From the first click
to the final panel.
Digiwah built OAS Energy a connected Zoho platform: a CRM sales engine that captures and qualifies every lead, feeding a Creator job board that dispatches solar installs to the field, with the customer kept in the loop automatically.
OAS Energy
A Melbourne-based clean-energy installer: solar panel systems, battery storage, air conditioning, heat-pump hot water and EV chargers, for homes and businesses across Victoria. CPC-accredited, and one of the more established solar installers in the city.
“Custom energy solutions for modern homes.”
Owned by Rob and Alroy Augustus, OAS sells through online and social channels and delivers multi-day rooftop installs through a network of subcontractors.
Leads arrived from everywhere.
The field lived somewhere else.
Enquiries came in from the website and from Facebook and Instagram ads, and were keyed in by hand. Once a deal closed, getting the job to the right subcontractor and tracking a 10-to-14-day rooftop install happened well outside the sales system. Sales and the field never quite met.
Two engines, one platform.
We built OAS a connected Zoho stack they own and can extend. A Zoho CRM sales engine captures every lead with full attribution and works it through a clean pipeline. A Zoho Creator job board takes the won deal to the field, dispatching multi-day installs to subcontractors. Between them, automated emails keep the customer in the loop.
From a click to a signed-off install
Follow one enquiry from an online ad all the way to a completed solar job. This is how the platform connects sales to the field.
The real magic: a job board the field actually uses
A custom Zoho Creator app built to mirror and sharpen how OAS runs installs. A job is broadcast to every crew, the first to accept wins it, and a server-side race guard makes sure that is exactly one. From there it is tracked day by day and signed off on site, all from a phone.
A sales engine, a field engine, connected
- 1,297 deals structured into a clean 6-stage pipeline
- 11 real lead channels, win-probabilities per stage
- Custom Lead & Deal fields: source, service, UTMs, address
- Lead → Deal mapping keeps full attribution
- Web form + Meta LeadChain auto lead capture
- Australian instance: Zoho AU, +61, AUD
- Drag-and-drop dispatch board
- Broadcast to subcontractors, first-come-first-served
- Server-side race guard so exactly one crew wins
- On-site check-in with timestamp
- Multi-day milestones (Day 1, Day 2, Day 3…)
- Site photos + customer signature on a mobile portal
- Won deal flows from CRM into the Creator job board
- Auto-create Xero invoice + job on quote accept
- Automated customer emails at every touchpoint
- Marketing attribution traceable end to end
- External quote integration kept swappable, never a blocker
The shape of the build
The architecture
Four layers, stitched so a click on an ad becomes a dispatched, signed-off install.
First-come-first-served, safely
When a job is broadcast to several subcontractors, a Deluge server-side race guard makes sure exactly one crew can win it, with no double-booking.
Attribution that survives conversion
UTM and lead-source fields are mapped from Lead to Deal, so every closed deal traces back to the exact campaign that sourced it, marketing data intact.
Cost-smart lead capture
A native LeadChain connector (per-org, not per-user) was chosen over a custom webhook build, sized for 200–300 Meta leads a month. Right engineering, low upkeep.
AI-assisted delivery
Custom Deluge, JavaScript and API code written with Claude Code, and Zoho's UI driven via Playwright automation, for faster, leaner builds.
What changed
Sales and the field, on one platform.
We design the operation, build the system, and stay till your team owns it. From the first click to the final sign-off, let's connect your sales to your site.