Solar installers — Automation for solar installers
Leads need sorting by roof and utility, bills are typed into design tools by hand, and homeowners keep asking where their permit stands. These are the parts software can take over, with the consultant and design team still deciding system design, pricing and financing. 40 automations fit, each with an example and workflow written for solar installers.
What solar installers automate
Showing 40 use cases for solar installers
- Calls & leadsPlanned for a clientAI receptionistAnswers when the office is busy, asks owner or renter and what the bill looks like, and books a consultation.Solar installersHow it works
- Calls & leadsPlanned for a clientMissed-call text-backWhen nobody picks up, the caller gets a text asking if it's about a new system or one already installed.Solar installersHow it works
- Calls & leadsBuilt for a clientInstant lead responseNew solar leads from the site, ads and lead vendors get a text right away asking for a bill and a consult time.Solar installersHow it works
- Calls & leadsBuilt for a clientLead qualification & routingSorts solar leads by ownership, utility, roof and shade, then routes them to the right consultant or a polite no.Solar installersHow it works
- Calls & leadsLead nurture sequencesHomeowners who aren't ready get a few short, useful follow-ups over months, and the series stops when they reply.Solar installersHow it works
- Calls & leadsIn build for a clientWebsite chat assistantAnswers questions on how the process works from your own pages, collects a bill, and books a consultation.Solar installersHow it works
- Calls & leadsPlanned for a clientQuote follow-upFollows up on sent proposals on a set schedule and alerts the consultant when the homeowner replies or signs.Solar installersHow it works
- Calls & leadsBuilt for a clientQuote & proposal builderDrafts the proposal from the bill, the design and your price rules, for the designer and consultant to check.Solar installersHow it works
- SchedulingBuilt for a clientOnline self-bookingHomeowners book an in-home or video solar consultation online, from consultants' live calendars and territories.Solar installersHow it works
- SchedulingAppointment remindersReminds homeowners of site surveys, installs and inspections, with what to do, and takes confirm or reschedule by text.Solar installersHow it works
- SchedulingRecall remindersReminds past customers when their system is due for its yearly check, with a link to book a visit.Solar installersHow it works
- SchedulingPlanned for a clientDispatch schedulingSuggests survey and install crews and dates from permits, equipment on hand, crew skills and distance.Solar installersHow it works
- Intake & documentsBuilt for a clientDigital intake formsAsks homeowners about roof age, shade, electric panel, HOA and future EVs online before the consultation.Solar installersHow it works
- Intake & documentsClient onboardingRuns the steps after signing: welcome, documents, financing, site survey, permits and the install date.Solar installersHow it works
- Intake & documentsDocument collectionCollects the utility bill, ID, HOA approval and financing documents after signing, and chases what's missing.Solar installersHow it works
- Intake & documentsBuilt for a clientDocument data extractionReads utility bills for account number, meter, rate plan and monthly usage, and fills the design and CRM.Solar installersHow it works
- Intake & documentsBuilt for a clientDocument generationFills permit packets and utility interconnection applications from the project's design and contract data.Solar installersHow it works
- Intake & documentsDocument classificationSorts incoming permits, inspection results, utility letters and lender notices, and files each to its project.Solar installersHow it works
- Intake & documentsVisit reports from field notesTurns the site surveyor's photos, measurements and voice notes into a survey report for the design team.Solar installersHow it works
- Customer communicationCustomer status updatesTexts homeowners when permits, install, inspection and utility permission to operate move to the next stage.Solar installersHow it works
- Customer communicationInbox triageSorts homeowner, utility, city and lender emails by type and urgency, links each to the project and routes it.Solar installersHow it works
- Customer communicationAI reply draftingDrafts replies to homeowner emails about project timing, monitoring and warranties for staff to send.Solar installersHow it works
- Customer communicationReview requestsAsks for a review after the system is turned on, not before, and flags new reviews for a reply.Solar installersHow it works
- Customer communicationMeeting notes & follow-upsTurns a recorded consultation into a summary, next steps and a follow-up email for the consultant to send.Solar installersHow it works
- Customer communicationSupport ticket triageSorts monitoring alerts and service requests by urgency, matches them to the system, and routes them.Solar installersHow it works
- Billing & paymentsBuilt for a clientInvoicing automationBuilds milestone invoices for cash jobs and funding requests for financed jobs when each stage is reached.Solar installersHow it works
- Billing & paymentsPayment remindersSends cash customers reminders with a pay link before each milestone is due, and stops when paid.Solar installersHow it works
- Billing & paymentsSupplier invoice processingReads distributor invoices for modules, inverters and racking, matches them to project POs and drafts bills.Solar installersHow it works
- Billing & paymentsExpense receipt routingCrew leads snap receipts for conduit and fittings, and each is matched to the card charge and the install.Solar installersHow it works
- Billing & paymentsBank and payment reconciliationMatches lender milestone payments and cash deposits to each project, and flags what doesn't line up.Solar installersHow it works
- Billing & paymentsBooking deposits & no-show feesTakes the deposit when the contract is signed, shows the cancellation terms, and lets the office decide refunds.Solar installersHow it works
- Inventory & operationsBuilt for a clientMulti-supplier stock lookupChecks module, inverter and battery stock across your distributors next to what's in your warehouse.Solar installersHow it works
- Inventory & operationsBuilt for a clientProduction tracking boardA board of every signed project by stage: survey, design, permit, install, inspection and permission to operate.Solar installersHow it works
- Inventory & operationsBuilt for a clientApproval workflowsRoutes change orders, price changes and system redesigns after signing to the sales manager, and logs each one.Solar installersHow it works
- Inventory & operationsCompliance trackingTracks contractor licenses, electrician licenses, NABCEP certifications and insurance, with reminders before they lapse.Solar installersHow it works
- Team & HREmployee onboardingRuns a new installer's first weeks: paperwork, fall protection gear, safety training and crew ride-alongs.Solar installersHow it works
- Team & HRTimesheets & payroll prepPulls crew clock-ins by project, splits drive and roof time, flags gaps and sends totals to payroll.Solar installersHow it works
- Data & reportingBuilt for a clientSystem syncKeeps customers and projects matched between the sales CRM, design tool, project system and QuickBooks.Solar installersHow it works
- Data & reportingAutomated reportingA Monday report on signed deals, installs, permits waiting and projects waiting on the utility, with a summary.Solar installersHow it works
- Data & reportingData cleanup and alertsFinds duplicate vendor leads, projects missing utility details and stalled jobs, and alerts the owner of each.Solar installersHow it works
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