Compliant quotes and invoices, MaPrimeRénov' and CEE files, documents requested by the agency, customer signatures, payment follow-up. An AI employee does the paperwork of your company, and reports to you on WhatsApp.
Quote requests, grants, file follow-up: your AI employee answers the calls and prepares the technical visits.
An example of what it handles in one day, without you leaving the site.
Yesterday's site documents filed: photos, acceptance report, certificate.
2 requests from the agency: an invoice without the RGE number, a quote without a date. Fixed and sent.
3 customers reminded to sign the end-of-works certificate.
2 quotes written from your visit notes, with every mandatory mention.
6 files filed, 2 completed, €21,400 of grants waiting for payment.
Agency and CEE payments followed, one file with no news for 30 days flagged.
A quote or an invoice without the mandatory mentions blocks the file. It checks everything before filing, so the file does not come back.
It logs in with your access, exactly like a staff member. No migration, nothing to install, and it also learns the tools specific to your business.
Names are given as examples of platforms it can work on. They are trademarks of their owners.
What your AI employee actually does, on which tools, and the mistakes it avoids. Pick a procedure.
website, form, message, lead platform
home, current heating, floor area, rough income band
works, home, qualification needed
slots from your diary
photos, plans, customer details
Useful technical visits, not wasted trips
equipment, performance, quantities
those MaPrimeRénov' and CEE bonuses require
current and in the right field for this work
you approve price and solution
with the estimated out of pocket, shown as an estimate
Quotes the Anah accepts first time
obligated party or partner
CEE rule: never after the signed quote
as the scheme requires
invoice, sworn statement, photos
and follows up when unanswered
CEE bonuses obtained, not lost on a date detail
required before filing
compliant quote, home details
the account stays the customer's
extra documents, corrections
approval received, amount, start possible
Grant files that move forward without you
team, duration, access to the home
from the signed quote
and warns you of a delay
the day before, with instructions
plans, references, before photos
Jobs that start on the planned day
matching the quote and the grants
references, performance, qualification
end of works, commissioning where needed
with what they must file on their side
in the job file
Invoices that release the grants
signature, job start
and the share paid by grants
customer, CEE bonus, grant paid to the customer
tactfully, in your own style
for your accountant
Clear cash, job by job
RGE by field
renewal, site audit
job references, certificates
attached to quotes when needed
before the quote
Qualifications never at fault
heat pumps, boilers, stoves
a month ahead
message, photo, serial number
manufacturer, parts, labour
parts ordered, slot offered
Customers followed up, and maintenance contracts that renew
sent, signed, lost
in progress, blocked, paid
planned, in progress, to invoice
customers, bonuses
every Monday morning
Your business on one page, every Monday
Grant, CEE bonus, customer balance: it matches each payment to its site and flags what has not been paid.
Filed, under review, paid: by type of works, so no grant waits for a missing document.
| Works | Filed | Review | Paid | Total | |
|---|---|---|---|---|---|
| Heat pumps | 6 | 9 | 14 | 29 | |
| Insulation | 2 | 4 | 8 | 14 | |
| Water heaters | 3 | 2 | 6 | 11 | |
| Ventilation | 1 | 2 | 3 | 6 | |
| Full renovation | · | 3 | 1 | 4 | |
| Total | 12 | 20 | 32 | 64 |
Every message goes out in the company's name, after your approval, by SMS, email or WhatsApp.
Your estimate, with your own numbers. No promise, just the arithmetic.
Files × minutes × 4.3 weeks. And a complete file is a grant paid sooner.
The MaPrimeRénov' and France Rénov' portals, the CEE programme platforms, and your quoting software such as Obat, Batappli or Tolteck, in the browser.
It sees the request, finds or prepares the document, asks you or the customer only for what is missing, and sends it back.
Yes. It follows the changes (works no longer eligible, mandatory steps, new entry points) and tells you what changes for your files.
From your visit notes and your price list, with every mandatory mention. You check and send.
On a server dedicated to your company, in Europe or the US. Never shared, never used to train models.
WhatsApp, Telegram, email or the web app: site photos, a voice note from the van or a simple message is enough.
Start with the free trial, or see it on a real case in a 30-minute demo.
Start free trial See it on a real case