TradeFlo
AI automation for energy and renewables firms
From survey to quote, drafted for checking.
For solar, heat pump, retrofit and EV charging businesses. The AI drafts the paperwork behind each job for your team to check, and we set up how inquiries get answered.
Where jobs stall after the first inquiry
An inquiry arrives from the website at night. A survey comes back as photos and notes. Equipment quotes arrive from distributors, each in its own layout.
Someone in the office turns all of it into a quote, an order and a handover pack, retyping the same details at each step.
While that happens, the next customer is waiting for an answer.
Each detail retyped from a survey is time your team could spend on the next quote.
Where AI helps in energy and renewables
Three places we start. Each links to the page that sets out who signs it off.
Custom builds
A workflow that turns survey notes and photos into a draft quote, built around your own survey sheet and price list.
Estimating and supplier quotes
The AI lines up distributor quotes for panels, inverters, heat pumps and chargers, so your estimator sees what each one leaves out.
Inquiry handling
Inquiries are answered, recorded and passed to your office with the job and the place, day or night.
We also build websites for installers, with a page for each service and area you cover.
See all workflow automationOne workflow, start to finish
A sample survey, from the surveyor's notes to your estimator's desk.
- Reads
- The survey notes, the photos and your price list.
- Extracts
- The roof or plant details, the equipment and the options the customer asked about.
- Drafts
- A quote for the customer, each line linked to the survey.
- Flags
- Anything the survey left out, for your estimator to check.
No quote goes out until your estimator approves it. The AI never sends a price on its own.
Run record: a site survey
- Survey notes and photos from the surveyor
- The notes, the photos and the price list
- A customer quote, each line linked to the survey
- No roof measurement in the notes
- The estimator, to check and send
Waiting for the estimator's approval
Works with the systems you already use
We build around the systems you already use, such as Procore, Autodesk and Microsoft 365.
For an installer that usually means the inbox where inquiries and quotes land, the shared drive for survey photos and the quoting spreadsheet.
We agree each connection with your systems lead, and anything that cannot be connected reliably is named before any quote.
How to start
Three steps, each with a sign-off from your team.
Map
We follow one job from the first inquiry to handover with the people who run it.
You receive: A written workflow map
See how Map worksConnect
We link the AI only to the folders and inboxes you approve.
You receive: An access list and systems diagram
See how Connect worksBuild
We test the workflow on recent installs before anyone relies on it.
You receive: A working workflow and handover notes
See how Build works
Questions from installers
Is this solar quote software?
It is not a separate quoting package. The AI drafts each quote from your survey notes and price list inside the inbox, drive and spreadsheet you already use, and your estimator approves it before it goes out.
Is this for homeowner work or commercial installs?
Both. Inquiry handling and websites suit homeowner work. The survey and quote workflows suit firms running larger or commercial installs as well.
Who checks what the AI drafts?
The person who checks it today, usually your estimator or operations lead. Nothing is used until they approve it.
Can you build the website and the workflow together?
Yes, as two pieces of work. Each has its own scope and sign-off, so you can start with either one.
What is free?
The workflow review and the website check. Anything we build after them is quoted in writing first.
Contact us to see where your jobs stall.
Start with a free workflow review, or run the free website check on your site.
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