Solar installation companies spend significant time manually checking job status across multiple systems, drafting personalized messages, and sending updates to customers. This repetitive work creates delays and inconsistent communication.
Automation pulls job status from the CRM, generates personalized update messages, and routes them to the customer's preferred channel automatically. the team monitors replies and handles exceptions while routine updates run without intervention.
The full workflow, from trigger to completion.
Automation detects when a job record moves to a new stage (e.g. Scheduled, In Progress, Inspection, Complete) or when a scheduled update window (e.g. 9 AM daily) arrives.
Automation retrieves the job details, customer contact info, and current status and the job management system via API.
The automation composes a templated status update message tailored to the job stage, customer name, and next steps, ensuring consistent tone and detail.
Automation checks the customer's preferred contact method and routes the message accordingly.
Automation sends the message to the customer's email address integration.
Automation sends the message to the customer's phone number integration.
Automation records the sent message, timestamp, and delivery status contact history.
Automation sends a summary notification to the support team confirming the update was sent and flagging any issues.
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