BUILT FOR SOLAR INSTALLERS
Back in the van, talk through the roof, the kit locations and what matters to the customer. Solful turns your voice into a design, priced proposal and customer email, ready for you or the office to review and send.
Less time writing up. Faster proposals. Your knowledge stays with the quote.
Your survey notes, ready for review. Free onboarding.
01Speak the survey.
02Review the quote.
03Send a quote with all the context.
THE WORKFLOW
Meet the customer on site. Capture the details by voice afterwards. Review and send, or hand the project to the office.
Your office books the visit. Your surveyor opens a briefing with the address, the customer’s requirements and the initial roof information together.
On site, focus on the building and the person in front of you. Ask the questions, understand what they want and explain what you recommend.
Once parked, hit record while the visit is fresh. Describe the roof, the equipment locations, the cable route and what matters to the customer. Attach your site photos. Your voice becomes the starting point for the design, quote and follow-up.
“They want backup power. Battery and inverter on the gable wall, meter on the other side. Cable route through the loft and across. Roof is nine by six metres; pitch looks around thirty-five degrees. Include bird protection.”
Example survey. Measured facts and estimates remain distinct.
Check the design, pricing and customer email against what you saw on site. Measured facts, estimates and missing details stay visible, so you can see what still needs confirming.
If it is ready, review and approve it for sending. If it needs more design input, pass it to the office with your notes and the customer’s priorities attached. The next person can pick up the project without starting the conversation again.
LESS ADMIN. BETTER CONVERSATIONS. STRONGER HANDOVERS.
Give customers a better experience by carrying the conversation straight from the survey into the quote.
Speak the job once, then review the design, pricing and email. Your surveyor spends less time writing up and your office gets a clearer project to check, helping proposals reach customers while the visit is still fresh.
The customer’s requests, your recommendations and the reasons behind them stay together. The quote reflects the conversation you actually had, so the customer feels understood rather than starting again with the next person.
A shared design pack connects sales, surveyors, designers and installers: roof details, kit locations, cable routes, photos and open checks in one place. Whoever answers the customer can see what was agreed, explain the options and identify anything that still needs confirming.
Conditional workload illustration, not measured product savings. See the 24-hour comparison and assumptions ↓
WHAT THE WORKFLOW CAN DELIVER
A roof layout and a quote covering equipment, labour, access and extras, using your company’s approved catalogue and margins.
A draft that explains what the customer asked for, what you recommend, where the kit will go and how you plan to carry out the work.
Roof details, equipment positions, cable notes, photos, customer requests and design decisions together. Sales, the office and installers can answer questions from the same project information, with anything still unknown clearly flagged.
Your company’s catalogue, margins and approval process stay at the centre of the job. Review the design, pricing and any open checks before sending the proposal to the customer.
YOUR TEAM. YOUR PROCESS.
Bring your pricing spreadsheet. We’ll help set up your catalogue and walk through how your surveyors capture a job, who reviews it and how the proposal reaches the customer. Onboarding is free.
Keep the systems your team already uses. We’ll agree the CRM handover and software connections you need during onboarding.
Each surveyor’s app account has its own monthly plan. Office accounts are included within your chosen tier, so your team can review and keep projects moving.
Surveyor includes one office admin account per paid surveyor account. Pro includes unlimited office accounts.
Talk through your team’s setup ↗One paid surveyor app account, with flexible survey volume.
One paid surveyor app account, with room for the whole office.
Prices are per surveyor app account, per month, and exclude VAT. Office accounts are included as shown. Free onboarding and pricing setup on both plans.
BUILT FROM INSTALLER EXPERIENCE
I’m Ben Brockbank-Naylor. I’ve spent over 10 years in renewable energy, with experience at Infinity Energy Services, OVO and Glow Green.
I know how much a surveyor learns on site, and how easily the detail gets lost when someone else writes the quote. Solful is built to carry that knowledge forward, without adding another evening of admin.
Solful is an independent product. Company names describe my experience, not an endorsement.
ANALYSIS COVERING OVER 500 JOBS
In the research comparison, proposals sent within 24 hours of the survey had a higher closed-deal win rate than those sent at 72 hours. That is a 20 percentage-point increase, equivalent to about 44% more sales from the same number of opportunities.
anonymous installer data from 2021-2022
An observed association, not proof that speed alone caused the difference or a measured Solful result.
FASTER FOLLOW-UP
Proposal turnaround after the site survey in the historical comparison.
OBSERVED UPLIFT
About 44% relative improvement in the closed-deal win rate. Percentage points and relative improvement describe the same change in different ways.
If that same relative improvement carried through to your own business, these two separate annual examples show the choice. They are alternatives, not benefits to add together.
GROW REVENUE
£1m becomes about £1.44m at the same opportunity volume and £10,000 average sale: around 144 sales instead of 100. Extra revenue still has installation and delivery costs attached.
REDUCE SURVEY PRESSURE
About 154 surveys instead of 222 for the same 100 sales, if the same improvement applies from completed survey to sale. Less pressure to keep filling the diary just to maintain sales.
Fewer write-ups, clearer handovers and a less crowded diary can give surveyors more time for each customer. The office spends less time chasing context, and the installation team receives a fuller design pack. An easier day and better morale are potential benefits to check with your team.
The historical comparison is 45% versus 65% closed-deal win rates: a 20 percentage-point increase and a 44.4% relative uplift, comparing proposals within 24 hours with proposals at 72 hours. It does not establish causation or full lead-to-sale or completed-survey-to-sale conversion. The revenue illustration applies the ratio 65 ÷ 45 to £1m annual sales, holding opportunity volume and a £10,000 average sale fixed; the gain is rounded to the nearest £10,000. It is revenue, not profit, and requires delivery capacity. The separate workload example assumes the same rates apply to completed surveys: 100 ÷ 0.45 versus 100 ÷ 0.65, approximately 222 versus 154 visits. The difference is rounded to 68 avoided visits before calculating £3,400 of cost value and 136 hours. Each visit is assumed to cost £50 all-in and take two hours, including fuel, travel, the site visit and at least 30 minutes of admin. Released time is capacity; cash savings depend on avoidable costs. No extra admin or fuel saving is added to these totals. These are conditional illustrations, not forecasts or measured Solful results.
FROM THE SOLFUL JOURNAL
Articles by Ben Brockbank-Naylor on renewable energy, technology and running an installation business.
Installer growth
How better conversion can increase solar installation sales or reduce survey workload, with clear revenue, cost and profit examples.
Read the article →Survey operations
A practical £50 survey cost model covering two hours of travel, site work and admin, and how fewer visits can release installer capacity.
Read the article →Voice-led surveying
How a voice-led solar survey workflow can retain customer priorities, reduce repeated admin and give the office a clearer proposal to review.
Read the article →Opinion
Ben Brockbank-Naylor responds to Apollo's AI payoff article and argues that AI should streamline background work while people retain judgement and customer relationships.
Read the article →LET’S WALK THROUGH YOUR WORKFLOW
Bring your survey process. We’ll walk through how a voice debrief could become a proposal, how your office would review it and where your team could save time.
Book a meeting ↗