AI for energy businesses: 132 Claude use cases

Quotes and proposals

The people pricing the work, often the owner.

22 use cases

Highest value

Turning survey notes into a first-draft quote

Reads the surveyor's notes, photos and the output from your design or heat loss software, and builds the quote in your template with the options, the grant line and the add-ons.

Saves timeWins workYou own it

ProjectSkillDesign softwareHeat loss softwareCRM

By hand4 hrs

With Claude45 min

ProjectSkillDesign softwareHeat loss softwareCRM

You give itSurvey notes and photos, the design or heat loss report, your price list and quote template.

You get backA draft quote with each option priced, the grant shown as a separate deduction, the add-ons that might be needed listed by name, and a note of anything the survey did not record. It leaves a price blank where your list does not cover the item.

You stillCheck the design and set the price. You know the house, the customer and what the job is worth to you.

Highest value

Checking a quote before it goes to the customer

Reads the finished quote against the design and your rules, and lists every figure that does not agree with another one in the same document.

Wins workKeeps customersSaves time

SkillDesign softwareCRM

By hand30 min

With Claude5 min

SkillDesign softwareCRM

You give itThe quote, the design report and your quoting rules.

You get backA list of mismatches such as panel count against system size, battery size in the price table against the performance page, a missing validity date, a deposit over your limit or a grant line shown wrongly, each with the page it is on.

You stillFix what matters and send it. The customer will judge you on the document, so the final read is yours.

Highest value

Re-quoting after the survey changes the design

Compares the original estimate with the design after the survey, reprices the changes and drafts a letter explaining each one in plain terms.

Wins workKeeps customers

ProjectSkillDesign softwareEmail

By hand1 hr

With Claude10 min

ProjectSkillDesign softwareEmail

You give itThe first estimate, the survey and the revised design.

You get backA revised quote with every change from the estimate listed and priced, the reason for each in one sentence, and a covering letter that shows the customer exactly what moved and why.

You stillCall the customer and talk them through it. Keeping a customer whose price has moved is a conversation, and the letter only backs it up.

Writing the plain-English letter that goes with a quote

Writes a covering letter that explains what the system does, what it should cost to run, what could change after a survey and how the grant works, in words the customer will follow.

Wins workSaves time

SkillEmailCRM

By hand45 min

With Claude8 min

SkillEmailCRM

You give itThe quote, the performance estimate and the explanations you use already.

You get backA one or two page letter in your voice, with the running cost and payback figures taken from the estimate and the MCS wording on performance kept intact.

You stillRead it and add the line only you would know about this house and its owner.

Reading an enquiry and booking the right survey

Reads a web, phone or directory enquiry, pulls out the address, the heating, the roof and what the customer wants, and lists what to ask before a surveyor drives out.

Saves timeWins work

ProjectConnectorEmailCRMCalendar

By hand20 min

With Claude4 min

ProjectConnectorEmailCRMCalendar

You give itThe enquiry, any photos and your qualification questions.

You get backA lead record with every detail and where it came from, the questions still to ask, a suggested survey type and a reply to the customer offering survey slots.

You stillDecide whether the job is worth a visit. Knowing which enquiries turn into installs is your judgement.

Following up open quotes and recording why you lost

Keeps the list of quotes sent, drafts a follow-up at the interval you set, and records the reason when a customer says no.

Wins workKeeps customers

Scheduled taskConnectorCRMEmail

By hand30 min

With Claude5 min

Scheduled taskConnectorCRMEmail

You give itYour quote log or CRM export and the replies from customers.

You get backA weekly list of open quotes by value and age, drafted follow-ups, and a running record of wins and losses by product, area and reason.

You stillMake the calls that matter and decide which quotes to drop.

One proposal from a solar design and a heat loss report

Takes the solar design export and the heat pump design report from two different tools and writes one proposal the customer can read, with one price and one set of figures.

Wins workSaves time

ProjectSkillDesign softwareHeat loss software

By hand1 hr 30

With Claude20 min

ProjectSkillDesign softwareHeat loss software

You give itBoth design reports and your proposal template.

You get backA single proposal covering both systems, a combined running cost estimate with the assumptions written down, and a list of anything the two reports disagree on.

You stillCheck the combined figures and decide how to package and price the two systems together.

Highest value

Building the business case for a commercial solar job

Writes the business case a finance director or board will read, with payback, funding options, the grid application timing and staged payments set out.

Wins workSaves time

ProjectSkillClaude in ExcelSpreadsheetDesign software

By hand4 hrs

With Claude45 min

ProjectSkillClaude in ExcelSpreadsheetDesign software

You give itThe design, the yield estimate, the customer's bills and your commercial terms.

You get backA business case with payback under owner funding and under a power purchase or lease option, the G99 timing and its effect on the programme, a staged payment plan and the questions to put to the landlord if the customer is a tenant.

You stillAgree the funding model and the price with the customer. A board decision rests on your judgement of the site.

Highest value

Building the tender pack each supplier asks for

Turns the client's site list, consumption and contract details into the pricing request each supplier wants, in each supplier's own format.

Saves timeWins work

ProjectSkillSpreadsheetSupplier portalEmail

By hand2 hrs

With Claude20 min

ProjectSkillSpreadsheetSupplier portalEmail

You give itThe site list, meter data, contract end dates, the LOA and each supplier's request template.

You get backOne request per supplier with every meter, consumption figure and start date filled in, the uplift you have set, and a list of sites with missing or doubtful data to fix before the request goes.

You stillChoose which suppliers to approach and set your uplift. Your knowledge of who will price well for this client is the skill.

Highest value

Lining up bespoke supplier prices in one comparison

Reads the prices suppliers send back by email or portal, puts them on one basis and pulls the conditions out of the small print.

Saves timeWins work

ProjectSkillEmailSupplier portalSpreadsheet

By hand1 hr 30

With Claude15 min

ProjectSkillEmailSupplier portalSpreadsheet

You give itThe supplier price returns, in whatever format they came.

You get backOne comparison with unit rates, standing charges, total cost over the term, green options, validity times and the conditions that differ, such as a security deposit or volume tolerance, plus a flag on any price about to expire.

You stillDecide what to recommend. Price is only part of it, and you know which supplier will look after this client.

Highest value

Writing the recommendation report the same day

Writes the client-facing report from the comparison, with the options, the benefits and risks of each and the recommendation, before the prices move.

Wins workKeeps customersSaves time

SkillArtifactsCRMEmail

By hand1 hr

With Claude10 min

SkillArtifactsCRMEmail

You give itThe comparison, the client's priorities and your report template.

You get backA report in your format with the options compared, the reasons for the recommendation, the fee shown as the supplier codes require, and a note of the benefits and risks explained, kept as your record.

You stillMake the recommendation and take the call. The client's trust is in you.

Explaining fixed against flexible buying for a client

Writes a plain explanation of fixed and flexible purchasing for this client's size and appetite for risk, using their own consumption and budget.

Wins workKeeps customers

ProjectSkillSpreadsheetEmail

By hand1 hr 30

With Claude20 min

ProjectSkillSpreadsheetEmail

You give itThe client's consumption, budget, contract dates and your view of the market.

You get backA short paper setting out each approach for this client, what could go wrong with each, and the decisions the client needs to make, in language a finance director will read.

You stillGive the advice. The view on the market and the client's appetite for risk is yours to judge.

Writing up a site screening as an appraisal

Turns the GIS output, constraints, grid headroom notes and planning history for a site into the written appraisal your investment committee reads.

Saves timeWins work

ProjectSkillGISFile storage

By hand2 hrs

With Claude25 min

ProjectSkillGISFile storage

You give itThe GIS screenshots and exports, the grid notes and the site's planning history.

You get backAn appraisal in your template covering grid, land, designations, flood, heritage, access, nearby applications and the likely capacity, with each point tied to its source and a list of what still needs checking on site.

You stillDecide whether to pursue the site. A site that looks good on a map can still be wrong, and that call is yours.

Drafting landowner approach letters for a site

Drafts the first letter to each landowner on the title, explaining who you are, what you are proposing and what happens next, in a tone a farmer will read to the end.

Wins workSaves time

SkillGISEmail

By hand45 min

With Claude10 min

SkillGISEmail

You give itThe title details, the site plan and your standard approach letter.

You get backA letter for each landowner and neighbour you need, with the land named from the title, and a follow-up letter for those who do not reply.

You stillPick up the phone and make the visit. A landowner signs with the developer they trust.

Highest value

Drafting heads of terms from your standard term sheet

Drafts heads of terms for a site from your standard term sheet and the points agreed so far, and lists every term still open.

Wins workSaves timeYou own it

ProjectSkillFile storageEmail

By hand3 hrs

With Claude30 min

ProjectSkillFile storageEmail

You give itYour term sheet, the agreed points and the landowner's or agent's comments.

You get backHeads of terms covering the option period, fee, rent and indexation, exclusivity, cable and access rights, decommissioning and longstop dates, with every change from your standard marked for the solicitors.

You stillNegotiate the deal. What you will and will not move on is your commercial call, and your solicitors draft the binding documents.

Keeping a record of every landowner conversation

Writes up each call, visit or email with a landowner or their agent onto the site record, with what was said, what was promised and the next step.

Keeps customersSaves time

ProjectConnectorEmailSpreadsheet

By hand30 min

With Claude5 min

ProjectConnectorEmailSpreadsheet

You give itYour notes, the email thread or a call transcript.

You get backA dated entry on the site record, the promises made on both sides, the next action with a date, and a flag where a landowner has raised a concern twice.

You stillLook after the relationship. What you promised a landowner matters for years.

Tracking option dates, extensions and longstops

Reads your option agreements and leases and keeps one diary of option periods, extension dates, longstops, rent reviews and notice deadlines across every site.

You own itSaves time

ProjectScheduled taskFile storageSpreadsheet

By hand1 hr

With Claude10 min

ProjectScheduled taskFile storageSpreadsheet

You give itThe signed option agreements, leases and side letters.

You get backA diary of every date that matters by site, the clause each comes from, warnings well ahead of each deadline, and a list of sites where the option may not run to the expected connection date.

You stillDecide which options to extend or let go, and instruct the solicitors.

Highest value

Turning the pricing model into a bespoke quote

Takes the price from your pricing team's model and writes the quote a broker or customer receives, with the fee lines and conditions your rules require.

Wins workSaves time

ProjectSkillClaude in ExcelSpreadsheetCRM

By hand1 hr

With Claude10 min

ProjectSkillClaude in ExcelSpreadsheetCRM

You give itThe pricing model output, the site details, the broker's uplift and your quote template.

You get backA quote with unit rates, standing charges, term, validity time, the broker fee shown as the principal terms require, any security condition, and a check that the consumption used matches the site data.

You stillSet the price and approve the quote. The pricing decision and the margin are your team's.

Highest value

Checking a broker's contract before it is keyed

Checks a contract submitted by a broker against your rules before anyone keys it, so the paperwork is right the first time.

Saves timeWins work

SkillCRMEmailCredit checks

By hand20 min

With Claude4 min

SkillCRMEmailCredit checks

You give itThe submitted contract, the LOA, the quote and the broker's details.

You get backA pass or a list of problems: legal name not matching, signatory missing, LOA out of date, fee disclosure not matching the quote, credit check not done, or a broker not in a redress scheme.

You stillAccept or return the contract. Anything unusual about the customer or the broker is for your team to judge.

Briefing brokers when the price book changes

Compares the new price book with the last one and drafts the note to your broker partners on what has moved and why.

Wins workKeeps customers

SkillClaude in ExcelSpreadsheetEmail

By hand1 hr

With Claude10 min

SkillClaude in ExcelSpreadsheetEmail

You give itThe old and new price books and your market commentary.

You get backA summary of the changes by product and size of site, a draft note to brokers, and a list of quotes still open on the old prices.

You stillDecide what to tell your broker partners about the market. The relationship with each broker is yours.

Answering a broker's pricing query

Reads a broker's query about a price, a site or a contract and drafts the answer from the price book, the account and your rules.

Saves timeWins work

ProjectConnectorEmailCRM

By hand20 min

With Claude4 min

ProjectConnectorEmailCRM

You give itThe broker's email and the account or quote it refers to.

You get backA drafted reply with the answer and where it came from, and a flag where the query needs a pricing analyst or a decision.

You stillSend it, or pick up the phone when the broker needs more than an email.

Tracking cable route rights across several landowners

Keeps one record of every title the cable route crosses, with the owner, the rights agreed, the terms still open and the next step for each.

Saves timeWins work

ProjectConnectorGISSpreadsheetEmail

By hand1 hr

With Claude10 min

ProjectConnectorGISSpreadsheetEmail

You give itThe cable route plan, title details and the solicitors' updates.

You get backA route record by title with the status of each easement or wayleave, the terms agreed, the owners not yet signed, and the actions for this week.

You stillNegotiate with each landowner. One unsigned field can stop the whole route.

Tenders and bid questionnaires

The owner or a bid writer, answering questionnaires to a deadline.

6 use cases

Reading a tender pack and building the bid timetable

Reads the invitation to tender and pulls out every deadline, clarification date, mandatory requirement, evaluation weighting and format rule.

Saves timeWins work

ProjectBid portalFile storage

By hand2 hrs

With Claude20 min

ProjectBid portalFile storage

You give itThe tender pack from the portal or email.

You get backA bid timetable with every deadline, a checklist of mandatory items and accreditations, the evaluation criteria and weightings, and draft clarification questions.

You stillDecide whether to bid. Choosing the tenders you can win and deliver profitably is the decision that matters.

Highest value

Answering the questionnaire from your bid library

Answers the standard sections, such as insurance, health and safety, accreditations, quality and social value, from your past answers and policies, and lists what needs writing fresh.

Wins workSaves time

ProjectSkillFile storageBid portal

By hand6 hrs

With Claude1 hr

ProjectSkillFile storageBid portal

You give itThe tender pack, your previous bids, policies and certificates.

You get backDraft answers in the buyer's format and word limits, each tied to the document it came from, a list of new questions, and a list of certificates or policies that have expired.

You stillWrite the answers that win, about your people and how you solve the buyer's problem, then sign the submission.

Checking accreditations and evidence before a bid goes

Checks the framework's requirements, such as MCS, TrustMark, PAS 2030 and PAS 2035, against your certificates and case studies, and lists anything missing or out of date.

Wins workSaves time

ProjectFile storageBid portal

By hand1 hr

With Claude10 min

ProjectFile storageBid portal

You give itThe framework requirements, your certificates and your case study library.

You get backA checklist of every requirement with the evidence that meets it, its expiry date, and the gaps to close before the deadline.

You stillDecide which case studies to put forward, then sign the declarations.

Highest value

Preparing a client's invitation to tender for energy

Writes the invitation to tender and pre-qualification questions a larger client sends to suppliers, from the client's sites, data and requirements.

Wins workSaves time

ProjectSkillSpreadsheetFile storage

By hand3 hrs

With Claude30 min

ProjectSkillSpreadsheetFile storage

You give itThe client's site list, consumption, contract requirements and your templates.

You get backAn invitation to tender with the sites, volumes, start dates, contract terms, evaluation criteria and return date set out, plus the supplier questions and a scoring sheet.

You stillAgree the requirements and the scoring with the client. Running a fair tender is your job.

Highest value

Answering a large customer's energy tender

Drafts the written answers to a large customer's tender from your standard responses, product details and policies, around the price your pricing team sets.

Wins workSaves time

ProjectSkillClaude in ExcelSpreadsheetBid portal

By hand5 hrs

With Claude1 hr

ProjectSkillClaude in ExcelSpreadsheetBid portal

You give itThe tender documents, the price and your library of past answers.

You get backDraft answers in the buyer's format, the pricing schedule filled from your team's numbers, a list of new questions, and a check that every mandatory item is answered.

You stillSet the price and write the answers about service and account management that set you apart.

Turning tender feedback into lessons for the next bid

Collects the scores and feedback from tenders won and lost, and lists the patterns in where you score low.

Wins work

ProjectFile storage

By hand1 hr

With Claude10 min

ProjectFile storage

You give itFeedback letters, scores and your submissions.

You get backA short report of where you scored low by question type, your price against the winning range where the buyer gave it, and changes to make to the bid library.

You stillDecide what to change in how you bid and what you offer.

Grid offers and Gate 2

The grid manager, keeping every offer, deadline and security in order.

4 use cases

Highest value

Comparing a new grid offer with the last one

Reads a new or revised connection offer against the previous one and lists every change to the date, point of connection, costs, securities, milestones and curtailment terms.

Wins workSaves time

ProjectFile storageEmail

By hand4 hrs

With Claude40 min

ProjectFile storageEmail

You give itThe new offer, the previous offer and the assumptions behind the project.

You get backA change list with each clause referenced, the effect on the project's dates and costs, the acceptance and security deadlines, and questions to put to the network operator.

You stillDecide whether to accept. The offer decides whether the project works, and that judgement is yours.

Highest value

Checking the evidence pack against the readiness criteria

Checks each option or lease, red line plan and acreage figure against the grid readiness criteria, and lists what does not meet them.

Wins workSaves time

ProjectCoworkFile storageGIS

By hand6 hrs

With Claude1 hr

ProjectCoworkFile storageGIS

You give itOption agreements, leases, title copies, red line plans and the criteria document.

You get backA check by site of the option period, lease length, acreage against the density table and the red line against the original submission, with every gap listed and the document it comes from.

You stillFix the gaps with your solicitors. A tool cannot make a project compliant, and the declaration belongs to a director.

Highest time

Keeping one register of offers, securities and milestones

Keeps one register across every project of grid applications, offers, acceptance deadlines, securities, queue milestones and the next action, from the offers and the emails.

Saves timeYou own it

ProjectScheduled taskConnectorSpreadsheetEmail

By hand2 hrs

With Claude20 min

ProjectScheduled taskConnectorSpreadsheetEmail

You give itGrid offers, security statements and the email threads with network operators.

You get backA register by project with every date and amount, warnings before acceptance or security deadlines, milestones at risk, and the actions for this week.

You stillAct on the warnings. A missed deadline can lose a queue position that took years to win.

Writing up network operator meetings and actions

Writes up a meeting with the network operator's project manager into notes, decisions and actions, and updates the register.

Saves time

ConnectorSkillEmailCalendar

By hand30 min

With Claude5 min

ConnectorSkillEmailCalendar

You give itYour notes or the meeting transcript.

You get backMeeting notes with decisions and actions by owner and date, a follow-up email to confirm them, and the register updated.

You stillHold the network operator to what was agreed.

Planning and consultation

The planning manager, coordinating consultants and the community.

6 use cases

Highest value

Checking the planning documents agree with each other

Reads every report in the application, such as the planning statement, landscape, ecology, flood, heritage and glint and glare, and lists every place they disagree.

Wins workSaves time

ProjectCoworkFile storage

By hand8 hrs

With Claude1 hr 30

ProjectCoworkFile storage

You give itEvery draft document in the planning application.

You get backA list of inconsistencies in capacity, site area, red line, layout, panel height, construction traffic and project description, with the page in each report, before the authority finds them.

You stillDecide which version is right and instruct the consultants. The application is yours to stand behind.

Highest time

Coding consultation feedback and drafting the response

Reads every feedback form, email and letter from the consultation, codes each to a theme, keeps the counts and drafts the response table for the statement of community involvement.

Wins workSaves time

ProjectCoworkSpreadsheetFile storage

By hand10 hrs

With Claude1 hr 30

ProjectCoworkSpreadsheetFile storage

You give itFeedback forms, emails, letters and event notes.

You get backEvery response logged and coded, counts that add up, the themes ranked, a draft response to each theme and the design changes made, ready for the planning team.

You stillDecide how to answer the community and what to change in the scheme. A person checks that every response is represented fairly.

Tracking consultee comments and information requests

Reads comments from statutory consultees and the planning officer's requests, and keeps a tracker of each point, who answers it and by when.

Saves timeWins work

ProjectClaude in ChromePlanning portalEmail

By hand2 hrs

With Claude20 min

ProjectClaude in ChromePlanning portalEmail

You give itConsultee responses from the planning portal and the officer's emails.

You get backA tracker of every point raised with the consultant responsible and the date due, drafted covering letters for each response, and a summary for the planning manager.

You stillDecide how to respond to each point. Negotiating with the officer is your skill.

Tracking planning conditions to discharge

Reads the decision notice and lists every condition with what it requires, the trigger for each and the documents needed to discharge it.

Saves timeYou own it

ProjectPlanning portalSpreadsheet

By hand1 hr 30

With Claude15 min

ProjectPlanning portalSpreadsheet

You give itThe decision notice, any legal agreement and the programme for construction.

You get backA condition tracker with triggers set against the programme, the consultant or document each needs, and drafted discharge application letters.

You stillAgree the approach with the planning authority and sign each application.

Preparing the pre-application pack for the council

Drafts the pre-application request for the planning authority from the site appraisal, the layout and the surveys done so far.

Wins workSaves time

ProjectSkillPlanning portalFile storage

By hand3 hrs

With Claude30 min

ProjectSkillPlanning portalFile storage

You give itThe appraisal, the draft layout, early survey findings and the council's pre-application form.

You get backA pre-application letter and summary covering the proposal, the site, the policy points and the questions for the officer, with the documents to attach listed.

You stillLead the meeting with the officer. Reading what the council will accept is your skill.

Highest value

Summarising objections and the officer's report

Reads the officer's report and the objections on the portal, and drafts a briefing with the points members are likely to raise and your answer to each.

Wins workSaves time

ProjectClaude in ChromePlanning portalFile storage

By hand2 hrs

With Claude20 min

ProjectClaude in ChromePlanning portalFile storage

You give itThe officer's report, the objections and the documents in your application.

You get backA briefing with the recommendation, the main objections grouped by theme with counts, the conditions proposed, and a draft answer to each likely question from members.

You stillSpeak at committee. Persuading members is your judgement and your voice.

Funding, investors and buyers

The managing director and finance, raising money or selling projects.

5 use cases

Highest value

Drafting the information memorandum for a project sale

Drafts the information memorandum for a project sale or funding round from your project's own documents, with each fact tied to its source.

Wins workSaves time

ProjectCoworkFile storageData room

By hand16 hrs

With Claude3 hrs

ProjectCoworkFile storageData room

You give itLand agreements, the grid offer, the planning consent, the yield or revenue report and your financial model summary.

You get backA memorandum in your structure covering the site, land rights, grid, planning, technology, revenue and risks, with every figure sourced and a list of facts the documents do not support.

You stillDecide how to position the project and the price. The negotiation with buyers is yours.

Highest value

Indexing the data room and finding the gaps

Reads the documents in your data room, builds the index buyers expect and lists what is missing, out of date or inconsistent.

Wins workSaves time

ProjectCoworkData roomFile storage

By hand8 hrs

With Claude1 hr

ProjectCoworkData roomFile storage

You give itThe data room export and a standard due diligence checklist.

You get backA data room index by topic, missing documents, permits and agreements near expiry, and inconsistencies between documents, such as different capacities or dates.

You stillDecide what to fix before buyers see it. Finding problems before a buyer does protects the price.

Highest time

Answering due diligence questions from your documents

Drafts answers to buyer or lender due diligence questions from the data room, with the document and clause behind each answer.

Saves timeWins work

ProjectData roomSpreadsheet

By hand1 hr

With Claude10 min

ProjectData roomSpreadsheet

You give itThe question list and the data room.

You get backDraft answers with references, questions that cannot be answered from the documents, and a log of everything answered so far.

You stillApprove every answer. What you tell a buyer can become a warranty in the sale agreement.

Highest value

Checking a funding application against the rules

Checks a subsidy, auction or support scheme application against the eligibility rules and the evidence asked for, before it is submitted.

Wins workSaves time

ProjectFile storage

By hand4 hrs

With Claude45 min

ProjectFile storage

You give itThe scheme rules, the application form and your evidence.

You get backA check by criterion with the evidence that meets it, gaps in financial, delivery or technical evidence, and a list of documents to complete before the deadline.

You stillDecide whether to apply and sign the declarations.

Writing the project teaser for buyers

Writes the short teaser that goes to possible buyers or investors before they sign a confidentiality agreement, from the project's facts.

Wins work

SkillFile storageEmail

By hand2 hrs

With Claude25 min

SkillFile storageEmail

You give itThe project summary, the grid and planning status and your target buyers.

You get backA one or two page teaser with the project's capacity, location by region, grid and planning status and timetable, with nothing that would identify the site before an agreement is signed.

You stillChoose who receives it. Knowing which buyers are serious comes from your time in the market.

Operating sites and asset reports

The asset manager, reporting on the sites you keep and run.

4 use cases

Highest time

Writing the monthly asset report for investors

Pulls the month's generation, availability, faults and revenue from monitoring and accounts exports into your investor report, and drafts the commentary.

Saves timeKeeps customers

ProjectClaude in ExcelAsset monitoringSpreadsheet

By hand4 hrs

With Claude40 min

ProjectClaude in ExcelAsset monitoringSpreadsheet

You give itThe monitoring export, fault tickets, revenue figures and last month's report.

You get backA report with generation and availability against budget, the faults behind any shortfall, revenue against forecast, and draft commentary for the asset manager to edit.

You stillExplain the shortfalls and decide the actions. Investors want your judgement on the site.

Checking O&M and PPA invoices against the contracts

Checks the O&M contractor's invoice and the power purchase statement against the contracts, the availability figures and the metered generation.

Saves timeYou own it

ProjectClaude in ExcelAccountingAsset monitoring

By hand1 hr 30

With Claude15 min

ProjectClaude in ExcelAccountingAsset monitoring

You give itThe invoices, the contracts and the month's metered data.

You get backA list of differences with the clause and figures behind each, credits due for availability below guarantee, and a query ready to send.

You stillDecide what to dispute and handle the contractor.

Following up open faults with the O&M contractor

Lists open fault tickets against the contractor's response times and drafts the chase for each one that is late.

Saves time

Scheduled taskAsset monitoringEmail

By hand30 min

With Claude5 min

Scheduled taskAsset monitoringEmail

You give itThe fault ticket log and the O&M contract.

You get backA list of open faults by age with the contractual response time, the lost generation where known, and drafted chases.

You stillPush the contractor on the faults that cost most.

Preparing a warranty or insurance claim from site records

Gathers the fault records, monitoring data, contracts and correspondence for a warranty or insurance claim and drafts the claim letter.

You own itSaves time

ProjectCoworkAsset monitoringFile storage

By hand3 hrs

With Claude30 min

ProjectCoworkAsset monitoringFile storage

You give itFault tickets, monitoring data, the warranty or policy wording and the correspondence.

You get backA claim letter with the timeline, the loss calculated from the monitoring data, the clauses relied on and the evidence attached, plus a list of anything the insurer is likely to ask for.

You stillNegotiate the claim. Recovering the money depends on how you handle the other side.

Letters of authority and site data

Client services, getting the authority and the data a tender needs.

3 use cases

Preparing the letter of authority with exact details

Drafts the letter of authority on the client's details with the exact registered name, number, address, signatory and meters, so suppliers accept it first time.

Saves timeWins work

SkillCompanies HouseE-signature

By hand20 min

With Claude4 min

SkillCompanies HouseE-signature

You give itThe client's company details from Companies House and their meter list.

You get backA letter of authority ready to sign with every detail matched to the company register, the meters listed, the expiry date your supplier codes allow, and a note of anything to confirm.

You stillAgree it with the client. The authority is the client's trust in you, written down.

Highest time

Turning a client's bills into a clean site list

Reads the client's bills, whether PDFs, photos or portal downloads, and builds the site and meter list a tender needs.

Saves timeWins work

ProjectCoworkSpreadsheetEmail

By hand1 hr 30

With Claude15 min

ProjectCoworkSpreadsheetEmail

You give itThe bills and any meter list the client has.

You get backA site list with every MPAN, MPRN, annual consumption, current rates, contract end date and supplier, the bill each came from, and a list of meters with missing or estimated data.

You stillDecide what to ask the client for. Missing data now is a wrong price later.

Renewing letters of authority before they lapse

Lists every letter of authority coming up to its expiry and drafts the renewal for each client.

Keeps customersSaves time

Scheduled taskCRME-signature

By hand30 min

With Claude5 min

Scheduled taskCRME-signature

You give itYour client records with LOA dates.

You get backA list of authorities expiring in the next two months, renewal letters ready to sign, and the clients whose renewal is also coming up.

You stillSend them and follow up with the clients who matter most.

Contracts, switching and objections

Client services, getting contracts live without rejections.

4 use cases

Highest value

Checking the contract pack before submission

Checks the contract, principal terms and supporting documents against the quote the client accepted before anything goes to the supplier.

Keeps customersSaves time

SkillCRMSupplier portal

By hand30 min

With Claude6 min

SkillCRMSupplier portal

You give itThe accepted quote, the contract, the principal terms and the LOA.

You get backA pass or a list of problems: rates or term not matching, fee disclosure different from the quote, wrong legal name, start date clashing with the current contract, documents missing.

You stillSubmit it. A rejected contract can leave the client on worse rates.

Highest value

Sending termination notices inside the window

Works out each current supplier's termination window from the contract, drafts the notice and diarises the chase for confirmation.

Keeps customersSaves time

SkillScheduled taskEmailCRM

By hand20 min

With Claude4 min

SkillScheduled taskEmailCRM

You give itThe current contract and the supplier's terms.

You get backA notice ready to send with the date it must arrive by, a reminder to chase confirmation, and a warning on any client whose window has nearly closed.

You stillSend it and check it landed. A missed window can roll a client onto out of contract rates.

Resolving a registration objection

Reads the objection reason from the current supplier and drafts what the client needs to do, such as clearing a balance or proving a direct debit is in place.

Keeps customersSaves time

SkillEmailCRM

By hand45 min

With Claude10 min

SkillEmailCRM

You give itThe objection notice and the client's account details.

You get backA plain note to the client of what is blocking the switch and how to clear it, a query to the supplier where the objection looks wrong, and the new go-live date.

You stillTalk to the client and push the supplier where it is wrong.

Handling a change of tenancy for a client

Prepares the change of tenancy paperwork for a client moving in or out of a site, with the evidence suppliers ask for and the readings needed.

Saves timeKeeps customers

SkillEmailSupplier portal

By hand45 min

With Claude10 min

SkillEmailSupplier portal

You give itThe lease or sale dates, meter readings and the client's details.

You get backThe forms and covering emails for each supplier, the evidence list, and reminders for the readings on the day.

You stillCheck it with the client and deal with any supplier who disputes it.

Bill validation and client reporting

Analysts, checking bills and showing clients what was found.

3 use cases

Writing the supplier query for a bill that failed checks

Writes the query to the supplier for a bill your validation flagged, with the contracted rate, the billed rate and the readings, so it cannot be bounced back.

Keeps customersSaves time

SkillScheduled taskBill validationEmail

By hand30 min

With Claude6 min

SkillScheduled taskBill validationEmail

You give itThe flagged bill, the contract and the meter readings.

You get backA query with the account, the error, the evidence and the correction asked for, and a reminder to chase if there is no reply.

You stillDecide which queries to escalate. Getting money back for a client is how you prove your value.

Explaining what bill validation found to the client

Turns the month's validation results into a short note the client will read, with what was wrong, what was recovered and what is still open.

Keeps customers

SkillBill validationEmail

By hand45 min

With Claude10 min

SkillBill validationEmail

You give itThe validation report and the supplier replies.

You get backA one page note for the client with errors found, credits recovered and queries still open, in plain words with the figures.

You stillSend it with your view. The client sees your value in what you found.

Building next year's energy budget for a client

Builds the client's energy budget from consumption, contracted rates, expected non-commodity charges and planned site changes.

Keeps customersWins work

ProjectClaude in ExcelSpreadsheet

By hand3 hrs

With Claude30 min

ProjectClaude in ExcelSpreadsheet

You give itConsumption data, contracts and the client's plans for sites.

You get backA budget by site and month with every assumption written down, the risk from any uncontracted volume, and a short note for the finance director.

You stillAgree the assumptions with the client. The judgement on what costs will do is yours.

ESOS, SECR and carbon reporting

Energy and carbon consultants, collecting data and writing reports.

4 use cases

Sending and chasing the data request for ESOS or SECR

Builds the data request for a client's ESOS or SECR work from their sites and fuels, sends it and keeps track of what has come back.

Saves time

ProjectScheduled taskSpreadsheetEmail

By hand2 hrs

With Claude20 min

ProjectScheduled taskSpreadsheetEmail

You give itThe client's site list and your request template.

You get backA request by site and fuel, a tracker of what has arrived, reminders for what has not, and a list of gaps that will need estimates.

You stillAgree the estimates with the client. The method behind them is your professional call.

Drafting the SECR section of a directors' report

Drafts the energy and carbon section of the directors' report from the figures your carbon tool produces, with the methodology and the efficiency actions.

Saves time

ProjectSkillCarbon reportingSpreadsheet

By hand3 hrs

With Claude40 min

ProjectSkillCarbon reportingSpreadsheet

You give itThe calculated figures, last year's report and the client's actions.

You get backA draft disclosure with energy use, scope 1 and 2 emissions, an intensity ratio, prior year figures, the actions taken and the methodology, ready for the client's finance team.

You stillCheck the figures and the method. The client's directors sign it, and your name is behind it.

Drafting a client's ESOS progress update

Drafts the progress update against the client's ESOS action plan from the measures they have carried out and the savings recorded.

Saves time

ProjectSpreadsheetFile storage

By hand3 hrs

With Claude40 min

ProjectSpreadsheetFile storage

You give itThe action plan, the client's records of what was done and the consumption data.

You get backA draft update against each action in the plan, the evidence for each, the actions missed with the reasons, and the deadline.

You stillCheck it and get the board sign-off it needs.

Highest value

Drafting a carbon reduction plan for a client's bid

Drafts the carbon reduction plan a client needs for a public sector bid from their emissions data and commitments.

Wins workKeeps customers

ProjectSkillCarbon reportingFile storage

By hand4 hrs

With Claude1 hr

ProjectSkillCarbon reportingFile storage

You give itThe client's emissions figures, commitments and the buyer's required format.

You get backA plan in the required format with the baseline, current emissions, targets and measures, and the points the client's directors must confirm.

You stillCheck the commitments are real. A plan in a tender is a promise the client can be held to.

Grants, network operator and MCS paperwork

The project co-ordinator, entering the same job into several portals.

5 use cases

Highest time

Checking a job has everything the portals will ask for

Reads the job record and design before anyone logs in, and lists what the network operator form, the BUS application and the MCS certificate will need that is missing.

Saves timeKeeps customers

SkillProjectCRMDesign software

By hand45 min

With Claude8 min

SkillProjectCRMDesign software

You give itThe job record, the design report and the customer's details.

You get backA list by portal of the details still missing, such as the inverter's product ID from the ENA register, the MPAN, existing generation at the property or owner consent, and a message to the customer or surveyor asking for them.

You stillFix the gaps and submit. A form that bounces back costs days, and the submission is yours.

Highest value

Keeping every reference and expiry date in one tracker

Keeps one record per job of the BUS voucher, network operator reference, MCS certificate, building regulations notification and guarantee, with the dates each one expires or falls due.

Saves timeYou own it

ConnectorScheduled taskEmailGrant portalSpreadsheet

By hand1 hr

With Claude10 min

ConnectorScheduled taskEmailGrant portalSpreadsheet

You give itConfirmation emails from each portal and your job list.

You get backA tracker by job with every reference and its status, warnings before a voucher expires or a certificate deadline passes, and the redemption claims still unpaid.

You stillAct on the warnings. A lapsed voucher or a late certificate is money the business does not get.

Preparing the G98 or G99 application details

Works out from the design whether the job needs a G98 notification or a G99 application, and prepares the details and drawings the form asks for.

Saves time

SkillDNO portalDesign software

By hand1 hr

With Claude15 min

SkillDNO portalDesign software

You give itThe design, the equipment list, the MPAN and the existing installation details.

You get backThe route the rules point to with the reason, the form fields filled in, the single line diagram listed as needed, and the deadline for this route.

You stillConfirm the route and submit. The network operator's decision is theirs, and the technical judgement is yours.

Preparing the BUS application and owner consent

Prepares the details for a Boiler Upgrade Scheme application from the quote and survey, and drafts the email that tells the owner what Ofgem will ask them to confirm.

Saves timeKeeps customers

SkillGrant portalEmail

By hand45 min

With Claude10 min

SkillGrant portalEmail

You give itThe quote, the survey, the owner's details and the eligibility evidence.

You get backThe application details ready to enter, the evidence Ofgem's current guidance asks for in place of an EPC where there is none, and a plain email to the owner about consent and identity checks.

You stillMake the application. Ofgem can audit it at any time, so the declaration is yours.

Sending the customer what their export application needs

Writes to the customer with the MCS certificate, the network operator confirmation and the steps for their export tariff application, in one email.

Keeps customersSaves time

SkillConnectorEmailMCS database

By hand20 min

With Claude4 min

SkillConnectorEmailMCS database

You give itThe certificate, the network operator confirmation and the customer's supplier.

You get backAn email with the documents attached and plain steps for the customer's export application, and a reminder if the customer has not confirmed it went in.

You stillAnswer the customer's questions. Customers often assume the installer does this for them.

Scheduling and the install

The co-ordinator and operations manager, getting crews and kit there.

5 use cases

Building next week's install schedule

Builds a first draft of next week's installs from the jobs ready to go, engineer skills and diaries, kit arriving and scaffold dates.

Saves timeKeeps customers

ProjectConnectorJob managementCalendar

By hand2 hrs

With Claude25 min

ProjectConnectorJob managementCalendar

You give itJobs ready to install, engineer diaries, deliveries and scaffold bookings.

You get backA draft schedule by engineer and day, the jobs that cannot go yet and why, and the customer confirmations to send.

You stillDecide the schedule. You know which engineer suits each house and each customer best.

Raising kit orders and scaffold bookings for a job

Turns the design into purchase orders for each supplier and a scaffold booking, with delivery dates set against the install date.

Saves time

SkillWholesaler portalEmailJob management

By hand45 min

With Claude10 min

SkillWholesaler portalEmailJob management

You give itThe design, the equipment list and your supplier price lists.

You get backPurchase orders by supplier, the scaffold request with dates, and a check that everything will arrive before the crew does.

You stillApprove the orders. Choosing a substitute when kit is short is a technical call.

Sending site-readiness reminders to customers

Writes to the customer before the install with what to clear, who is coming, how long it takes and what to expect on the day.

Keeps customersSaves time

Scheduled taskSkillEmailMessagingCRM

By hand20 min

With Claude3 min

Scheduled taskSkillEmailMessagingCRM

You give itThe install date, the job details and your standard guidance.

You get backA reminder a week before and a day before, with the details for their job, and a list of customers who have not confirmed.

You stillCall anyone who has not confirmed. A wasted day for a crew costs more than the call.

Highest time

Checking commissioning sheets before the crew leaves

Reads the commissioning record, test results and photos from site and lists anything missing or inconsistent, while the crew can still fix it.

Saves timeKeeps customers

SkillConnectorSite appPhotos

By hand30 min

With Claude5 min

SkillConnectorSite appPhotos

You give itThe commissioning sheet, test results and site photos.

You get backA list of missing fields, serial numbers that do not match the installed unit, tests not recorded and photos missing, sent to the lead engineer.

You stillFix it on site. The engineer's work is the job, and the record proves it.

Checking subcontractors' documents and briefing them

Checks a subcontractor's insurance, competent person registration and qualifications against your requirements, and writes the job brief they work to.

Saves timeYou own it

SkillFile storageEmail

By hand45 min

With Claude10 min

SkillFile storageEmail

You give itTheir documents and the job details.

You get backA check of each document with its expiry date, anything missing, and a job brief with the design, the standards and the records you need back from site.

You stillDecide who you trust on your jobs. Your name is on the certificate.

Handover packs and warranties

The co-ordinator, finishing every job with the paperwork in place.

3 use cases

Highest time

Assembling the handover pack from the job file

Gathers the certificates, test results, warranties, datasheets and network operator confirmation into the handover pack, for firms whose software does not build it.

Keeps customersSaves time

ProjectCoworkFile storageMCS database

By hand1 hr 30

With Claude15 min

ProjectCoworkFile storageMCS database

You give itThe job file and your handover template.

You get backA handover pack in your format with every document in place, the MCS handover checklist ticked against it, and a list of anything still missing.

You stillWalk the customer through it. A good handover is when the customer decides whether to recommend you.

Highest value

Writing the customer's guide to their system

Writes a short guide for this customer's system, covering the settings you chose, what normal looks like, what to do if something seems wrong and when to call you.

Keeps customers

SkillFile storage

By hand1 hr

With Claude15 min

SkillFile storage

You give itThe design, the commissioning settings and the manufacturer's manual.

You get backA plain guide of two or three pages for this house and this system, written for someone who has never had a heat pump or battery before.

You stillExplain it in person. Customers judge the job on whether they understand it.

Registering warranties and guarantees

Prepares the details for each manufacturer's warranty and the insurance-backed guarantee from the job file, and tracks the registration deadlines.

Saves timeKeeps customers

SkillScheduled taskScheme portalEmail

By hand40 min

With Claude10 min

SkillScheduled taskScheme portalEmail

You give itThe job file with serial numbers and the customer's details.

You get backRegistration details for each product and the guarantee, the deadlines, and a confirmation record on the job.

You stillSubmit the registrations and keep each confirmation on the job.

Billing exceptions and back-bills

Billing analysts, clearing exceptions before they become complaints.

5 use cases

Highest time

Working through the billing exceptions queue

Reads each billing exception with the account history and meter data, suggests the likely cause and drafts the fix or the query to the agent.

Saves timeKeeps customers

ProjectConnectorBilling systemMeter data

By hand30 min

With Claude6 min

ProjectConnectorBilling systemMeter data

You give itThe exception, the account history and the meter readings.

You get backA note on each exception with the likely cause, such as a missing read, a meter exchange not recorded or a wrong tariff, the fix suggested and the query to the data collector or meter operator.

You stillDecide the fix and apply it. A billing analyst's judgement keeps the bill right.

Highest value

Explaining a corrected bill in plain English

Writes to the customer explaining why their bill changed, what was wrong, what the new figures are and what happens next.

Keeps customersSaves time

SkillBilling systemEmail

By hand30 min

With Claude6 min

SkillBilling systemEmail

You give itThe old and new bills and the reason for the correction.

You get backA letter or email in plain words with the before and after figures, the reason, any credit or payment plan, and how to query it.

You stillApprove the letter. A trained person checks every letter, and anything about vulnerability or debt is theirs to handle.

Checking a late bill against the back-billing rules

Checks a catch-up bill against the back-billing limit for that customer type and works out what can and cannot be charged.

Keeps customersSaves time

SkillBilling system

By hand30 min

With Claude5 min

SkillBilling system

You give itThe bill, the account history and your back-billing policy.

You get backThe charges inside and outside the limit, the reason the bill was late, and a draft explanation for the customer.

You stillDecide the outcome. The rule protects the customer and the decision is yours.

Setting up group billing for a multi-site customer

Reads the contract for a multi-site customer and sets out the group billing structure, cost centres and site list, ready to configure.

Keeps customersSaves time

ProjectClaude in ExcelBilling systemSpreadsheet

By hand2 hrs

With Claude20 min

ProjectClaude in ExcelBilling systemSpreadsheet

You give itThe contract, the site list and how the customer wants to be billed.

You get backA billing set-up sheet with every site, meter, cost centre and bill format, the differences from the contract, and questions for the customer.

You stillConfigure it and check the first bill before it goes.

Reviewing direct debit amounts against usage

Compares a customer's direct debit with their actual usage and balance, and drafts the letter explaining any change.

Keeps customersSaves time

SkillBilling system

By hand20 min

With Claude4 min

SkillBilling system

You give itThe account balance, usage history and your direct debit policy.

You get backA suggested new amount with the reasoning, and a plain letter that shows the customer how it was worked out.

You stillApprove the change. A customer who is struggling needs a call from a trained person.

Credit, collections and change of tenancy

Credit control, collecting fairly and handling movers.

4 use cases

Highest value

Checking change of tenancy evidence

Checks the evidence a new occupier has sent against your policy and drafts a reply that asks only for what is missing.

Keeps customersSaves time

SkillBilling systemEmail

By hand30 min

With Claude6 min

SkillBilling systemEmail

You give itThe customer's documents and your change of tenancy policy.

You get backA check of each document against the policy, a list of what is missing, and a reply that asks for it plainly without chasing debt the customer does not owe.

You stillDecide whether the evidence is enough. Getting this wrong charges a new business for someone else's debt.

Drafting a payment plan letter for an adviser

Drafts the letter confirming a payment arrangement agreed by an adviser, with the amounts, dates and the support available.

Keeps customersSaves time

SkillBilling systemCRM

By hand20 min

With Claude5 min

SkillBilling systemCRM

You give itThe adviser's notes and the account.

You get backA letter in your approved wording with the plan, the dates and the help the customer can ask for, ready for the adviser to check and send.

You stillAgree the plan with the customer. Affordability and vulnerability are a trained person's decision.

Reconciling the collection agency's monthly report

Matches the debt collection agency's report against your accounts and lists differences, complaints and cases outside agreed rules.

Keeps customersSaves time

ProjectClaude in ExcelDebt collectionSpreadsheet

By hand2 hrs

With Claude20 min

ProjectClaude in ExcelDebt collectionSpreadsheet

You give itThe agency's report and your account data.

You get backA reconciliation with payments matched, accounts the agency holds that you show as closed, complaints raised and the agency's performance against its targets.

You stillManage the agency. How it treats your customers is your responsibility.

Summarising an account before a support call

Summarises the account before an adviser calls a customer in arrears, with the balance, payments, past contact and any support already agreed.

Keeps customersSaves time

ProjectConnectorBilling systemCRM

By hand15 min

With Claude3 min

ProjectConnectorBilling systemCRM

You give itThe account history and contact notes.

You get backA short summary of the account and its history, the plans tried before, and the support options your policy allows.

You stillHave the conversation. Judging what a customer can afford is for the adviser to decide.

Contracts, registrations and onboarding

Operations, getting customers on supply and keeping data flowing.

4 use cases

Writing the welcome pack for a new business customer

Writes the welcome pack from the contract with the rates, term, fee, payment terms, what happens at renewal and who to contact.

Keeps customersSaves time

SkillCRMBilling system

By hand30 min

With Claude5 min

SkillCRMBilling system

You give itThe signed contract and your welcome pack template.

You get backA welcome pack for this customer with every figure taken from the contract, and a check that the principal terms and the pack agree.

You stillApprove it and send it.

Deciding on registration objections with the evidence

Gathers the account balance, contract status and history for a customer leaving you, so the person deciding on an objection has the facts in one place.

Saves time

ProjectBilling system

By hand20 min

With Claude5 min

ProjectBilling system

You give itThe loss notification and the account.

You get backA short summary with the balance, the contract end date, any open dispute and the rule that applies.

You stillDecide whether to object. Blocking a customer's switch is a serious decision for a person to make.

Logging industry data exceptions with the next action

Reads rejected or missing industry data, such as readings and registration messages, and logs each with the likely cause and who must act.

Saves time

ProjectConnectorMeter dataBilling system

By hand20 min

With Claude5 min

ProjectConnectorMeter dataBilling system

You give itThe exception report from your industry data system.

You get backA log entry for each exception with the cause, the party to contact and a draft message, and a daily summary by type.

You stillWork the exceptions that need judgement and chase the agents.

Highest time

Checking site data on a new multi-site contract

Checks the site and meter list on a new contract against the industry data and the broker's submission before registration starts.

Saves timeKeeps customers

ProjectClaude in ExcelMeter dataSpreadsheet

By hand1 hr

With Claude10 min

ProjectClaude in ExcelMeter dataSpreadsheet

You give itThe contract site list, the broker's submission and the industry data you hold.

You get backA list of sites with meter numbers, addresses or consumption that do not match, sites missing from one list or the other, and the questions for the broker.

You stillResolve the differences with the broker before the sites go live.

Keeping customers

Account managers and the office, keeping customers informed.

11 use cases

Highest time

Writing install updates while the customer waits

Writes the update a customer needs at each stage, such as grant approved, waiting on the network operator, scaffold booked or install date confirmed, from the job record.

Keeps customersSaves time

ConnectorSkillCRMEmailMessaging

By hand20 min

With Claude3 min

ConnectorSkillCRMEmailMessaging

You give itThe job record and the status you have just changed.

You get backA short update in your voice that says what has happened, what happens next and roughly when, sent from your system or ready to send.

You stillCall the customer when the news is bad. A delay explained by a person keeps the job.

Booking annual services and sending reminders

Works out which customers are due a service or a warranty check, drafts the reminder and offers dates.

Keeps customersSaves time

Scheduled taskConnectorCRMCalendarEmail

By hand30 min

With Claude5 min

Scheduled taskConnectorCRMCalendarEmail

You give itYour installed systems list, service records and engineer diary.

You get backA weekly list of services due, reminders ready to send with dates offered, and a list of customers who have not replied twice.

You stillDecide who gets a call. A good service visit is where the next job and the referral come from.

Logging a fault call and drafting the reply

Writes up a fault call or email onto the job, with the system details, the symptoms and what the customer has already tried, and drafts the reply.

Keeps customersSaves time

ProjectConnectorCRMEmail

By hand25 min

With Claude5 min

ProjectConnectorCRMEmail

You give itThe customer's message or call notes and the job file.

You get backA fault record with the installed equipment and its warranty status, the questions an engineer will ask, and a reply to the customer saying what happens next.

You stillDiagnose the fault and decide whether to send someone. The engineer's judgement fixes the system.

Highest value

Running the renewal list months before contracts end

Reads your contract records and lists every client whose contract ends in the coming months, with the termination window and what needs doing first.

Keeps customersSaves time

Scheduled taskConnectorCRMSpreadsheetEmail

By hand2 hrs

With Claude15 min

Scheduled taskConnectorCRMSpreadsheetEmail

You give itYour CRM or contract spreadsheet and supplier contract confirmations.

You get backA renewal list by end date with the termination deadline for each, LOAs about to lapse, the clients to approach this week and a drafted renewal email for each.

You stillHave the renewal conversation. A client kept at renewal is worth more than a new one found.

Preparing the quarterly account review for a client

Builds the account review from the client's bills, consumption and contract records, with cost against budget and anything that needs a decision.

Keeps customersSaves time

ProjectClaude in ExcelSpreadsheetBill validation

By hand2 hrs

With Claude20 min

ProjectClaude in ExcelSpreadsheetBill validation

You give itBills, consumption data, the contract and last quarter's review.

You get backA review with consumption and cost by site against budget, billing problems found and fixed, contracts coming up, and two or three points to raise with the client.

You stillRun the meeting. The review is where you show what you are worth to the client.

Writing the monthly market update for clients

Drafts a plain market update for clients from your own notes and the market data you subscribe to, with what it means for clients buying in the coming months.

Keeps customersWins work

SkillEmail

By hand1 hr 30

With Claude20 min

SkillEmail

You give itYour market notes and the data you are licensed to use.

You get backAn update in your voice with the movements that matter, what they mean for fixed and flexible buyers, and a short version for email.

You stillGive the view. Clients read the update for your judgement on what to do.

Writing landowner rent and indexation letters

Works out each landowner's rent from the lease, applies the indexation and caps, and drafts the letter and payment schedule.

Keeps customersSaves time

ProjectScheduled taskSpreadsheetAccounting

By hand1 hr

With Claude10 min

ProjectScheduled taskSpreadsheetAccounting

You give itThe leases or options, the index figures and last year's payments.

You get backA rent calculation by site showing the clause, the index used and the cap, a letter to each landowner, and a list of payments due this month.

You stillApprove the payments and handle any landowner who queries them.

Writing community fund reports and newsletters

Drafts the community newsletter or fund report for a site from your project updates, construction notes and the fund's grants.

Keeps customers

SkillFile storageEmail

By hand1 hr 30

With Claude20 min

SkillFile storageEmail

You give itProject updates, the fund's grants and the newsletter before.

You get backA newsletter or report in plain language with what has happened on site, what is coming next, the grants made and how to apply.

You stillDecide what to say about anything sensitive, and meet the parish council.

Highest value

Writing renewal offers before the contract ends

Lists the contracts ending, drafts the renewal terms and offer letter to the timetable your licence sets, and flags customers who have had no offer.

Keeps customersSaves time

Scheduled taskSkillBilling systemCRM

By hand30 min

With Claude5 min

Scheduled taskSkillBilling systemCRM

You give itYour contract end report, the renewal prices and your letter templates.

You get backA list of renewals due by date, offer letters with the new terms and the old ones side by side, and a list of customers at risk of rolling onto out of contract rates.

You stillApprove the offers and decide how to treat customers who are struggling to pay.

Preparing account reviews for multi-site customers

Builds the review for a larger customer from billing and consumption data across their sites, with anything that needs explaining.

Keeps customersSaves time

ProjectClaude in ExcelBilling systemSpreadsheet

By hand2 hrs

With Claude20 min

ProjectClaude in ExcelBilling systemSpreadsheet

You give itBilling and consumption exports for the customer's sites.

You get backA review with consumption and cost by site, estimated reads still open, billing corrections made, the contract position and questions to raise.

You stillRun the conversation. A larger customer stays for the account manager they trust.

Reporting on each broker's book and submissions

Builds a monthly view of each broker partner's live contracts, renewals due, submissions rejected and complaints, for the account manager.

Keeps customersWins work

ProjectClaude in ExcelCRMSpreadsheet

By hand2 hrs

With Claude20 min

ProjectClaude in ExcelCRMSpreadsheet

You give itYour contract, submission and complaints data by broker.

You get backA one page report per broker with the book's size, renewals coming up, rejection reasons, complaints and the points to raise at the next review.

You stillManage the broker relationship. Which partners you grow with is a commercial decision.

Complaints and disputes

Whoever handles complaints, against a deadline that starts on receipt.

6 use cases

Logging a complaint with its root cause

Writes up a complaint from the email, call or letter onto your complaints log, with what went wrong, the root cause as far as the record shows, and the deadline for a response.

Keeps customersSaves time

ProjectConnectorEmailCRM

By hand20 min

With Claude5 min

ProjectConnectorEmailCRM

You give itThe complaint and the account or job record.

You get backA log entry with the facts, the dates, a suggested root cause and the evidence for it, the response deadline, and a draft acknowledgement to the customer.

You stillDecide the root cause and what to put right. The log is evidence your scheme or regulator can ask for.

Answering a complaint with the job file behind it

Reads the complaint against the job file, the contract and the handover pack, and drafts a reply that deals with each point in order.

Keeps customersSaves time

ProjectSkillCRMEmail

By hand1 hr

With Claude15 min

ProjectSkillCRMEmail

You give itThe complaint, the job file and what your consumer code requires.

You get backA reply that answers each point with what the file shows, offers what you have decided, and explains how the customer can take it further if they are not satisfied.

You stillDecide what to offer. Putting a customer right is a judgement about the job and the relationship.

Passing a complaint to the supplier within 48 hours

Writes up a client's complaint about a supplier in the form the supplier's broker code asks for and sends it inside the deadline.

Keeps customersSaves time

SkillScheduled taskEmailCRM

By hand20 min

With Claude4 min

SkillScheduled taskEmailCRM

You give itThe client's complaint, the account details and the supplier's code of practice.

You get backA complaint to the supplier with the subject line and details the code requires, a copy on the client record, and a reminder if the supplier has not replied.

You stillSpeak to the client and push the supplier when it matters. Standing up for the client is why they use you.

Putting together an Energy Ombudsman case file

Gathers the documents, calls and letters for a case referred to the Energy Ombudsman and writes the summary and timeline the case handler will read.

Keeps customersSaves time

ProjectCoworkCRMFile storageCall recording

By hand3 hrs

With Claude40 min

ProjectCoworkCRMFile storageCall recording

You give itThe complaint record, contracts, bills, call recordings or notes, and the Ombudsman's request.

You get backA timeline of events with each document referenced, a summary of your position, the remedy you propose, and a list of anything missing from your records.

You stillDecide your position and sign off the response. What you concede is both a commercial and a regulatory decision.

Highest time

Drafting final responses and deadlock letters

Drafts the final response or deadlock letter from the complaint record, with what you found, what you are doing and the customer's right to go to the Energy Ombudsman.

Keeps customersSaves time

SkillBilling systemCRM

By hand45 min

With Claude10 min

SkillBilling systemCRM

You give itThe complaint record, the account history and your letter templates.

You get backA letter that answers each point, sets out any remedy, includes the Ombudsman wording your licence requires, and is dated to meet the deadline.

You stillDecide the remedy and approve the letter. A trained person reads every letter before it goes.

Finding the root causes across a month of complaints

Reads a month of complaint records and groups them by root cause, team and product, so the board sees what is driving them.

Keeps customersYou own it

ProjectClaude in ExcelCRMSpreadsheet

By hand4 hrs

With Claude40 min

ProjectClaude in ExcelCRMSpreadsheet

You give itYour complaints log export for the month.

You get backComplaints grouped by root cause with counts and examples, the causes that have grown since last month, and the fixes each team could make.

You stillDecide which causes to fix first and who owns each fix.

Rules, audits and regulators

The person who keeps the business compliant.

11 use cases

Pulling together the evidence for an MCS assessment

Gathers the records your certification body will ask for, such as installation records, the complaints log, insurance and Technical Supervisor evidence, and lists anything missing.

Saves timeYou own it

ProjectCoworkFile storageMCS database

By hand4 hrs

With Claude40 min

ProjectCoworkFile storageMCS database

You give itThe assessment notice and your job files, logs and certificates in one place.

You get backAn evidence pack indexed to the requirements, the jobs most likely to be sampled with their records checked, and a list of gaps to close before the assessor arrives.

You stillMeet the assessor and answer for your work. The assessor judges competence on site.

Checking every lead got the MCS Customer Commitment

Checks the week's leads and contracts against your records to confirm the MCS Customer Commitment went out at first contact and before any contract.

Saves timeYou own it

Scheduled taskConnectorCRMEmail

By hand30 min

With Claude5 min

Scheduled taskConnectorCRMEmail

You give itYour lead list, sent emails and signed contracts.

You get backA list of leads and contracts with the date the Commitment was sent, any that are missing it, and drafted emails to put it right.

You stillFix the process that let one slip. The requirement is yours to meet.

Preparing the MCS annual submission

Drafts the annual submission from your records of staff, subcontractors, the areas you cover and the work you have done.

Saves time

ProjectFile storageSpreadsheet

By hand3 hrs

With Claude30 min

ProjectFile storageSpreadsheet

You give itStaff and subcontractor lists, job records and the submission you made last year.

You get backA draft submission with each answer and the record it came from, and a list of changes since last year that the certification body may ask about.

You stillCheck and sign the declarations. The submission sets how you are assessed.

Highest value

Working out the fee disclosure for every quote

Works out the fee as each supplier wants it shown: the uplift per unit and on the standing charge, and the expected amount in pounds over the term where the code asks for it.

Keeps customersSaves time

SkillCRMSpreadsheet

By hand20 min

With Claude4 min

SkillCRMSpreadsheet

You give itThe quote, the uplift and the consumption it is based on.

You get backThe disclosure wording and figures for this supplier and this client size, a check that they match the supplier's principal terms, and a copy filed on the client record.

You stillExplain the fee to the client. Being open about how you are paid is what keeps clients and keeps you out of disputes.

Checking sales records against the supplier codes

Checks a sample of sales calls and paperwork against the supplier codes of practice you work under, and lists any missing disclosure, record or recording.

Keeps customersYou own it

ProjectSkillCall recordingCRM

By hand1 hr

With Claude15 min

ProjectSkillCall recordingCRM

You give itCall recordings or transcripts, the paperwork and the supplier codes.

You get backA short report by salesperson with each item checked, anything missing, and the coaching point for each.

You stillCoach your team. A broker's reputation is built call by call.

Getting your records ready for broker regulation

Lists what Ofgem is likely to ask a broker for once registration starts, compares it with your policies and records, and drafts what is missing.

You own itKeeps customers

ProjectFile storage

By hand8 hrs

With Claude1 hr 30

ProjectFile storage

You give itYour policies, complaints log, sales scripts and the government's published decision.

You get backA gap list against the published decision, drafts of the missing policies, and a record of where each piece of evidence lives.

You stillDecide your policies and sign them. The government has decided Ofgem will regulate brokers, and the law is not yet in place.

Submitting monthly meter data and certificate claims

Collects each operating site's meter readings and prepares the monthly data for the Renewable Electricity Register, with a check against the monitoring figures.

Saves time

Scheduled taskClaude in ExcelAsset monitoringOfgem portal

By hand1 hr

With Claude15 min

Scheduled taskClaude in ExcelAsset monitoringOfgem portal

You give itMeter readings and the monitoring export for each site.

You get backThe month's figures by station, readings that differ from the monitoring data, and the certificate transfer dates coming up.

You stillSubmit the data and sign the declaration.

Keeping project company records and filings current

Keeps a list of every project company with its directors, filing deadlines, bank mandates and agreements, and drafts the routine paperwork.

Saves timeYou own it

ProjectScheduled taskCompanies HouseFile storage

By hand1 hr

With Claude15 min

ProjectScheduled taskCompanies HouseFile storage

You give itCompanies House records, your SPV list and the board minutes.

You get backA register of companies with every deadline coming up, drafted board minutes for routine decisions, and a list of agreements that need signing.

You stillSign as a director. The company secretary's duties do not move to a tool.

Highest time

Preparing the monthly and quarterly complaints returns

Builds Ofgem's complaints returns from your complaints log and billing data in the specification Ofgem sets, with a check against last period.

Saves time

ProjectClaude in ExcelCRMBilling systemSpreadsheet

By hand4 hrs

With Claude40 min

ProjectClaude in ExcelCRMBilling systemSpreadsheet

You give itThe complaints log, account counts and Ofgem's data guidance.

You get backThe return in Ofgem's format, the movements since last period with the reasons, and a list of records that do not fit a category.

You stillCheck and submit the return. The figures are your licence obligation.

Drafting responses to Ofgem requests for information

Reads an Ofgem request for information and drafts the response from your data, policies and past answers, with every question answered in order.

Saves time

ProjectFile storageSpreadsheet

By hand4 hrs

With Claude1 hr

ProjectFile storageSpreadsheet

You give itThe request, your data exports and policies.

You get backA draft response with each answer sourced, a list of data still needed and who holds it, and the deadline.

You stillDecide what to say and sign it off. A response to the regulator is a board level matter.

Keeping the licence conditions tracker current

Reads Ofgem's decisions and consultations and updates your tracker of licence conditions, owners and evidence.

You own itSaves time

ProjectClaude in ChromeSpreadsheetBrowser

By hand2 hrs

With Claude20 min

ProjectClaude in ChromeSpreadsheetBrowser

You give itOfgem publications and your current tracker.

You get backAn updated tracker with new or changed obligations, the date each applies, the owner, and the evidence you will need.

You stillDecide how you will comply and who owns each change.

Money and the month end

The finance team or the owner, at the month end.

8 use cases

Working out the margin on each finished job

Joins the quote, supplier invoices, labour, scaffold and grant receipts for each finished job and shows what it really made.

You own itSaves time

ProjectClaude in ExcelAccountingJob managementSpreadsheet

By hand2 hrs

With Claude20 min

ProjectClaude in ExcelAccountingJob managementSpreadsheet

You give itJob records, supplier invoices, timesheets and the accounts export.

You get backMargin by job against the quote, the jobs that lost money and why, such as return visits, extra radiators or scaffold left up, and the totals for the weekly report.

You stillDecide what to change in how you survey and price. The pattern behind a bad job is yours to read.

Raising stage invoices with the right references

Drafts the deposit, delivery, commissioning and final invoices for a job with the references each one needs, such as the MCS certificate number on the final invoice.

Saves time

ConnectorSkillAccountingCRM

By hand20 min

With Claude4 min

ConnectorSkillAccountingCRM

You give itThe job record, the contract and your invoice template.

You get backInvoices ready to issue with the deposit deducted, the grant shown correctly and every reference filled in, and a list of jobs waiting on a certificate.

You stillApprove and send the invoices.

Highest time

Reconciling supplier commission statements

Matches each supplier's monthly commission statement against your contract book and lists every contract paid short, not paid or paid on the wrong usage.

Saves timeYou own it

ProjectCoworkClaude in ExcelSpreadsheetAccountingEmail

By hand4 hrs

With Claude40 min

ProjectCoworkClaude in ExcelSpreadsheetAccountingEmail

You give itSupplier statements in their own formats and your contract records.

You get backA reconciliation by supplier and contract, the variances with the likely reason, contracts that never went live, clawbacks taken, and a query to each supplier.

You stillChase the suppliers and decide which queries are worth pursuing.

Forecasting commission and clawbacks

Builds a forecast of commission from live contracts and expected usage, and tracks clawbacks against the contracts they relate to.

You own it

Claude in ExcelSpreadsheetAccounting

By hand2 hrs

With Claude20 min

Claude in ExcelSpreadsheetAccounting

You give itYour contract book, past statements and usage data.

You get backA commission forecast by month and supplier, the contracts carrying clawback risk, and the assumptions written down.

You stillDecide what to bank on. A forecast built on usage that may not happen needs your judgement.

Reporting development spend against budget by project

Joins invoices, consultant fees and internal time to each project and reports spend against the development budget by stage.

You own itSaves time

ProjectClaude in ExcelAccountingSpreadsheet

By hand3 hrs

With Claude30 min

ProjectClaude in ExcelAccountingSpreadsheet

You give itThe accounts export, purchase orders and project budgets.

You get backSpend by project and stage against budget, commitments not yet invoiced, and the projects where spend is running ahead of progress.

You stillDecide where to keep spending and where to stop. Writing off a project is a board decision.

Forecasting grid securities and option payments

Reads your grid offers and land agreements and forecasts every security, connection payment, option fee and rent by month.

You own itSaves time

ProjectClaude in ExcelSpreadsheetFile storage

By hand2 hrs

With Claude20 min

ProjectClaude in ExcelSpreadsheetFile storage

You give itGrid offers, security statements, option agreements and leases.

You get backA cash forecast of grid and land payments by month and project, the triggers for each, and the payments due in the next quarter.

You stillDecide how to fund them. A missed security can cost a queue position.

Checking industry non-commodity invoices

Checks network, metering and policy cost invoices against your own expectations from volumes and published rates, and lists the differences.

Saves timeYou own it

ProjectClaude in ExcelSpreadsheetBilling system

By hand3 hrs

With Claude30 min

ProjectClaude in ExcelSpreadsheetBilling system

You give itThe invoices, your volumes and the published rates.

You get backA list of differences by invoice and charge, the likely reason for each, and a query to raise with the party that billed it.

You stillDecide which differences to dispute. Your pricing team knows the cost stack.

Paying broker commission and answering queries

Builds each broker's commission statement from billed usage and answers broker queries about what was paid.

Keeps customersSaves time

ProjectClaude in ExcelBilling systemSpreadsheetEmail

By hand2 hrs

With Claude20 min

ProjectClaude in ExcelBilling systemSpreadsheetEmail

You give itBilling data, broker contracts and the queries received.

You get backA statement per broker that can be followed line by line, answers to each query with the account data behind it, and a list of disputes to review.

You stillApprove the payments and handle disputes with your broker partners.

Recruitment, training and procedures

The owner or office manager, writing down how the work is done.

2 use cases

Writing procedures from how your best people work

Turns a walkthrough, a recorded call or notes from your best person into a written procedure with the steps, the checks and the common mistakes.

You own itSaves time

ProjectSkillFile storage

By hand4 hrs

With Claude40 min

ProjectSkillFile storage

You give itA recording or notes of the task being done, and any procedure you already have.

You get backA procedure in your format with each step, the systems used, the checks that matter, and the questions a new starter will ask.

You stillCheck it is right and decide who owns it. How your best people work is knowledge the business should keep.

Building the induction pack for a new starter

Builds the first weeks for a new starter from your procedures, policies and the role, with what to read, who to sit with and what to try.

Saves timeYou own it

ProjectFile storageHR system

By hand3 hrs

With Claude30 min

ProjectFile storageHR system

You give itThe job description, your procedures and policies.

You get backAn induction plan by week, a short guide to your systems and terms, and the checks to complete before they work alone.

You stillWelcome them and teach the parts that cannot be read.

The managing director's week

Clearing what does not need the managing director's attention.

4 use cases

Clearing the managing director's inbox each morning

Reads the overnight inbox and sorts it into what needs you, what someone else should handle, and what can wait, with replies drafted for the routine ones.

Saves time

ConnectorScheduled taskEmailCalendar

By hand45 min

With Claude10 min

ConnectorScheduled taskEmailCalendar

You give itYour inbox and calendar.

You get backA short list of what needs you today, drafted replies, items passed to the right person, and the meetings coming up with what to read first.

You stillMake the decisions that only the managing director can make.

Building the monthly board pack

Pulls the month's figures from your systems into the board pack, with the pipeline, delivery, cash and risks, and drafts the commentary.

Saves timeYou own it

ProjectCoworkClaude in ExcelAccountingCRMSpreadsheet

By hand8 hrs

With Claude1 hr 30

ProjectCoworkClaude in ExcelAccountingCRMSpreadsheet

You give itExports from your CRM, accounts and operational systems, and last month's pack.

You get backA board pack in your format with every figure sourced, the movements since last month, and draft commentary for you to rewrite.

You stillDecide what the numbers mean and what to do about them. The board wants your view.

Keeping track of rule changes that affect you

Reads Ofgem, GOV.UK and scheme announcements each week and lists the changes that touch your business, with dates and what each means for you.

You own itSaves time

Scheduled taskClaude in ChromeBrowserEmail

By hand1 hr

With Claude10 min

Scheduled taskClaude in ChromeBrowserEmail

You give itThe sources you want watched and a short description of your business.

You get backA weekly note of changes with the date each applies, a plain summary, the source, and the processes or documents that will need updating.

You stillDecide what to change and when. How the business meets a new rule is for you to judge.

Writing the stage-gate paper for a project

Drafts the paper for your investment committee at each stage gate from the project's land, grid, planning and cost position.

You own itSaves time

ProjectSkillFile storageSpreadsheet

By hand3 hrs

With Claude30 min

ProjectSkillFile storageSpreadsheet

You give itThe project's documents, the budget and your stage-gate template.

You get backA paper with the project's status against each gate criterion, the spend so far and to come, the main risks and the decision asked for.

You stillMake the case or recommend stopping. The committee wants your view of the project.

Tools you build and own

The pricing rules, trackers and reports you would otherwise pay for.

3 use cases

Writing your pricing rules down as a skill

Turns the way your best person prices work into written rules Claude follows every time, so quotes, tenders and price letters come out the same way.

You own itWins work

SkillProjectFile storage

By hand8 hrs

With Claude2 hrs

SkillProjectFile storage

You give itExamples of good quotes, your price lists and an hour with the person who prices.

You get backA skill your team uses for every quote, with the rules, exceptions and wording in it, and a short guide to updating it when prices or rules change.

You stillOwn the rules and keep them current. Someone in the business has to update them when prices or schemes change.

Building a tracker your systems do not give you

Builds a small internal tool for the thing your main system does not track, such as grant references, renewal dates, grid milestones or broker submissions.

You own itSaves time

Claude CodeArtifactsSpreadsheetFile storage

By hand8 hrs

With Claude2 hrs

Claude CodeArtifactsSpreadsheetFile storage

You give itWhat you track now, usually a spreadsheet, and what you wish it showed.

You get backA working tracker your team uses, with the fields, warnings and views you asked for, built around your systems and owned by you.

You stillDecide what it should do and who maintains it. Anything you build needs an owner.

A weekly dashboard from your own exports

Builds a dashboard from the exports your systems already produce, so the figures you check every week are in one place.

You own itSaves time

ArtifactsScheduled taskSpreadsheetCRMAccounting

By hand10 hrs

With Claude2 hrs

ArtifactsScheduled taskSpreadsheetCRMAccounting

You give itExports from your CRM, accounts and operational systems.

You get backA dashboard with the measures you choose, refreshed each week, with the movements that need attention called out.

You stillDecide which measures matter and act on what they show.

The use case for AI in energy.

Where the time goes

Getting a quote out

The same job in five portals

Getting the job done

After the crew leaves

Getting the data

Running the tender

Getting contracts live

Keeping clients

Winning the land

Holding the grid position

Getting consent

Raising money and running sites

Pricing and the broker channel

Getting the bill right

Customers who need an answer

Answering to Ofgem

What an installer does brilliantly, and what sits around it

What a broker or consultancy does brilliantly, and what sits around it

What a developer does brilliantly, and what sits around it

What a supplier does brilliantly, and what sits around it

132 things you could hand over, by function.

Quotes and proposals

Turning survey notes into a first-draft quote

Checking a quote before it goes to the customer

Re-quoting after the survey changes the design

Writing the plain-English letter that goes with a quote

Reading an enquiry and booking the right survey

Following up open quotes and recording why you lost

One proposal from a solar design and a heat loss report

Building the business case for a commercial solar job

Building the tender pack each supplier asks for

Lining up bespoke supplier prices in one comparison

Writing the recommendation report the same day

Explaining fixed against flexible buying for a client

Writing up a site screening as an appraisal

Drafting landowner approach letters for a site

Drafting heads of terms from your standard term sheet

Keeping a record of every landowner conversation

Tracking option dates, extensions and longstops

Turning the pricing model into a bespoke quote

Checking a broker's contract before it is keyed

Briefing brokers when the price book changes

Answering a broker's pricing query

Tracking cable route rights across several landowners

Tenders and bid questionnaires

Reading a tender pack and building the bid timetable

Answering the questionnaire from your bid library

Checking accreditations and evidence before a bid goes

Preparing a client's invitation to tender for energy

Answering a large customer's energy tender

Turning tender feedback into lessons for the next bid

Grid offers and Gate 2

Comparing a new grid offer with the last one

Checking the evidence pack against the readiness criteria

Keeping one register of offers, securities and milestones

Writing up network operator meetings and actions

Planning and consultation

Checking the planning documents agree with each other

Coding consultation feedback and drafting the response

Tracking consultee comments and information requests

Tracking planning conditions to discharge

Preparing the pre-application pack for the council

Summarising objections and the officer's report

Funding, investors and buyers

Drafting the information memorandum for a project sale

Indexing the data room and finding the gaps

Answering due diligence questions from your documents

Checking a funding application against the rules

Writing the project teaser for buyers

Operating sites and asset reports

Writing the monthly asset report for investors

Checking O&M and PPA invoices against the contracts

Following up open faults with the O&M contractor

Preparing a warranty or insurance claim from site records

Letters of authority and site data

Preparing the letter of authority with exact details

Turning a client's bills into a clean site list

Renewing letters of authority before they lapse