Leads go cold fast
Solar shoppers compare several installers — slow replies hand the deal to someone else.
For Solar installers
More signed systems. Fewer stalled installs.
Custom AI automation for solar installers — leads answered in minutes, documents collected without chasing, and every project tracked from contract to permission to operate. You own the system.
- HubSpot
- Salesforce
- Aurora Solar
- OpenSolar
- DocuSign
Sound familiar?
Paperwork stalls projects
Utility bills, HOA approvals, permits and interconnection forms hold up signed systems.
“When is my install?”
Customers chase your team for status at every step between signing and power-on.
AI automation for solar installers, onboarding first.
Every workflow is shaped around how your team already works — and a person approves anything that matters.
Client onboarding
- Contract → site-survey booking, automatically
- Utility bill, HOA and ID collection with reminders
- Permit and interconnection tracker
- Milestone updates through to permission to operate
Leads & follow-up
- Instant replies and appointment setting
- Proposal follow-ups until the homeowner decides
- Financing document tracking
- Referral asks after power-on
Operations
- Install crew scheduling updates
- Inspection and utility follow-ups
- Commission and payment milestone tracking
- Weekly pipeline-to-install report
Built on your stack — or instead of it.
Way 01 · Keep your toolsWe add the custom layer to what you already run.HubSpotSalesforceAurora SolarOpenSolarDocuSign
Way 02 · Replace what’s overpricedPaying for a solar CRM seat for every setter and coordinator? We can build the tracking you use on the tools you already have.Either way, you own the code — and can change it with Claude, ChatGPT or any AI tool.
Map. Build. Run.
- 01Workflow audit1 week, fixed fee. We map how your team works today and find where the hours go.
- 02Build sprint2–4 weeks. We build 2–4 custom workflows on your stack, tested and documented.
- 03Run & improveMonthly, optional. We monitor, tune and add workflows. Cancel anytime — it stays yours.
Questions from solar installers
How are solar companies using AI?
For speed-to-lead replies, appointment setting, document collection, and permit and interconnection tracking — plus automatic updates so homeowners stop calling for status.
Do we have to replace our design or proposal tool?
No. Keep Aurora, OpenSolar or whatever you use — we connect the steps around it.
Can it track permits and interconnection?
Yes. The agent tracks each project’s status, reminds the right person, and keeps the customer updated.
How fast can we start?
Speed-to-lead and document collection are typically live within 2–4 weeks.
Find out where your team’s hours go.
A 30-minute call. We’ll walk through your onboarding, leads and busywork, and tell you what’s worth automating — and what isn’t.