›Why installer automation accelerates in 2026
The installer journey combines onboarding, quoting, signature and commissioning — historically scattered across portals, emails and apps. In 2026, manufacturers orchestrate the whole commercial journey in one workflow where the AI copilot pre-maps the steps.
Utilyx models this as a BPM workflow: partner data is captured, the workflow routes by zone and specialty, the quote is signed electronically and commissioning is traced.
›The automated installer workflow
- Installer onboarding: Kbis, insurance, RGE/QualiPAC intake, network validation, partner agreement (PDF).
- Quote & sizing: the copilot proposes sizing and price from building data.
- Signature: the workflow sends the proposal with eIDAS e-signature and tracks events in real time.
- Commissioning: tablet checklist, automated spec check, start-up report (PDF).
- Invoicing: the installation invoice and partner commission are produced automatically (usePDF).
- Archiving: every file is filed (useArchive) with full commercial journey traceability.
›Concrete benefits for manufacturers
Manufacturers report quote time dropping from 5 days to 4 hours, commissioning accelerated by 67%, and markedly improved installer satisfaction.
The commercial HVAC vocabulary (PAC, ISG, COP, commissioning, PPF, QualiPAC, partner discount, commission) is native, so the copilot proposes the right schema directly.
›The workflow in real time
Every node is executable, every branch is testable. Visualize the actual flow of your data while you design.
›Measured gains after automation
Temps de devis pompe à chaleur
Before
5 jours
After
4 heures
Taux de conversion lead-to-signature
Before
18%
After
48%
Taux de renouvellement PPF
Before
62%
After
87%
Temps de commissioning
Before
3 jours
After
1 jour
›How to automate this process — step by step
Capter et scorer le lead
Le lead entre via le web, un salon ou une recommandation partenaire — le copilote IA score la qualité (profil bâti, âge chaudière, budget, éligibilité subventions) et route vers le commercial ou l'installateur partenaire.
Devis et signature
Le copilote IA propose le dimensionnement et le prix depuis les données du bâtiment, le commercial valide la marge, le devis est envoyé avec signature électronique eIDAS et suivi automatique.
Mise en service & commissioning
L'installateur saisit la check-list de commissioning sur tablette, le PV et la facture sont générés (usePDF), le contrat PPF est activé automatiquement.
Renouvellement & revenu récurrent
Le workflow détecte les contrats PPF arrivant à échéance, propose le renouvellement avec upsell (montée de gamme) selon l'historique SAV et la télémétrie ISG.
Archiver et mesurer
useArchive classe chaque dossier (lead, devis, contrat signé, commissioning, PPF) avec traçabilité complète du pipeline commercial et du revenu récurrent.
›Return on investment
Frequently asked questions
Can installer onboarding be automated with RGE verification?
Yes. The workflow automatically verifies RGE/QualiPAC certification validity and document completeness before approval.
Is the quote e-signature compliant?
Yes. The workflow sends the quote with eIDAS e-signature, verifies identity and timestamps the signature.
Ready to automate your processes?
Utilyx lets you design, automate and orchestrate your workflows visually — with an AI copilot, OCR, PDF generation and legal archiving. Start in minutes, not weeks.