Energy & renewables, from enquiry to install without the admin.
Solar, heat pump and EV installers lose margin in surveys, quotes, grant paperwork and scheduling. We automate the journey from first enquiry to signed-off install.
Demand is up. Admin is up faster.
Renewables installers have a good problem: more enquiries than they can process. But every job carries a long tail of admin: qualifying the lead, booking surveys, building proposals, grant and DNO paperwork, scheduling crews, and keeping the customer updated for weeks.
We automate that journey. Enquiries are qualified instantly, surveys book themselves, proposals and grant packs are drafted from survey data, and customers get proactive updates instead of chasing you.
Your team spends its time surveying and installing, not filling in forms.
Enquiry to install, streamlined.
Lead qualification
Property, eligibility and budget checked before anyone picks up the phone.
Survey scheduling
Customers book surveys themselves; surveyors get the full brief.
Proposals & grant packs
Quotes and grant paperwork drafted automatically from survey data.
Customer updates
Proactive progress updates from deposit to handover.
Tick what sounds familiar.
Average first-year ROI across Locate engagements
What installers ask us.
Can it handle grant and scheme paperwork?+
We automate the drafting and data entry; your team reviews and submits.
We already use a CRM. Will this fit?+
Yes. We build on top of it and connect it to scheduling, quoting and comms.
Will it work for solar, heat pumps and EV?+
Yes. The journey is similar; we tailor the qualification and paperwork to each.
How fast can it go live?+
Lead qualification and survey booking are usually live within the first month.
How we build it.
The systems we put into energy and renewables firms are built from a small set of proven patterns.
AI voice agents
Every call answered. Even the ones at 9pm on Sunday.
CRM automation
Pipeline hygiene, lead routing, and reporting on autopilot.
Quote to invoice
Enquiry, quote, job, invoice, payment chase. One pipeline, no paperwork.
Run an energy & renewables business?
Book a 30-minute strategy call. We will map where the time and money are leaking, and tell you the first thing we would automate. No deck, no pitch.