1. Capture and review the utility bill
Extract the account and usage information needed for the project, then review it before calculations or proposal work.
2. Build structured project inputs
Add site, roof, financial and incentive inputs in the places your workflow requires.
3. Generate and manage the proposal
Keep proposal versions and project history associated with the opportunity, then use CRM activities to manage follow-up after delivery.
Keep AI and calculations separate
AI can help read and summarize documents, but deterministic calculations and reviewed inputs should remain the source of truth for quantitative outputs.