AI Agents Built for Your Industry
Keep Solar Projects Moving From First Inquiry to Permission to Operate.
Connect sales, installation coordination, customer communication, and back-office work through AI agents, project-management templates, and n8n workflows. Give every project a clear next step while your team controls technical decisions and approvals.
From Contract to Completed Project
Connect the Teams Responsible for Every Solar Milestone.
We configure your operating system around the responsibilities you control as a dealer, installer, or integrated solar company.
Lead and Proposal Management
Keep inquiries, consultation notes, proposal versions, and follow-up together. Representatives can pick up the conversation without reconstructing what the homeowner already discussed.
Installation and PTO Tracking
Track installation, inspection, interconnection, and permission-to-operate milestones using confirmed updates. External dependencies remain visible alongside the work your team can advance.
Contract-to-Project Handoffs
Transfer signed documents, approved scope, and customer commitments into the project record. Missing requirements are flagged before the installation team accepts the handoff.
Customer Service Workflows
Route installation questions, service requests, and warranty inquiries through a documented process. Customers receive consistent communication as responsibility moves between departments.
Survey and Design Coordination
Organize appointments, site information, and design-review tasks around assigned owners. Changes stay connected to the project so teams work from the current requirements.
Business Administration
Connect team onboarding, commission review, operating procedures, and management reporting. Leadership gets a broader view of business performance beyond signed contracts.
Visibility Beyond the Sale
Give Your Team Visibility Beyond the Sale
A growing sales pipeline needs an operation that can carry each project forward. These systems help your team identify avoidable delays and keep customers informed throughout delivery.
A Connected Solar Operation
Replace Project Chasing With Clear Next Actions.
Move from separate sales and installation conversations to a coordinated project history. Each team can see what is complete, what is missing, and who owns the next step.
Before: Disconnected Project Management
Sales Commitments Remain Buried in Individual Conversations
Installation Teams Receive Incomplete Project Information
Homeowners Call Repeatedly for Progress Updates
Utility Dependencies Disappear From Internal Task Lists
Managers Assemble Reports From Separate Spreadsheets
After: Connected Solar Workflows
Customer Commitments Stay Attached to The Project
Required Information Follows a Defined Installation Handoff
Verified Milestones Support Consistent Homeowner Updates
Verified Milestones Support Consistent Homeowner Updates
Shared Reporting Highlights Backlogs and Unresolved Work
FAQs
Questions About Solar Business Automation
Understand how agents support sales, project delivery, and office operations. These answers explain where automation helps and where your team retains control.
Find What Is Slowing Your Solar Projects Down
Request a Systems Audit to review the gaps between lead response, installation, and customer support. You receive prioritized recommendations and a proposed implementation roadmap for the workflows in scope.
Is this for dealers or installers?
Can the system track permission to operate?
Can agents answer homeowner questions?
Can this connect to our existing solar software?
Will AI approve designs or financing terms?
Can you include commissions and payment tracking?
Can this support multiple installation partners?
What resources are planned?
Can we start with one bottleneck?
What does the audit cover?