Site Survey & System Quoting

Q: Can the automation handle different roof types, orientations, and shading conditions?

Yes. The system design engine accounts for roof pitch, orientation, shading obstacles, and electrical panel capacity to calculate the optimal layout for each unique property.

Q: What if a customer requests changes to the system size or financing options?

The automation recalculates the entire quote including system specs, components, and pricing in seconds. Your sales team reviews and sends the updated quote without manual rework.

Q: Does the automation work with your existing CRM and accounting software?

Yes. The automation integrates with HubSpot, Xero, and other mainstream tools to log quotes, track pipeline status, and sync financial data automatically.

Q: Will your team still review quotes before sending them to customers?

Absolutely. The automation generates the quote and notifies your sales representative to review, customize any terms, and send to the customer.

Automated quoting cuts the time from site survey to customer proposal from days to under two hours.

412 hrs

Manual time identified

Companies have mapped

Map This Automation

About This Automation

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.

Key features:

Validate survey data for completeness and flag missing measurements or inconsistencies

Design optimal solar system layout and calculate component specifications automatically

Apply current market costs, labor rates, and available incentives to generate accurate pricing

Generate branded quote documents with system specs and pricing breakdown

Log quotes and outcomes in your CRM and accounting system automatically

Handle quote revisions and recalculations without manual spreadsheet updates

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Manual system design trial-and-error Sales staff spend 60+ minutes per quote manually calculating panel layouts and component specs without design tools.	80%
2	Slow data transcription and entry Survey data is manually typed into spreadsheets, introducing typos and requiring verification.	67%
3	Frequent quote revisions Customers request changes to system size or financing, forcing sales staff to recalculate and regenerate quotes multiple times.	53%
4	Pricing lookup and calculation delays Sales staff manually search for current component costs and incentive rates, then apply them to each quote.	40%
5	Manual CRM and accounting logging Quote details must be entered separately into CRM and accounting systems, creating duplicate work and sync issues.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

9.5/ 10

AI Fit Rating™

9.1/ 10

Automation Lift Index™

8.7/ 10

Hidden Overhead™

7.3/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. Survey Data Submittedtrigger

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.

2. Validate and Enrich Survey Data

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.

3. Design System Layout Automatically

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.

4. Calculate Pricing and Incentives

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.

5. Generate Quote Document

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.

6. Send Quote to Customer

The quote PDF is sent to the customer via email with a personalized message and a link to accept, request changes, or decline.

7. Log Quote in CRM and Accounting

Quote details, pricing, customer contact, and follow-up date are automatically logged and for pipeline tracking and revenue forecasting.

Most popular tool stack used

— the complete tool combinations companies use

52% of companies

28% of companies

15% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

272 hrsIdentified

4Mapped

View

Frequently asked questions

Everything you need to know before mapping this process.

What happens if the technician's survey data is incomplete or missing measurements?

The automation flags missing or inconsistent data and automatically notifies the technician to resubmit or clarify. This prevents bad quotes from being generated and saves back-and-forth emails.

Can the automation handle different roof types, orientations, and shading conditions?

What if a customer requests changes to the system size or financing options?

Does the automation work with your existing CRM and accounting software?

Will your team still review quotes before sending them to customers?

View more FAQs

Process pain:9.5/10

Mapped by:4 Companies

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Page updated 10 August 2026