Solar installation CRM that follows up on every lead
Keep solar deals moving between proposal and permission to operate
Solar installation CRM for a solar installation company holds quotes, follow-up and missed-call text back. Solar installers use it for the jobs that already fill the week. Homeowners see an ad, tap a form and expect a call soon. Share or embed your branded lead. The CRM is free to start. Text-back comes with Ascended, $449 a month.
A solar sale can take months and depends on permits and the utility. Puffly keeps every homeowner in view from first bill review to final approval.
Where solar installation company leads come from
Ads and lead forms
Homeowners see an ad, tap a form and expect a call soon. Share or embed your branded lead form so those leads land in one place.
Neighbor referrals
Panels on a roof get noticed. Neighbors ask the homeowner who did the work, and a referral often carries more weight than an ad.
Roofers and electricians
Roofers replacing a roof and electricians upgrading a panel are talking to the same homeowners at the right moment.
Home shows and events
People at a booth ask questions but rarely commit on the spot. The follow up is where those conversations turn into site surveys.
What slow follow up costs a solar installation company
Solar is a considered purchase, and homeowners collect several proposals over weeks. If you go quiet after the site survey, they start comparing on price and forget your name. Delays after signing hurt too, because a customer who hears nothing while the permit is pending starts to worry.
Solar installation CRM features: quotes, follow-up and missed-call text back
Puffly's pipeline is yours to name. Here is one way a solar installation company could lay it out.
- Bill reviewCollect the utility bill and roof details before spending time on a design.
- Site survey doneRoof, panel and shading checked, and photos saved.
- Proposal sentSystem size, layout and options shared with the homeowner.
- Contract and permitSigned, submitted, and waiting on the city and the utility.
- Installed, waiting on PTOPanels are up and the customer waits for permission to operate.
Follow up moments worth a reminder
Proposal sent a week ago with no reply
"Hi Sam, just checking in on the solar proposal. Happy to go over the layout again or answer any questions on the numbers."
Permit approved but no install date is set
"Hi Sam, good news, the permit came through. Let's pick an install week. Do mornings or afternoons work better for you?"
Permission to operate just arrived for a happy customer
"Hi Sam, you're cleared to turn the system on. If a neighbor or friend asks about solar, I'd love an introduction. I'll take good care of them."
Puff, your AI teammate, drafts these messages and lines up who to call next. You approve or edit each draft, even from a phone notification, and you get 10 seconds to cancel before it sends.
The shape of the year
Interest tends to grow when the sun is high and the electric bills arrive, and installs are easier when the weather is dry. Policy and incentive changes can also change how fast people decide, so use slower periods to follow up on proposals that never got an answer.
Missed calls and after-hours calls
Solar installation work misses calls because the person who would answer is already with a customer. Homeowners see an ad, tap a form and expect a call soon. The next caller rarely leaves a voicemail they trust. They phone another solar installation company and book whoever picks up.
Missed-call text back covers that gap. The call still rings your phone first. If you do not pick up, the caller gets one text in your words, with your business name and a reply STOP line, and the missed call is saved as a lead. Consent and quiet hours still apply. If no text goes out, the call says why. It comes with the Ascended plan at $449 a month.
Interest tends to grow when the sun is high and the electric bills arrive. That is when an unanswered phone costs the most jobs. An AI receptionist can pick up, take the details and book a time when you allow it. Each call ends as Booked, Message, Transferred or Failed. Text back is the written reply. Many solar installers use both.
Solar installation lead follow-up, step by step
Solar installation lead follow-up is a short sequence, not a pile of reminders. Work the deal in this order, and write the date on it before you leave.
- Bill reviewCapture it the day it arrives. Collect the utility bill and roof details before spending time on a design. A solar installation lead that stays in a private text is the one that goes cold by Thursday.
- Site survey doneSend the number with the day you will check back. Roof, panel and shading checked, and photos saved. Put that check on the solar installation deal so it does not depend on memory.
- Proposal sentWhen they say yes, book the date and write what you promised. System size, layout and options shared with the homeowner. The customer should see the same facts you do.
- Contract and permitDo the work, then say what happens next in one message. Signed, submitted, and waiting on the city and the utility. A short update prevents the call that asks if you forgot them.
- Installed, waiting on PTOAfter the job, ask for the review or the next visit while it is fresh. Panels are up and the customer waits for permission to operate. Then close the loop on the record.
If a solar installation company step sits still, Puff can draft the next message and send it to your phone to approve or edit. Nothing Puff drafts goes out until you say so. The list itself is free to start.
Jobs, seasons and objections for a solar installation company
Treat each source as its own next step. A solar installation week usually mixes Ads and lead forms, Neighbor referrals, Roofers and electricians, Home shows and events. Write the source on the deal when you create it, along with the customer's words, so Monday's list shows a new ask apart from a repeat customer. Homeowners see an ad, tap a form and expect a call soon. Share or embed your branded lead form so those leads. Panels on a roof get noticed. Neighbors ask the homeowner who did the work, and a referral often. The point of the list is that those two do not get the same follow-up.
The deals that stall sound ordinary. Proposal sent a week ago with no reply A useful reply names the job: "Hi Sam, just checking in on the solar proposal. Happy to go over the layout again or answer. Permit approved but no install date is set "Hi Sam, good news, the permit came through. Let's pick an install week. Do mornings or. Save those as tasks on the record. A busy afternoon should not be what erases them.
Solar installation CRM FAQ
Does Puffly design solar systems or size them?
No. Use your own design tools for that. Puffly tracks the homeowner, the proposal and the next step, and helps you follow up.
Can I collect leads from a Facebook or Google ad?
You can send ad traffic to your branded lead form, or embed it on your site. Leads land in your pipeline so you can call quickly.
The project drags on for months. Will leads get lost?
Keep each project open in the pipeline with a task for the next milestone. Puff shows you who to call next so slow permits do not turn into silence.
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