Industries Trades & home servicesSolar installer

Solar installer CRMEvery rooftop, from enquiry to switch-on.

Solar sales take a survey, a quote, paperwork and an install crew. Keep each step in one place, and let Duke qualify enquiries and follow up the quotes that are still being thought about.

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Duke at your solar business

Duke keeps long quotes from going cold.

Households take weeks to decide on solar. He qualifies each enquiry on WhatsApp, books the site survey and keeps every lead in your pipeline with a next step, so families still thinking it over hear from you at the right moment, after your yes.

Who decides

On its own, by your ruleDuke on duty does it for the customer who wrote, once you switch that action on.
Waits for your approvalHe prepares it and shows a one-line preview. Nothing changes until you approve.
Just answersReading needs no approval, and he sees only what the person asking may see.
Checked every morningGoals are measured every morning, with a forecast.

Meet Duke

A day with DukeA Saturday at a solar installer in western SydneyWorking

7:00Checked the surveys goal25 site surveys this month: 14 booked so far, on pace for 22.Checked every morning
7:01Suggested a way to catch upInvite the 18 households quoted in August back for a fresh survey.Waits for your approval
9:15Qualified Raj's enquiry$300 a month power bill, tile roof, Blacktown. Saved as a lead with your questions.On its own, by your rule
9:17Booked his site surveyTuesday 10:00 with Mick, from the survey team's free times.On its own, by your rule
13:30Showed where the money sitsQuote sent: 11 households worth $142,000. Signed this month: 4.Just answers
16:40Drafted a quote after a surveyKowalski family: 8.2 kW with a 6 kW inverter, $9,450, waiting for you.Waits for your approval

An example day. Names and numbers are made up.

Duke does this for you

Just answers

The long pipeline, at a glance.

Ask how the month looks and Duke counts households in each stage, the value at stake and the leads that have no next step yet.

Pipeline · October

Survey booked9 households

Quote sent11 · $142,0003 with no next step

Signed4 · $51,600

Waits for your approval

Quotes still being thought about.

Solar decisions take weeks. A weekly agent finds quotes sent a fortnight ago with no reply and drafts a gentle nudge for each household, waiting for you.

Agent · Quote follow-ups6 households quoted two weeks ago haven't replied. A note is drafted for each.

Waiting for your approvalSend WhatsApp template “Still thinking about solar?” to 6 householdsApproveNot now

On its own, by your rule

Surveys booked on the first message.

With capture and booking on, Duke asks your questions about the bill, roof and suburb, saves the answers on the lead and books a free site survey.

RajCan someone look at the roof next week?

Duke on WhatsAppOf course, Raj. Mick can do a free site survey Tuesday 10:00 or Wednesday 14:00.

RajTuesday

Booked · Site survey, Tue 10:00 with Mick

Checked every morning

Survey numbers, checked every morning.

Set “25 site surveys this month”. Duke drafts the steps for your yes, counts at 7 every morning and suggests a catch-up when the month falls behind.

Goal · 25 site surveys by 31 Oct

Booked so far14

Forecast22Behind

Suggested stepInvite August's quoted households

An electrician working on wiring in a home

RajWe're thinking about solar for our house. Our power bill is about $300 a month.

Duke on WhatsAppThanks, Raj. Our team sizes every system after a free site survey. Which suburb are you in, and is your roof tile or metal?

RajBlacktown, tile roof

Saved as a lead · Blacktown · tile roof · $300/month

Harbour Digital in SmartDuke: the Home page

Live demoClosest live demo: Harbour DigitalMarketing agency in Dublin. The same apps, set up for a marketing agency. Open it ↗

The apps solar installers use

Leads, surveys, quotes, installs and payments.

A pipeline with your stages, appointments for site surveys, quotes for each system, a board per install and invoices in stages.

CRM Bookings Sales Projects Invoicing Doc search WhatsApp Email Templates Duke on duty AI agents Goals Insights Custom pages

Pipeline

See every household's stage.

Your own stages, for example Enquiry, Survey booked, Quote sent, Signed, Installed. Each lead has a value, an owner and a next step, and late ones stand out.

Drag and drop between stages
Leads with no next step flagged
Lost needs a reason

A deals board with stages, values and a note that 5 leads need a next step

Shown: the deals board in Harbour Digital, our agency demo.

Staged payments

Deposit, installation, switch-on.

Split one price into instalment invoices with your own names. Record part payments by bank transfer or card and see what each household still owes.

Receipts for every payment
Overdue instalments followed up by an automation you switch on

An overdue invoice with Record payment and Void buttons, and Duke offering to split it into instalments

Shown: an invoice in Harbour Digital, our agency demo.

Installations

System details for every roof.

An Installations page built for you, linked to the customer: system size, panels, inverter, approval status and install date, on a board.

Board from approval to switched on
Totals of kW installed

InstallationsBoard

Customer	System	Inverter	Install date	Stage
Raj Patel	6.6 kW	5 kW	4 Nov	Waiting on approval
Emma Walsh	10 kW + battery	8 kW	22 Oct	Booked
Nguyen family	8.2 kW	6 kW	15 Oct	Switched on

Pages Duke can build for you

Pages built for a solar installer.

We set these up with you during guided setup, or you ask Duke.

Site surveysInstallationsGrid approvalsRebate applicationsService visits

Talk to us: we set it up for you.

We set SmartDuke up with your systems, prices, survey team, WhatsApp number and customer list. Harbour Digital, our agency demo, shows the pipeline, quotes, project boards and payment plans.

Talk to us See the closest live demo

Ask Duke

Try these in Harbour Digital, our closest live demo, signed in as the owner.

“Which quotes have sat unanswered for over two weeks?”“How many site surveys did we book this month?”“Split Emma Walsh's system into deposit, install and switch-on payments.”

Bring SmartDuke to your solar business.

Tell us your stages from enquiry to switch-on, and we'll set them up with your products and prices.

Start free

Or email support@smartduke.com

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