Software for solar and energy installation companies

Where do installers lose jobs they could have won?

An installation business sells from the office and delivers from a roof. The people who know the answer to a customer's question are often up a ladder when the phone rings. That shapes where jobs go missing:

• Calls ring out. A new enquiry reaches voicemail during an install and the caller tries the next company on the list.
• Enquiries have no owner. A web form, a text and a referral each land somewhere different, and nobody is named as responsible.
• Surveys take days to book. Three messages go back and forth to agree a time that a booking link could have settled.
• Quotes go quiet. A quote is sent and never followed up, because the person who sent it is on site all week.
• The install team starts blind. Survey notes, photos and the signed quote sit in someone's phone.

Which three solutions do we build for installers?

Each of these is scoped around the tools you already use. Our energy and utilities page shows where they sit in the wider business.

What should the system do at each stage?

Prices, technical design and anything a customer could treat as a promise stay with a person. The voice agent works from information you have approved and says when it does not know.

What is a missed call worth? Do the sum

The leak, in an owner's words: "We are on a roof all day, so the phone goes to voicemail." The mechanism is simple. Unanswered calls forward to the voice agent. It qualifies the caller, books the survey into your calendar and writes the call up on the job record.

This is the sum for a voice agent. Run it top to bottom.

1. Missed calls a week: 5.
2. Share that were new business: 1 in 5. That is 1 new enquiry a week, or 52 a year.
3. Close rate on enquiries you do speak to: 1 in 4. That is 13 installs a year.
4. Value of an install: £4,000.
5. Answer: 13 × £4,000 = £52,000 of sales a year that rang and got no answer.

Example figures. Swap in your own. We made these numbers up to show the method. They are not a result or a forecast, and the answer is sales, so apply your own margin to it.

To find your own number, pull last month's call log from your phone provider and count the calls nobody answered. Ring ten of them back and note how many were new customers. Bring that count to a call, and the audit report will price this leak and the others for a year.

Does reply speed matter as much as people say?

The best public evidence is old and American, so treat it as a direction and not a forecast. Harvard Business Review audited 2,241 US companies in 2011. Firms that tried to contact a web lead within an hour were nearly seven times as likely to qualify it as those that waited even an hour longer.

That study covered web leads, not phone calls and not installers. The principle still fits: an enquiry answered today is easier to book for a survey than one answered on Friday. Our guide to speed to lead covers how to measure your own reply time.

What does it cost?

The first step is a paid audit at £3,000 plus VAT (US $5,000). You get a written report within 10 working days, and the fee is credited against the build when the build deposit is paid within 14 days of the report. Before the audit we give a range, never an exact price.

Scoped builds run from £5,000 to £20,000 (US $10,000 to $30,000). Where yours sits depends on how many stages the CRM covers, how much data moves across, how many call types the voice agent handles and how many tools connect. The timeline is agreed in the written scope.

Phone minutes, AI usage, hosting and software are paid directly to the providers from your own accounts. Optional support after launch is a monthly retainer at £1,000, £2,000 or £4,000.

When are a spreadsheet and a shared diary enough?

If you fit a handful of systems a month and one person takes every call, you do not need us yet. A spreadsheet with a row per job, a shared calendar and a rule that every enquiry gets a reply the same day will do the work. Spend the money on the next installer.

A build starts to pay when the office can no longer keep up with the phone, or when jobs reach the install team with details missing. If you are unsure which applies, read what to automate first before you speak to anyone.