Bring in enquiries and prove what pays.
Every lead carries the ad, campaign and cost that produced it, through to the signed job.
Ads and attribution
See cost per install by ad, not just cost per lead.
- Meta and Google leads with campaign data
- Signed sales sent back to Meta
- Spend, leads and results in one dashboard
Social media
Plan, approve and publish content with your social person in charge.
- Content planner and branded templates
- Publish to Facebook, Instagram and LinkedIn
- Comments and DMs land in the inbox
Email marketing
Keep past enquiries and customers warm without manual sends.
- Nurture sequences for slow burners
- Win-back for lost deals
- Consent and unsubscribes kept in sync
Reviews and reputation
Turn happy installs into public proof.
- Review requests after handover
- Ovi drafts replies for approval
- Case studies from won jobs
Website and capture
Every visit gets an easy way to enquire.
- Hosted forms and landing pages
- Instant roof estimate from a postcode
- Out-of-hours web chat that books a call
Every lead, deal and conversation.
Pipelines built the way installers sell, from new lead to showroom to fulfilment.
Lead intake
Every enquiry lands once, with its source, in the right queue.
- Website, Meta lead ads, partners, CSV
- Auto-assign by postcode and round robin
- Speed-to-lead alerts
Pipelines
New leads, sales per showroom and fulfilment, linked together.
- Board, list and forecast views
- Required steps before a stage
- Lost reasons and win/loss reviews
Customer and property records
Everything about a household on one page.
- Timeline of every email, call and change
- One home, many jobs over the years
- Files, photos and custom fields
Activities and calendar
Nobody forgets a follow-up.
- Team calendar with two-way Google sync
- Booking links per person and showroom
- Route-aware home visit slots
Inbox and messaging
One thread per customer, whatever the channel.
- Email, SMS, WhatsApp, Messenger, Instagram
- Shared team inbox with assignment
- Open tracking, templates, send later
Automations
The chasing, hand-overs and reminders run themselves.
- Visual flow builder with dry runs
- Describe it in plain English, Ovi builds it
- Approval steps and webhooks
Find, win and quote faster.
For homeowners and businesses. Commercial solar runs through the same pipelines.
Home Finder
Find the homes most worth knocking on, street by street.
- Every roof scored for solar potential
- Battery retrofit finder
- Neighbours of happy customers
Showroom
Run every appointment from diary to presentation.
- Diaries per showroom
- Prep brief before every visit
- Big-screen presentation mode
Quotes and proposals
A proposal the customer understands and signs the same day.
- Online signing and proposal-opened alerts
- Finance options on the spot
- Deposit by payment link
Commercial solar
Scan business roofs, score them and find the decision-makers.
- Roof scan by area or sector
- Company and contact search
- Commercial designs in the same studio
Sales performance
Everyone knows where they stand against target.
- Targets per person and showroom
- Leaderboards and commission preview
- Focus list of the deals to work today
Calculators and add-ons
Quick answers for the extras customers ask about.
- Battery, EV and heat pump add-ons
- Savings and payback
- Tariff comparisons
An installable design without a site visit.
From satellite roof to kit list, saved on the deal so sales and ops work from the same design.
Roof detection
An accurate roof from satellite and building data, or drawn by hand.
Panel layout
A neat, installable layout in one click, editable by hand, viewable in 3D.
Whole-home system
Solar, battery and EV designed together around how the home uses energy.
Production and electrical
MCS-compliant figures and drawings, ready for the paperwork.
Kit list and hand-off
From design to materials order without retyping a thing.
Commercial designs
The same studio switched to business roofs and larger systems.
Sale to switch-on, without the chasing.
One install tracker for the office, one app for the team on site.
Site surveys
One visit captures everything the installers need, with photos and measurements.
DNO applications
G98 and G99 tracked to approval, with chasers drafted for you.
Kit and stock
The right kit on site on the day, ordered from the design.
Install scheduling
Crews, scaffold, electricians and customers lined up on one dispatch board.
Engineer app
Job, checklist, photos and customer sign-off on the phone, working offline.
Completion and compliance
MCS, EIC and handover pack done the day it's switched on.
Customers who never need to chase.
A branded portal for every customer, with your team in control of what they see.
Project tracker
"Where are we up to?" answered before they ask.
Documents and payments
Proposals, invoices, certificates and payments in one place.
Messages and booking
Talk to the team and book visits without phone tag.
My system
Generation and savings every day, so customers see the value of what they bought.
Aftercare and service
Servicing plans, fault reports and warranty records for years after install.
Referrals and upsells
Happy customers bring the next one, and batteries and EV chargers follow.
The intelligence across the whole system.
Ask questions in plain English, hand over the repetitive work, and approve what goes out.
Ask Ovi
Questions about the business answered from real data: pipeline, installs, spend, team.
Ovi actions
Ovi does the work and you press approve. Every change shows what it did, with Undo.
Sales assistant
Next best action, deal summaries, call notes and showroom prep briefs.
Design and ops
Auto-layouts, DNO chasers, materials lists and install packs, drafted for you.
Inbox and phone
No enquiry waits, even out of hours. Ovi replies, qualifies and books a call.
Management
A morning brief, anomaly alerts and data clean-up, so the MD knows what matters.
- Drafts never send on their own. A person approves anything that reaches a customer.
- Sees only what you can see. Ovi follows the same permissions as the person using it.
- Fully logged. Every question and action is recorded and auditable.
Your team, talking where the work is.
Chat, calls and meetings built into OVIOS, so you don't need a separate team app or a dozen WhatsApp groups.
Channels and direct messages
For showrooms, crews, departments and projects.
- Threads, mentions and reactions
- Files and photos from site
- Search across every conversation
Calls and video meetings
Huddles, team calls and scheduled meetings.
- One click from a channel or a record
- Meeting notes saved to the job
- Works on desktop and the field app
Work linked in chat
Share a deal or job and everyone sees the live record.
- Customer, job and install cards in messages
- Ovi picks up actions as you talk
- Announcements to the whole company
Your people, looked after properly.
HR for installers: crews, surveyors, sales and office, with the certificates that come with them.
People directory
Who works here, what they do and how to reach them.
Onboarding and leaving
New starters productive in their first week, with checklists for both ends.
Time and leave
Holidays, timesheets and hours without spreadsheets.
Compliance and training
Every certificate in date and every policy read, with reminders before anything expires.
Pay and commission
Commission worked out from real sales, so there are no arguments.
Performance
Clear goals, regular check-ins and a connected team.
The whole business on one screen.
Because every module shares one core, reports cover the whole journey, from ad spend to final invoice.
MD dashboard
Leads, sales, installs, cash and team performance at a glance.
Standard reports
Sales, pipeline, activity, installs and marketing, ready on day one.
Build your own
A report builder and dashboards anyone can make, emailed on a schedule.
Job margin
Know what every job actually made, including kit, labour and ads.
Cash position
Deposits, stage payments and final invoices tracked week by week.
Xero
Invoices and payments synced with your accounts.
Your data, your business.
Everything a growing installer needs from the system underneath.
Your own private workspace
Each installer's data is kept separate and secure.
You own your data
Export everything, any time, in standard formats.
Roles and permissions
The right people see and change the right things, down to individual fields.
Live in a day
We move your data from your current CRM and set up your pipelines with you.
Integrations
Google and Microsoft mail and calendars, Meta, WhatsApp, Xero, phone providers, webhooks and an API.
Mobile
The field app for crews and surveyors, plus a phone-friendly app for everyone else.