Unsold Estimate Follow-Up Sequence (Day 2/5/14/30)
Estimates go cold because no one follows up consistently; homeowner forgets or picks competitor.
Roofing, HVAC, Solar, Remodeling · ROI lever: Estimate close rate
AI use cases for Solar
Solar sales cycles are long and paperwork-heavy. These AI workflows help qualify leads, explain proposals in plain language, chase documents, and keep customers updated through permitting and install.
5 use cases tagged for this trade. Workflows marked All Trades also apply.
Quote / Good-Better-Best Proposal Builder
Reps build quotes inconsistently, slow follow-up after home visit kills momentum.
HVAC, Solar, Roofing · ROI lever: Close rate / avg ticket
Permit & Inspection Checklist Agent
Jobs stall on missing permit docs; office chases paperwork by memory.
General Contracting, Electrical, Solar, Roofing · ROI lever: Cycle time sold->install
Solar Bill & Roof Qualification Agent
Reps drive to homes with low bills, renters, or bad roofs - wasted site visits.
Solar · ROI lever: Qualified consults per rep
Financing Pre-Qualification Assistant
Homeowners stall at ticket size; financing mentioned too late or inconsistently.
HVAC, Roofing, Solar, Remodeling · ROI lever: Close rate on high tickets
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