Gather the site pack
Keep bills, roof images, switchboard photos and property details together before design review.
AI employee for solar businesses
An AI employee that keeps good solar leads moving.
It can gather bills, roof and switchboard photos, prepare the sales record, keep proposals warm and assemble installation evidence without pretending it can make the engineering judgement.
Built around your processStarts drafts-firstLooked after by us
Today
Check yesterday’s Meta leads and prepare the ones with enough detail for an initial review. Draft the missing-info messages.
Nine leads checked. Four are review-ready; I drafted requests for three electricity bills and two switchboard photos. Nothing was sent.
Pre-built first office jobUseful on day one.01
Every solar enquiry arrives with the inputs needed to qualify it.
It requests the bill, site address, ownership, roof and switchboard photos, then prepares a clean sales record and flags the details that still need a designer or salesperson.
01 · NoticeIt watches the agreed inbox or queue.02 · DoIt gathers, checks and prepares the work.03 · ReportYour team gets the result and the exceptions.
Then add office jobs
Ask it to take on the computer work around the job.
Your first office job is the starting point, not the product boundary. Once it has earned trust, give the same secured agent another clearly-scoped responsibility, just as you would brief someone joining the office.
Prepare proposal inputs
Move clean lead data into the approved calculator or CRM without re-keying it across tabs.
Keep proposals warm
Follow the cadence you approve, stop on reply and alert sales when intent changes.
Coordinate install readiness
Surface approvals, deposits, equipment, access and documents missing before the booked date.
Assemble handover evidence
Collect certificates, serials, photos and customer documents into the final job pack.
Monitor stalled opportunities
Explain which step each opportunity is waiting on instead of returning another raw pipeline export.
Connected, not another silo
It works across the systems you already run.
Message it in plain English. It carries out the approved steps across job management, email, accounting and calendars, then returns a receipt your team can check.
Your current stack stays in place
ServiceM8
Xero
HubSpot
Facebook
WhatsAppOne inbox, one job system and one office job can be the entire starting boundary.
Customer-facing work can wait for approval until you decide it is ready.
Exceptions, sensitive calls and decisions stay with the people you nominate.
Built for the way trades work
Different trade. Same office pressure.
See how the same AI-employee model changes with the job types, documents and systems in each business.
Bring us the task everyone keeps putting off.
In a short walk-through, we map the work, show what the agent would touch and tell you plainly whether it is a sensible first office job.