A solar installer's dashboard.
This is what a 25-person installer sees in the morning. Five hundred leads a month become a short list, every live job carries its own milestone, and the output of installed systems watches itself.
Typical scenario, not an existing client. Every figure on this page is fictional: names, amounts, transcripts. The interface is the one we ship. Real numbers come out of the free audit.
What the automation does in this screen.
The dashboard above only shows data. Here is what produces it, tab by tab.
Hardware, installation, sign-off, commissioning: four parties, four schedules, and until now four sources of truth. Each milestone reached updates the row and notifies the client. The 12 jobs awaiting sign-off are visible without anyone having to chase a status.
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 an appointment. That is what brings lead-to-signature down to 8 days.
487 leads in the month, 142 genuinely usable. Complete files arrive with the net cost after grants already worked out, so the salesperson opens on a number rather than a questionnaire.
Invoices follow the milestones, reminders go out on their own, and reduced VAT is applied according to each file's eligibility. Output monitoring runs alongside: the 3 open alerts across 214 systems were raised before the client called.
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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