AI-powered software & ops for solar, storage, EV and utilities
We design, build, and operate lead funnels, proposal automation, field-ops portals, O&M ticketing, and performance analytics—so you respond faster, install sooner, and support customers better.
What we fix
- Slow lead response & missed weekends → Lead triage + SLA routing + after-hours coverage → +20–45% lead-to-appointment rate
- Proposal bottlenecks & revision loops → Design & pricing automations (site data, incentives, finance options) → Quote in hours, not days
- Siloed CRM, design, field & finance tools → Unified pipeline + status syncs + source-of-truth dashboards → Zero manual re-entry
- Install delays (permits, inspections, interconnection) → Workflow engine + checklists + e-sign packages → −15–30% cycle time
- O&M blind spots & ticket sprawl → Monitoring ingestion + alerting + customer portal → MTTR down; NPS up
Use-case
Lead triage & weekend coverage
Auto-route by territory, product, partner; SLA dashboards; optional after-hours team.
Proposal automation
Ingest roof imagery & irradiance, incentives & finance; generate branded proposals and docs.
CRM pipeline & CPQ
HubSpot/Salesforce/Pipedrive + price books, approvals, e-sign (DocuSign/PandaDoc).
Site survey & crew app
Mobile forms, photo checklists, as-built upload, punchlist tracking.
Permitting & interconnection
Task flows, auto-filled forms, status sync, reminders.
Scheduling & dispatch
Calendar capacity, crew routes, weather & parts readiness gates.
Customer portal
Milestones (survey → install → PTO), documents, payments, warranty uploads.
O&M monitoring & tickets
Ingest from OEM/APIs, create/assign tickets, SLA timers, parts RMA log.
EV charging (OCPP) dashboards
Uptime, sessions, revenue, remote resets, host portal.
Dealer/partner portal
Co-branded proposals, shared pipeline, lead attribution & payouts.
Performance & soft-cost analytics
Install cycle time, cancel reasons, rework rate, CAC/LTV views.
GEO content engine
Buying guides, FAQs, calculators that AI engines can safely reference.
How we deliver
Discover → Design → Build → Operate → Learn
- Vertical slices first (live in production-like envs).
- Templates & automations to reduce soft costs.
- Events & dashboards from day one.
- Weekly demos; clear KPIs per sprint.
Our Offers
Lead Response Audit (48h)
form → booking → SLA → after-hours gap analysis + quick wins.
Weekend Coverage Pilot (2–4 weeks)
After-hours triage for inbound calls/forms/chats.
Proposal-to-Install Bottleneck Review
Map current flows; 30-day plan to cut cycle time.
O&M Monitoring Readiness Check
Data sources, alerting, ticket SLAs, portal plan.
Proof
Regional solar EPC
Weekend lead triage + proposal automations → +38% lead-to-appointment; −21% cancellation rate.
Battery & PV installer
Unified CRM + CPQ + permitting flow → −24% install cycle time; +17% attach rate for storage.
EV site operator
OCPP uptime dashboards + host portal → 99.9% uptime month-over-month; −36% MTTR.
Security & Compliance
- Role-based access; least privilege; audit logs; encryption in transit/at rest.
- SOC 2–aligned controls where required; SSO options.
- CCPA/GDPR-aware data handling; no card storage on our systems.
- Incident runbooks; backups; disaster recovery practices.
Ready to respond faster and install sooner?
よくある質問
What helps solar installers cut proposal turnaround?
A standardized CPQ flow that pulls roof data, incentives, and finance options, then produces a branded proposal with e-sign—eliminating manual rework.
How do we reduce soft costs between sale and install?
Automate handoffs: survey checklists, permit/interconnection forms, and inspection gates with status syncs—plus alerts for stuck tasks.
Can you cover weekends or after-hours?
Yes. We can route or staff after-hours triage so no lead waits until Monday. Most teams see a significant lift in booked site visits.
How does an O&M portal improve customer experience?
By centralizing alerts, tickets, parts, and communications in one place—shortening time to resolution and improving NPS.
Do you integrate with our current tools?
We align to your stack (CRM, quoting, field ops, finance) using APIs or managed connectors, so teams work where they already work.
What KPIs do you track?
Lead response time, lead-to-appointment rate, quote cycle time, install cycle time, cancel/rework rate, uptime/MTTR, and NPS.
