A solar installation company with a growing order book and a back office built out of spreadsheets and memory. This is what one platform changed.
Residential and commercial installations: site surveys, quotes with equipment kits, permitting paperwork for every project, crews to schedule and customers who want to know what happens next. A ten-person team where, for years, the answer to most questions was "ask the founder".
Every installation business accumulates the same sediment: files, sheets and tribal knowledge.
Clients in one sheet, installations in another, quotes in a third, none of them agreeing with each other.
Kit configurations, permitting quirks, supplier contacts: all tribal knowledge. Every question interrupted the same two people.
Every installation needs the same forms with the same data, retyped every time, with retyping errors to match.
Between contract and installation day, customers called to ask what was happening, because nobody had told them.
Site surveys and installs assigned verbally, forgotten occasionally, double-booked more than once.
The most expensive person in the company spent the day answering questions the company already knew the answers to.
One database, one assistant, and paperwork that writes itself.
Clients, installations, quotes and equipment in one relational database. The spreadsheets are gone, and so are their contradictions.
The team asks in plain language: kit specs, permitting steps, how to handle a cancellation. The assistant answers from the company's own knowledge, instantly.
Installation and permitting documents generated pre-filled from the project record. Minutes instead of an afternoon, and no retyping errors.
Automatic updates at each project stage: survey booked, permit filed, installation scheduled. The phone stopped ringing with "any news?".
Surveys and installs assigned automatically with shared team calendars. Everyone knows their week.
Kits, prices and options standardized, so any salesperson produces a correct quote, not just the founder.
A new hire asks the assistant how to file the interconnection paperwork. Full answer with the checklist, no interruption to anyone.
Site survey assigned automatically for Tuesday 9:00; the customer got the confirmation without anyone typing it.
Quote for a 6kW kit produced by a salesperson in twelve minutes, from the standardized kit catalog.
Installation #148 moves to permit approved. The customer is notified automatically; the paperwork for installation day generates itself.
The founder leaves on time. The company answered its own questions today.
A working replica of this platform with sample data. Click around, run the automations, break nothing.
▶ Open the solar installer demoA steakhouse where stock reorders itself and the numbers arrive before the morning coffee.
An online precious-metals store that reprices its whole catalog every hour, automatically.
A painting contractor turning leads into scheduled jobs without the owner chasing anything.
Thirty minutes on a call. We will tell you what your platform could look like and what it would change. No commitment.