SmartEnergie Ltd implements sustainable systems, and specialize in renewable energy, particularly solar PV and air source heat pumps, along with insulation and economic boiler and heating systems, They have an experienced team that’s dedicated to linking customers to the latest energy-saving solutions. They have significant no of contractors to help with the installations and needed a system to manage the complete workflow. The interface works on smartphones to enable contractors to upload images, videos and provide update of installations from their Smartphones with a seamless integration with their CRM system (HubSpot). Custom workflows to automate approvals, document submissions, and contractor interactions, significantly enhancing overall process efficiency were created with the use of MS Dataverse, Power Automate, and custom integrations were added to enable efficient data management and role-based access.