In solar energy the customer arrives with an electricity bill and one question: how much do I save and how much does it cost. Answering with judgment in minutes, booking the technical visit and explaining the financing without overstating it is what converts. The system does that work and keeps the pipeline alive through the weeks a decision takes.
Consumption, rate and roof type captured over chat; a preliminary proposal built with your sizing rules.
The engineer's calendar, the site survey on the record and a final proposal with a contract with electronic signature.
Payment options explained with judgment and follow up on the grid interconnection with the customer kept informed.
Every installation produces a review, a referral and a maintenance reminder.
Starting from the electricity bill.
Booked and reminded.
Follow up while the decision is made.
After every installation.
Segments, sizing rules, financing and installation process.
Bill intake flow, proposal, technical scheduling, contracts and follow up.
Care, proposals, visits, paperwork and referrals.
No. It presents an estimate built with your rules and with the disclaimer you define; the final number comes from the technical site survey.
Yes, with different criteria for each one: commercial includes prospecting into leadership and a proposal per project.
It records the status of the application and keeps the customer informed; dealing with the authority is handled by your team.
No piece works alone. Three combinations that add up with what you just read, and why.
Dozens of use cases, one single operation: hybrid when your team wants to decide, autonomous when it does not need to.
You choose how much the system runs and how much your people run, case by case. It all runs to the same standard and leaves the same record.
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