Lead qualification workflow
Current: sales staff manually collect basic suitability and intent.
Improved: structured questions route viable opportunities and make missing information visible.
Operational technology for solar installers
Move solar customers from enquiry to installation faster
Connect qualification, property and survey data, proposals, documentation, installation scheduling and customer updates.
Does this sound familiar?
Demand enters quickly. Progress depends on a chain of data, documents and teams.
Lead information, energy use, property details, survey evidence, proposals and installation status often sit in different systems. Customers wait while sales, design and operations reconstruct the same job.
- High lead volumes are qualified inconsistently
- Property and energy information is collected more than once
- Survey data and photographs are stored separately
- Proposals take too long to prepare
- Finance or documentation delays progress
- Sales and installation teams see different status
- Customers repeatedly ask what happens next
- Completed customers are not nurtured for aftercare or referrals
What changes when the operation is connected
Collect the right information once and move it with the customer.
A controlled workflow can shorten response time, reduce incomplete handovers, make documentation visible and keep customers informed. Engineering, financial and regulatory decisions remain with qualified people and authoritative systems.
Survey-data capture
Current: measurements, photographs and notes arrive in inconsistent formats.
Improved: a mobile workflow records required evidence against the correct customer and property.
Proposal and document workflow
Current: teams re-enter known information and chase the next document.
Improved: approved data prepares the next stage, tracks completeness and escalates exceptions for review.
Installation status and updates
Current: schedules change manually and customers repeatedly request progress.
Improved: accountable status changes trigger suitable updates and give teams one current view.
A connected enquiry-to-installation operation
Give every team the information needed to move the customer forward.
Megabite connects qualification, surveys, proposals, documents, finance stages and installation scheduling so customers progress faster and every team works from clearer information.
A faster route from demand to delivery.
Qualify opportunities sooner, prepare the next stage from information already collected, reduce document chasing and keep customers confident throughout the wait for installation.
Buy, configure, integrate, automate or build
Preserve specialist systems and fix the expensive gaps.
Installer platforms, CRM, finance and document systems may remain authoritative. Feasibility depends on actual API, export and permission access. Megabite recommends the smallest credible intervention capable of producing the required result.
Operational Efficiency Blueprint
£995
Map the enquiry-to-installation constraint and define a first intervention.
Focused Fix
£1,000–£5,000
Solve one qualification, handover, document or update workflow.
Custom Systems
From £3,000
Build the missing staff tool, customer portal or operating layer.
Continuous Improvement
From £500/month
Monitor and improve operational technology over time.
Can you integrate with our installer platform or CRM?
Yes, where the platform provides suitable API, export and permission access for the workflow required.
Can AI prepare solar proposals?
AI may assist extraction, drafting or summarisation, but engineering outputs, prices, suitability and commitments require authoritative calculations and accountable review.
Can customers see their installation status?
A portal or automated update workflow can expose approved milestones and required actions without revealing internal or uncertain information.
Can we improve one stage before connecting the full journey?
Yes. Qualification, survey capture, document progression or customer updates can become a focused first intervention.
Tell us where customers slow between enquiry, survey and installation.
We’ll identify the operational constraint and the smallest credible route to moving it faster.