For the owner

See the whole solar business without chasing five people.

You started the company knowing every job. Now you depend on phone calls to learn what is stuck, who owes money and which partner delivers. HelioLattice gives the owner one view of pipeline, projects, money and people, with the detail one click away.

Book a demo What the owner sees

What does the owner get? An owner dashboard, more than twenty reports, a personal work queue, full-scope access to every record and an audit trail, so you can see and steer the business without being in every conversation.

Owner dashboard
This month
Pipeline, projects, money, team
3 approvals waiting
  1. Pipeline by stage
    New to won, with source
    Sales
  2. Projects idle for days
    Owner of each stage shown
    Projects
  3. Payments pending
    By project
    Accounts
  4. Partner leads and commissions
    Who delivers
    Channel
Everything role-scopedDetail one click away
Example with illustrative data.

A week as the owner

What changes in how you run the company.

Start with the dashboard

Read pipeline, projects, collections and approvals in one place before the first call of the day.

Dashboard→Work queue→Approvals

Approve what matters

Approve quotations and payment requests that need you, and leave the rest with the team.

Quotation→Payment→Decision

Find what is stuck

Jobs show progress and idle days with a named owner on every stage.

Job→Stage→Owner

Review who delivers

Sales scorecards, source performance and partner reports show where results come from.

Scorecard→Source→Partner

What the owner sees

Control without being everywhere.

Owner dashboard

Business-level summary of enquiries, quotations, projects and money.

  • Role-scoped
  • Opens into detail

Reports

Sales, operations, finance and people reports built on your own records.

  • More than twenty reports
  • CSV summary export

Margin visibility

Internal costing and margins are visible to you and to roles you choose.

  • Costing by permission
  • Approval queue

Activity and audit

User and role activity report and an audit log show what the team is doing.

  • Who did what
  • Searchable log

Partner view

Partner leads and commissions show which channels earn their place.

  • Leads and commissions
  • Source on every enquiry

Roles you control

Decide exactly what each person can see and do.

  • Custom roles
  • Data scopes

Keep exploring

Connected pages.

Reports →

Everything the owner reads.

Roles and access →

Controls you set.

Sales head view →

The next desk down.

Questions

Common questions.

Can I see everything as the owner?
Yes. An owner role can hold the widest data scope and report access, so every record and report is open to you.
Can I keep margins visible only to myself?
Yes. Internal costing is shown only to roles that hold the internal costing permission, and you decide which roles those are.
Will I get weekly numbers without asking?
The dashboard and reports read live records, so the numbers are always current for the filters you choose.

See the owner view on your own numbers.

Bring a month of enquiries and jobs and we will show your dashboard.

Book a demo See the reports