Enquiry & Survey Automation
Enquiries from ads, your website and missed calls land in one list, get an instant reply and book their own survey slot.
- Instant replies to every lead
- Online survey booking
- Leads routed by area
SERVICES
What we set up
for installers.
We start by understanding how your jobs actually run, then connect enquiries, surveys, quotes, paperwork, installs and invoicing into one clear workflow.
Quote & Follow-Up Workflows
You approve the quote, then friendly follow-ups go out automatically until the customer replies, accepts or declines.
- Quote summaries customers understand
- Automatic follow-ups
- Alerts when customers reply
Grant & Job Paperwork
Each job gets a checklist of the grant, grid and customer documents your process needs, with upload links and reminders.
- Per-job paperwork checklists
- Customer upload links
- Installs held until paperwork is ready
Scheduling, Sign-off & Invoicing
Crews get their job packs, completion documents go to the customer and finished jobs become invoice drafts for you to check.
- Crew job packs
- Completion certs and handover
- Invoices and payment reminders
ALSO AVAILABLE
Websites and dashboards for installers.
Enquiry-focused websites, simple quote request forms and a dashboard showing every job’s stage, so the office and the crews see the same picture.
THE OPERATIONAL CHALLENGE
More jobs.
More admin.
When demand picks up, enquiries, surveys and paperwork pile up faster than the office can keep track of them.
EmailSpreadsheetTeam message
Copy detailsRe-enter detailsCheck details
Job status: ?Owner: ?Next action: ?
New enquiryNo owner assignedFollow-up overdue
WHAT CHANGES
Less searching.
A clearer picture.
Useful technology brings the right information and responsibilities together. Move the slider to compare.
Fragmented operationsConnected operations
OverviewEnquiriesJobsTeamCOMPANY WORKSPACE
One shared view.
EnquiriesAnswered
JobsOn track
InvoicesSent
Job OwnerStatus
Solar install Install crewScheduled
Heat pump survey SurveyorIn review
EV charger OfficeDraft invoice
RE: Solar quote?
Is this the version we agreed?
Forwarded message · attachmentsJobs_final_FINAL.xlsx
Job │ Owner │ Status
Solar │ — │ Check email
Heat pump │ Alex? │ Waiting
Team messages
Who is looking after this?
I’ll check and come back to you.To do
□ Follow up enquiry
□ Chase grant form
□ Update install tracker
↔
Conceptual example. Figures and records are illustrative, not client results.
A CONVERSATION IS A GOOD START
Get your evenings back
from admin.
Book a free introductory call on Google Meet. Tell us where enquiries, surveys, quotes or invoices get stuck, and we’ll suggest a practical next step.
Email to arrange a call- Free first call
- Fixed quote before any work
- Nothing goes live until you approve it