From inquiry to installation, in one pipeline
How one connected record can follow every customer of a solar and battery installer, from the first inquiry to years of service, and what happens when a quote goes quiet.
This is a demonstration, not a client system. All names, sizes and dates are invented.
The kind of business
A residential and small-commercial installer with a sales team, survey technicians and installation crews.
What often happens
Inquiries come from ads, referrals and calls. Quotes are built in spreadsheets. Survey photos sit on phones. Installation is planned in chat groups.
What isn't working
Over a decision that takes weeks, nobody owns follow-up. Quotes go cold, and after handover the customer relationship ends.
One pipeline, an owner and a next action for every customer
Each card is one customer record. It carries their inquiry, survey notes and photos, quote, installation date and service history.
How to read this: each card is one customer. Each column is a stage, left to right. Orange text is the next action and who owns it.
Scroll sideways to see every stage →
New inquiry 4
- Okafor householdResidential · from referralNext: qualify by Thu
- Lindqvist BakerySmall commercial · web formNext: call back today
- Mendes householdBattery add-on · Facebook adNext: send battery guide
- Rahman householdResidential · web formNext: assign an owner
Survey booked 2
- Harper householdSurvey Tue 10:00 · Tech: J.Next: build the quote3 survey photos attached
- Novak householdSurvey Wed 14:00 · Tech: A.Next: confirm access
Quote sent 3
- Tanaka householdQuote sent 9 days ago · no replyFollow-up due today
- Brennan householdQuote sent 2 days agoNext: check in Mon
- Achebe DentalCommercial · asked about financeNext: send finance FAQ
Won: scheduling 1
- Kowalski householdInstall crew B · parts orderedCrew B · date confirmed
Installed: service 2
- Silva householdInstalled 11 months agoAnnual check booked
- Ng householdInstalled 3 weeks agoNext: ask for referral
How the team would use it
Every inquiry becomes a card
Web forms, ads and logged calls create a record automatically, with an owner.
Surveys attach to the customer
The technician uploads photos and measurements from their phone into the record.
Quiet quotes surface on their own
If a quote has no reply after a set number of days, it's flagged for follow-up.
Installation is scheduled in one place
Crew, date and parts sit on the card everyone can see.
After handover, the relationship continues
Service checks and a referral ask are scheduled automatically.
Nothing measured yet
This is a demonstration, so there are no results to report. In a real engagement, we'd agree a baseline first and then track time to first reply, quotes followed up, installations scheduled without chasing, and service visits completed.
The pipeline doesn't end at the sale
For installers, the customer relationship lasts for years. A system that stops at "won" misses service, warranty and referrals, which is where much of a good reputation is built.