Your personal assistant for your installation business.
Turn enquiries into useful survey briefs and keep project documents organised. Sokko helps the office prepare the next step while your team is on site.
Your tools. Your context. A little more breathing room.
What could you hand to Sokko?
Pick an example. See the request, the tools, and an illustrative result.
Enquiry details
You ask
A homeowner asks on WhatsApp about solar panels. Gather the details needed for a survey.
Example toolset
- Google Calendar
- Google Drive
The result, with SokkoEnquiry details
The reply asks for the property location and preferred contact time.
It explains the survey process using the approved guide.
No system size or savings figure is promised from the message alone.
Example only. Results depend on your connected tools, information, and permissions.
Survey preparation
You ask
Prepare the survey checklist from the confirmed appointment and supplied property details.
Example toolset
- Google Calendar
- Google Drive
The result, with SokkoSurvey preparation
The appointment time and access contact are included.
The property information is attached for the surveyor.
Roof suitability remains for the qualified assessment.
Example only. Results depend on your connected tools, information, and permissions.
Project documents
You ask
Summarise the documents still needed before the next project review.
Example toolset
- Google Calendar
- Google Drive
The result, with SokkoProject documents
The approved proposal and survey record are present.
The customer confirmation is still missing.
The report separates administrative gaps from technical approvals.
Example only. Results depend on your connected tools, information, and permissions.
Work with the tools you know.
These tools illustrate the setup. Connect the services you use, add the right skills, and choose what Sokko can access and do.
Explore the integrationsWhatsApp
Customer conversations and handoffs to your team.
Google Calendar
Availability, confirmed appointments, and meeting preparation.
Google Drive
Authorised files, client folders, and document checklists.
Start with one task you know too well.
Connect what you use
Choose the tools and skills for the task. Give Sokko access only to the accounts and files it needs.
Show Sokko how you work
Share your approved information, tone of voice, and rules for when a person should take over.
Start with one real task
Ask in plain language, check the result, and refine the instructions before making it part of your routine.
A few things you might be wondering.
Can it calculate savings or approve an installation?
It can organise supplied information and approved proposals. Technical design, suitability, permissions and savings estimates need the appropriate professional review.
What do I need to get started?
A Sokko account, access to the tools involved, and clear instructions for the task. Some workflows need additional skills or configuration. Start with a small task and verify the result.
Do I stay in control of what Sokko does?
You choose the connected accounts, available tools, and permissions. Set review steps for actions such as sending replies or publishing changes, and define when Sokko should hand a task to your team.
Are these connected to a real business?
No. These are illustrative examples with sample information. Your results depend on the sources, tools, and permissions configured for your assistant.
