Energy & renewables
from survey to install, with less paperwork
Renewables installers win or lose on speed and paperwork. We automate the survey-to-install pipeline so quotes go out faster, compliance documents stop bottlenecking jobs, and the team installs more without drowning in admin.
The renewables sales cycle is long and document-heavy, and every delay is a customer left wondering whether to go elsewhere. A site survey has to become a quote, a quote has to become a scheduled install, and somewhere in between sits a pile of DNO applications, MCS paperwork and grant documentation. We automate the flow so a completed survey triggers the quote, the right compliance documents are prepared and tracked, and nothing stalls because a form was sitting in someone's drafts.
Demand for solar, EV charging and heat pumps is rising faster than most installers can staff for. That makes the admin load the real constraint on growth. We give installers a pipeline that keeps every job moving: leads qualified and booked for survey, quotes out the same day, paperwork chased automatically, and the customer kept informed at each step so they stay warm through a long process. More installs from the same team, with less of the chaos that usually comes with scaling.
Survey to quote pipeline
A completed survey triggers a quote built from your templates and pricing, sent the same day. Speed is the difference between a signed job and a ghosted one.
Compliance paperwork tracking
DNO applications, MCS documentation and grant forms prepared, tracked and chased so a job never stalls on a form nobody followed up.
Lead qualification and survey booking
Enquiries qualified and booked straight into the surveyor's diary against live availability. The pipeline fills itself.
Customer keep-warm updates
Automated, timed updates that keep the customer informed through a long approval window, so they do not drift to a competitor while they wait.
- Quotes delayed for days after the site survey
- DNO, MCS and grant paperwork bottlenecking jobs
- Customers going quiet during a long approval process
- Survey bookings and follow-ups managed by memory
What energy and renewables installers ask us
Can automation actually handle DNO and MCS paperwork?
It handles the preparation, tracking and chasing, which is where the time goes. The technical sign-off stays with your qualified people; we make sure nothing they need is ever sitting forgotten in a queue.
Our pricing is complex and site-specific. Can it still quote?
For standard configurations, yes, from your own templates and rules. For genuinely bespoke jobs it assembles the groundwork and routes it for a human to finish, so you still move faster without over-promising.
We install across solar, EV and heat pumps. Does one system cover all three?
Yes. The pipeline is the same shape across products: qualify, survey, quote, paperwork, install. We configure the compliance steps per product line so each job runs the right path.
How does this help us scale without more office staff?
By removing the admin that usually forces the next hire. The pipeline absorbs more jobs without more coordination, so you add installers, not paperwork processors.
How we build it
The systems we put into energy and renewables installers are built from a small set of proven patterns. These are the ones that come up most.
CRM automation
Pipeline hygiene, lead routing, and reporting on autopilot.
AI voice agents
Every call answered. Even the ones at 9pm on Sunday.
WhatsApp automation
Booking, qualification, follow-up, in the app they already use.
Run a 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.