A solar installer's dashboard.
Typical scenario, not an existing client. Every piece of data on this page is fictional: names, amounts, transcripts. The buttons respond but send nothing. The interface is the one we ship. Real figures are established during the free audit.
This is what a twenty-five-person installer sees in the morning. Incoming simulations become a short list, each open case has its milestone, and output from installed systems watches itself.
What the automation does in this screen.
The dashboard above only shows data. Here is what produces it, section by section. The figures quoted are those of the 30-day view.
Equipment, installation, compliance inspection, commissioning: four parties, four schedules, and until now four sources of truth. Each milestone passed updates the row and tells the client. The 9 open cases are readable without anyone having to take stock.
The agent calls incoming simulations and collects the six eligibility parameters before a salesperson touches them. The tenant in a block of flats leaves the pipeline in three minutes instead of taking up a meeting. Of 10 calls, only 2 were escalated — and both were faults the monitoring caught before the client rang.
12 leads over the period, 7 genuinely workable. Complete files arrive with the net cost after grants already calculated, so the salesperson opens the conversation on a number rather than a questionnaire. The 5 discarded each carry a written reason: shaded roof, fibre cement, tenant.
Invoices follow the milestones, reminders go out on their own, and reduced VAT applies according to each case's eligibility. It is also what surfaces the €18,500 in late payments, out of €85,700 still outstanding.
What would yours look like?
In 30 minutes we look at your lead volume, your qualification process and your installation tracking. You leave with the points where automation returns the most margin.
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