NOV. 2025

FRISOL, from prospecting to after-sales

FRISOL, heat pumps and energy renovation
LiveNEXT.JS · TRPC · PRISMA · POSTGRESQL · TWILIO · SALESFORCE
Product owner, design and development

A heat pump installer’s platform, trade by trade.

FRISOL installs heat pumps and carries out energy renovations. Sales, installers, invoicing and after-sales each worked on their own, with public subsidies to check for every customer.

What I did

  • A space per trade: junior and senior sales, manager, installation, invoicing, after-sales.
  • Field prospecting with photos and subsidy eligibility checked through the official French API, then the official energy rating integration.
  • A shared schedule with conflict detection and email and SMS confirmations.
  • PDF quotes, signature, checklists and before and after photos, completion reports and a customer space reachable by QR code.
  • Automatic after-sales reminders at 11, 12 and 13 months, and Salesforce sync.

Status

Live, with almost 250 commits between November 2025 and September 2026.

  • FRISOL platform dashboard: monthly indicators (leads, open quotes, active projects, signed revenue), conversion summary and top sellers podium.
  • Weekly installation planning: weekly counters and job cards spread across the days with town, installer and status.
  • Lead record: sales pipeline steps, linked appointment with qualification actions, energy, documents and purchase order tabs, contact details and file completeness.
  1. 1Field prospecting with photos and subsidy eligibilityMAPRIMERÉNOV’ · CEE★
  2. 2Shared schedule and SMS confirmationsTWILIO
  3. 3Quotes, signature and completion reportsPDF
  4. 4Customer space via QR code
  5. 5Automatic after-sales reminders at 11, 12 and 13 months★
  6. 6Official energy rating and Salesforce sync