Respond Faster to Solar Inquiries, Site Surveys, and Proposal Follow-Up.
Capture solar inquiries from ads, web forms, and referrals automatically. Pre-qualify leads, book site surveys, track proposals and financing, send invoices, request reviews, run campaigns, and see your entire solar business from one dashboard.
What Solar Companies Struggle With
These problems cost you real money every single week. Most solar owners just accept them as part of the business.
Speed-to-Lead Determines Who Wins
Solar leads degrade fast. A lead that is 5 minutes old has a high contact rate. At 30 minutes, most have already engaged with a competitor. Without instant response, you lose the lead before your sales team even sees it.
Long Proposal Cycles Require Persistent Follow-Up
Solar is a $20K-$40K purchase. Customers need weeks of education about financing, incentives, and ROI before committing. Without a systematic follow-up sequence, they stall and go with whoever stayed in touch.
Financing Complexity Slows the Close
Cash, loan, lease, PPA. Each financing option has different qualification requirements and customer implications. Without organized follow-up that addresses financing questions, homeowners get overwhelmed and delay the decision indefinitely.
Incentive Changes Create Time-Sensitive Windows
Tax credits, net metering rules, and utility rate changes create windows of urgency. Without campaigns that communicate deadlines, homeowners miss the financial motivation that closes the sale.
Pre-Qualification Wastes Sales Time
Not every home is a good solar candidate. Your sales team spends hours on consultations for homes with heavy shade, old roofs, or insufficient electrical panels. Without intake that pre-qualifies before the site visit, you waste your most expensive resource.
What ServicePulse AI Does for Solar Companies
One command center for leads, operations, marketing, AI, invoices, reviews, and reporting. Everything your solar business needs to grow.
Lead Capture
- Missed-call text-back can respond quickly to solar customers through configured workflows.
- Web forms, connected lead sources, and referrals flow into one inbox where configured.
- AI-assisted workflows can collect job details and support booking where enabled.
Operations
- Dispatch board shows jobs, crew, and status where operations modules are enabled (Scale+).
- Automated reminders can help reduce no-shows where configured.
- Invoices, estimates, and payments tracked where modules are enabled.
Growth/Marketing
- Review request workflows can trigger after completed solar jobs where enabled.
- Reactivation campaigns available in Command Center or through scoped Stoke Media services.
- Seasonal campaigns, referral programs, and email workflows available by plan or scope.
Visibility
- Dashboard with KPIs based on connected data: leads, jobs, revenue, reviews.
- See which lead sources produce solar opportunities where tracking is configured.
- Reporting available by plan. Executive dashboards in Command Center+.
AI
- AI-assisted workflows can support calls, texts, and lead response where enabled by plan.
- Configurable for solar terminology and common customer questions.
- Escalates emergencies to your team based on configured rules.
A Day in the Life with ServicePulse
Here is exactly what happens when a solar lead comes in.
Homeowner submits interest form online
They saw a solar ad on Facebook and filled out a form. They are also filling out forms for 2 other solar companies right now.
AI responds within seconds
Before the other companies even see the lead, your AI is already texting: "Thanks for your interest in solar! Can I ask a few quick questions about your home?"
Pre-qualification happens via text
The AI asks about roof age, shading, monthly electric bill, and homeownership. Unqualified leads are filtered out before your sales team gets involved.
Consultation booked for qualified leads
Qualified homeowners are booked for a virtual or in-person solar consultation with your sales team.
Education sequence nurtures the decision
Over the next 2-4 weeks, automated texts share info on tax credits, financing options, energy savings projections, and customer testimonials.
Solar KPIs at a Glance
Sample metrics showing the kind of data your dashboard would display once connected.
Demo data shown. Your dashboard reflects your actual business numbers.
How Stoke Media Helps Solar Companies Get Found
ServicePulse does not just catch leads. Stoke Media, our in-house agency, helps you generate them.
Tax credit urgency campaigns: "The 30% federal solar tax credit has a deadline. Lock in your savings before it changes."
Electric bill comparison campaigns: "Your neighbor installed solar and reduced their bill significantly. Here is what it could look like for your home."
Battery storage campaigns targeting areas with frequent power outages, driving site survey requests.
Net metering change campaigns when utility policies shift: "New rates make now a strong time to go solar."
Referral programs for installed customers: "Refer a friend and earn a reward when they go solar."
Reactivation sequences for homeowners who received a solar proposal but never signed, recovering opportunities before incentive deadlines pass.
What Your Customers Experience
A real example of how our AI handles a solar inquiry.
Fast response workflows · After-hours coverage where enabled · Human escalation when needed
Mobile App for Your Crew. Portal for Your Customers.
Your techs see their schedule and update jobs from the truck. Your customers see their appointments, invoices, and job history online.
Mobile App
- View and update job status from the field.
- See today's schedule, customer info, and job notes on your phone.
- Upload photos from the job site. They attach to the customer record automatically.
- Techs get push notifications when new jobs are dispatched.
- Clock in, clock out, and log hours from the app.
Customer Portal
- Customers log in to see appointment details, tech name, and arrival window.
- View and approve estimates online. No printing, no scanning, no faxing.
- Pay invoices from the portal with a credit card or ACH.
- See job history, uploaded photos, and warranty info in one place.
- Request service or schedule follow-up work directly from the portal.
Solar FAQ
Common questions from solar company owners.
Solar leads lose value quickly. Homeowners submit forms to multiple companies simultaneously. The first company to make meaningful contact has a significantly higher chance of booking the consultation. Fast AI response can engage the lead before competitors even see it.
The AI asks about homeownership, roof age, shading, and monthly electric bill. Homes with old roofs, heavy shade, or renters are identified early so your sales team only spends time on viable opportunities. This can improve your close rate and reduce wasted site surveys.
Yes. Solar purchases take 2-8 weeks. The system can send a sequence covering tax credits, financing options, energy savings projections, and customer testimonials. Each message builds confidence and addresses common objections, keeping your company top of mind, based on your configuration.
Yes. After installation, you can send an invoice directly from the platform. Customers can pay online through the customer portal with a credit card or ACH, depending on your setup. Financing coordination happens outside the platform with your lending partners.
Yes. The dashboard shows solar inquiries, qualified leads, site surveys booked, open proposals, financing pending, installs scheduled, revenue pipeline, and reviews requested.
We also serve:
HVAC · Plumbing · Roofing · Electrical · Concrete · Foundation Repair · Painting · Excavation · Landscaping · Pest Control · Pool Service · Garage Doors · Fencing · Flooring · Septic · Irrigation · Tree Service · Gutters · Siding · Insulation · Solar · Fire Protection · Glass · Welding · Drywall · Tile · Masonry · Decks · Remodeling · General Contracting
Stop Losing Solar Jobs to Missed Calls, Weak Follow-Up, and Scattered Tools
Every slow response, forgotten proposal, and disconnected solar lead can create an opening for a competitor. Start by finding where your solar business may be leaking revenue.