Trades & Home Services
Solar Installer Suite
Stop burning paid leads, kill permitting dead time, and get paid at every milestone of every install.
Residential and commercial solar PV and battery installers and small EPCs running one to five crews: firms that buy leads, quote five-figure systems, wrestle permits and grid-connection paperwork per job, and want the pipeline to move without a full-time coordinator chasing every stage.
Illustrative failure hypotheses
Questions for the audit to verify
Slow, error-prone proposals losing five-figure deals: homeowner skepticism about savings plus confusing financing options convert directly into lost sales
Milestone billing leaks on long multi-stage jobs: deposits, stage payments, and incentive close-out paperwork slip through the cracks when invoicing is not tied to project gates
Post-install revenue left on the table: monitoring alerts, maintenance plans, warranty work, and referrals from a happy install base go unharvested without a structured follow-up engine
Proposed starting point
A pilot hypothesis to review
Designed role · approval required
Proposal & Financing Nurture
Keeps every quoted homeowner moving with plain-language savings and financing explainers, and follows up relentlessly until the proposal is signed or dead.
The audit must validate the evidence, permissions, review boundary, and stop condition before this role enters a pilot scope.
Designed playbook
Proposed work streams and roles
These are configuration ideas to test during an audit. They are not autonomous workers or evidence of a live deployment.
Forma Core
Runs under every suite. The shared operating spine: front desk, follow-up, reputation, owner reporting, cash, and content.
Designed role descriptions ↓Close ↑
Front Desk
Captures and triages every inbound (email, web form, missed call, DM), then replies, classifies, and routes it to the right place.
Follow-Up Engine
Runs persistent, polite multi-touch follow-up on every quote, no-show, and stalled enquiry until it converts or is cleanly closed.
Reputation Engine
Asks happy customers for reviews at the right moment, drafts replies to every review, and routes negative feedback to a human first.
Owner's Digest
Compiles the weekly (and on-demand) operating picture into a plain-English brief: what happened, what's at risk, what needs a decision.
Money Flow
Issues and chases invoices, tracks AR aging, and reconciles payments so nothing slips and cash comes in faster.
Content Engine
Turns the brand kit into a steady cadence of social, email, and blog content, ready for one-click approval.
Sales & Proposal Velocity
Move every qualified lead from survey to signed proposal fast, with financing objections answered before they kill the deal.
Designed role descriptions ↓Close ↑
Site Survey Coordinator
Books site surveys the moment a lead qualifies, preps the homeowner, and captures roof, shading, and consumption data into a single project record.
Design Brief Bridge
Turns completed survey data into a design-tool-ready brief so proposals go out in days, not weeks.
Proposal & Financing Nurture
Keeps every quoted homeowner moving with plain-language savings and financing explainers, and follows up relentlessly until the proposal is signed or dead.
Permits, Grid & Compliance
Build jurisdiction-correct permit packets, chase every interconnection and PTO application, and keep certifications and per-job compliance files airtight.
Designed role descriptions ↓Close ↑
Permit Packet Assembler
A proposed role to scope and validate before any pilot use.
Interconnection & PTO Tracker
Tracks every open permit, utility interconnection, and permission-to-operate application across jurisdictions, and chases the moment one stalls past its benchmark.
Compliance Deadline Watcher
Keeps company certifications and per-job compliance files airtight across every regime a solar job touches, from MCS and wiring regulations to planning conditions and grid acknowledgements.
Incentives & Project Cash
File incentive and export-scheme paperwork on time and raise deposit, milestone, and close-out invoices the moment each stage gate is hit.
Designed role descriptions ↓Close ↑
Incentive & Rebate Engine
Checks every project's incentive eligibility and pre-fills the paperwork: tax-credit documentation in the US, MCS certificate and export-scheme registration in the UK, net-metering enrolment in the UAE.
Milestone Billing Orchestrator
Raises deposit, stage, and close-out invoices the moment each project gate is hit, so cash tracks the job instead of trailing it. Overdue balances hand off to Money Flow with full project context.
Install & Field Ops
Dispatch crews the moment permits clear, and retire the spreadsheet and whiteboard for good.
Designed role descriptions ↓Close ↑
Install Crew Scheduler
A proposed role to scope and validate before any pilot use.
Post-Install Revenue
Turn the install base into recurring service revenue and a referral engine that undercuts every paid lead source.
Designed role descriptions ↓Close ↑
Monitoring & Maintenance Upsell
Watches fleet monitoring feeds, turns underperformance alerts into booked service visits, and sells maintenance plans and battery upgrades to the install base at the right moments.
Referral Harvester
Asks for referrals at the moments homeowners are proudest (system switched on, first lower bill) and runs a structured programme that makes the install base cheaper than any paid lead source.
Measurement design
Candidate measures to baseline
These labels do not claim a result. The audit must define the source, window, method, baseline, and owner before a metric can support a pilot decision.
Cost per signed deal by lead source
What each signed contract actually costs once wasted leads are counted. The number that decides where next month's lead budget goes.
Survey-to-proposal turnaround
Days from completed site survey to proposal in the homeowner's hands. Speed here is the strongest lever on close rate for a five-figure purchase.
Applications past benchmark
Permits, interconnection, and PTO applications sitting older than their expected decision window, the live measure of dead time being chased down.
Days from permit-cleared to installed
How fast an unblocked job gets a crew on the roof. The gap between approval and install is pure schedule slack.
Stage-complete-to-invoice lag
Hours between a milestone being hit and its invoice going out. On long multi-stage jobs this lag is the difference between funded and starved cash flow.
Service plan attach rate
Share of completed installs converted to a paid monitoring or maintenance plan, the foundation of recurring post-install revenue.
Connector boundary
Availability is scoped per controlled pilot
Connector names in the internal playbook are planning inputs, not a public integration promise. Current code-live readers are bounded and require account-specific verification before use.
See the commerce pilot boundaries →Audit first
Validate the playbook against your operation.
Pricing, scope, data access, review boundaries, and success measures are agreed in writing before any paid work.
More in Trades & Home Services
Browse all suites →Commercial & Residential Cleaning Suite
Answer every ring, price the walkthrough same day, and keep recurring routes full when crews churn.
View suiteConstruction & Contractor Suite
Quote faster, keep every site moving, and never let a change order eat your margin.
View suiteFacilities Management Suite
Beat every SLA clock, protect every planned visit, and never lose a contract to paperwork.
View suite