Inspection scheduling for solar installations requires coordinating customer availability, inspector calendars, equipment readiness, and site logistics across multiple communication channels.
Automation evaluates inspector availability and skill match in real time, sends customers multiple time slot options, and confirms bookings across all systems in minutes.
The full workflow, from trigger to completion.
Customer submits request via website form or email. Webhook captures request data including customer contact, preferred dates, and site address.
Automation queries API for all inspectors and pulls open slots across the customer's preferred date range in real time.
Automation reads equipment inventory and confirms required tools and test equipment are available for each candidate date.
The automation evaluates inspector skill match, travel distance to site, and availability, then ranks and selects the best-fit inspector for the job.
Automation sends customer a calendar invite and confirmation link with 2-3 available time slots. Customer clicks to confirm directly.
Automation waits for customer response. If confirmed within 24 hours, proceed. If no response after 24 hours, send reminder.
Automation creates events for inspector and logistics team, sends notifications with site details and equipment requirements, and logs booking.
Automation sends customer final confirmation email with inspector name, inspection date, time, and pre-inspection instructions.
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Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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