Industry-specific solutions
Systems for energy & utilities.
Handle quotes, installs and customer queries at scale. Connect enquiries, surveys, scheduling and aftercare in one workflow.
- Solar and battery installers
- Heat pump and heating installers
- EV charger installers
- Business energy brokers
What gets in the way
Where energy & utilities businesses lose time.
The same three problems come up again and again. Each one has a fix that does not depend on anyone remembering.
High enquiry volumes with slow first responses
Enquiries come in bursts from ads, comparison sites and referrals. The office works through them in order, and the later ones wait days for a call.
Each enquiry gets a reply and the qualifying questions straight away, and the ones that fit are booked for a survey.
Survey, install and aftercare teams work from different lists
Sales keeps a pipeline, the surveyor has a diary, the install team has a schedule and service has a spreadsheet. A job changes hands by email, and details get lost on the way.
One job record moves from enquiry to aftercare, and each team sees its own stage.
Customers call to ask questions a system could answer
When is my survey? Where is my certificate? Has the application gone in? Each call takes someone away from their work to look it up.
Customers get an update at each stage and can check progress themselves.
How it connects
One connected workflow.
Choose your kind of business. Each step hands over to the next automatically, with your team stepping in where judgement matters.
- 01
Quote request
An enquiry is captured with the property, the energy use and what the customer wants.
The system
- Asks the qualifying questions
- Creates the customer and job record
- Books the survey
Your team
Sales calls the customers who are ready to go ahead.
- 02
Survey and design
The survey is booked, the findings are recorded on the job and the quote follows.
The system
- Confirms the visit with the customer and the surveyor
- Stores photos and measurements on the job
- Sends the quote and follows it up
Your team
Your designer specifies the system and prices it.
- 03
Installation
Crew, kit and dates are planned in one place, with the paperwork tracked alongside.
The system
- Schedules the crew and tells the customer the date
- Tracks the network operator application or notification
- Flags jobs waiting on parts or approval
Your team
Your team installs and commissions the system.
- 04
Handover and aftercare
The customer receives their handover pack, and service reminders run from the install date.
The system
- Collects the documents for the handover pack
- Sends the pack to the customer
- Schedules service reminders and logs support requests
Your team
Your qualified staff sign off the certificates and handle call-outs.
- 01
Quote request
An enquiry is captured with the property and its current heating.
The system
- Asks the qualifying questions
- Creates the customer and job record
- Books the home survey
Your team
Sales calls the customers who are ready to go ahead.
- 02
Survey and quote
The home survey is booked and its findings recorded, so the quote is based on the real property.
The system
- Confirms the visit and sends a reminder
- Stores the survey findings on the job
- Sends the quote and follows it up
Your team
Your engineer designs the system and prices it.
- 03
Installation
The install is scheduled, with any grant application tracked alongside the job.
The system
- Schedules engineers and tells the customer the date
- Tracks the grant application where one applies
- Lists the parts to order
Your team
Your engineers install and commission the system.
- 04
Servicing
Every system has a service date, and the customer hears from you before it is due.
The system
- Logs the service date at handover
- Invites the customer to book ahead of it
- Records each visit and any warranty work
Your team
Your engineers carry out the service.
- 01
Client enquiry
A business asks for prices, and its supply details are captured.
The system
- Collects the meter and contract details
- Requests a signed letter of authority
- Creates the client record
Your team
The broker speaks to the client about what they need.
- 02
Pricing
Prices are requested from suppliers and laid out side by side.
The system
- Tracks which suppliers have been asked
- Prompts the broker when a price is overdue
- Presents the offers to the client
Your team
The broker recommends a contract and explains it.
- 03
Contract
The client signs, and the switch is tracked to the start date.
The system
- Sends the contract for signature
- Tracks the switch with the supplier
- Updates the client until it is live
Your team
The broker deals with objections and supplier queries.
- 04
Renewal
Every contract end date is on the record, so the renewal starts in good time.
The system
- Logs the contract end date
- Contacts the client ahead of the renewal window
- Books the review call
Your team
The broker reviews the market with the client.
What we build
Everything we can fix for energy & utilities.
Few businesses need all of it. We scope the build around what you already have and what is costing you most.
Growth systems
Funnels, CRM and follow-up. Every enquiry has a next step.
Automation
Connected workflows. Less repetitive work for your team.
- Survey and install schedulingSurveyors, crews and parts planned in one place, with the customer told each date.
- Customer updatesA message at each stage, so customers do not need to call to ask.
- Paperwork trackingApplications, certificates and handover documents tracked on the job, with a prompt when one is missing.
- Service and renewal remindersService dates and contract end dates each start their own reminders.
- ReportingEnquiries, surveys, installs in progress and jobs waiting on something, in one live view.
Custom software
Dashboards, portals and tools. Built for the way you operate.
AI systems
Your business knowledge. Put to work with human oversight.
- Call answeringCalls are answered when the office is busy. The caller can book a survey or check a date.
- Website chatAnswers common questions about products and the process, and starts a quote request.
- Knowledge assistantAnswers your team’s questions from product datasheets and your own procedures, and shows where each answer came from.
How we build
Built to keep every job accountable.
A job passes through several teams and carries certificates and safety checks. These are the rules we build to.
Certification and regulatory compliance stay with your business. We build the system around your process.
See our approachQualified people sign off
The system tracks certificates and checklists. Design, commissioning and sign-off stay with your qualified staff.
A record of every job
Photos, checklists, documents and customer messages are kept on the job, with dates.
Access by role
Sales, surveyors, crews and service each see their own stage. Customers only see their own job.
Built in your accounts
The system and its data sit in accounts in your business’s name. Hosting and retention are agreed with you in the written scope.
Do we have to replace our job management software?
No. We start with what you already use. Where your current software does the job, we connect to it as far as it allows and build around the gaps.
Can crews use it on site?
Yes. Surveyors and crews work from a phone or tablet, with their jobs, checklists and a way to send photos back to the office.
Will it handle certificates and applications?
It tracks them: what each job needs, what has been done and what is missing. Your qualified staff complete and sign off the documents themselves.
Does AI speak to our customers?
Only where you choose. It can answer calls and messages about bookings and progress, and it hands anything technical or sensitive to a person.
How long does it take, and what does it cost?
Both depend on the scope. We start with an audit of how your business works now, then give you a written scope with the systems, integrations and measures we will judge the build by. Nothing is built until you have agreed it.
Guides
Guides for energy & utilities businesses.
AI receptionist: what it can and can’t do
Which calls a voice agent handles well, where it needs a person, and the UK rules on outbound calls.
Read the guideGUIDESpeed-to-lead: why the first hour decides most enquiries
What the research on response time found, and how to reply within minutes.
Read the guideGUIDEWhy show rates drop, and 4 automations that fix it
Confirmations, reminders, easy rescheduling and no-show follow-up.
Read the guideLet’s map your energy & utilities workflow.
Tell us where you are and what is getting in the way. We will scope it before anything is built.