The Complete Guide to Electric Genius

Everything you need to know — from setup to best practices. Whether you just signed up or you've been using Electric Genius for months, this guide will help you get the most out of your AI-powered assistant.

In This Guide

  1. What Is Electric Genius?
  2. Getting Started (Setup in 2 Minutes)
  3. Your Genius Number
  4. How the AI Works
  5. Managing Leads
  6. Bids & Estimates
  7. Scheduling & Appointments
  8. Collecting Payments
  9. Your Dashboard
  10. Best Practices & Pro Tips
  11. Pricing & Billing
  12. Frequently Asked Questions

1. What Is Electric Genius?

Electric Genius is an AI-powered business assistant built specifically for electricians. It handles the parts of running your business that don't involve actual electrical work — responding to customer inquiries, generating professional bids, scheduling appointments, and collecting payments.

Think of it as a virtual office manager who works 24/7. Customers can call, text, or email your business, and Electric Genius responds instantly — even when you're on a ladder, in a crawl space, or asleep. You review and approve everything from a mobile-friendly dashboard.

Electric Genius was designed for solo electricians and small shops who don't have office staff but still need to respond to customers quickly and professionally. The whole philosophy is simple: you should never lose a job because you couldn't respond fast enough.

2. Getting Started

Setup takes about two minutes. Here's what happens when you sign up:

Step 1: Create your account. Head to the signup page and enter your name, email, and business information — your company name, the services you offer, and your service area.

Step 2: Get your Genius Number. Electric Genius automatically provisions a dedicated local phone number for your business. This number is based on your location, so customers see a familiar local area code.

Step 3: Set up call forwarding. Your Genius Number forwards calls to your cell phone. When customers call your Genius Number, your phone rings just like a normal call. The magic happens when you can't answer — that's when the AI kicks in.

Step 4: You're live. Start giving out your Genius Number to customers. Put it on your truck, your Google Business Profile, your cards. Every call, text, and email to that number is now being handled by your Genius.

Best Practice

Update your Google Business Profile, Yelp, Angi, and any other listing with your new Genius Number right away. The sooner all your leads flow through your Genius, the sooner you stop losing jobs to slow response times.

3. Your Genius Number

Your Genius Number is the heart of Electric Genius. It's a real local phone number that becomes your public-facing business line. Here's how it works across different channels:

Phone Calls

When a customer calls your Genius Number, the call forwards to your cell phone. You answer it like any other call — the customer doesn't know the difference. If you miss the call, Electric Genius automatically texts the caller within seconds, starting an AI-powered conversation to capture the lead.

Text Messages (SMS)

When a customer texts your Genius Number, the AI responds instantly. It can answer questions about your services, gather job details, and keep the conversation going until you're ready to step in. All text conversations appear on your dashboard.

Email

Every Electric Genius account comes with a dedicated business email address at @electricgenius.app. When customers email this address, the AI reads the message and responds appropriately — just like it does with texts. You can also forward emails from your personal inbox to your Genius, and it handles the response.

Pro Tip

Your Genius Number keeps your personal cell number private. Give out the Genius Number publicly and keep your personal number for friends and family. If you ever need to step away from the business or take a vacation, your Genius keeps responding to customers without interruption.

4. How the AI Works

The AI behind Electric Genius isn't a generic chatbot. It's trained to understand the electrical trade and have natural conversations with customers about electrical work.

What the AI Does Well

Responds instantly and naturally. The AI reads incoming messages, understands what the customer needs, and responds in a conversational tone. It asks the right follow-up questions — how many outlets, what room, whether the customer has access to the electrical panel — to gather the information you'd normally collect yourself.

Handles the back-and-forth. Customers rarely send one message. They ask follow-up questions, change their mind, add details. The AI handles this ongoing conversation intelligently, keeping context from earlier messages and responding appropriately.

Detects sensitive situations. If a customer asks about pricing, the AI knows to be careful — it gathers details but directs them toward a formal estimate rather than quoting numbers off the cuff. If a customer seems frustrated, the AI adjusts its tone. If someone mentions a competitor, the AI stays professional without badmouthing anyone.

What the AI Doesn't Do

It never sends a bid without your approval. The AI can draft estimates, but nothing goes to the customer until you review and approve it. You're always in control of pricing and commitments.

It won't make promises about scheduling. The AI gathers the customer's preferred timing and presents options, but you approve every appointment. It never commits you to a time slot without your say-so.

It doesn't replace you for complex conversations. For straightforward inquiries (outlet installation, ceiling fan, panel upgrade), the AI handles things smoothly. For unusual or complex jobs, it gathers what it can and flags the lead for you to handle personally.

Best Practice

Let the AI handle the first few exchanges, then jump into the conversation when you're ready. Customers get an instant response (so they don't call your competitor), and you get a fully qualified lead with all the details when you check your dashboard.

5. Managing Leads

Every customer interaction — whether it starts from a phone call, text, or email — becomes a lead in your dashboard. Electric Genius unifies everything into a single view so you never have to piece together conversations across different apps.

How Leads Get Created

Leads are created automatically when a new customer reaches out to your Genius Number via any channel. If a customer texts you Monday and emails you Thursday, Electric Genius connects both conversations to the same lead — one customer, one thread, one complete picture.

The Leads Tab

Your dashboard's Leads tab shows all active leads with their current status. You can see at a glance which leads are new, which have active conversations, and which are ready for a bid. Each lead shows the full conversation history across all channels.

Forwarding Leads to Your Genius

Got a lead from Angi, Thumbtack, or your personal email? Forward the email to your Genius email address, or text a screenshot to your Genius Number. The AI picks it up and starts responding as if the lead came in directly. This is one of the most powerful features for electricians who get leads from multiple sources.

Pro Tip

Make it a habit to forward every lead to your Genius — even the ones you could handle yourself. This keeps everything in one place and creates a complete record of every customer interaction. When a customer calls back three months later saying "I talked to you about rewiring my kitchen," you'll have the entire conversation on file.

6. Bids & Estimates

Electric Genius has a two-stage bidding process designed to help you move fast without committing to a price before you're ready.

Stage 1: AI-Generated Estimate

Once the AI has gathered enough job details from a customer conversation, it generates a preliminary estimate. This estimate includes itemized line items with real-time material pricing from Home Depot — actual current costs for wire, breakers, boxes, connectors, and other materials. It also includes labor estimates based on the scope of work.

The estimate is clearly labeled as preliminary and includes appropriate disclaimers. It's designed to give the customer a realistic ballpark quickly, so they stay engaged while you prepare a final bid.

Stage 2: Finalized Bid

When you review the estimate on your dashboard, you can edit any line item — adjust quantities, change pricing, add or remove items, and modify labor costs based on your experience and knowledge of the job. Once you're satisfied, you approve the bid and send it to the customer.

The customer receives a clean, professional, branded estimate. It shows your business name and looks like it came from a well-staffed operation — not a template you pulled from the internet. The customer can review it, ask questions, and approve it with an electronic signature.

The Approvals Tab

Your dashboard has an Approvals tab that shows two sections: "Needs Your Approval" (AI-generated estimates waiting for your review) and "Approved Estimates" (bids that have been sent to customers and are awaiting their response). This gives you a clear pipeline view of where every bid stands.

Best Practice

Review and send estimates as quickly as possible. The faster a customer gets a professional bid, the more likely they are to book with you. Even if you're busy, try to review AI-generated estimates within a few hours. The AI already did the heavy lifting — you're just reviewing and approving.

7. Scheduling & Appointments

When a customer approves a bid, they can book an appointment directly from the estimate. No back-and-forth texts about availability — the customer picks a time, and it shows up on your dashboard.

How Scheduling Works

After a customer approves a bid, they're prompted to select a preferred time for the job. You review the requested appointment on your dashboard and either approve it or suggest an alternative. Once confirmed, calendar invites go out automatically to both you and the customer.

The Scheduling Tab

Your Scheduling tab shows three views: Upcoming (confirmed appointments), Unpaid (completed jobs awaiting payment), and Archived (past appointments). This keeps your work calendar clean and ensures no completed job goes without payment.

Pro Tip

Check your Unpaid section at the end of every day. If a job is done but hasn't been paid, you can send a payment link with one tap. The sooner you send it, the faster you get paid.

8. Collecting Payments

Electric Genius handles payment collection so you don't have to chase checks or carry a card reader.

How Payments Work

After a job is complete, you send the customer a payment link via text or email — right from your dashboard. The customer taps the link, enters their payment information, and pays online. The money deposits to your bank account, typically within 24 hours.

Stripe Connect

Payments are processed through Stripe, one of the most trusted payment platforms in the world. During setup, you connect your bank account through Stripe's secure onboarding process. Electric Genius never sees or stores your banking information.

Transaction Fees

Electric Genius charges a 1% platform fee on each transaction. Standard credit card processing fees from Stripe also apply. This is significantly cheaper than most payment processing solutions for contractors, and customers appreciate the convenience of paying online.

Best Practice

Send the payment link immediately after completing the job, while you're still on site. Customers are most likely to pay promptly when the work is fresh in their mind and they're satisfied with the result. A quick "All done! Here's the link to pay" text goes a long way.

9. Your Dashboard

The Electric Genius dashboard is designed to be used on your phone between jobs. It's a mobile-friendly web app — no app store download required. Just go to app.electricgenius.app and log in.

Dashboard Tabs

The dashboard is organized into five tabs that follow the natural flow of your business:

Leads — All incoming customer inquiries. See new leads, active conversations, and qualified leads ready for a bid.

Approvals — AI-generated estimates waiting for your review, and approved bids waiting for customer response.

Scheduling — Upcoming appointments, completed-but-unpaid jobs, and archived past work.

Payments — Payment history, pending payments, and the ability to send new payment requests.

Settings — Your business information, Genius Number details, Stripe payment setup, and account preferences.

Pro Tip

Bookmark app.electricgenius.app on your phone's home screen for one-tap access. On iPhone, tap the Share button in Safari and select "Add to Home Screen." On Android, tap the three-dot menu in Chrome and select "Add to Home screen." It'll look and feel like a native app.

10. Best Practices & Pro Tips

Electricians who get the most out of Electric Genius tend to follow a few common patterns:

Use Your Genius Number Everywhere

The more leads that flow through your Genius Number, the better the system works. Update your Google Business Profile, truck lettering, business cards, Angi profile, Yelp listing, and anywhere else your phone number appears. Every lead that comes through your Genius Number gets instant AI response, automatic tracking, and professional follow-up.

Check Your Dashboard Twice a Day

You don't need to live in the dashboard. A quick check at lunch and at the end of the day is enough to stay on top of everything. Review new estimates, approve bids, confirm appointments, and send payment links. Most electricians spend less than 10 minutes a day managing their dashboard.

Let the AI Handle the First Response

Resist the urge to jump in and respond to every lead yourself. The AI's biggest value is speed — it responds in seconds, keeping the customer engaged. Let it handle the initial conversation and gather details. By the time you look at the lead, it's already qualified with all the information you need to make a decision.

Forward Everything to Your Genius

Got a lead from a neighbor? A referral text? An email from a property manager? Forward it to your Genius. Even if you could handle it yourself, running it through Electric Genius means it's tracked, the conversation is recorded, and you can generate a professional bid in minutes instead of scribbling on a notepad.

Send Bids Fast

The #1 factor in winning residential electrical work isn't price — it's speed. The faster you get a professional bid in front of a customer, the more likely they are to book. Electric Genius already does the heavy lifting by drafting the estimate. Your job is to review it quickly and hit send. Aim to get bids out within a few hours of the AI generating them.

Send Payment Links On-Site

Don't wait until you get home to send a payment request. When the job is done and the customer is happy, send the payment link right there. "All finished! I just sent you a link to pay — should be in your texts." Quick, professional, and you'll get paid faster.

11. Pricing & Billing

Electric Genius is $19/month at the current Founders Rate. This rate is locked in forever for early adopters — it will never go up as long as you keep your subscription active.

What's included in the $19/month: unlimited leads, unlimited bids, a dedicated local business phone number, a dedicated @electricgenius.app email address, AI-powered responses 24/7, real-time material pricing, scheduling with calendar invites, payment collection, and a full mobile-friendly dashboard.

The only additional cost is a 1% platform fee on payments collected through Electric Genius, plus standard Stripe credit card processing fees. There are no hidden charges, no per-message fees, and no caps on usage.

Every new account starts with a 14-day free trial. No credit card required. You get full access to every feature so you can see exactly how Electric Genius works for your business before committing.

12. Frequently Asked Questions

What if a customer asks a question the AI can't handle?

The AI is smart enough to know its limits. For unusual or complex questions, it gathers what information it can and lets the customer know that you'll follow up personally. You'll see the conversation flagged on your dashboard so you can step in.

Can I customize what the AI says?

The AI adapts to your business information — your company name, services you offer, and service area. It represents your business, not a generic chatbot. The tone is professional and friendly, designed to sound like a knowledgeable member of your team.

What if I want to respond to a customer myself?

You can jump into any conversation at any time from your dashboard. When you respond manually, the AI steps back and lets you handle it. You're always in control.

Is my customer data secure?

Yes. Electric Genius uses industry-standard encryption and security practices. Customer data is stored securely and is only accessible through your authenticated account. Payment processing is handled by Stripe, which is PCI-DSS compliant. We never sell or share your customer data.

Can I use Electric Genius if I have employees?

Absolutely. While Electric Genius is designed with solo electricians in mind, it works just as well for small shops. All leads, bids, and appointments flow through a central dashboard that anyone on your team can access.

What if I want to cancel?

Cancel anytime from your Settings tab. There are no contracts, no cancellation fees, and no hoops to jump through. If you cancel, your account remains active through the end of your current billing period.

How do I get help if I have questions?

Email us at hello@xgeniusapps.com. We're a small team and we respond quickly. We're electrician-friendly — no tech jargon, no support tickets, just real answers.

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