Energy & field sales
Qualified at the door, tracked to installation.
Long sales cycles with several people touching the same job. SmartCo tracks it from the first knock through consultant survey, finance approval and installation, with commission worked out as it moves.
Running in a live UK energy sales operation.
The problem
Several people, one job. Usually four systems.
Consultants arrive cold
The generator captured the detail; it did not reach the person doing the survey.
Finance status is a phone call
Whether an application is approved lives in somebody's inbox rather than on the job.
Installations tracked separately
Scheduling happens in a different system to the sale, so nobody has one view.
Commission argued monthly
Generator and closer splits reconstructed from exports, weeks after the work.
What the system does
One job record, from knock to commissioning.
Everyone works the same record, so the handover between roles stops losing information.
Lead generation
Capture in the field, fast enough that it actually happens at the door.
- Door-to-door and telephone capture
- Territory and round allocation
- Quick capture for field staff
- Callback scheduling
- Source and generator tracking
- Duplicate detection
Property qualification
The consultant arrives to a qualified job rather than a cold one.
- Occupancy and tenure
- Roof type and orientation
- Existing solar and battery interest
- Monthly electricity spend
- Current supplier
- Property notes and photos
Consultant & finance
The commercial middle of the process, where jobs usually stall.
- Consultant assignment
- Survey and assessment
- Quotation and design
- Finance application status
- Approval and decline tracking
- Contract and signature
Installation
Scheduling connected to the sale rather than parallel to it.
- Job scheduling
- Installer assignment
- Materials and stock against the job
- Progress and completion
- Sign-off and handover
- Post-installation issues
The workflow
From door to commissioned install.
Lead generation
Captured at the door or by phone, with property detail taken there and then.
Qualification
Occupancy, roof, spend and supplier recorded so the job is assessed before anyone travels.
Consultant
Survey, design and quotation against the same record.
Finance
Application submitted and status tracked on the job, visible to everyone.
Installation
Scheduled, resourced, completed and signed off.
Commission
Generator and closer splits calculated automatically from the outcome.
Built to order
Property and energy qualification at the door
Occupancy, roof type, current supplier, monthly spend and product interest captured while the generator is still on the doorstep. Built because consultants were travelling to jobs that were never going to convert.
- Captured in seconds on a phone, so it gets done rather than skipped
- Consultant sees the full picture before deciding whether to travel
- Unqualified jobs filtered before they cost anyone a day
- Property notes and photos attached to the same record
- Feeds straight into design and quotation rather than being retyped
The commercial point
A wasted consultant visit costs more than the lead did. Qualifying at the door is the cheapest possible place to disqualify a job.
Pricing for field sales
From £299 a month.
Ten users included, £20 a month for each additional user. Commission matrix, territory management and installation tracking are part of the platform. Supported integrations are configured and maintained as part of the licence.
Common questions
What energy operations ask us.
Can field staff use it on a phone?
Yes. Quick capture is built for one-handed use at a doorstep rather than a desktop form shrunk down.
Does it handle generator and closer commission separately?
Yes. The commission matrix defines the split once and applies it automatically as jobs progress, including where several people touched the same deal.
Can we track materials against a job?
Yes, and for larger operations that extends into full stock and purchasing, which is the Operations plan.
What about territory management?
Rounds and territories can be allocated to generators, with duplicate detection so two people do not work the same street.
Can it integrate with our finance provider?
If they have an API, yes. If they do not, we build around what they do provide. Supported integration work is included with your SmartCo licence; bespoke connector development is scoped separately.
Next step
Tell us how your sales operation runs.
From the first knock to the commissioned install, we will map it and show you what one system would look like.
Book a Consultation