Case study — Quote-to-invoice automation

Sunstate Solar: 23% more quotes won

Townsville, QLD — 3 sales reps, 2 install crews. More Queensland work

Sunstate Solar
Sunstate Solar quote-to-invoice automation dashboard

The problem

Quotes were written in a doc, texted as photos, and followed up “when someone remembered”. Installs were booked in a group chat. Half the pipeline lived in the owner’s head — and he was on a roof most days.

The sculpt

One automation spine: quotes built from kit templates in minutes, automatic follow-ups on day 3 and day 7, install crews scheduled on a shared calendar, and invoices fired the moment a job is marked complete.

The result

Quotes now go out before competitors finish their site visit. Follow-ups happen even when everyone’s on a roof, and the win rate climbed because no quote ever goes cold again.

+23%Quotes won
15 minQuote turnaround
$0Jobs lost to forgotten follow-ups

“We stopped losing jobs to silence. The system chases the quote while we’re on the roof.”

Andrew Collins — Director, Sunstate Solar

Your turn.

Tell us what your business needs — a website, an app, an automation, or bookings that fill themselves. First chat is on us, the advice is free, and if we’re not the right fit we’ll say so and point you to someone who is.

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