monday.com Certified PartnerEnergy specialistsCustom integrations

Power through projects, assets and compliance.

For solar, electrical and energy businesses, we build monday.com to manage leads, installs, grid applications, assets and compliance, with AI keeping customers updated at every step.

monday.com certified partner
★★★★★
5.0 on every rated review, 100+ clients

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12industries implemented
3 phasesDiscover, Build, Launch
Customintegrations included
Sydneybased, Australia-wide

Trusted by leading Australian organisations

Ray WhiteSavillsPickles AuctionsNSW GovernmentQueensland GovernmentWestpacRio TintoVan Brunt & Co. General ContractorsPaddington Uniting ChurchNewtown MissionHousing AustraliaUNSW SydneyAllianzMelbourne Cake StudioFernoRacing QueenslandConservation ManagementWaratah KitchensAUS EnergyInterim FinanceBody ArmourPurple Cow Real EstateUpskills QLD
monday.com certified partnermonday.com Certifiedmonday.com Work Management certifiedmonday.com Advanced Workflows certifiedmonday.com Professional Services certifiedmonday.com Product certifiedmonday.com Customer Success certified

monday.com Certified Partner. Sydney-based, working with clients across Australia, the US, UK and Canada.

What we build

monday.com workflows built for energy.

Six of the most common energy workflows we design, build and automate on monday.com.

01Lead and quote pipelineEvery enquiry qualified, quoted andfollowed up automatically.02Installation schedulingJobs, crews and materials planned onone board.03Grid and rebate applicationsApplications and approvals trackedwith reminders.04Asset and maintenanceInstalled assets, warranties andservice schedules.05Compliance and certificatesCertificates of compliance and auditsstored per job.06Operations dashboardsPipeline, installs and revenue in realtime.Energyon monday.com
The difference

Same work. A very different journey.

How one everyday process runs today, and after monday.com and AI take over the busywork.

CustomerSalesOpsAI agentBEFOREManual today2–3 weeks6 steps · 5 handoffs⏱ 1 day⏱ 1 day⏱ 3 days⏱ 2 days⏱ weekCustomerEnquiresonlineSalesCalls backnext daySalesQuotesmanuallyOpsBooks installby spreadsheetOpsLodges grid appseparatelyCustomerChases updatesby phoneAFTERWith monday.comDays5 steps · 1 handoff⏱ minutes⏱ instant⏱ instantCustomerEnquiresonlineAI agentQualifies & quotesin minutesOpsBooks installsmart scheduleAI agentLodges & tracksapplicationsAI agentUpdates customerautomatically
Benefits

What changes for your energy team.

The outcomes we set as targets with you, then measure after go-live.

Energy dashboard (sample)OverviewTeamTrendsAILeads this month240+22%Installs scheduled46+12Grid apps pending9−50%Customer updates sent100%automatedThroughput by weekW1W2W3W4W5W6W7W8go-liveWork by statusDoneWorking on itPlannedStuck62%
Hours back every weekData entry, chasing and re-keying run on their own.
Grow without adding adminHandle more work with the team you already have.
Live visibilityDashboards replace spreadsheets and status meetings.

Figures shown are illustrative samples. Your own baselines and targets are agreed during discovery.

How it works

From discovery to go-live.

A proven delivery approach with sign-off at every stage.

01DiscoverWorkshops to map yourprocesses, data and success02DesignBoard architecture,automations and integrations03BuildConfigure, connect and testeverything on your real04TrainRole-based training forusers, admins and leaders.05LaunchGo-live with hands-onhypercare until it sticks.
SlSlack✓TeMicrosoft Teams✓OuOutlook✓GmGmail✓DsDocuSign✓CaCalendly✓EHEmployment HeroAPIXXeroAPIMYMYOBAPIJCJustCallAPIAcAircallAPIShShopifyAPI{ }Custom API / MCPAPImonday.com+ your AI agentsNATIVE CONNECTORSCUSTOM-BUILT BY INAYAH
Integrations

Connected to the systems you already run.

Native connectors where they exist, custom integrations where they don’t, so monday.com becomes the hub of your operation.

Finance and payrollXero, MYOB and Employment Hero
AI-automated calls and SMSJustCall and Aircall: log and summarise calls, send follow-up SMS and chase missed calls automatically
Email, messaging and moreOutlook, Gmail, Slack, Teams, Shopify, DocuSign, Calendly and custom APIs
Client reviews

What our monday.com clients say.

5.0
★★★★★
on every rated review · 100+ clients
“

The gold standard for monday.com implementation.

“He took our business processes and workflows from chaos to a streamlined, professional powerhouse in record time.”

★★★★★
“

The first system the whole team actually uses.

“They connected housekeeping, maintenance and bookings into one workflow where a status change actually moves things forward.”

★★★★★
“

If you need monday.com done right, call Inayah.

“Paul’s depth of experience was immediately apparent; he transformed our workflows from scattered to streamlined.”

★★★★★
“

What used to take hours now happens automatically.

“AI-driven workflows, automations and insightful dashboards have given us total visibility into performance.”

★★★★★
“

Closing leads faster and saving hours.

“A custom monday.com CRM that eliminated our manual chaos and automated our entire field workflow.”

★★★★★
“

Improved our lead management.

“A highly professional monday.com CRM implementation that has improved our lead management and day-to-day organisation.”

★★★★★
FAQ

Frequently asked questions

Straight answers to the questions we hear most.

Is monday.com a good fit for energy businesses?

Yes. monday.com is flexible enough to model energy workflows end to end, from intake to delivery and reporting. We design it around how your team actually works rather than forcing a template.

Can you connect monday.com to our existing systems?

Yes. We connect monday.com to Xero, MYOB, Employment Hero, Outlook, Gmail, JustCall, Aircall and Shopify, using native apps where they exist and custom integrations where they don’t.

How long does an implementation take?

It depends on scope. A focused single-team rollout can be live in a few weeks, while multi-team builds are delivered in phases with sign-off at each stage.

Do you train our team?

Yes. Every implementation includes role-based training for users, admins and leaders, plus hands-on support after go-live.

Can you add AI to our workflows?

Yes. We set up monday AI, AI Blocks and AI agents that triage requests, extract data, draft replies and chase approvals, with a person signing off anything important.

Let’s make monday.com work for energy.

Book a free consultation with a monday.com Certified Partner. No obligation.