Our Work

EstablishScale

Site Inspection Portal

Confidential · Solar & Battery Installation

A growing solar installer was running site inspections on paper. We built a mobile app that connects HubSpot, Drive, and a phone camera — so the inspection is done before the installer leaves the driveway, and the office sees it instantly.

At a glance

BeforeAfter
Inspection to quote turnaround2–4 daysSame day
Admin time per inspection~90 minutes0
Photo-to-form matching errorsRegularEliminated
Customer-facing outputInternal photos + notesBranded PDF
HubSpot updatedManually, often delayedAutomatically on submit

The numbers

$35–40ksaved per year in admin cost (0.5 FTE redirected)
225 hrsof admin time returned to the business per year
2–4 daysshaved off every quote cycle

The Challenge

The installer filled out a checklist on site, took photos on their phone, and uploaded everything to Google Drive separately. Back at the office, someone had to match the photos to the form, re-key the information into the system, and manually assemble a report before a quote could go out.

It worked. But it was slow, error-prone, and entirely dependent on admin time. The business was spending approximately 90 minutes of admin time per inspection — around 6 hours per week — just to get a quote ready to send.

What We Did

We built a mobile-first web app the installer opens on their phone the moment they arrive on site. The installer selects the job directly from HubSpot — no copying customer details by hand. Photos and videos are captured per question and uploaded straight from the phone to the deal's Google Drive folder.

On submit: a branded PDF report is generated combining answers and photos in the correct order, dropped into Drive, and the HubSpot deal flips to "Site Inspection: Done" automatically. No re-keying. No admin assembly. No waiting.

The Outcome

Inspection to quote turnaround dropped from 2–4 days to the same day. Admin time per inspection went from ~90 minutes to zero. The business freed up approximately 225 hours of admin time per year — work that was previously a bottleneck between site visit and revenue.

Estimated saving: $35,000–$40,000 per year in admin cost (0.5 FTE previously dedicated to inspection processing). Volume can now scale without adding headcount.

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