01
Find the right places
Start with a location or sales area and narrow the work to roofs that deserve a closer look.
Remova Tech delivery example · Solar operations
From roof data to a proposal a customer can act on.
A practical workflow for turning location, roof, and opportunity information into a clearer proposal starting point for a human sales conversation.
Starting point
Roof research, opportunity review, and proposal preparation were spread across too many manual steps.
Work delivered
A repeatable path from location and roof information to a reviewed visual proposal.
Useful result
Sales has a clearer starting point for the next conversation, with the important assumptions visible before the proposal moves forward.
The workflow
Make the useful information visible before the sales conversation.
The work connected the research steps that matter to a solar offer. The output stayed structured, visual, and ready for a person to check before it was used.
What changed
Review-ready
proposal starting point
02
Bring the context together
Combine roof context, useful assumptions, and opportunity information in one reviewable view.
03
Prepare the proposal
Turn the reviewed inputs into a proposal starting point that sales can refine for the customer.
04
Keep judgement in the loop
A person checks the evidence, adjusts the assumptions, and decides whether the opportunity should move forward.
Supporting evidence
See the solar workflow in the visuals.
The original offer workflow was built around location research, roof screening, solar calculations, panel-layout previews, and a proposal pack that a person could review before it reached a customer.
01
Start with an area
A selected town, postal area, or sales territory becomes the starting point for the batch.
02
Find suitable roofs
The workflow narrows the research to properties where a closer solar review is worth the effort.
03
Check the roof context
Roof area, pitch, orientation, sunlight, and shading give the reviewer useful context before an offer is prepared.
04
Show the panel layout
A visual PV preview makes the proposed installation easier for sales and the customer to understand.
05
Keep assumptions visible
Shading and other assumptions remain part of the review rather than disappearing behind a finished quote.
Example offer pack
A proposal people can review.
The sample offer shows how roof research, system sizing, visuals, and proposal formatting come together in one customer-facing pack.
Open the example offer
Batch review
A batch the team can work through.
A neighbourhood report keeps the selected addresses, roof context, and review status together so the next action is clear.
Open the batch reportThe practical difference
Good automation keeps a person in the right place.
The point was not to remove judgement from the process. It was to reduce repeated research and preparation, make useful evidence easier to see, and give the team a stronger basis for the next conversation.
01
Clear inputs
A defined location, roof context, and agreed assumptions.
02
Reviewable output
A visual result that a person can check before it is used.
03
Better handoff
A proposal starting point that is easier for sales to pick up.
What to carry forward
A useful next test is specific.
Use the pattern as a starting point. Choose one workflow, one owner, and one measure that will tell you whether the change is worth keeping.
- 01 Start with a repeatable input, not a vague request for automation.
- 02 Make assumptions visible before an output reaches a customer.
- 03 Use automation to remove preparation work while keeping commercial judgement with the team.
- 04 Improve the workflow as people learn which evidence helps them decide.
Evidence and limits
Useful context, clearly labelled.
Remova Tech delivery example based on a practical workflow pattern. No client-identifying information or unsupported performance claim is published here.
Have a similar workflow?
Let’s work out what is worth testing first.
Bring the repeated work, uncertain handoff, or daily bottleneck. We will help you decide what to improve and how to keep a person accountable for the result.