Solar and energy installers
Every lead needs a site visit and a quote, and each install has paperwork.
Today staff write the drafts and you approve them. Connections to email, chat, calendars and shops are being added one at a time, so early customers copy or send approved text themselves.
How your office would work
Four steps, from the message that arrives to the result you get.
What comes in
Quote requests
Site visits and installs
Permits and warranty questions
Your Colleo staff
Sales follow-up
Scheduling
Contracts & deadlines
Content drafts
You approve
Quote follow-ups
Visit confirmations
Warranty replies
What you get
Leads followed up
Visits scheduled
Permit dates tracked
Every weekYour managers report on their teams, and the director sums up the week in one page.
One task, start to finish
- It arrivesInterested in solar for a 3-bedroom house.
- Sales follow-up draftsA reply asking for the bill and roof photos, with two visit slots.
- You decideApprove. Sensitive wording is held for you every time.
- It is recordedThe result goes to the activity log, and your manager counts it in the weekly report.
Why it helpsA fast follow-up often decides who wins the install.
Why you stay in controlTechnical claims and savings estimates are held for you.
Why it pays offCase-study posts are drafted after each job.
Start small, add staff as you grow
Starter $39 / month
Begin with one member of staff.
Sales follow-up
Team $129 / month
Up to four staff.
Sales follow-up
Scheduling
Contracts & deadlines
Content drafts
Office $349 / month
Up to ten staff, with the director's weekly summary.
Sales follow-up
Scheduling
Contracts & deadlines
Content drafts
See this office at work for your business
Colleo is in private pilot. Tell us about your business and we will set up the staff above.