HeyGM demo · sample data
Pipeline
Search jobs, customers, MPRNs, Eircodes
Built by HeyGM for Ecoplex · demo, sample data
ST
| Team | Their day today | The pain | What HeyGM gives them | In the demo |
|---|---|---|---|---|
| Owners | Figures pulled from Salesforce and Knack, and from asking managers. | No one view from enquiry to cash; €30k a month without a clear return per job. to confirm Tuesday | The 07:00 brief, a dashboard, cost per job, and Ask Ecoplex. | Today · Ask |
| Sales and callbacks | Leads from forms, Feelgood pages, phones, Refer & Earn and partners, worked in Salesforce. | Slow callbacks at peaks; partner leads stuck in email; quotes not chased. to confirm Tuesday | One callback queue with timers, a text out of hours, source return, a chase list. | Leads · Pipeline |
| Surveyors and design | Survey on site; photos, roof layout and quote in separate tools. | Survey details typed again; MPRN, grid limits and grant eligibility checked by hand. to confirm Tuesday | A survey on the phone that fills the design, quote, grant check and NC6. | Job record |
| Grants team | SEAI portal by hand, tracked in custom fields or spreadsheets. | Letters of Offer lapsing; claims held by a missing BER or certificate. to confirm Tuesday | Expiry alerts, a claim checklist per job, the grant pipeline in euro. | SEAI grants |
| Ops and crews | Schedule in Knack; changes by phone and WhatsApp. | Crews short or idle; jobs booked with no stock; long drives across Dublin. to confirm Tuesday | A schedule tied to stock and grants, suggested moves, a phone view for crews. | Crews |
| Stock and purchasing | Stock in Knack or a spreadsheet; POs by email. | Bundles sold faster than batteries arrive; van stock unknown. to confirm Tuesday | Stock against booked jobs, the shortfall, PO dates, van checks. | Stock |
| Aftercare | Support form, phone, and each maker's portal one at a time. | The customer finds the fault first; annual services not sold. to confirm Tuesday | Fault alerts matched to customers, one ticket queue, services due. | Aftercare |
| Finance | Deposits, final payments, lender payouts and SEAI claims chased separately. | No single figure for what's owed; finance documents stall jobs. to confirm Tuesday | What's owed by age and source, a lender tracker, the Xero or Sage link. | Cash |
| Marketing | Feelgood pages, offers and referrals tracked in sheets; reviews answered by hand. | Can't see which deal sells, or whether stock can deliver it. to confirm Tuesday | Deal conversion with stock cover, referral payouts, drafted review replies. | Deals · Reviews |
| Commercial | Mixed into the residential pipeline. | Long projects, NC7 and NC8 grid applications and business grants lost among home jobs. to confirm Tuesday | A pipeline of its own, with grid and grant steps. | Commercial |