My team won't keep a CRM up to date.

Correct, and that is why this one does not ask them to. It updates from what happened — a reply, a booking, a signed quote — rather than from data entry.

We already follow up our quotes.

You follow up the ones you remember, in the weeks that are not busy. Day 2, 5 and 9 on every quote without exception is a different number, and it is the number that shows up in the close rate.

Can it handle rebate and finance questions?

It answers from your own rules and current rebate figures, and escalates anything it is not certain about rather than guessing. Getting a rebate number wrong is expensive, so it is set up conservatively.

Solar & battery · STN 04 — Chase

You can see
the whole line.

Solar is compared for weeks. Whoever is still in the conversation at the end wins, and usually nobody is. Every open enquiry, what stage it is at, and what happens to it next. Without it, no idea what is open, what has gone quiet, or what this month actually looks like — and for residential and commercial solar and battery installers, that adds up to $96,100 a year.

Book the leak audit

free leak audit · 10 minutes · no login

What it is costing now

~~$96,100~~

a year for residential and commercial solar and battery installers. Struck through because it is recoverable.

Based on 3 unanswered enquiries a month at $8,900 average install value, of which 30% would have converted. Your leak audit uses your numbers, not these.

What changes

Every open enquiry, what stage it is at, and what happens to it next.

One board showing every live enquiry and quote, what state it is in, and what the machine will do about it next. Not a dashboard you have to maintain — it fills itself from what actually happened. On the line this sits at station 4, chase — the point where enquiries either turn into installs or quietly stop. You pay real money for solar leads, then let a third of them go unanswered past the first hour.

The board — Solar & battery — chase station

RUNNING

MonQuote #341 — 6.6kW system, $8,900Quote sentDay-2 chase sent
WedCustomer replied "still interested"Day-5 chaseCall booked
FriContract signed — 6.6kW + batteryPipelineInstall scheduled
06:00Shift summary → owner's phoneReport$8,900 signed

How it runs

What the pipeline board changes for solar & battery

01
It fills itself
Stages move on real events — replied, booked, quoted, won — not on someone updating a record.
02
Nothing stalls silently
Anything sitting too long in one stage surfaces instead of sinking.
03
You see the money
Open value by stage, so you know what is actually in front of you this month.

Straight answers

The pipeline board for solar & battery — questions people ask

My team won't keep a CRM up to date.: Correct, and that is why this one does not ask them to. It updates from what happened — a reply, a booking, a signed quote — rather than from data entry.
We already follow up our quotes.: You follow up the ones you remember, in the weeks that are not busy. Day 2, 5 and 9 on every quote without exception is a different number, and it is the number that shows up in the close rate.
Can it handle rebate and finance questions?: It answers from your own rules and current rebate figures, and escalates anything it is not certain about rather than guessing. Getting a rebate number wrong is expensive, so it is set up conservatively.

Same trade

Everything else that runs on a solar & battery line

Same station

The pipeline board in other trades

Solar & battery · Pipeline board

Find your leak
in 10 minutes.

We count what is leaking out of your pipeline right now and put a dollar figure on it. Free, ten minutes, no login, no obligation.

You see the number before you spend anything.