Product · CRM for Installer Businesses

Run your solar & battery business on Waveform.

Waveform is the CRM WAVhz builds for installer teams — add customers, design systems, generate instant quotes, and track every job from first enquiry to switch-on. It's built for your business, not your homeowners.

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waveform.wavhz.com/customers
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J. Whitfield
07•• ••• ••• · CV3 2••
Appointment Booked
A. Devine
07•• ••• ••• · BT28 ••
Quote Sent
R. Osei
07•• ••• ••• · BT12 ••
Contracted
M. Ferris
07•• ••• ••• · CV23 ••
Lead
Who it's for

Built for your team. Simple for your customers.

Waveform is a B2B tool — your sales, survey, and install team use it every day. Your customers never log in; they just get a fast, accurate quote.

Your team, in Waveform

Sales, survey & install staff

  • Add customers and manage every lead
  • Design systems and generate quotes
  • Send quotes and track their status
  • Move jobs through your pipeline to completion
Your customer's experience

Homeowners & end customers

  • Receive a fast, tailored quote
  • Review and sign proposals sent to them
  • No account, login, or app required
  • Your team stays the single point of contact
Flagship Feature

Design the real roof — not a rectangle

The panel dropper is a full satellite-based system designer built into every quote. Draw the actual roof, drop real panel SKUs, exclude chimneys and vents, and spin it round in 3D — before you've left the driveway.

waveform.wavhz.com/quotes/panel-dropper
Top-down LiDAR elevation view in the Waveform panel dropper, showing a multi-wing roof with panel zones drawn in cyan and the building boundary in orange
◆
Hipped roof ▾
285 panels · 6 zones
Auto-placed, Smart Align on
Layers
Building Boundary 1
Google DSM 1H90%
Panel Zone 1285p
No Panel Zone 10
285 panels
  • 🏠
    13 roof-shape presetsFlat, hipped, gabled, mansard, butterfly, compound and more — matched to the real building, not a generic box.
  • 🛰️
    Three real elevation sourcesDefra, Google, and BlueSky LiDAR data compute each roof's actual pitch and orientation, pixel by pixel — not a flat assumption.
  • ✂️
    Draw exclusion zonesMark chimneys, vents, and skylights so panels are placed around them automatically.
  • 🧩
    Auto-place or manual dropFill a roof zone instantly with smart alignment and spacing, then fine-tune panel by panel.
  • 🔆
    Photoreal 3D roof viewOrbit a true-to-life reconstruction of the roof, switch between aerial imagery and a LiDAR elevation view, with dynamic shadows as the sun moves.
  • 📊
    Bankable generation numbersAnnual and monthly yield sourced from PVGIS, the EU's independent solar irradiance dataset — not an in-house guess.
  • 🏷️
    Real panel catalogSized, wattage-rated, and priced by manufacturer — not a placeholder figure.
waveform.wavhz.com/quotes/panel-dropper · 3D view
3D reconstruction of a multi-wing roof in the Waveform panel dropper, with solar panels placed across every roof plane
◆
CAMERA🛰 RGB⟲ orbit
☀ SUNAfternoon ▶
285 panels · 6 zones
Multi-wing roof, auto-fitted

A real 3D reconstruction from the panel dropper — orbit the actual roof mesh, built from Defra, Google, and BlueSky elevation data. Toggle to a LiDAR elevation view any time to check the model, not just the photo.

Workflow

How Waveform works

Every job follows the same guided path — from the first phone call to a completed install — so nothing falls through the cracks.

1

Add the customer

Capture contact details, lead source, and assign a salesperson the moment an enquiry comes in.

2

Map the address & site

Attach the property, log survey findings, and record roof structure and shading details.

3

Design the system

Place panels on the roof, choose a battery, and add extras like an EV charger or backup power.

4

Get a generation estimate

Waveform calculates expected generation and savings instantly, based on the site and current tariff.

5

Create & send the quote

Turn the design into a branded, presentation-ready quote and send it straight to the customer.

6

Track the status

Watch the job move through your pipeline — quote sent, contracted, installation booked, complete.

Inside Waveform

Every screen your team needs

A look at the core workflows — customer management, system design, and pipeline tracking — all in one product.

Jobs

Track every job to close

Each job moves through a clear pipeline — New Lead, Quote Sent, Contracted, Installation Booked, Job Complete — so your whole team knows exactly where things stand and what happens next.

waveform.wavhz.com/jobs
Job Pipeline
✓
New Lead
✓
Quote Sent
●
Contracted
○
Install Booked
○
Complete
T. Marsh
CV3 2•• · Sales: L. Byrne
Contracted
H. Doyle
BT12 •• · Sales: S. Patel
Quote Sent
S. Okafor
BT28 •• · Sales: L. Byrne
Install Booked
Quotes

From roof design to number, instantly

Once the roof is designed, pick a battery and add extras — Waveform turns the panel layout straight into a generation estimate and projected savings, with no spreadsheet in between.

waveform.wavhz.com/quotes/new
System & Quote Builder
14 × 440W
11.6 kWh
South-facing
£612/yr
Projected savings vs. current tariff
Reporting

See the whole pipeline at a glance

A live KPI dashboard shows total jobs, conversion rate, and monthly activity — so managers can spot bottlenecks without chasing updates.

waveform.wavhz.com/kpi-dashboard
KPI Dashboard
24
TOTAL JOBS
38%
CONVERSION
£9.4k
AVG QUOTE
6
INSTALLS/MO
Under the hood

Runs your whole operation

Beyond quotes and pipeline tracking, Waveform configures to how your business actually works.

🧩

Configurable Workflows

Define your own pipeline stages and the checklist gates a job must clear before it moves to the next step.

👥

Roles & Permissions

Give sales, surveyors, installers, and admins exactly the access they need — nothing more.

💷

Pricing & Tariff Engine

Keep your price book and local tariff rates current, so every quote and savings figure stays accurate.

🔗

Finance Integrations

Connect a finance partner so customers can get a real-time decision without leaving the quote.

🖼️

Document & Photo Storage

Survey photos, signed contracts, and handover packs attach straight to the job record.

📜

Full Audit Trail

Every status change and edit is logged automatically, so nothing gets lost between handoffs.

Data & Access

Built to be trusted with your book of business

Every customer record, survey, and quote in Waveform is protected the same way — not bolted on as an afterthought.

🔒

Secure Cloud Hosting

Built on enterprise-grade cloud infrastructure, with UK & EU data residency for customers who need it.

🔑

Role-Based Access

Sales, surveyor, installer, and admin accounts each see only what their role needs.

🗺️

Scoped by Region or Team

Restrict visibility further than role alone — down to a region or team when your business needs it.

📜

Full Audit Trail

Every status change and edit is logged automatically, with who made it and when.

Why switch

From spreadsheets to a single system

Most installer teams are already doing this work — just spread across screenshots, spreadsheets, and someone's inbox.

Without Waveform

Scattered across tools

  • Roof size guessed from a Google Maps screenshot
  • Tariff comparisons done by hand, per customer
  • Quotes built in a spreadsheet, easy to mistype
  • No single view of where each job actually stands
  • Survey notes live in someone's inbox or notebook
With Waveform

One system, one record

  • Roof measured from real satellite and LiDAR elevation data
  • Tariff comparison pulled from a live rate book
  • Quotes generated straight from the system design
  • Every job visible in one pipeline, for the whole team
  • Survey findings attached directly to the job record
FAQ

Questions installer teams ask

Does Waveform replace our CRM?

Yes — it's built to be the CRM your sales, survey, and install team work from every day, not a bolt-on tool that sits alongside your existing system.

Is our customer data secure?

Data is hosted on secure cloud infrastructure with UK & EU data residency available, every account is scoped to a role, and every change to a job is logged in a full audit trail — see the "Data & Access" section above.

Can we use our own pricing and tariff rates?

Yes. Keep your own price book and local tariff rate book up to date inside Waveform, so every quote and savings figure reflects your business, not a generic estimate.

Do our surveyors and installers need separate logins?

Yes — each team member gets their own role-scoped account (sales, surveyor, installer, admin, accounts), so they only see what's relevant to their job.

What if we already have jobs in a spreadsheet?

Bring your existing customer list and current jobs to a demo, and we'll walk through getting them into Waveform as part of getting your team set up.

Does it handle cash, finance, and part-finance customers?

Yes — Waveform tracks the payment route per job and can connect to a finance partner so customers get a real-time decision without leaving the quote.

See Waveform on your own book of business

Bring a handful of real jobs and we'll walk your team through the full quote-to-close workflow.

Book a Demo