We implement smart CRM systems and automation workflows so your sales team can focus on selling—not chasing paperwork or missed calls.
We design clean, professional, easy-to-use quoting templates that help your team present the right solution, every time. Bundle install options, show financing, and close faster with a quoting system built for how you sell.
From install scheduling to service calls, we help you streamline your operations with real-time scheduling, technician tracking, and job documentation tools.
You don’t need a full-time admin to follow up. You need a system. Our CRM and sales automation setup turns lost leads into booked appointments, with less manual effort from your team.
From the moment a lead hits your site to the final contract signature, we help you automate the right steps so nothing slips through the cracks.
GET STARTEDWe implement and customize HubSpot to fit your sales process so reps see what matters and follow-up becomes second nature.
Automated sequences that feel human. Reach out to leads at the perfect time, every time.
Track quotes, appointments, follow-up tasks, and close rates in one place. Real-time visibility for reps and leadership.
Connect your contact forms and website to your CRM so every lead flows into your pipeline automatically.
Your team gets live, one-on-one training to master the tools. No confusing software, just real sales support.
LEARN MORESales teams shouldn’t be digging through spreadsheets or hand-writing estimates at the kitchen table. With our in-field quoting setup, your reps can generate clean, professional quotes in under 2 minutes, right from their tablet.
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Branded, professional quotes tailored to your products, services, and pricing - designed to look clean, clear, and confident in front of the customer.
Bundle installs with service plans, surge protection, transfer switches, and more. Offer monthly payment options to boost close rates without lowering your price.
Send, sign, and share quotes on the spot. No printing. No delays. Just fast, easy approval while the customer is still engaged.
Attach job site photos, sketches, or important notes directly to each quote - perfect for planning installs and ensuring clean communication with your team.
Push quotes directly into your CRM with full customer info, deal values, and pipeline updates. No double entry required.
The faster you quote, the faster you close. Your team can generate a sharp, complete quote in 2 minutes. No back-and-forth. No lag. Just momentum and signed deals.
LEARN MOREWhether you’re scheduling new generator installs, annual maintenance, or warranty service, your office needs to run like a machine. Our field service management setup gives you real-time scheduling, technician tracking, customer communication, and more.
No more whiteboards. No more chaos. Just clean, reliable ops.
GET STARTEDWe tailor the platform to your unique needs—from install teams to service dispatch.
View, assign, and adjust job schedules across your teams with ease.
See where your techs are in the field and update customers with live ETAs.
Every job is documented and organized. No more missed steps or “he said, she said.”
Keep customers informed before and after the job—with automated texts, emails, and review requests.
We’ll onboard your staff, train your office team, and get everyone using the system with confidence.
We’ve done this for over 100+ generator dealers. Our systems don’t just organize, they drive action. We take your process, optimize it, and automate it, so your team can close more deals and complete more jobs.
Let’s take your processes to the next level.
Whether you’re exploring options or ready to dive in, we’ll help you figure out the best starting point for your business. Fill out the form and our awesome office manager Corey will be in touch within a day.
Here’s What You Can Expect:
We work with businesses at every stage, from brand new Generac dealers to seasoned dealerships looking to level up. If you’re serious about growth, we’d love to support you.
Ready to get clarity?
Fill out the form and we’ll follow up shortly.