When quotes sit in inboxes, survey notes get buried, and permit paperwork slows the next job, your team loses hours every week to chasing details. AI agents help keep leads moving, clean up handoffs, and reduce the admin load between first enquiry and final sign-off.
The same solar installation work, but with less chasing, fewer delays, and cleaner handoffs.
No engineering team required. Go from idea to running agent in minutes.
Tell the agent what it should do — in plain language. Or choose from a library of ready-made agent templates built for your industry. No code, no configuration files.
Link your email, CRM, spreadsheets, Slack, or any other tool with one click. The agent reads, writes, and acts across all your connected apps automatically.
Hit start. Your agent runs 24/7 and sends you a clear summary of everything it did — what it found, what it acted on, and what needs your attention.
One common job flow from first enquiry to completed install, handled with less manual chasing.
The lead is captured, checked for basic fit, and sent to the right queue immediately so no one has to sort it later.
The agent proposes times, confirms the appointment, and sends the customer the details the surveyor needs before arriving.
The agent pulls the job information into a quote draft so the sales team can review and send it faster.
The agent checks the paperwork list, tracks missing documents, and reminds the right person when something is still outstanding.
The agent sends the next-step update, requests any final documents, and helps close the loop so the office does not have to chase every follow-up manually.
Built around the work solar teams already do every day: lead handling, surveys, quoting, permits, scheduling, and customer follow-up.
Takes new enquiries from web forms, calls, or email and turns them into a clean lead summary as soon as they arrive.
Uses available calendar windows and customer availability to propose survey times when a new site visit is needed.
Pulls survey notes, roof details, and customer preferences into a quote draft when the survey is complete.
Checks permit and utility paperwork requirements from the job file and follows up when items are missing or overdue.
Uses the accepted job details and crew availability to prepare install-day updates when the job is ready to schedule.
Uses install completion status, final documents, and open tasks to send follow-up messages after the job is finished.
See how we stack up against manual work and every other automation tool on the market.
One-click connections. No API keys, no developer setup required.
AI agents help solar installers respond faster, keep jobs moving, and cut the manual follow-up that usually slows sales, surveys, permits, scheduling, and customer updates.
Directional outcomes teams often see when the office stops doing the same follow-up work over and over.
"We stopped losing half a day to quote follow-up and schedule chasing, and the team finally had a cleaner handoff from sales to install."
Questions owners and operators usually ask before they let AI agents touch live jobs.
If your team is still spending hours on manual chasing, now is the time to tighten the workflow before another week of hot leads and ready-to-install jobs slips through the cracks.