Websites
A homeowner submits a solar assessment inquiry.
Renewable installation / Solar installers
From interested homeowner to documented installation.
The sales handoff should carry the roof and site observations into the next action.
Request early accessPlanned use case · All products coming soon
The tools / Your context
Three tools. Use what the work needs.
Websites for intake. Actions AE for owned next steps. XCam for visual findings when a site visit needs proof.
Actions AE
Assign a site-survey action to the appropriate team member.
XCam
Document visible roof shading on the site-survey finding.
Illustrative workflow
What stays connected
in your workday.
Site surveys, installation checks & follow-up. An example of the handoff, not a live customer record or an activated industry configuration.
Try the sample action flow- 01
Websites
Capture the request
A homeowner submits a solar assessment inquiry.
- 02
Actions AE
Own the next action
Assign a site-survey action to the appropriate team member.
- 03
XCam · where needed
Keep the visual context
Document visible roof shading on the site-survey finding.
- 04
Actions AE
Review the outcome
Review the survey result and assign proposal follow-up.
Where this fits — and where it does not
Coordination and visual documentation, not engineering approval or a substitute for licensed inspections. Industry-specific configuration and availability must be confirmed before adoption. Do not enter customer or sensitive data into site examples.
Your service.
Your next action.
Explore the planned tools. Tell us what needs to stay connected. Early access is a request, not an activated account.