Keep solar deals moving between proposal and permission to operate
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.
A pipeline that fits a solar installation company
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 [name], 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 [name], 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 [name], 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, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.
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.
Questions from solar installers
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.
Puffly for related trades
Start with the free CRM.
Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.
Start free