Eirsolar Dashboard

Intake → Qualification → Booking → Data → Reminders → Invoice

Logged in as Sean

Happy-path workflow

This is the flow we’ll automate first for Eirsolar.

  1. 1
    Lead comes in
  2. 2
    Intake form + basic qualification
  3. 3
    Inquiry call booked
  4. 4
    Details (incl. MPRN) collected
  5. 5
    Reminders and confirmations
  6. 6
    Invoice sent and followed up (star chaser)

Today's snapshot

  • • 3 new leads
  • • 2 inquiry calls booked
  • • 1 invoice awaiting payment

Next steps for this build

  1. Hook this UI up to a stubbed backend endpoint.
  2. Add a simple Leads table page.
  3. Start modelling tenants & leads in the backend.