SolarGRANT Pro

Workflow Automation Software For Renewable Energy Installers

SolarGRANT Pro helps installer teams capture enquiries, qualify leads, assess grant eligibility, prepare quotations, manage customer records, and keep follow-up visible.

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Platform focus

Lead capture and homeowner intake
Grant eligibility and quotation workflow
Customer records and next actions

Overview

SolarGRANT Pro for installer teams.

The platform connects the operational middle of an installer workflow: enquiry forms, lead review, grant details, quotation preparation, customer notes, document packs, and next actions.

Capture homeowner and business enquiries through structured forms

Prioritise leads using status, grant readiness, and missing-information checks

Prepare quotation calls with property, usage, and upload details already collected

Keep grant eligibility notes beside each customer record

Track quote, survey, install, and follow-up stages in one shared dashboard

Generate cleaner application packs and customer documentation

Inside the platform

See How Leads Move Through SolarGRANT Pro

SolarGRANT Pro gives teams a structured way to review leads, check readiness, manage customer information, and move work into the next operational stage.

SolarGRANT Pro light installer dashboard with lead management pipeline and recent leads — Lead management pipeline, recent leads, grant status, and open actions in one view.

SolarGRANT Pro grant and quote intake form — A branded homeowner intake flow for grant and quote preparation.

SolarGRANT Pro lead review table structure — A structured queue for status, eligibility, documents, and next action.

Process

How this part of the software works.

Step 1

Map the installer company's current enquiry and sales process

Step 2

Configure lead intake, grant, quotation, and customer workflow stages

Step 3

Route each enquiry into review, quote, grant, and project stages

Step 4

Review dashboard activity and improve handover gaps with the team

Installer workflow notes

Practical guidance for stronger operations.

Why installers lose homeowner enquiries

Many missed opportunities are not caused by a lack of demand. They happen because enquiries arrive without context, teams respond slowly, and the next action is unclear.

A structured intake form asks for the details a sales team usually has to chase later.
A visible lead queue helps teams call the right homeowners first.
A shared status view reduces handover confusion between sales, admin, and operations.

What installers should collect before quoting

Early quote conversations improve when the team already has enough information to understand the home, urgency, grant situation, and likely next step.

Contact details, county, and Eircode where available
Energy usage, roof or meter photos, and broad installation goals
Grant-related details needed before a final proposal is prepared

Product demonstration

Watch The SolarGRANT Pro Workflow

See how a lead can move from intake to dashboard review, quotation preparation, grant readiness, and follow-up in SolarGRANT Pro.

Book a Demonstration

Watch The SolarGRANT Pro Workflow thumbnail

Questions

SolarGRANT Pro FAQ

Is Clada Systems a solar installer?

No. Clada Systems is an Irish software company that builds workflow automation software for renewable energy installation companies.

Who is the platform built for?

It is built for renewable energy installers that want cleaner lead capture, faster follow-up, better quotation preparation, and clearer project visibility.

Does every feature depend on AI?

No. SolarGRANT Pro includes AI-assisted sales follow-up, but the main value is a structured process for lead handling, quoting, grant preparation, documentation, and follow-up.

Next step

See the software built for installer workflows

Book a demonstration and see how Clada Systems can support your installer's sales, quotation, grant, documentation, and customer workflow.