AI Voice Agents for Solar Installers

The agent's workflow

1. 1

   Outbound call to new lead within 60 seconds

2. 2

   Confirms homeownership and decision-maker on the call

3. 3

   Captures average monthly electric bill

4. 4

   Asks about roof age, shading, and HOA

5. 5

   Confirms utility provider and rate plan

6. 6

   Books a virtual or in-home site survey on the closer's calendar

7. 7

   Syncs to Enerflo, Solo, Sunbase, or your CRM

8. 8

   Sends SMS confirmation with rep name and time window

9. 9

   Disqualifies and tags renters / unqualified roofs cleanly

Common problems we hear from solar installers

• •Setter teams burn hours on renters and bad roofs
• •Lead vendors send leads faster than reps can dial
• •No-show rate on site surveys destroys closer economics
• •After-hours leads go cold by morning
• •Compliance scripts get skipped on rushed calls
• •CRM data entry slows down the funnel

Sample call script

What's included