Case study · Renewables & Solar
UK Solar Installer: AI Quote & Sales Pipeline Workflow
A single estimator was bottlenecking the entire business. Quotes took five to seven days while competitors quoted same-day. We rebuilt the workflow around a configurable pricing engine.
Overview
A UK solar and battery installer with a strong reputation but a quoting bottleneck. The estimator was working evenings and weekends, and customers were drifting to faster competitors before the quote even arrived.
The operational problem
Quotes were being produced in a long-form PDF by a single estimator who became the bottleneck for the entire business. Customers waited 5 to 7 days for a quote.
Close rate had drifted to around 22 percent, well below the team’s historical baseline. The estimator was working evenings and weekends to keep up and was considering leaving.
What Calon AI built
Calon AI built a guided quoting workflow that captures the customer brief once at first contact, generates a fully costed proposal against a configurable pricing engine, and delivers it to the customer within hours.
Live margin floors and director-approval thresholds keep pricing disciplined. The estimator’s role shifted from producing quotes to reviewing edge cases.
Results
- Quote turnaround reduced from 5 to 7 days to same-day for standard configurations
- Close rate uplift of an estimated 6 to 8 percentage points
- Estimator workload reduced from 5+ extra hours per week to zero
- Pricing decisions now traceable, auditable and consistent
- Pipeline visibility moved from spreadsheet to live dashboard
“My estimator was about to quit and we were losing deals to slower companies that just happened to quote first. Now we quote same-day with proper margin discipline and our close rate is back where it should be.”
UK Solar Installer