Workflow discussion

Discuss Your Installer Workflow With Clada Systems

SolarGRANT Pro is scoped around each installer's workflow, lead sources, quotation process, grant administration and customer handover requirements.

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Platform focus

Workflow review
SolarGRANT Pro demonstration
Implementation discussion

Book a demo

Discuss the right workflow setup for your business.

Rather than publishing fixed packages, Clada Systems uses a demonstration-led process to understand your business workflow and recommend the right SolarGRANT Pro setup.

The conversation covers your current website, lead sources, sales handover, grant administration, documentation needs, and support requirements.

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Lead capture and homeowner intake requirements

Quote workflow and sales preparation needs

Grant readiness and administration handover

CRM, customer records and installer dashboard setup

AI-assisted follow-up where it supports the team

Customer documentation and application pack requirements

Professional support model for your installer process

What we discuss

Software Shaped Around The Installer Workflow

The demonstration focuses on the dashboard, intake forms, quote workflow, grant readiness, and the operational process your team needs to improve.

SolarGRANT Pro connected intake flow — Website and form enquiries can feed directly into the installer workflow.

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.

Process

How this part of the software works.

Step 1

Book a demonstration with Clada Systems

Step 2

Review your current website, lead sources, and sales process

Step 3

Discuss workflow configuration, onboarding, and support requirements

Step 4

Agree the right SolarGRANT Pro setup and next steps

Installer workflow notes

Practical guidance for stronger operations.

Why we discuss workflow before pricing

Renewable energy installers often have different lead sources, admin responsibilities, team structures, and handover points. A short workflow review makes the recommendation more useful than a public package table.

Website enquiries can feed directly into the platform
The dashboard gives the team one shared view of active leads
Onboarding can be shaped around the installer's actual process

Product demonstration

Watch The SolarGRANT Pro Walkthrough

See how SolarGRANT Pro can support enquiry capture, quotation preparation, grant readiness, customer records, and follow-up in one installer workflow.

Book a Demonstration

Watch The SolarGRANT Pro Walkthrough thumbnail

Questions

Discuss Fit FAQ

How is SolarGRANT Pro pricing handled?

Clada Systems discusses pricing after a demonstration and workflow review, so the recommended setup reflects your lead sources, sales process, grant administration, documentation needs, and support requirements.

Is there public package pricing?

No. SolarGRANT Pro is sold through a book-a-demo model because installer workflows vary. The discussion focuses on fit, implementation, and the right level of support.

Can setup vary by installer?

Yes. Final setup depends on your current website, lead sources, sales process, and workflow requirements.

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.