| A spreadsheet or a generic CRM for leads | Leads, a deals pipeline, follow-ups, a shared calendar and email, with new enquiries from the estimator |
| PVsyst or Helioscope for yield | Hour-by-hour simulation, P50–P99, loss waterfall, in the same tool as the layout |
| A CAD or drawing tool for the roof | Roof, ground array and carport drawn to scale on the map, obstructions included |
| Excel for strings, cables and the BoQ | String and MPPT checks at cold and hot extremes, cable and protection sizing, a priced BoQ from a live catalogue |
| Word or PowerPoint for the proposal | A branded techno-commercial offer, project report and slides, generated from the approved design |
| Spreadsheets and WhatsApp for delivery | Milestones, purchase orders, a task board, timesheets, snags, commissioning checks, customer invoices and handover |