Dashboard

The whole company on one screen: sales, marketing, finance and operations. The founder is no longer the search engine.

Revenue · July$96,2005 installs completed

New leads · July21referrals + web + ads

Cash position$58,400milestone billing

Active projects23surveys to installs

Sales

Leads this month21

Quotes out14

Win rate · 90 days38%

Standardized kits mean any salesperson quotes correctly in minutes.

Marketing

Installs from referrals40%

Referral rewards paid$3,200 YTD

Ad cost per lead$38

Happy customers are the cheapest channel; the platform works them systematically.

Finance

Outstanding invoices$41,700

Overdue1 · nudged today

Avg margin per install24%

Milestone invoices go out by themselves when a project changes stage.

Operations

Installs scheduled9

Surveys this week6

Questions answered by AI3 today

Every stage change notifies the customer and generates its paperwork.

Revenue trend · last 14 weeks

Happening by itself, today

Permit filed for project #148auto

Site survey assigned to Marcus · Tue 9:00calendar

Milestone invoice sent: #151 permit approved (40%)auto

3 team questions answered by the assistantno interruptions

Fictional demo data · modeled on a real platform we built for a solar installation company

Projects

One database instead of forty spreadsheets. Every stage change notifies the customer and generates its paperwork, automatically.

Projects by stage

Survey

9

Quote out

14

Permitting

8

Install booked

9

Completed · 2026

112

#	Customer	System	Stage	Next step
#148	Jennifer A.	8kW · 20 panels	Permitting	Waiting on county approval
#151	Tom & Rachel W.	6kW · 15 panels	Install booked	Install Thu 8:00 · Crew A
#149	Harvest Farm Supply	24kW · commercial	Quote out	Follow-up scheduled Friday
#152	Daniel O.	10kW · 25 panels	Survey	Site survey Tue 9:00 · Marcus
#147	Grace L.	6kW · 15 panels	Completed	Final inspection passed

Fictional demo data · customers and projects are invented

Schedule

Surveys and installs on one calendar, weather included. Rain moves rooftop work before it becomes a problem.

10-day forecast · synced nightly from the weather service

Rain forecast Thu Jul 16 and Fri Jul 17. Rooftop install #144 (Dana W.) is scheduled Thursday and can't run in rain.

July 2026 · installs, surveys and inspections

Crew A · this week

Mon 13	Install · project #151 · day 1 of 2	install
Tue 14	Install · project #151 · day 2 of 2	install
Thu 16	Install · project #144 · rooftop · single day	rain risk

Marcus (surveys) · this week

Tue 14	Site survey · project #152 · 9:00	survey
Wed 15	Site survey · new lead · 11:30	survey

Fictional demo data · the forecast is simulated

Quotes

Kits, prices and options standardized. Any salesperson produces a correct quote in minutes, not just the founder.

Kit catalog

Kit	Panels	Inverter	Battery option	Base price
6kW residential	15 × 400W	Hybrid 6kW	+ 10kWh	$16,900
8kW residential	20 × 400W	Hybrid 8kW	+ 10kWh	$21,400
10kW residential	25 × 400W	Hybrid 10kW	+ 15kWh	$25,800
Commercial	custom	custom	custom	by survey

Fictional demo data · kits and prices are invented

AI assistant

The team asks the platform instead of interrupting the founder. Answers come from the company's own documented knowledge.

Pick a question above to see how the team gets answers without interrupting anyone.

Fictional demo data · answers shown are illustrative

Leads

Every inquiry answered fast and booked for a survey without the founder touching it.

☀️Bennett family · 8kW inquiryReferral from #147 · survey booked Sat 10:003h

🏢Lakeside Storage · commercialWebsite · kit brochure sent, call proposed1d

☀️Ortiz residence · 6kWGoogle Ads · first response sent in 40s2d

Fictional demo data · leads are invented

Campaigns & referrals

40% of installs come from referrals. The platform makes sure every happy customer gets asked, thanked and rewarded.

Installs from referrals40%$0 ad spend on those

Referral reward$300per completed install

Rewards paid YTD$3,200

Referral program

Referrer	Referred	Status	Reward
Grace L. (#147)	Bennett family	survey booked	pending
Tom & Rachel W. (#151)	Neighbor, 6kW	quote out	pending
Miller residence (#139)	Ortiz residence	installed · paid	$300

Campaigns

Campaign	Status	Result
Post-install referral ask (day 30, auto)	running	11 referrals this year
Summer bill-shock ads	running	$38 per lead
Battery upgrade for past installs	scheduled	Launches Aug 15

Fictional demo data

Invoices & payments

Milestone billing tied to project stages: 30% deposit, 40% at permit, 30% at completion. Invoices send themselves.

Outstanding$41,7006 invoices

Overdue$6,4201 invoice · reminder sent

Avg days to payment9was 31 before

Invoice	Project	Milestone	Amount	Status
SP-1094	#151 · Tom & Rachel W.	Permit approved · 40%	$6,760	sent today · auto
SP-1093	#148 · Jennifer A.	Deposit · 30%	$6,420	overdue 6 days · nudged
SP-1092	#147 · Grace L.	Completion · 30%	$5,070	paid
SP-1091	#149 · Harvest Farm	Deposit · 30%	$18,900	awaiting signature

Average collection time dropped from 31 to 9 days: invoices go out the minute a milestone is hit, reminders follow by themselves.

Fictional demo data · figures are invented

Job profitability

Panels, labor, permits and margin per install. Pricing gets sharper with every project.

Project	Contract	Equipment	Labor	Margin
#147 · 6kW residential	$16,900	$9,100	$3,500	25%
#144 · 10kW residential	$25,800	$14,600	$4,900	24%
#139 · 8kW + battery	$29,300	$18,200	$4,700	22%
#135 · commercial 24kW	$61,000	$37,900	$9,800	22%

Battery jobs land 3 points below plain installs: the next battery quote already carries the corrected labor line.