Growing operators

Add people and jobs without adding confusion.

A solar company that doubles its jobs usually doubles its mistakes first. HelioLattice gives a growing team shared records, clear owners and role-based access, so you add staff and branches without losing track of any job.

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Who is this for? Solar companies that have outgrown phone calls, spreadsheets and chat groups, with several crews, more than one location or a team that cannot rely on one person's memory.

Team overview
Three crews, two branches
58 live jobs
7 jobs idle
  1. Enquiries assigned
    By manager to each executive
    Sales
  2. Jobs by crew
    Stages assigned to named people
    Projects
  3. Stock by branch
    Transfers recorded
    Store
  4. Collections pending
    By project
    Accounts
Same record for every deskRole-based views
Example with illustrative data.

How growth stays manageable

Structure that scales with you.

You do not need to change how you work overnight. Start with the records that hurt most and add the rest as you grow.

Put every job on a record

Enquiries, surveys, quotations, documents and payments all live on one record per customer.

Enquiry→Survey→Project

Give everyone a role

Create roles that match your team, and limit what each person sees and edits.

Roles→Scopes→Reports

Assign owners

Every stage has a named owner, so a growing team knows who acts next.

Stage→Owner→Queue

Watch the numbers

Reports and a dashboard show pipeline, jobs and collections without a weekly meeting to compile them.

Pipeline→Jobs→Money

What matters when growing

The first things that break, fixed.

Leads

A shared pipeline with assignment, duplicate checks and follow-ups stops leads dying in personal phones.

  • Bulk assignment
  • Call logging

Handovers

Delivery stages with named owners reduce the calls it takes to find out where a job is.

  • Owner per stage
  • Idle days

Access

Roles and scopes let you add staff without exposing margins or other teams' work.

  • Custom roles
  • Data scopes

Stock

Multiple warehouses and transfers let a second branch or vehicle hold stock without losing track.

  • Transfers
  • Ledger

Money

Expenses and payments approved by the right person, with a pending balance for each job.

  • Approval trail
  • Tally export

Visibility

Owner reports and a work queue per user show the state of the business without chasing people.

  • Owner dashboard
  • Personal queue

Keep exploring

Connected pages.

Roles and access →

Roles that match your team.

Reports →

Numbers for managers.

Problems we solve →

Staff accountability.

Questions

Common questions.

When is the right time to move to a system like this?
When more than one person touches each job, when you can no longer answer where a job stands without calling around, or when you add a branch, a crew or a partner network.
Do we need to change how we work?
You configure HelioLattice to your stages, roles and catalogue during implementation, so it follows how your business already runs.
Can we add branches and warehouses?
Yes. Create warehouses for branches, sites or vehicles and transfer stock between them with a recorded movement.
Can new staff be limited to what they need?
Yes. Roles and data scopes limit each person to the records and screens their job requires.
What does implementation involve?
We study your business, configure stages, roles and catalogue, and set up your starting data. You receive a written quote for the yearly plan and the implementation fee after a demo.

See how your team would work in one system.

Bring your current process and team list and we will map it into stages and roles.

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