Residential installers

Rooftop solar for homes, run like a well-oiled operation.

A residential installer handles dozens of small jobs at once, each with its own surveys, approvals, paperwork and payments. HelioLattice gives every home a record, every step an owner, and every customer a service history that lasts beyond installation.

Book a demo See how it fits

Who is this for? Solar installers whose business is many 3 to 10 kW home installations. If your team juggles enquiries from calls, partners and campaigns, and needs to move many small jobs through survey, approval, installation and service, this is built for you.

Open jobs
This week
42 jobs in progress
5 waiting on papers
  1. Surveys booked
    Assigned to site engineers
    Sales
  2. Quotations pending approval
    Sales head queue
    Sales head
  3. Waiting on utility documents
    Named owner on each job
    Documents
  4. Installation scheduled
    Material issued from stock
    Field team
Every job has a next ownerCollections pending shown per home
Example with illustrative data.

How a residential business runs on it

Volume without losing track of a single home.

The thin margin on a home installation disappears in delays and rework. A shared record for each job keeps both in check.

Win the enquiry

Enquiries from calls, walk-ins, campaigns and partners land in one pipeline with an owner and a next follow-up, so none is forgotten.

Enquiry→Follow-up→Won

Survey and quote quickly

Surveyors complete a phone survey on site, and the quotation is priced from your catalogue the same day.

Survey→Quotation→Approval

Deliver to a checklist

Documents, utility approval, subsidy steps, material and installation run through the same checklist for every home.

Documents→Utility→Install

Collect and serve

Pending payments are visible per home, and AMC and service stay on the customer's record afterwards.

Collect→AMC→Service

What matters for residential

The pieces a home installer uses every day.

Lead handling

Duplicate protection, bulk import of campaign lists, call logging and follow-up dates keep your sales team on the right homes.

  • Duplicate phone check
  • Follow-up reminders

Fast quotes

Quotations built from catalogue rules, with subsidy and net payable shown, so a customer gets a clear price quickly.

  • Approval before sending
  • Proposal PDF with savings

One checklist for every home

The same stages and documents for every installation, so quality does not depend on who is on the job.

  • Documents verified
  • Utility and subsidy steps

Stock that follows the job

Issue panels, inverters and cables from the right warehouse, and take back what is unused.

  • Multiple stores
  • Returns recorded

Money per home

See what each customer has paid and what is pending, with expenses and approvals tracked.

  • Pending balance per job
  • Export for your accountant

Partners that bring homes

Dealers and agents submit enquiries through their own portal, and you track commission.

  • Partner portal
  • Commission status

Long relationship

Every installed home is a customer for years.

An AMC call, an inverter fault or a referral comes long after the installation. With the full job history on one record, your team answers quickly, bills AMC, and keeps the customer.

  • Service tickets on the original project
  • AMC invoices and receipts per customer
  • Warranty replacement and vendor recovery recorded

See AMC and service →

A customer's second year
AMC invoiceRaised for the yearIssued
Support ticketInverter faultOpen
Warranty replacementRecorded, vendor recovery pendingRecorded

Example entries with illustrative data.

Keep exploring

Connected pages.

Enquiries and pipeline →

Handle volume without losing leads.

Delivery checklist →

One checklist for every home.

Problems we solve →

Leads lost between calls and chat.

Questions

Common questions.

Is HelioLattice suitable for a small residential installer?
Yes. It is designed for teams handling many home installations, from a handful of staff upwards. You start with the modules you use and add roles as the team grows.
Can our surveyors work from their phones?
Yes. The survey runs in a mobile browser and captures location, roof, electrical details and photos on site.
Can we manage subsidy paperwork?
Yes. Utility and subsidy stages are part of your delivery checklist, with documents and owners for each step, and they appear only on jobs where they apply.
Can we run AMC for our installed customers?
Yes. AMC invoices and receipts, service tickets and service costs are kept on each customer's record.
Can dealers send us homes to install?
Yes. Dealers and agents use their own portal to submit enquiries, and your team reviews and converts them.

See how a week of home installations looks.

Bring a few open jobs and we will show them from enquiry to AMC.

Book a demo See all modules