or 200 amps.”
Field: Current panel amperage (if known)
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.
Never quote a fixed price without an on-site assessment.
Do not guarantee permit approval timelines.
Never advise the caller to perform any electrical work themselves.
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
- State next step
- Send confirmation
Then creates a job with:
- Caller name
- Callback number
- Service address
- Current panel amperage (if known)
- Service type (panel upgrade, EV charger, or both)
- EV vehicle make/model (if EV charger)
- Approximate age of home
- Aware that permits may be required
- Homeowner or tenant
- Preferred appointment window
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