Turn enquiries into customers. Automate your admin. Keep your projects moving.
Give prospective customers an instant, personalised solar or heat pump estimate through your website, or share a link through your campaigns and customer conversations.
Configure the quote tools around your equipment choices and pricing, with your branding throughout. Capture the customer’s details and property information so your team has a useful starting point for the next conversation.
An initial estimate helps customers take the first step. Your survey and detailed design then establish the final specification and price.
Go from a new enquiry to a full customer proposal in a couple of minutes: Our solar design tool now automatically detects the roof sections, places your panels and carries out MCS shading calculations, without you having to manually add surrounding obstructions.
Choose equipment from our comprehensive list of MCS approved products, refine your design and generate a professional, branded proposal. If the product you need isn’t listed, let us know and we’ll add it for you.
Use the solar survey tool in our onsite app to capture the property information you need and check your design against conditions on site.
The solar toolkit includes:
Bring the calculations behind your heat pump installation together, from the property’s heat loss to equipment selection and expected performance.
Use the design tools to develop a system suited to the home and produce the supporting information for your customer and project records.
Keep the calculations connected to the project as you develop your proposal and prepare for installation.
Turn your system design into a branded proposal that explains what you recommend, its expected performance and the installation price.
Bring the relevant system information and supporting documents together so customers can understand their options and what is included.
When they are ready to proceed, prepare the customer contract and capture digital signatures. Reuse project information across your documents to reduce repeated entry and help keep the details consistent.
Use information already captured in your solar design to prepare and submit supported G98 or G99 applications through our Connect Direct integration.
Reduce the need to enter the same system details again and bring the application into your project workflow. The DNO reviews the application and may request further information before reaching a decision.
Use our onsite app to complete supported testing and commissioning forms and capture customer sign off while you are at the property.
The information feeds directly into your customer handover pack, reducing the need to transcribe results or assemble separate forms after the visit.
Keep the installation team’s records connected to the project so the office has the information needed to complete the documentation.
Produce a professional handover pack using the relevant design information, testing and commissioning records, and customer documents from your project.
Give customers the information they need to understand and use their system, while keeping a clear record of the installation for your business.
Your installation projects sit alongside the records that support your MCS certified business.
Manage your quality management system and keep key information organised and accessible, including:
Make it easier to find the evidence you need for assessments and reviews, and keep records current as your team and business change.
Our consultants help you get started, understand the tools and put them to work in your business.
If you have questions about your processes, documentation or assessment preparation, you have someone to turn to. As MCS requirements change, we help you understand what needs updating and how the platform can support it.
Get the tools and support included in your subscription, with predictable pricing and no additional charges as you add users.
Tell us what you install and where your team spends the most time on designs or paperwork. We will show you the relevant tools and how they fit into your workflow.
Prefer to speak to us? Call 0161 768 5807 or email [email protected].
We will use your information to respond to your enquiry. See our Privacy Policy for details.
