7 workflow automations purpose-built on top of Enerflo — no data leaves your system, no parallel tool for your team to learn.
AI tracks every project across the lead-to-PTO pipeline in Aurora, identifies which stage each project is stuck in, and drafts the unstick action — average install-to-PTO time drops from 90 to 50 days. Purpose-built for teams running Enerflo — uses the native API or agent integration so nothing leaves the system of record.
AI generates the design and permit package from site survey data in Aurora, runs structural and shade analysis, and submits to AHJ — design throughput per engineer doubles. Purpose-built for teams running Enerflo — uses the native API or agent integration so nothing leaves the system of record.
AI sends personalized review requests post-job from the Aurora closeout, follows up if needed, and routes negative feedback to the owner before it hits Google — review velocity 5x's, map-pack rankings climb. Purpose-built for teams running Enerflo — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every membership in Aurora, reaches out 60 days before renewal with a personalized renewal offer, books the appointment, and processes payment — renewal rate climbs from 60% to 85%+. Purpose-built for teams running Enerflo — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every tech's daily performance (close rate, ticket size, follow-on work) in Aurora, surfaces the leading indicators, and drafts coaching prompts — performance gap narrows fast. Purpose-built for teams running Enerflo — uses the native API or agent integration so nothing leaves the system of record.
AI screens inbound calls, qualifies the job, books the appointment in Aurora, and only routes complex calls to a human CSR — booking capacity 3x's without adding headcount. Purpose-built for teams running Enerflo — uses the native API or agent integration so nothing leaves the system of record.
AI files warranty claims from Aurora job data, assembles the documentation, submits to the manufacturer portal, and tracks reimbursement — warranty recovery climbs 3–5x. Purpose-built for teams running Enerflo — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Enerflo for any repetitive process. Tell us what you'd automate.
