From site survey to switch-on, one system
Solar sales lives on the road: surveys, quotes, callbacks and installs. HELM plans the territory, preps every appointment, and keeps each deal moving until the panels are on the roof.
Free plan, no card. Trials up to 30 days.
Works alongside what you already run
Built for renewable energy teams using these tools. HELM works alongside your design and monitoring software, it does not replace it.
Tools marked live are connected integrations you can use today. Everything else is reachable through HELM Connect, our integration layer over Composio and MCP, as connectors roll out to workspaces.
HELM adapts to what you sell
Tell HELM you sell solar and the workspace adapts. Leads become site surveys, deals become installs, and the map becomes your territory.
- SurveysSite surveys booked, routed and prepped.
- QuotesProposals staged and chased until answered.
- InstallsWon deals tracked through scheduling to switch-on.
- TerritoryYour patch mapped with routes, callbacks and area intelligence.
A working day in solar
What HELM is doing around you, hour by hour. Every entry maps to a real engine: the planner, follow-ups, the forecast, the daily review.
- 08:00HELM routes today's surveys and callbacks together
- 09:00First site survey, prepped with the property brief
- 11:30Quote chase drafted for last week's survey
- 13:30Doorstep lead captured by voice between stops
- 16:00Install scheduled; revenue forecast updates
- 18:00Daily review: surveys done, quotes out, tomorrow routed
Workflows that run themselves
Evidence in, explainable draft out, and nothing ships without your approval.
A survey becomes an install
- 1Survey booked from the doorstep
- 2HELM preps the property brief
- 3Quote issued and staged
- 4Chase drafted when it stalls
- 5Install scheduled, forecast updates
A day on the road plans itself
- 1HELM reads the diary and the patch
- 2Callbacks and surveys routed together
- 3Every stop gets a prep brief
- 4Outcomes logged by voice
Specialist agents on your patch
The same fourteen-agent crew behind every HELM workspace, put to work on your industry.
- Route AgentSurvey and callback runs planned around geography.
- Sales CommanderWhich quote to chase and which install closes this month.
- Follow Up AgentQuote chases that never lapse.
- Forecasting AgentInstall revenue projected by month.
Keep your tools. Take the helm.
Connect what you already use, tell HELM what you sell, and your workspace speaks your language from day one.
Start Free TrialBuilt for professionals using these tools. Product names and marks belong to their owners. A listing means HELM is designed to work alongside that tool, not that a partnership or endorsement exists.