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Build your
Next.

AI Technology for Solar Sales and Installations

AI Assistants · Automations · Custom apps · Training

Solar sales, connected.
ZENIASWhat we bring

Solar Sales & Solar Installers

Four ways to move
your business forward.

01

AI Assistants AI Employees

Role-specific support for your team.

Your knowledge. Your tools. A clear remit.
02

Automations & integrations

Less copying. More connected work.

Capture. Route. Connect.
03

Custom apps

Your workflow, made into a tool.

Dashboards. Portals. Internal tools.
04

Tailored training

Skills that stay in the business.

Build. Document. Share.
For your agency and your installer clientsBuilt around the way you work
ZENIASOur specialisation

AI Assistants

AI Employees, built for your business.

Zenias specialises in assistants with a defined role, your business knowledge and the tools to do the work.

For sales teams

Focus: qualified conversations and a prepared sales team.

Lead conversion & follow-up
Qualify, nurture, reactivate older leads and follow up proposals.
Appointment coordination
Book, remind, reschedule and recover missed appointments.
Sales support
Prepare customer briefs, surface stalled opportunities and flag questions for the salesperson.
Testimonials & referrals
Request reviews, testimonials and referrals after a positive customer experience.

For solar installers

Focus: complete job information and smoother delivery.

Installation readiness
Collect bills, photos and access details; chase missing information and prepare handovers.
Customer communication
Answer approved questions, confirm dates and communicate scheduling changes.
Team support
Find job information, summarise progress and route exceptions.
Aftercare & service intake
Check in after installation, locate handover documents and route reported issues.

Different roles. Shared context. Clear handovers to your people.

Connected to your tools, knowledge and processesExample roles · tailored remit and permissions
ZENIASThe opportunity

Two businesses.
One customer journey.

A better connection between winning the work and delivering it.

Your agency

Build the relationship.

Enquiry

Capture contact details and the lead source.

Conversation

Keep customer needs and questions together.

Appointment

Pass a clear brief to the salesperson.

Your installer clients

Deliver the right system.

Design

Bring site details into the design brief.

Proposal

Carry the agreed system scope into the quote.

Installation

Give the crew the job details and access notes.

Customer context travels with the saleIllustrative customer journey
ZENIASYour agency

From first click
to a real conversation.

Sales assistants focus on lead conversion, appointment coordination and preparing your people to sell.

01

Capture

Leads created
in your CRM.

Meta ads, forms, referrals and your website.
02

Route

The right lead.
The right person.

Assignment and source context
03

Nurture

Respond, qualify
and keep in touch.

New enquiries and older leads
04

Coordinate

Book, remind
and reschedule.

A useful handover to sales

AI Assistants handle conversations and sales support. Automations connect the steps.

Lead capture → lead conversion supportIllustrative workflow · GoHighLevel or your CRM
ZENIASFor the sales agency

For the sales agency

The time is agreed.
Your rep is ready.

Cassie qualifies the enquiry, locks in a time and prepares your rep. When plans change, she can help reschedule.

QualificationBookingRescheduling

Cassie

Appointment assistant

Example
Alex · Enquiry

Hi, I’m interested in solar and a battery. Can someone talk me through it?

Cassie

Absolutely. Is this for a home you own, and which suburb are you in?

Alex

Yes, in Joondalup. Afternoons are best for a call.

Cassie · Availability checked

Jamie has Tuesday at 2:30 pm AWST available for a call. Does that suit you?

Alex

Yes, Tuesday at 2:30 works. Please book it.

Booked into Jamie’s calendar

Tuesday · 2:30 pm AWST · confirmation sent to Alex

The agreed time and conversation context reach the rep together.
Illustrative conversation · synthetic customerAgree the time → book the call → prepare the rep
ZENIASFor the sales agency

For the sales agency

Ask about your pipeline.
Know where to focus.

Your reps ask Cassie in Slack. She checks the CRM, conversations and calendar to help them act on the right opportunities.

One sales view · follow-ups, requests and bookings

Lead CRM

Morgan · proposal follow-up due.

Checked

Conversations

Taylor · asked to move their call.

Checked

Rep calendar

Alex · Tuesday, 2:30 pm AWST confirmed.

Checked

Each update stays tied to the right lead, conversation and appointment.

Slack# sales-teamExample

Jamie Sales rep

Cassie, what needs attention in my pipeline?

Cassie App

Start with Taylor’s reschedule and Morgan’s proposal.

  • Taylor wants a new call time. I can check availability and agree a time with them.
  • Morgan’s proposal is due for follow-up. Check in and find out what’s holding it up.
  • Alex’s Tuesday call is confirmed. Your brief covers their solar and battery enquiry.

You focus on the sales conversations. I can coordinate the follow-ups and keep the CRM updated.

Lead CRMConversationsRep calendar
Your priorities and the context to act — without switching tools.
For your sales team · illustrative Slack exchangeSynthetic pipeline data · tailored to your tools and remit
ZENIASCase study · Cassie

What better follow-up
can make possible.

Where U
$200,000AUD in deal value
In40days.

Appointment-setting and sales automation for Brandon’s team at Where U.

Client-reported result · Where U · 40 daysDeal value, not profit or cash collected
ZENIASFor the installer

For the installer

Answer the question.
Prepare the job.

A different remit: explain approved information, collect what’s missing and give the installer a useful starting point.

Customer questionsDocument collectionJob preparation

Cassie

Installer assistant

Example
Alex

Are there any rebates for solar and a battery?

Cassie · Approved knowledge

Eligible solar and battery systems can receive upfront discounts through the federal scheme. Your installer will confirm eligibility and the amount for your system.

There’s more information here: Clean Energy Regulator.

Alex

Great. What do you need from me to get started?

Cassie

Please send a recent power bill and a photo of your switchboard with its protective covers closed. These help the installer prepare.

Alex · Example attachments

Here you go.

Power bill.pdfSwitchboard.jpg
Documents added to the customer record

The installer receives the files, question and next checks.

A prepared handover for the installer to review.
Illustrative conversation · example filesA prepared handover for your installer
ZENIASFor the installer team

For the installer team

Ask about the job.
Get the whole picture.

Your team asks in Slack. The assistant checks the linked customer, design and job records before answering.

One linked job · Alex / Joondalup

Lead CRM

Power bill + switchboard photo received.

Checked

Pylon

Project created. Design brief ready for technical review.

Checked

ServiceM8

No site visit booked yet.

Checked

Linked project and job references keep the answer tied to the same customer.

Slack# installation-opsExample

Jess Installation coordinator

What’s happening with Alex’s Joondalup job?

Installer assistant App

Alex’s job is awaiting a technical site visit.

  • Power bill and switchboard photo: received.
  • Pylon: design brief ready for technical review.
  • ServiceM8: site visit still to be arranged.

Next action: the operations team arranges the visit with Alex.

Lead CRMPylonServiceM8
The status, the blocker and the next action — in one answer.
Continuing Alex’s example · illustrative Slack exchangeSynthetic job data · answers grounded in linked records
ZENIASYour installer clients

The documents arrive.
The job takes shape.

Cassie has Alex’s power bill and switchboard photo. Automations carry that information into the installer’s tools.

L

Lead CRM

Collected by Cassie

Alex · Joondalup

  • Customer and site details captured
  • Power bill received
  • Switchboard photo received

Ready for the installer

P

Pylon

Project created automatically

Alex · Joondalup

  • Customer and site details prefilled
  • Collected documents linked
  • Solar + battery design brief ready

Ready for technical review

S

ServiceM8

Linked job synchronised

Alex · Joondalup

  • Pylon project linked to the job
  • Customer details and documents available
  • Awaiting technical site visit

Next: arrange the site visit

One linked customer record across the workflow. Selected details, document links and job references stay in sync.

Continuing Alex’s example · illustrative automationScoped connections · design stays with your team
ZENIASCase study · Automations

The details arrive.
The team gets on with it.

NG Elec
PylonAccepted design
SystemSolar + battery
ComponentsPanels · inverter · battery
ReferenceExisting linked job
Match.
Enrich.
ServiceM8Existing installation job

Same job.
Better information.

System details carried through

Component information prefilled

No duplicate job created

Ambiguous details stay with a person.
Flag for confirmation. Don’t guess.

Controlled proof · not unattended productionVisual reconstruction · customer details omitted
ZENIASAcross both businesses

The handover is
part of the experience.

The customer shouldn’t have to be the connection between your teams.

Your agency

The relationship.
The sales context.

Customer briefDocumentsAgreed next step

One customer.
Shared understanding.

Job progressMissing informationExceptions

Your installer

The technical work.
The delivery context.

Useful updates, back to the right peopleIllustrative flows · agreed ownership and permissions
ZENIASBuilt around your business

Your way of working.
Made into a tool.

A clear view of the work.
A better way to move it forward.

Agency workspaceIllustrative app

A clear view of the next step.

Sales activity, with the context to act.

Sample data
OpportunityNext actionOwner
Alex · Solar + batteryCall bookedSales team
Jordan · Battery enquiryRequest power billCassie
Sam · Solar enquiryConfirm new timeSales team
Customer context stays beside the action.
Partner workspaceIllustrative app

Ready for your first lead.

A shared checklist for each installer relationship.

Sample data
Service areas and productsConfirmed
Team contacts and ownershipConfirmed
Lead handover requirementsFor review
A repeatable process, with a named owner for every step.
Customer workspaceIllustrative app

Your installation, in view.

The next step, the documents and the right contact.

Sample data
Proposal acceptedSite preparationInstallation
Next step

Confirm access to the installation area.

Your installation team will coordinate the date with you.

Dashboards · Portals · Internal toolsIllustrative interfaces · no live data
ZENIASTailored training

Build the tools.
Keep the know-how.

Help your people do more with AI.
Make what they learn repeatable.

Build something useful.

Claude Code & Codex

Turn a real agency task into an app, automation or agent.

A sales brief.
An onboarding tool.
A reporting workflow.

Make it repeatable.

Shared workflows & playbooks

Learn how to check the output, document the process and maintain the tool.

Reusable instructions.
Business-owned projects.
Recorded walkthroughs.

Let the team own it.

Learning hubs & practical handover

A learning hub your team can return to.

Practise with real work.
Train the next person.
Keep improving together.

So useful knowledge stays with the business, even as the team changes.

For owners, agency teams and installer clientsTailored to your work and starting point
ZENIASBuild your Next.
Your agencyYour installer clients

What could we
build together?

Bring the ideas.
We’ll bring the capability.

AI AssistantsAutomations & integrationsCustom appsTailored training
Zenias · Built with you.Space for your next idea.