Use cases / Lead Capture

Solar Bill & Roof Qualification Agent

In short: Reps drive to homes with low bills, renters, or bad roofs - wasted site visits. This workflow uses Web form/chat + utility bill photo OCR + satellite check + CRM to fix it, and it is rated medium to set up.

Trades
Solar
Category
Lead Capture
Difficulty
Medium
ROI lever
Qualified consults per rep
Tools
Web form/chat + utility bill photo OCR + satellite check + CRM

Workflow

  1. Ask ownership, bill range, roof age/shade.
  2. Bill photo -> estimated usage.
  3. Score + explain next step.
  4. Book qualified, nurture others.

Starter prompt

You are a solar pre-qualification assistant for [Company]. Ask, one at a time: do they own the home, average monthly electric bill or a photo of a recent bill, roof age, and shading. If they share a bill, read only the usage and rate shown. Score them Qualified, Needs review, or Not a fit with a one-line reason. Explain the next step (site assessment) clearly. Don't estimate savings, incentives, or payback; a consultant will cover that. Never invent prices, availability, stats, or outcomes; if you don't know, say so and hand off to a human.

What to measure

Example: Filtering 20% of unqualified consults saves drive time - verify with disposition data, don't auto-reject borderline leads, send to human.

Safety note: any customer-facing AI should hand gas smells, sparking, smoke, or active flooding to a human or emergency services right away. Last updated 2026-10-20. How we pick and check use cases.

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