Problems we solve · Systems

Move your solar business off Excel and WhatsApp without losing how you work.

Leads in one sheet, quotations in another, payments in a notebook, site photos in a chat group. It works until it does not. The sheet is overwritten, the group is muted, the key person leaves, and nobody can say what is happening on any job.

Book a demo See the signs

Why move off spreadsheets and chat groups? They store information but do not connect it or assign it. A shared record per customer connects survey, quotation, delivery, stock and money, assigns each step to a person and keeps a history that survives staff changes.

Signs you have it

How the sheet-and-chat approach fails.

Many versions

Several copies of the same sheet with different numbers.

Buried evidence

Photos and documents lost in chat history.

Person-dependent

Only one person knows where things are.

No reporting

Every report is assembled by hand.

How HelioLattice replaces it

Same work, one shared record.

Study your business

Implementation begins with a study of how you run jobs today, so the system follows your stages, roles and catalogue.

Study→Stages→Roles

Set up your data

Your customers, catalogue and open jobs are brought in as part of implementation.

Customers→Catalogue→Open jobs

Work on one record

Sales, survey, projects, store and accounts work on the same customer record, each seeing what their role allows.

Enquiry→Job→Service

Report without effort

Reports and a work queue read the records your team keeps, so nothing needs compiling.

Records→Reports→Queue

What changes

What a shared record gives you.

One source of truth

A customer, a job and a payment exist once, and everyone sees the same version.

  • Linked modules
  • History kept

Documents with the job

Photos and papers are stored on the job and verified, not scrolled for in a chat.

  • Verification status
  • Document templates

Continuity

When someone leaves, their enquiries, notes and jobs stay with the company.

  • Reassign in bulk
  • Full activity history

Reports built in

More than twenty reports and an owner dashboard replace the weekly compile.

  • Role-scoped
  • CSV summary export

Keep exploring

Connected pages.

Product overview →

All nine modules.

Compare →

Spreadsheets and chat versus HelioLattice.

Book a demo →

See it on your own jobs.

Questions

Common questions.

Do we have to enter everything again?
Part of implementation is setting up your starting data, so your customers, catalogue and open jobs are in place when your team begins.
Will our team accept a new system?
The system is configured to your own stages and roles, so it matches how your team already talks about jobs. Each person sees only the screens for their work.
Can we keep using WhatsApp with customers?
Yes. WhatsApp conversations can be logged against the enquiry, and messaging integration is part of the platform offering, set up during implementation.
How long does the change take?
It depends on the scope of your data and configuration. We confirm the plan and fee in writing after the demo.

See your own sheets as a live system.

Bring the spreadsheet you rely on most and we will show it as a record.

Book a demo See the product