Customers & projects
Record inquiries or import sold projects. Keep the site, quote and agreed scope together.
For solar installers
Every roof.
A clear next step.
Bring projects, documents and installation crews together. With a voice agent that finds open issues and workflows that follow up before installation.
Use the appJust askAutomate
Demo & pilot · agree the right scope together
Heliotakt / ProjectWeber · Solar installation
Installation preparation
Agreed scopeMaterials listMeter-cabinet evidence
“Which installations are still blocked? Open Weber and show me what is missing.”
THE FOUNDATION
One record.
Everything connected.
From a sold project to a documented handover, keep responsibilities, evidence and open issues in the same record.
Readiness & installation
Request missing documents, review evidence and coordinate materials, dates and responsibilities.
Handover & billing
Document work and technical approvals. Keep invoices and recorded payments traceable within the project.
EXAMPLE / ProjectWeber · Solar installation
Installation preparationRoof & electrical crew12 Lindenweg
01Inquiry & roof
02Planning & quote
03Materials & installation
04Handover & service
THE AGENT AT WORK
Say what you need.
Keep working in the app.
Voice, text and manual controls use the same records. The agent reads the context, finds open issues and takes you to the right place.
YOUR SPOKEN REQUEST
“Which installations are still blocked? Open Weber and show me what is missing.”
Weber is missing reviewed meter-cabinet evidence. The responsible person and deadline are linked to the project.
RECORD OPENED
Weber · Solar installation
Agreed scope
Materials list
Meter-cabinet evidenceReview pending
View evidence and responsible personWORKFLOWS
The event happens.
Your agent gets to work.
Choose an event, deadline or schedule. Describe the job in your own words. The agent checks the current state and continues in the background.
01 / WHEN
Evidence is submitted.
YOUR INSTRUCTIONS
“Read the new evidence and its requirement. Prepare a review task for the responsible specialist. Do not invent a technical approval.”
Evidence + specialist review task
02 / WHEN
Installation is approaching.
YOUR INSTRUCTIONS
“Before the current installation date, check documents and materials. List blockers and prepare missing tasks. Check existing tasks first.”
Blockers on the right project
03 / WHEN
A document deadline passes.
YOUR INSTRUCTIONS
“Check what is still missing and who is responsible. Prepare a follow-up with the relevant upload option. Send only after approval.”
A specific follow-up for approval
Set approvals
Messages, financial changes and deletions are presented for your review before execution.
Follow the results
Review why a run started and what it actually did.
Change or pause
You control instructions and execution. Your permissions apply here too.
Heliotakt coordinates operations. Electrical and structural design, grid-operator approvals and technical assessments remain with qualified people. Integrations and end-to-end agent workflows are agreed in the pilot.
THE NEXT STEP
Right for your business?
Let’s find out.
Bring three workflows from your day. We will show you the relevant capabilities and agree a useful pilot scope.
Heliotakt / DEMO & PILOT
Your team. Your workflows.
We discuss setup, integrations and special requirements together. You receive an offer for the agreed scope.
Choose a demo time30 minutes · in the calendar belowHELIOTAKT · YOUR CONVERSATION
Let’s look at your working day.
Choose a time and tell us what is on your mind. We will work through the rest together.Your next available appointment.
30 minutes for your workflows — personally with Youssef Hanna.