Homeowners upload photos or PDFs of their electricity bills through the website or WhatsApp. AI reads consumption, tariff and connection size, a sizing sheet designs the system, and a sales rep checks the branded PDF proposal before it goes out within the hour.
Typical results
≈10 hrs/wk
Sales time saved on data entry and proposals
≈90%
Of bills read without manual correction
24/7
Bill uploads accepted on web and WhatsApp
Figures reflect typical results for this kind of automation.
The challenge
Rooftop solar leads usually start with a phone call where the homeowner is asked for consumption figures they do not know. The sales team waits for bill copies, types the numbers into a spreadsheet and builds each proposal by hand, so a quote takes about three days and interest cools while it is prepared.
Before and after
Hours from first contact to proposal sent
−99%Minutes of manual work per proposal
−89%The automation
A homeowner uploads photos or PDFs of their last electricity bills through the website form or WhatsApp. AI reads annual consumption, tariff and connection size from each bill, and a sizing sheet calculates panel count, inverter size, roof area needed and expected yearly yield. A branded PDF proposal with monthly savings and payback period is generated, checked by a sales rep and sent within the hour, and the lead is logged in the CRM with the extracted figures.
How it works
- 01
Bills uploaded
The homeowner sends photos or PDFs of the last electricity bills through the website form or the WhatsApp number.
- 02
AI reads each bill
AI extracts annual consumption, tariff, connection size and billing period. Blurry or partial bills trigger a request for a clearer photo.
- 03
System sized in the sheet
A sizing sheet calculates panel count, inverter size, roof area needed and expected yearly yield from the extracted figures.
- 04
Proposal PDF generated
A branded proposal with system size, price, monthly savings and payback period is built from a template, checked by a sales rep and sent to the homeowner.
- 05
Lead logged in the CRM
The CRM lead gets the bill figures and the proposal. Systems above the residential size limit are flagged for a full design review before any price goes out.
Starts from
- Bill photos and PDFs
- Website upload form
- WhatsApp uploads
Delivers
- Branded proposal PDF
- CRM lead with bill figures
- Large systems flagged
The impact
Homeowners get a sized, priced proposal in about an hour during working hours instead of waiting three days. Sales staff save around ten hours a week of retyping and proposal building, and every CRM lead carries the consumption data the designer needs for the final roof survey.
Questions about this automation
What if the bill photo is unclear or covers only one month?
If AI cannot read a field with confidence, the homeowner gets a message asking for a clearer photo of that page. When only one or two months are available, the sizing sheet estimates annual use from seasonal factors, and the proposal marks the figures as estimated until more bills arrive.
Does the proposal replace a site survey?
No. It gives the homeowner a realistic system size, price and payback period up front. The final design still follows a roof survey that checks orientation, shading and structure, and the CRM lead already holds the consumption data the designer needs for that visit.
Which sizing and pricing rules does it use?
Your own. The current sizing rules, panel and inverter options and price list go into a spreadsheet, and the proposal uses a template with your branding. This is a multi-step build, usually rolled out in stages, starting with bill reading and the sizing sheet before proposals go out.