Eliminating Manual Order Processing With Automated Order Management

Managing certifications manually across different regions slowed operations and increased the risk of human errors. The absence of a structured order-tracking system meant lost revenue and inefficiencies.

Our Solution

• Developed a centralized Order Management System that allowed instant quote generation, instant order tracking, and automated payment processing.
• Built a bulk CSV import tool to handle large data sets from clients, reducing manual data entry.
• Integrated automated payment status tracking, ensuring every transaction was recorded, verified, and processed in real time.

Impact on KPIs

• 50% faster order processing with automated tracking and bulk imports.
• Improved financial accuracy, eliminating missed payments and invoicing errors.
• Scalability ensured the handling of 10k+ monthly certifications easily.

Advanced Search & Real-Time Reporting for Faster Data Retrieval

With thousands of customer records and certifications to manage, the staff struggled to retrieve key data quickly when handling customer inquiries.

Our Solution

• Developed a powerful advanced search module that allows filtering by text, dates, addresses, phone numbers, and emails.
• Designed a real-time reporting dashboard with key insights into order statuses, pending communications, and financial performance.
• Integrated custom-built reporting modules for tracking business trends, team performance, and repeat customer metrics.

Impact on KPIs

• Search queries completed 3x faster, reducing customer response times by 30%.
• Data-driven decision-making enhanced with actionable insights.
• Customizable reports saved hours of manual analysis, boosting operational efficiency.

A Dedicated Dashboard to Extract Real-Time Business Insights

A Reports Feature Providing Actionable Business Analytics

Automating Invoicing With Dynamic Pricing Models

The client needed an automated invoicing solution that accounted for varying labor and transportation costs across different locations.

Our Solution

• Developed a postcode-based pricing model that automatically calculates service charges based on distance and labor costs.
• Built an intelligent invoice generation system that tracks unpaid balances, sends automated reminders, and updates financial records in real time.
• Integrated payment tracking features to ensure timely revenue collection.

Impact on KPIs

• 100% accuracy in pricing calculations, preventing revenue losses.
• Faster invoice generation, reducing billing delays by 40%.
• Enhanced financial transparency, improving cash flow and accountability.

Two-Way Communication Tracking for Better Customer Engagement

Without a centralized communication log, tracking email and SMS interactions was challenging, leading to missed follow-ups and lost leads.

Our Solution

• Built an email & SMS tracking system that logs every interaction with delivery statuses (sent, failed, pending).
• Developed an automatic lead follow-up system, ensuring every inquiry is responded to and nurtured.
• Integrated monthly communication summaries, allowing the business to refine outreach strategies.

Impact on KPIs

• Lead conversion rates increased by 30%, thanks to structured follow-ups.
• Customer service improved, with no missed inquiries or responses.
• Enhanced marketing efficiency, with targeted newsletters keeping clients engaged, improving email delivery and open rates by 25%.

Email and SMS Log

Automatic Lead Management

Sales & Lead Management to Drive Business Growth

Converting inquiries into paying customers was unstructured, with no system to track call logs, inquiries, and sales pipelines.

Our Solution

• Developed a dedicated Sales & Leads module to capture inquiries from calls, web forms, and referrals.
• Integrated automated proforma invoice generation for potential leads, expediting conversions.
• Built a lead activity tracking system to measure conversion rates and optimize follow-ups.
• Integrated solar service leads from Facebook into the CRM with optimized lead routing rules:
  • Dual-source tabs with ATP Leads and Facebook Direct Leads.
  • Auto-synced lead details for customer name, requested service, order date, and quote amount.
  • Search and filter by service category or quote value for easy prioritization.
• A dedicated tab to track payments from affiliates with the following settings:
  • View by client, order date, customer info, and contact details.
  • Status indicators for pending, paid, or disputed cases.
  • Follow-up tools for office staff to resolve delays efficiently.

Impact on KPIs

• Lead conversion rate improved by 27.5% with structured tracking.
• Sales team productivity increased, eliminating guesswork in follow-ups.
• Revenue growth accelerated, with better pipeline visibility.
• Consolidated 100% of solar leads in one place, reducing lead duplication.
• Improved payout transparency for affiliates, reducing back-and-forth calls.

Secure Role-Based Access Control for User Management

The absence of structured role management led to access issues, security risks, and inefficiencies in task assignments.

Our Solution

• Implemented a role-based access control system, defining permissions for admins, office staff, field workers, and business clients.
• Restricted sensitive financial data to authorized users only, ensuring security compliance.
• Developed an audit log system to track user activity and prevent unauthorized access.

Impact on KPIs

• 99% data security compliance with controlled access.
• Reduced internal errors and risks, ensuring operational integrity.
• Enhanced accountability, with clear user responsibilities defined.

Job Monitoring, EICR Pricing, and Order Transparency

Without a centralized communication log, tracking email and SMS interactions was challenging, leading to missed follow-ups and lost leads.

Our Solution

Appointment & Upload Tracking

To prevent missed or delayed certifications, we engineered a notification-driven task tracker. This included:

• Appointment chasing & uploading follow-up dashboards.
• Blocked and on-hold job statuses for proactive intervention.
• Reminder triggers based on inactivity thresholds.

EICR Inventory Quoting Tool

Unsatisfactory EICR inspections often require follow-up work. Our CRM handled this via the following:

• Predefined inventory with search-friendly catalog of services and pricing.
• One-click quote file updates tied to order ID.
• Smart filters by keyword and price range for efficient quote creation.

Customer Engagement & Feedback Automation

With thousands of customers, partners, and fieldworkers interacting across the UK, our client needed a centralized way to manage communication, log complaints, collect feedback, and push real-time updates without manual follow-ups.

Our Solution

Automated Newsletters & Announcements

• Drag-and-drop builder to design emails without coding.
• Segmented recipient groups for customers, fieldworkers, and partners.
• Bulk send capabilities with scheduling options.
• Embedded tracking for open rates and delivery success.

Additionally, a Customer Announcements Module allowed admins to push urgent updates directly to customer dashboards.

This included:

• Title, message, and expiry tagging for time-sensitive alerts.
• Inline visibility on login to guarantee reach.

Complaint Logging & Resolution Workflow

• Structured tabs for ‘New’ and ‘Resolved’ complaints.
• Order-level association with complaint reasons, status, and assigned handler.
• Internal notes and timestamps for transparent resolution tracking.

A Dedicated Feedback Collection System

Developed a central interface to unify feedback from staff, field workers, and customers.

• Indexed logs with name, contact info, timestamp, and category tags.
• Admin review tools to flag, archive, or follow up on feedback entries.
• Export-ready reports for quality control reviews.