Renewable Energy · Case Study
Every Door Knock Is Worth Money. How Do You Build a Solar Field Sales CRM That Tracks Every Lead From First Knock to Installation?
Canvassers capture leads at the door, surveyors close sales in people’s homes, and pay depends on tracking every step accurately. Emvigo built a serverless CRM that runs the whole sales lifecycle in one place, live in six weeks.
Project Overview
One Lead, Two Payouts. The System Had to Get Every Step Right
A UK residential solar sales company sells panel systems to homeowners through three roles. Canvassers knock on doors and book home surveys. Surveyors visit the home, qualify the customer and close the sale. An MCS-certified installation partner then fits the system.
Canvassers are paid twice: once when a lead qualifies, and again when the installation completes. That makes tracking commercial, not administrative. Get it wrong and the company either underpays its field team or pays out on deals that never closed.
Emvigo came in as design and build partner, delivering a secure, mobile-friendly web application for canvassers, surveyors and administrators, built by a lean team and delivered in six weeks.
Project At a Glance
Client
UK Residential Solar Sales Company
Industry
Renewable Energy / Solar PV
United Kingdom
6 weeks to live (Phase 1)
Emvigo’s Role
Design & Build Partner
Technology Stack
- React 19 + TypeScript
- Supabase (PostgreSQL, RLS)
- Google Calendar API
- Tailwind CSS · shadcn/ui
The Challenge
The Field Moves Fast. The Records Had to Keep Up.
Door-to-door solar sales coordinates people on the doorstep, in the customer’s home and in the back office. The platform had to serve all of them without letting a single lead fall through the gaps.
Field Team Perspective
- Canvassers needed to capture customer details, monthly electricity bill and property information on a phone, at the door
- Surveyors needed bookings they can actually make, with no double-booking and travel time between homes.
- Canvassers needed to see their own leads and monthly earnings without chasing the office.
- Everyone needed reminders for callbacks, follow-ups and next-day meetings.
Business & Operational Problems
- Every customer had to move through a clear journey, from door knock to completed installation, with consistent, complete records
- Commission on qualified appointments and completed installations had to be calculated automatically, with a full audit trail.
- Managers needed performance at a glance: surveys booked, qualification and close rates, canvasser results.
- Customer data had to stay secure, with each role seeing only what it needs, in line with UK GDPR obligations
Running a field sales operation where every lead drives pay, profit and follow-up?
Emvigo builds platforms where methodology integrity is structural and not dependent on the person applying it.
Product Strategy
Emvigo’s Strategic Role: Designing Around the Money Trail, Not Just the Pipeline
Emvigo started from a simple observation: in this business, the lead record is also the pay record. The design treated pipeline stages, scheduling, commission and access control as one connected system, with rules enforced where the data lives rather than left to the interface.
A lean team and a serverless architecture kept the build fast and running costs low, with no custom application server to maintain.
The strongest rule is the one the interface can’t bypass. We enforced access and commission logic in the database, so the data stays trustworthy no matter who is using it.
— Emvigo Engineering Team
01
Role-Based by Design
Canvassers, surveyors and administrators each get their own dashboard, view of the data and workflow.
02
Calendar-Aware Scheduling
Booking checks the surveyor’s live Google Calendar within UK business hours and builds in a 30-minute travel buffer.
03
Rules Enforced in the Database
Row-level security means a canvasser can only see leads they created, because the database refuses everything else.
04
Commission You Can Audit
Earnings are calculated, reversed and recorded automatically against a tamper-proof ledger.
05
Lean and Serverless
Business rules live in the database and small serverless functions, keeping costs low as the team grows.
Our Solution
One System. Three Roles. The Full Solar Sales Lifecycle in One Place.
A secure, mobile-friendly serverless CRM connecting canvassers, surveyors and administrators, from the first door knock to a completed installation.
Mobile Lead Capture and 13-Stage Pipeline
Leads are captured on a phone at the door, get a unique reference and move through 13 enforced stages, with every change logged with who and when.
Smart Survey Scheduling
Live Google Calendar checks, a 30-minute travel buffer and automatic sync for reschedules, cancellations and declined invitations.
Qualification and Installation Tracking
Surveyors record qualification after each visit, and a six-stage installation process updates the customer’s overall status automatically.
Automated Canvasser Earnings
£50 credited when a lead qualifies, £500 when the installation completes, with automatic reversal and a tamper-proof ledger.
Dashboards, Reports and Reminders
Role-specific dashboards, conversion reports with CSV export, and daily reminders that flag overdue callbacks and follow-ups.
Secure Access and Built-In Help
Invitation-only Google sign-in, three roles, and a 13-section in-app guide that is also downloadable as a PDF.
Business Outcomes
No Double-Bookings. Automatic Commission. Every Lead Accounted For. Live in Six Weeks.
Surveyors Only Get Bookings They Can Make
Live calendar checks with built-in travel time eliminate double-bookings.
Commission Calculated Automatically
Earnings are calculated, reversed and recorded with a full audit trail behind every payment.
Every Lead Traceable to Completion
Enforced stages, automatic status updates and daily reminders with manager escalation keep follow-ups on track.
Data Protected at Database Level
Role-based access supports UK GDPR obligations, and the system went live in six weeks with roughly three full-time equivalents.
Achievement Unlocked: Results Like These
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