Built for Residential solar sales and installation
Residential solar sales and installation
Book Site Assessment appointments, capture Roof Type and Average Monthly Bill on intake, and follow up on a 365-day recall cadence - configured for residential solar sales and installation, not adapted from someone else’s.
What this pack does on day one
- Site Assessment booking, confirmed and reminded automatically
- Recall outreach 365 days after the last visit
- A deal untouched for 30 days is flagged as stale
- Roof Type captured on every new contact
Fields your team sees on every contact
- Roof Type
- Average Monthly Bill
Booking types
- Site Assessment
Follow-up cadence, as configured
Recall outreach goes out 365 days after the last visit. A deal untouched for 30 days is flagged as stale.
Pipeline language
- Roof Qualified
- Proposal Delivered
- Contract Signed
- Lost
Messaging posture
Email first, SMS after registration: outreach starts by email and adds text messaging once your brand and campaign are approved. Nothing is sent by text before then.
Standard 10DLC brand + campaign before any SMS send
Consent is recorded per contact and per channel, and a message the platform is not permitted to send is refused before it reaches a vendor. How the compliance gate works.
Proof
No customer quote for this vertical is published yet. The proof on this page is the configuration itself: real field names, real booking types, real cadence numbers.
Questions this pack gets asked
Where does “Roof Type” live?
It is a custom field on every contact in this pack, captured on intake and readable by the pipeline, the inbox and automations. The full set here is Roof Type and Average Monthly Bill.
What is a “Site Assessment”?
The booking type this pack ships with. It has its own availability, confirmation and reminder sequence, and the pipeline stage language around it is Roof Qualified, Proposal Delivered, Contract Signed and Lost.
Which stage names will my team see?
The stages read Roof Qualified, Proposal Delivered, Contract Signed and Lost - the same pipeline the platform runs for every vertical, with the labels this pack uses.
Is this a compliance certification?
No. The platform is tooling that records consent and refuses what it is not permitted to send; it is not legal advice and not a certification. The terms say so in as many words.
Book a demo for Residential solar sales and installation
Thirty minutes, on your calendar, with this pack loaded.
Book a demo for Residential solar sales and installation See pricing