AI and workflow automation that books the job while you are on site
In solar, battery and renewables, the first business to reply usually wins the quote. We build automations that respond in seconds, qualify the lead, book the site visit and keep your CRM, quoting and accounting data clean. Then we stay on to run and improve them.
What our ai and workflow automation service includes
Instant lead response
Chatbots and auto-replies on your website, Messenger, Instagram and WhatsApp that qualify the enquiry and book the call or site visit.
Reports without the admin
Apps Script and workflow automations that produce job, invoice and pipeline reports on their own.
CRM pipelines and follow-up
GoHighLevel, HubSpot and Salesforce sequences that chase every quote until it is won, lost or rebooked.
Connected systems
Forms, spreadsheets, CRMs, databases (including Supabase) and accounting tools linked so information is entered once.
Quote and proposal workflows
Enquiry details flow into your CRM and quoting tools, so proposals start with clean data instead of copy and paste.
Custom AI assistants
Claude, ChatGPT and Gemini set up with your documents and rules, for drafting, research and internal Q&A.
Built for teams like yours
- Solar and battery installers answering the same enquiries every day
- Contractors losing leads after hours or on weekends
- Construction, electrical and HVAC teams copying data between tools by hand
- Schools and clinics that miss enquiries outside office hours
- Agencies that want automation delivered white-label
Tell us your budget. We will show you what automation can do.
Slow replies cost you jobs. Share what you want automated and the budget you have in mind, and we will tell you honestly what is possible, what to do first and what it will cost. We send a written quotation, with no obligation.
From idea to a launched system
For websites, AI and workflow automation, CRM setup and custom software. 50% to start and 50% before launch, with a signed agreement and an invoice at every stage.
Discovery
A short call to understand your goals, customers, current tools and where leads or time are being lost.
Requirements and acceptance criteria
We write down what will be built, what is out of scope and how we will both know it works.
Proposal and quotation
A clear scope, price and timeline in writing, with the dates your assets and feedback are needed.
Contract, NDA and deposit
Agreement and NDA are issued within 24 hours of your onboarding form. The 50% start payment secures your build slot.
Assets, access and design options
You provide logos, content and access by the agreed dates. We test options and flag risks before building.
Design and build
We design and build in a private staging area using the agreed structure, tools and integrations.
Review and revisions
You review and send feedback within three business days. Agreed changes are made and anything new is quoted.
Testing and quality checks
We test devices, forms, email delivery, speed, security and your acceptance criteria before anything goes live.
Final payment and launch
The remaining 50% is settled, then we go live, connect your domain and email, and confirm everything works.
Handover and control
Documentation, training and your support period begin. We monitor and support so the result keeps performing.
About ai and workflow automation
Do I need to change the tools I already use?
Usually not. We start with what you have, such as Google Workspace, Meta, GoHighLevel or Salesforce, and connect it. New tools are only suggested when they clearly save time or money.
Will a chatbot sound robotic to my customers?
No. Each assistant is written in your brand voice, trained on your real FAQs and set to hand the conversation to you or your team when a question needs a person.
How long does a typical automation project take?
Simple workflows go live in a few days. Multi-step systems with a CRM, chatbot and reporting usually take two to four weeks, agreed in the proposal.
Can you maintain the automations after launch?
Yes. Most clients keep us on a monthly retainer to monitor, fix and improve automations as the business changes.
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Learn moreReady to stop chasing leads by hand?
Tell us the task that eats your week and we will map the automation and quote it.