Qualification lacks context
Bills, roof constraints, system interest and financing questions arrive through different conversations.
Solar enquiries and proposals
Survey to proposal. Clean handoff.
Carry the customer’s savings question through qualification, site evidence, proposal review and the installation handoff—with the next owner visible throughout.
For rooftop solar and home-energy teams coordinating advisers, survey specialists, commercial reviewers and installation coordinators.
Illustrative customer record
Greenview Residency10 kW common-area enquiry · Backup and finance requested
- Current state
- Site survey
- Owned next step
- Upload roof and shading notes
Where solar journeys lose energy
The site changes. The promise must not.
A savings enquiry becomes a technical survey, a commercial proposal and an installation commitment. The customer should not have to repeat the brief at every handoff.
Survey evidence detaches
Technical observations can sit away from the opportunity and the proposal they are meant to shape.
Handoffs become promises
Installation teams inherit dates and expectations without the customer conversation that created them.
One energy decision
From savings question. To owned handoff.
Follow Greenview Residency from its first assessment request to a reviewed commercial decision and an installation-ready next step.
01 · Signal
Receive the savings enquiry
Route the request into a shared energy-enquiries inbox with a visible owner.Explore Inbox02 · Context
Hold the property and requirement together
Keep the society, stakeholders, system size, backup need and prior conversations in one account.Explore Customer context03 · Evidence
Turn the survey into owned work
Assign roof, shading and technical follow-up with a due time connected to the opportunity.Explore Tasks04 · Decision
Review the current proposal
Keep the commercial version, approval and buyer response attached to the same journey.Explore Quotes05 · Handoff
Give installation the complete promise
Use a reviewed automation and named owner to carry confirmed context into the next team.Explore Automations
Inside the product
The enquiry. The survey. The handoff.
Three product views show the original requirement, the technical next step and the controlled transition into installation.
Proof 01
01 · Shared enquiry
Greenview’s enquiry arrives with context.
The team can see the housing society, the 10 kW request and the questions that qualification must answer.- Shared conversation
- Property context
- Named owner
Proof 02
02 · Technical next step
The roof survey stays assigned and dated.
Survey work stays linked to the customer record instead of disappearing into a separate checklist or chat.- Survey owner
- Due time
- CRM context
Proof 03
03 · Controlled handoff
Installation handoff waits for review.
A visible approval state lets the team inspect the rule and ownership before the confirmed journey moves forward.- Approval state
- Named owner
- Activation control
What powers the journey
Everything behind a clean installation handoff.
Sales and delivery teams work from the same enquiry, property requirements, survey, proposal and handoff. Forms, pipeline stages, catalogue context and assisted drafting support the route.
- 01
Inbox
Own every first request
Share email and WhatsApp enquiries with visible assignment. - 02
Customer Context
Keep property requirements together
See stakeholders, conversations and open work before responding. - 03
Tasks
Give every survey an owner and date
Connect lightweight customer-linked work to owners and due times. - 04
Quotes
Keep the current proposal clear
Review proposal revisions, approval and buyer response together. - 05
Automations
Review every installation handoff
Inspect versions, approvals and run history before repeatable work activates.
Configured around your energy journey
Your energy journey. A clear system boundary.
Use your own inboxes, fields, stages and review gates while engineering, inventory, installation and finance systems stay authoritative.
Inside your WRKZY workspace
Built around your energy journey.
The inboxes, stages, fields and workflows below match the way this team sells.
Energy enquiries · Survey & design · Installation handoffs
Put the first enquiry in a shared queue and make one person responsible for the reply.
Explore InboxResidential solar · Commercial & society solar
Name the decision points, require the information they need and show what comes next.
Explore PipelinesQualification · Survey tasks · Proposal review · Handoff
Use reviewed workflows for the handoffs your team repeats.
Explore AutomationsCustomer context
Roof type · System size · Finance requested · Install month
WRKZY
Customer workflow layer.
- Enquiries, stakeholder context and customer responses
- Opportunity, proposal decisions and next actions
- Approved promises and named installation handoffs
Specialist system
Not the engineering model.
- System design, yield and structural calculations
- Inventory, procurement and installation projects
- Financing decisions and the finance ledger
Make the energy journey visible
Survey to proposal. Clean handoff.
Start with WRKZY, or bring your current solar enquiry-to-installation route to a focused demo.