Site surveys and system quotes are critical to solar sales, but the manual process is slow and error-prone. Sales staff spend hours transcribing survey data, designing layouts, calculating pricing, and revising quotes multiple times before sending them to customers.
Automation validates survey data, designs the optimal system layout, calculates all pricing and incentives, and generates a branded quote document in minutes. the team reviews and sends the quote the same day, freeing time to focus on closing deals.
The full workflow, from trigger to completion.
Technician submits survey data via a mobile form or email. The automation platform detects the submission and extracts key measurements, roof specs, and customer contact details.
The automation reviews the survey data for completeness and accuracy, flags any missing fields, and cross-checks measurements against typical solar site parameters. If data is incomplete, the automation requests clarification from the technician.
The automation platform uses roof dimensions, shading data, and electrical specs to calculate optimal panel layout, system size in kW, and component requirements. The design is stored as a structured record.
The automation platform retrieves current component costs from a pricing database, applies labor rates, calculates tax, and deducts federal and state incentives. Total project cost and financing options are calculated.
A professional PDF quote is generated automatically from the system design and pricing data. The document includes system specs, pricing breakdown, financing options, and company branding.
The quote PDF is sent to the customer via email with a personalized message and a link to accept, request changes, or decline.
Quote details, pricing, customer contact, and follow-up date are automatically logged and for pipeline tracking and revenue forecasting.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
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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