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Every solar enquiry answered, qualified and booked for survey.

A solar lead is worth real money and goes cold in hours. We build the agent that answers the enquiry when your team can't, and the workflow behind it that gets a survey in the diary and the details in your CRM.

The problem

Where the time and the leads go.

  1. 01

    Enquiries arrive when nobody can take them

    Installers are on roofs and the office closes at five. Homeowners ring in the evening, fill in a form at the weekend, and ring someone else on Monday.

  2. 02

    The same ten questions before every survey

    Property type, roof, bill, battery or not, where it is. Someone asks them by phone, writes them down, and types them in again later.

  3. 03

    Survey diaries run on geography

    The surveyor is in one county on Tuesday and another on Thursday. Booking a visit means knowing that, which usually means it waits for one person.

  4. 04

    Leads from five places, followed up from memory

    Website, phone, lead platforms, referrals, social. Whether a lead is chased depends on who saw it.

What we'd build

Three layers, one working system.

Conversations
A voice or chat agent that takes the enquiry at any hour, asks what a surveyor needs to know, and says plainly that it's an AI.
Workflows
Service-area and property checks, slot offers from the real diary, booking, written confirmation, and a handoff to a person for anything it shouldn't decide.
Integrations
The survey calendar, your CRM or lead sheet, SMS and email, and the lead sources that feed them.

Systems usually involved

  • Survey and install calendar
  • CRM or lead spreadsheet
  • Quoting or design software
  • SMS and email
  • Lead platforms and web forms

The kinds of system this trade runs, not a list of connectors we sell. Whether yours can be connected is the first thing we check.

What we'd need to find out first

  • How surveys are scheduled today, and who decides what's bookable
  • Which system holds the truth about a lead
  • What the agent may quote or promise, and what always goes to a person

We don't quote or promise an integration before we've seen how the work is done today.

An example

One call, start to finish.

A scripted illustration with invented people and data, to show the shape of it.

Solar & home energy

Illustration · scripted

Incoming call

Enquiries line

Wednesday, 19:20. Office closed.

+353 87 ••• 4410

Waiting

Rings your team first. No answer after 4, the agent picks up.

Agent

Standing by

Waiting.

    Systems

    • Survey diaryConnected

    • CRMConnected

    • SMSConnected

    Result

    Running…

    Work

    Running for a real business.

    HomeUpgrade.ie

    A grant guide on the front, a lead operation running itself behind it.

    Enquiries now move from the website to a matched installer without anyone copying details between tools or sending the outreach by hand.

    1. A person

      Enquiry

    2. Automated

      Capture

    3. Automated

      Qualify

    4. Automated

      Match

    5. Automated

      Outreach

    6. A person

      Handover

    Book a call

    Tell us about that part.

    Thirty minutes on video with the people who would build it. No deck, no obligation.

    • You tell us how the work moves
    • We say which part we’d take first
    • You get a scope and a price in writing
    hello@thatpart.ai

    Tell us where to start

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