From enquiry to installation, every step tracked.
Lead management, site surveys, quotations, installation tracking and service visits for solar installers and energy businesses.
Problems we often see.
- Many enquiries, slow follow-upInterested customers wait days for a call back or survey.
- Surveys and quotes done on paperDetails get lost between the field and the office.
- Installation and service status unclearCustomers and managers cannot see progress.
Systems for solar & energy.
Lead capture and AI qualification
Enquiries are contacted quickly, asked about roof type, usage and budget, and booked for a survey.
Survey and quotation app
Field staff capture photos, measurements and notes; quotations are generated from templates.
Installation tracker
Stages, documents and approvals for each project, with customer updates.
Service and maintenance visits
Scheduled service reminders and visit reports.
Small first, then grow.
We begin with the one workflow that removes the most manual work, so your team uses it within weeks. Everything else is added in reviewed steps, and you own the code at the end.
Common questions.
Can surveys be done on a phone?
Yes. A mobile app can capture photos, measurements and signatures, even offline.
Can quotations be generated automatically?
Yes, from templates based on the survey details and your pricing rules, with approval before sending.
Can customers see their project status?
Yes, through a simple portal or WhatsApp updates at each stage.
Tell us what is slowing your team down.
We reply with a practical next step, not a sales pitch.