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15Renewable Energy

Helios Solar

A quoting system that turned solar inquiries into booked installations.

3.5x
Quotes processed
60%
Quote time cut
4 hrs
Avg. quote time
Growth trajectory — Quotes processed
Before: 1.0xAfter: 3.5x
01The Challenge

Solar inquiries piled up across forms, calls, and referrals. Quoting took days — each one requiring manual roof analysis, shading calculations, and pricing. Prospects went cold or chose faster competitors.

02The Solution

Built an AI-powered quoting engine with automated site analysis, instant proposal generation, and a client portal that kept homeowners engaged from quote to installation.

03The Outcome

Quotes went out in hours, conversion more than tripled, and the sales team worked only qualified, ready-to-close prospects. Installation pipeline became predictable.

04What we built

We built an AI-powered quoting engine that analyzed roof geometry, shading, and energy usage from satellite data and form inputs. Instant proposals generated with pricing, savings projections, and financing options. A client portal tracked the proposal through to contract, and automated follow-up kept prospects engaged until installation was booked.

AI-powered quoting engine
Automated site analysis
Instant proposal generation
Client portal & tracking
Financing integration
05Build sequence
01
Week 1-3: Quoting workflow audit
02
Week 4-7: AI engine build
03
Week 8-10: Portal & proposals
04
Week 11-13: Integration & rollout
Total timeline13 weeks

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