One Platform for All Your Solar Business Needs

Boost Your Solar Business Efficiency with Helios

Bring together all key operations—lead management, design, contracts, financials—in a single AI-powered platform that simplifies and accelerates your business.

Frustrated with Your Solar Organization Using Multiple Tools for Each Department Like This?

Lead Generation & Sales

Identifying potential customers, managing sales leads, and communicating with clients to provide quotes.

Active Knocker and similar tools may be used for recording customer information, calculating quotes, and managing sales leads.

Conducting site surveys to determine the suitability of roofs or sites for solar panel installation and designing the system based on measurement data.

Aurora Solar and other similar design tools may be used.

The onsite construction team installs the solar system according to the design, while the project manager ensures timely completion of each project phase.

Monday.com and other comparable project management tools may be used.

Managing financial aspects, including collections, payments, invoice handling, and financial reporting.

QuickBooks and similar accounting platforms may be used.

What This Causes？

  • Data Fragmentation

Separate platforms at each stage make it hard to unify and share information smoothly.

  • High Costs

Multiple platforms increase costs with separate software subscriptions.

  • Efficiency Issues

Disconnected tools slow down workflows and raise the risk of errors from manual data handling.

  • Scalability Problems

Managing numerous platforms becomes increasingly difficult as your business grows, limiting long-term scalability.

Helios is the solution your solar business has been waiting for!

Explore Key Features of Helios

Managing a solar business doesn’t have to be complicated. Helios simplifies your workflow by unifying everything into a single platform.

Know About Helios
All-in-One Company Workspace
A unified platform that integrates all the essential software solar businesses need. Each department has its own workspace interface, equipped with all the components required, facilitating seamless communication and collaboration across the company.
Automated Quote Generator
Employees can easily generate accurate quotes by selecting various parameters, with the system automatically calculating the final price.
Contract and Invoice Generation
Streamlines the creation of contracts and invoices, reducing manual work and ensuring consistency.
AI Error Detection & Accuracy Checks
Utilizes AI to detect errors in quotes and contracts, ensuring high accuracy and minimizing costly mistakes.
Customizable Subscription Model
Offers flexible billing options tailored to usage, allowing companies to adapt as they grow without incurring unnecessary costs.

Allowing it to detect discrepancies by comparing new data against learned patterns.

AI is trained with verified "good" Customer Profiles

How Helios Works?

When administrators log into Helios for the first time, Helios asks for key department-specific information. This data is stored in the Customer Profile and used for automated calculations, such as determining how many orders the organization needs to place for their customers. The Customer Profile acts as the brain of Helios, storing critical company data and calculating outcomes based on different variables. Administrators can view, modify, and add to the Customer Profile as needed.

e.g. Active Knocker, Aurora, Quickbooks, Stripe

Integrated with various Thrid-Party Tool for a seamless workflow

Unified Business Solution

Helios brings together sales, design, contracts, and financial management into a single platform, simplifying operations and removing the need for juggling multiple tools.

Higher Efficiency and Accuracy

Helios maximizes productivity by automating tasks like quote generation. Its AI ensures quotes are accurate, reducing time spent on calculations and communication.

Cost-Efficient & Scalable

Helios uses a flexible quote-based subscription model, helping companies reduce costs by paying for usage, not users. It boosts efficiency by streamlining processes.

Real-Time Insights & Smart Recommendations

Helios provides real-time data tracking and AI-powered insights to help companies make smarter, faster decisions that improve business performance.

What Helios Can Bring to Your Solar Business

Explore the powerful features and benefits that streamline operations, enhance efficiency, and simplify every step of your workflow.

Optimize Every Step of Your Solar Business with Specialized Workspaces

Sales

The Sales workspace in Helios empowers teams to manage client interactions, pricing, and commissions. Sales managers have approval authority for pricing adjustments and commission updates. The workspace also handles quotes, tax rebates, contracts, and customer information, ensuring smooth project flow.

Office

The Office workspace centralizes billing, payments  and customer service. Financial managers track collections and approvals, while designers access project details to create accurate designs without modifying pricing or products.

Install

The Installation workspace allows install supervisors to oversee product pricing, system designs, permits, and site inspections. With approval power for key decisions, managers ensure projects are on track and installations are completed accurately and on time.

Our Two Proposed Subscription Models

Helios CloudCore

This fully hosted cloud-based solution offers seamless integration, real-time updates, and on-demand scalability. Users can access the Helios platform from anywhere, benefiting from continuous support, automated backups, and the latest software features. Ideal for companies seeking a centralized, maintenance-free solution.

Helios EdgeSync

This standalone version of Helios is designed for independent deployment, giving companies the flexibility to run the platform on their own infrastructure. It includes cloud backup capabilities, ensuring critical data is secure while allowing for local data processing. This model offers the reliability of local operation with the safety net of cloud-based backups, suitable for companies needing more control over data handling.

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Your feedback is invaluable to us during the development phase

Please let us know what software features you’d like to see integrated into Helios and any additional functionalities you think would benefit your workflow.