A chatbot is not an ops map.Energy Ops Audit.
Map lead → quote → job card → invoice first. Interviews with the people who do the work. Then the build order. Not a bot on a messy quote.
DAIS is a paid ops diagnostic, then purpose-built systems on the stack you already run. Led by George Fotopoulos: 30+ years in Australian energy, retail and marketing.
- Enquiry in one tool, quote in another, job in a third, rebate folder on someone’s desktop
- Installer WhatsApp is the real schedule
- CES / VBA / VEU / ESS filled in after the truck is back
- After-hours leads sitting until Monday
- A fifth login that still needs a human to tell the truth between systems
If the office still asks “where’s that job?” and the honest answer is three screens and a phone call, buying software is not the first move.
01
Energy Ops Audit
Paid front door. We map lead → quote → schedule → install → rebate / invoice. Your hours and rates on the waste. Where not to use AI. Then the build order.
02
Lead systems
Enquiry answered and qualified in minutes — nights and weekends included. Sits on the CRM you already have. No lead waits until Monday because the office is empty.
03
AI ops
Quoting, scheduling, and scheme paperwork off the retype loop — CES, VBA, STC, VEU, ESS named in the map, not as a feature list we pretend to ship on day one.
04
Strategy & implementation
We build what the map ranked. Skills and automations your team runs. You own the files. Not a slide deck, not another subscription you cannot cancel.
“A CRM is a filing cabinet with a map view. If quote, truck and rebate still disagree, you cannot subscribe your way out. Map the waste first.”
Lead to invoice · circuit view
- Enquiry
- Qualify
- Quote
- Rebate
- Install
- Invoice
handled by your systemyour crew — rebate & roof
One record. The job travels as a signal.Six stops from enquiry to invoice.Your crew takes the stops that count — the rebate and the roof.DAIS — one trace, no breaks.
The stack you already pay for
We sit on the tools you already use.
No fifth login. The job stays in the CRM, the ads account, and the ops tools the crew already runs.
Phase 1
Audit
Interviews with the people who actually quote, dispatch, and invoice. Process map + opportunity table in your numbers. You keep the pack.
Phase 2
Roadmap
First, second, never. Costed. Nothing built that does not earn its place — including “buy another energy CRM.”
Phase 3
Build
Only after the map. On Simpro, ServiceM8, Xero, the field app you already paid for — or a purpose-built layer if the map says the current stack cannot do the job.
Front door · Energy Ops
Energy Ops AI Readiness Audit — A$5,900 ex GST
10–15 business days after interviews. 50% kickoff, 50% delivery. If we do not identify at least A$5,900 of annual recoverable opportunity from numbers you confirm, 100% of the audit fee credits to the first implementation sprint within 90 days. That is a fee credit, not a promise you will save a fixed amount.