
Built for UK green energy installers. Surveys, grants and install days.
The survey became a quote. The quote became six emails.
Survey, then quote
Book a site survey as its own visit.
The grant on the quote
A grant or contribution goes on the quote as its own line.
Install days that hold
A multi-day install books the crew and the day together.
A few ways the diary actually fills up.
Pro automates the admin, so you don't have to.
Find the install page that fits the job on site.
Online booking
A customer books the site visit from your link, so the first step of every install happens without a phone call.
Learn moreSmart scheduling
A multi-day install books the people and the day together, and every one of them is checked free before it confirms.
Learn moreAppointments, classes, spaces and hire. The diary gets around.
Yes. A quote line can carry a negative amount, so a contribution appears as its own line and the total reflects it. The customer sees the price before and after rather than being told to work it out.
Yes. A visit can be booked to price the work rather than to do it. When it is done you turn it into a quote that is already filled in, and if you charged for the survey that fee can come off the quote automatically.
Yes. A booking can carry extra people with roles, each checked free or busy for the whole span, and everyone lands on one timeline.