One System Project Flow
Dockit manages your projects — an enquiry becomes a project in motion without any conversation — lead, quote, deposit, document request, crew assigned, site survey details, photos, automated updates to your customer, grant forms checked before submission, automated review and referral requests.
Each customer journey is carefully managed through a dedicated customer portal — clear communication at every stage for every customer.
The automation is built in, so each step sets up the next and notifies your team — nothing waits on somebody remembering to do it.
Your team members have instant visibility of the steps they need to take with their assigned customers at all times. Your customers have instant visibility of their project stage, plus ability to ask a question within their own project portal at any time.
Solar, heat pump, insulation, windows — pick your trade below and we’ll show you.
Which of these is your trade?
This is Dockit
Communication built in, and every stage of the job flowing through one simple system.
Projects on a whiteboard or in someone’s head
Every project, every stage, visible to everyone at all times — on their phone, tablet, laptop or PC. Installation teams have the project materials list in their hand.
Photos scroll away in a WhatsApp group by Thursday
Photos taken within each customer profile, visible to everyone at every stage along with the survey notes. Customers can upload more photos if needed.
“I’ll find out and ring you back”
Every customer has a portal with all their project information — quote, installation date and time window, invoice and more. A ticket routes their question to the right department.
Somebody must remember to organise and chase the BER assessor
A project moves to “installed” and the area’s BER assessor is automatically invited to schedule through the customer portal. The assessor marks it complete before an invoice is paid — no phone calls, no chasing.
The SEAI Letter of Offer quietly runs down and the grant is lost
Every grant timeline is counted down and flagged at 60, 30 and 7 days, so you never miss a grant deadline again.
An SEAI grant claim is returned unprocessed and nobody knows what the issue is
Every SEAI grant claim is automatically checked before submission — if it isn’t completed correctly, it won’t upload to the SEAI portal.
The problem
For daily operations, most Solar PV businesses rely on a mix of spreadsheets, emails, folders and WhatsApp messages, with many touch points required per customer.
Some businesses also use expensive CRM systems designed to be a universal solution — but still requiring a mix of spreadsheets, emails, folders and WhatsApp messages, with many more touch points per customer.
We have seen daily chaos and firefighting as teams frantically work phones, emails and messages, on top of many manual processes — it is time consuming and stressful.
The solution
Dockit simplifies and streamlines your company processes and the customer journey in one system.
Communication is built in, and the automated system flows through each stage of your process — an intuitive, simple to use system. Dockit connects your teams and keeps your customers fully informed, allowing you to get on with the job at hand.
Go with the flow
Enquiry — Project — Referral
Automated — where it makes sense!
Enquiry — customer website enquiry — lead automatically assigned to a team member — the customer is told who will phone them the next business day — 24/7, 365 days.
Site survey
Discovery — During your initial phone conversation, a Site Survey and Consultation is scheduled on the system.
Lead & quote — Assembled on Open Solar within the system and delivered via the customer portal for viewing, comment and download.
Quote accepted
The Next Steps issued
Customer portal · M. Byrne
Accepted — The Next Steps are issued to the customer.
Customer portal · M. Byrne
Next steps — Accepting sets up what comes next — no one has to remember to.
Scheduled — Now it’s a job on the board, with a date and a crew.
9 of 9 photos on file
Roof check · 6-point checklist done
Installation — The crew works from their phone; photos land on the job.
BER assessor invited
Books through the customer portal
BER cert on file · Job No. 2418
BER assessment — The job moves to installed and the area’s BER assessor is invited automatically — they schedule through the customer portal and mark it complete before an invoice is paid. No phone calls, no chasing.
Complete
Grant claim ready · review armed
Job No. 2418
Completed — Signed off, grant claim checked — and the review armed, or held if the day went sideways.
Review request sent
And a nudge to refer a neighbour
Sent to M. Byrne · your call whether it goes
Review & referral — On completion, a review and a referral ask go to the customer — unless you held it.
An informed customer is a happy customer
It allows your customers the visibility and peace of mind needed to relax and let you get on with the job.
It gives your sales team an edge over competitors who are not using our platform because they get to show prospects your dedicated Customer Portal.
Every important milestone and scheduled meeting is visible to the customer in real time.
A customer has a question, needs to make a change to an order or reschedule an appointment. No problem. Instead of phone calls, text messages and emails, customers can raise a ticket 24/7 by speaking to their portal, which is sent in text and voice directly to the correct department to be actioned on the next working day. This feature alone will save your teams many hours per week.
The cost: the investment will be a fraction of the savings
Bear with us please — we are still setting prices, and we’d rather say that than make a number up.
What we can say: the cost will be a fraction of the savings you will make — unless you are already a super efficient customer service rockstar with a lead list longer than several scrolls of your screen…? In which case you don’t actually need us!
The base — where every installer starts
The whole platform — enquiry forms, the solar calculator, the job board, quotes, crew scheduling, photos from site, automatic customer updates and the customer portal — plus your grant deadlines and a check that every claim is complete before you send it.
Price to be confirmed
Talk to usFor a company doing everything
Everything in the base, with every trade included — solar, heat pumps, EV chargers, windows and doors, insulation — instead of adding them one at a time.
Price to be confirmed
Talk to usTrades sit on top of any plan — Solar PV, heat pumps, EV chargers, windows & doors, insulation. One is included with your plan; add the rest as you take them on.
Early adopters programme
1 place
4 places
5 places