info@onlincer.com Las Vegas, NV · Serving businesses across the USA
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Workflow Automation Connects Sales, Permits and Install Scheduling

A solar installer · San Antonio, TX · Engagement: 4 weeks

Workflow Automation Connects Sales, Permits and Install SchedulingConstruction & Home Services
-12 hrsweekly coordination
-6 dayssale-to-install time
+customer satisfaction

The Client

A solar installer, based in San Antonio, TX, operating in the construction & home services sector.

The Challenge

Handoffs between sales, permitting and installation were manual.

Our Solution

  • n8n workflows between CRM, project tool and email
  • Automatic task creation by stage
  • Customer status emails
  • Error alerts

The Results

  • -12 hrs weekly coordination
  • -6 days sale-to-install time
  • + customer satisfaction

Services Used

Business Process Automation · AI Automation

Client identity withheld. This anonymized case study is an illustrative example of our approach; figures are examples and results vary by business, market and budget.