Fix one paperwork bottleneck in two weeks.
Paid pilot for solar installers. We map where your team re-enters the same data across proposals, permits, and interconnection forms — then ship a working fix for the highest-friction step.
The problem
You have a CRM, design tool, and permit templates. Work still piles up:
- Proposal data copied manually from design software into quotes
- Permit packets need the same site info formatted differently per AHJ
- Interconnection forms repeat fields you already captured
- Two people become bottlenecks; errors slow installs
You don't need another dashboard. You need fewer hours on repetitive documents.
The pilot
- Who
- Ops or sales leaders at installers doing ~50–500 jobs/year
- Duration
- 2 weeks, fixed scope, fixed fee
- Goal
- Remove measurable time from one workflow
- Stack
- Your existing tools — OpenSolar, Aurora, HubSpot, Drive, etc.
Implementation, not a strategy deck.
Week by week
Week 1 — Pick the target. Interviews with the people doing the work. Document one workflow (e.g. sold job → permit packet, or design export → proposal). Agree on the single costliest step.
Week 2 — Build and hand off. Working deliverable: automated doc generation, form pre-fill, standardized templates, or a lightweight integration. Documentation and 30-min handoff included.
Typical outcomes
- Permit/interconnection packets built from one source instead of copy-paste
- Proposal PDFs generated from CRM or design exports
- AHJ checklists that pre-fill known site fields
Scope confirmed on the scoping call.
Not included: CRM replacement, "AI transformation," legal or engineering sign-off.
About Rozitis: Andre Rozitis — product and automation for ops teams, not slide decks.
FAQ
- Team time required?
- ~2–3 hrs week 1, ~1 hr week 2.
- Change our software?
- No. Built around what you use today.
- After the pilot?
- You keep everything. Follow-on scope optional.
Confirm your workflow, pilot fit, fixed fee, and start date.