Operations / Overview
Good morning, Aoife
Tuesday, 02 June 2026
Here is what needs your attention today.
Last 30 days ⌄
Pipeline overview
Live jobs by workflow stage
84New leads
63Design
46Quoted
29Accepted
21Installed
AI activity
Claude-powered actions today
Lead response sentPatrick O'Brien · 4m ago
Follow-up draftedSarah Murphy · 18m ago
Proposal summary generatedJOB-2026-0148 · 31m ago
Support reply suggestedTicket #1042 · 52m ago
Needs attention
Items requiring an office follow-up
!
4 proposals overdue for reviewOldest waiting 2 days
!
3 unsigned contractsFollow-up required
i
2 SEAI uploads pendingPaperwork ready for submission
Upcoming installations
Field schedule this week
Michael ByrneNaas, Co. Kildare · 09:00
Team AlphaLaura WalshBray, Co. Wicklow · 08:30
Team BetaDeclan RyanClondalkin, Dublin · 09:00
Team AlphaHIGH2h ago
Patrick O'Brien
Celbridge, Co. Kildare
MEDIUM5h ago
Niamh Kelly
Arklow, Co. Wicklow
LOW1d ago
John Lyons
Ennis, Co. Clare
HIGH2d ago
Sarah Murphy
Rathfarnham, Dublin
MEDIUM5d ago
Eoin Fitzgerald
Maynooth, Co. Kildare
HIGH1d ago
Claire Doyle
Blackrock, Dublin
MEDIUM7d ago
James Nolan
Greystones, Wicklow
HIGH1d ago
Michael Byrne
Naas, Co. Kildare
HIGH3d ago
Laura Walsh
Bray, Co. Wicklow
HIGH1d ago
Tom Kavanagh
Swords, Dublin
MEDIUM12d ago
Emma Healy
Newbridge, Kildare
| Client | Job ID | Area | Stage | Payment | Last activity | |
|---|---|---|---|---|---|---|
| Patrick O'Brienpatrick.obrien@email.ie | JOB-2026-0152 | Kildare | New lead | — | 2 hours ago | |
| Claire Doyleclaire.doyle@email.ie | JOB-2026-0144 | Dublin | Quoted | — | 1 day ago | |
| Michael Byrnemichael.byrne@email.ie | JOB-2026-0138 | Kildare | Accepted | Deposit paid | 1 day ago | |
| Tom Kavanaghtom.kavanagh@email.ie | JOB-2026-0121 | Dublin | Installed | Paid in full | 3 days ago | |
| Emma Healyemma.healy@email.ie | JOB-2026-0116 | Kildare | Aftercare | Paid in full | 5 days ago |
| Proposal | Client | System | Value | Status | Last updated | |
|---|---|---|---|---|---|---|
| PROP-0150 | Sarah Murphy | 12 × 440W · 5.28 kWp | €10,840 | Awaiting review | 4 hours ago | |
| PROP-0148 | Claire Doyle | 16 × 440W · 7.04 kWp | €13,460 | Sent | 1 day ago | |
| PROP-0146 | James Nolan | 10 × 440W · 4.40 kWp | €9,180 | Follow-up due | 7 days ago | |
| PROP-0138 | Michael Byrne | 14 × 440W · 6.16 kWp | €12,120 | Accepted | 8 days ago |
MON
TUE
WED
THU
FRI
SAT
SUN
1
2
309:00 · Michael ByrneTeam Alpha
408:30 · Laura WalshTeam Beta
509:00 · Declan RyanTeam Alpha
6
7
809:30 · Anna ClarkeTeam Gamma
9
1008:30 · Ciaran DunneTeam Beta
11
1209:00 · Orla MartinTeam Alpha
13
14
15
1609:30 · Peter ReillyTeam Gamma
17
18
1908:30 · Eva BrennanTeam Beta
20
21
| Invoice | Client | Type | Issued | Amount | Status | |
|---|---|---|---|---|---|---|
| INV-2026-0192 | Tom Kavanagh | Final balance | 29 May 2026 | €8,420 | Unpaid | |
| INV-2026-0189 | Michael Byrne | Deposit | 25 May 2026 | €1,212 | Deposit paid | |
| INV-2026-0181 | Emma Healy | Final balance | 20 May 2026 | €7,860 | Paid in full | |
| INV-2026-0176 | Sean Quinn | Final balance | 14 May 2026 | €8,200 | Overdue |
Contracts signed
48 / 513 awaiting signature
SEAI packs ready
122 require manual upload
Commissioning forms
21All forms complete
| Client | Document pack | Contract | Risk assessment | SEAI grant | Updated | |
|---|---|---|---|---|---|---|
| Michael Byrne | JOB-2026-0138 | Signed | Complete | Ready to upload | 1 day ago | |
| Laura Walsh | JOB-2026-0136 | Unsigned | Complete | Populated | 2 days ago | |
| Tom Kavanagh | JOB-2026-0121 | Signed | Complete | Uploaded | 3 days ago |
Tickets3 open
HIGH PRIORITY
Inverter warning light
#1042 · Open · Submitted 32 minutes ago
Tom Kavanaghtom.kavanagh@email.ie · +353 87 555 0192
"The inverter has a red warning light since this morning. The app says grid fault. Can someone advise?"
✦ Claude suggested responseReady to review
Hi Tom, thanks for letting us know. A grid fault warning can sometimes clear after a safe restart. Please switch the inverter isolator off for 30 seconds, then turn it back on. If the warning remains, we can arrange an engineer callout.
Send priority-based welcome or out-of-area email immediately after enquiry.
If a quote is not ready within 3–5 days, send a reassuring follow-up.
Every 7 days, offer proposal acceptance, callback or survey options.
Generate contract and risk assessment when a proposal is accepted.
Two weeks post-install, send thanks, review request and portal link.
Suggest guidance or engineer callout booking for new portal tickets.
S
Solara HomeTK
WELCOME BACK, TOM
Your solar journey
Your 6.16 kWp system is installed and generating clean energy.Generating normally
Last checked 4 minutes ago
6 files available
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Role-based access for Admin, Sales, Field Team and Office Admin.
Priority areas
High: Dublin, Kildare · Medium: Wicklow, Meath · Low: Outside coverage
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EU hosting, data exports and retention controls.