AI CFO for Electrical Contractors | RollForge — Dispatch, Margin, AR Intelligence

1

The pain

Material surcharges, labor overruns, change orders that never get approved — you're losing money on everything that isn't a flat-rate bid.

Commercial electrical is feast or famine. Flat-rate jobs make money. T&M jobs bleed it. You don't know which is which until you're already in the red.

Your current reality

Jobs with margin tracked post-completion0%

Change orders captured vs. lost~60% captured, 40% written off

Annual margin loss on T&M overruns$20K–$45K (typical)

The fix

AI Margin Audit Engine → Weekly Digest + Change Order Alerts

RollForge analyzes every job against expected margin. It flags T&M overruns in real time, alerts you to change orders that need formal approval, and shows you which project types actually make money — so you bid smarter next time.

RollForge Margin Audit — This Week

DeltaPoint Commercial — labor overrun 18%-$1,840 at risk

Residential service avg margin31% — below 40% floor

Change orders needing formal approval3 pending ($4,200)

Projected annual margin recovery+$19,400

2

The pain

You have $200K in commercial AR. GC payment schedules don't match reality.

General contractors hold your money hostage for punch lists you finished three weeks ago. You don't have the bandwidth to chase everyone. You send statements and hope. Some get paid. Most don't.

Your current reality

AR over 60 days$76,400 (38% of total)

Punch list AR tracked vs. not trackedNot tracked — mixed into total

Last formal dunning sequence sentNever — manual process

The fix

AI AR Collections Engine → Draft Emails + Escalation Workflow

RollForge imports your invoices, separates punch-list AR from contract AR, scores accounts by recovery likelihood, and generates multi-step dunning drafts. Your daily briefing tells you exactly who to call and what to say. Postmark tracks opens so you know when to escalate to legal.

RollForge AR Engine — Priority Accounts

Rogers GC — $38,200, 72 days (punch list hold)Step 2 escalation ready

Apex Construction — $22,800, 45 daysStep 1 friendly reminder

Lakeside Dev — $41,600, 90+ daysBad debt risk ⚠

AR recovered last 30 days+$44,200

3

The pain

You don't know which techs are profitable until the job is done — and sometimes not even then.

Journeymen rate $60/hour. Apprentices rate $32/hour. You price based on who you have. But if the apprentice runs 60% of the job and you billed it at journeyman rate, you've already lost margin before the van pulls out of the driveway.

Your current reality

Tech mix tracked per jobNo — labor mixed together

Apprentice jobs flagged for margin reviewNot tracked

Annual cost of pricing below labor cost$15K–$30K (typical)

The fix

AI Dispatch + Margin Combined → Daily Briefing

RollForge tracks tech mix per job and flags when apprentice-heavy jobs are billed at journeyman rates. Combined with dispatch risk scoring (missed windows, callback patterns), you get a daily briefing showing which jobs need attention and which techs need coaching — sorted by dollar impact.

RollForge Dispatch + Margin — Today's Focus

Job #6012 — retail TI, Oakwood (apprentice 70%)-$940 margin risk

Tech Thompson — avg 38% GM (below 42% target)Coaching flagged

Tech Harris — avg 51% GM (above target)Top performer ⚡

Portfolio margin this week43.8% — above 42% floor

You're Bidding $95/hr. But Your Actual Margin Is Dropping Every Month.

RollForge closes it

$500/month per company. Everything included.