Delight customers with 24/7 self-service access
Let customers track their projects, view documents, and book services—reducing your admin workload
Trusted by companies delivering thousands of clean tech installations
24/7 self-service customer experience
Deliver exceptional customer experiences while reducing administrative burden through a comprehensive self-service portal. Customers can review proposals, make payments, track installations, and access documents 24/7, improving satisfaction while streamlining your operations.
Self-service proposal management
Professional proposal presentation and acceptance system that enables customers to review detailed quotes, ask questions, and accept proposals online, streamlining the sales process.
- Online proposal review: Customers access detailed quotes for heat pumps, solar, EV chargers, and battery systems
- Interactive quote acceptance: Simple online acceptance process with digital signature capabilities
- Proposal comparison tools: Side-by-side comparison of different system options and pricing
- Amendment requests: Customers can request quote modifications or ask questions directly
- Approval workflow: Streamlined approval process with automatic notifications to sales teams
- Proposal history: Complete history of quote versions and customer interactions
Online payment processing
Secure payment system with multiple options that makes it easy for customers to pay deposits, milestone payments, and final invoices whilst accelerating cash flow.
- Multiple payment methods: Credit cards, bank transfers, and direct debit through secure Stripe integration
- Milestone payment scheduling: Customers can view and pay scheduled payments throughout project timeline
- Automatic receipt generation: Professional receipts sent immediately after payment processing
- Payment plan options: Flexible payment scheduling for larger renewable energy installations
- Secure payment storage: Save customer payment methods for future transactions and service payments
- Payment history tracking: Complete transaction history accessible to customers and your team
Job tracking and communication
Real-time installation progress tracking with automated updates that keep customers informed throughout their renewable energy project journey.
- Installation progress tracking: Real-time updates on project milestones from initial survey to final commissioning
- Appointment scheduling: Customers can view scheduled appointments and request changes when necessary
- Photo sharing: Installation progress photos shared automatically with customer approval
- Engineer communication: Direct messaging with field engineers during installation periods
- Milestone notifications: Automated updates when key project phases complete successfully
- Completion certificates: Access to commissioning certificates and compliance documentation upon completion
Document management and access
Centralized document repository providing customers with secure access to all project-related documents, certificates, and warranty information throughout the system lifecycle.
- Certificate storage: Industry certificates, warranties, and compliance documents securely stored and accessible
- Installation documentation: Complete installation records, manuals, and maintenance schedules
- Invoice and payment history: Access to all invoices, receipts, and payment documentation
- Warranty information: Equipment warranties, terms, and claim procedures readily available
- System performance data: Access to monitoring data and performance reports for installed systems
- Maintenance records: Complete service history and upcoming maintenance schedule information
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