A solar receptionist that answers the status call, qualifies the new one and never promises a payback.
Solar companies get three kinds of calls: the homeowner deciding whether to take a consultation, the customer in month three asking where the permit is, and the owner whose inverter light turned red. The AI receptionist answers each as your company, pulls the project status from your CRM, and books or routes without ever quoting savings.
Status calls bury the office, sales calls deserve calm, and service calls can be urgent
A solar office with a few dozen projects in flight spends a surprising share of its day telling customers where their permit is. Each of those calls is a legitimate question from someone who signed a large contract and has heard nothing for weeks. Answering them well keeps the referral; answering them slowly or not at all turns a satisfied buyer into a one-star review before the panels are even up. A receptionist connected to the project record can answer the status question in the first sentence and tell the customer what happens next.
The new-system caller needs the opposite of what the industry has trained them to expect. No urgency, no savings figure, no incentive deadline. A few calm questions about roof age, shade, the bill and ownership, a plain explanation of how a proposal gets built from their bills and a site visit, and a consultation booked at a time that suits them. The receptionist is written to qualify without pressure and to say plainly what it will not claim.
Service calls are the third kind, and some of them matter right now. A homeowner reporting a burning smell, sparking or a breaker that will not stay on needs to be told to shut the system off at the disconnect and call the utility or emergency services, and your on-call tech needs to hear about it immediately. A red inverter light or a monitoring alert can wait for a ticket. The receptionist tells the two apart.
What an AI receptionist for a solar installer has to do
What it says is what you get. We write the script with your consultants and your project manager and tune it on your real calls where recording is lawful.
Qualify a new inquiry without selling
Own or rent, roof age and material, shade from trees or buildings, roughly how the electric bill moves through the year, whether they have other proposals, and when a consultant could review their bills. All of it writes to the prospect in the CRM.
Answer the status question from the record
The caller is matched to their project, the current milestone and the next step are read back in plain words, and anything the record shows as waiting on the customer (a signature, a document, an HOA form) is mentioned.
Open service tickets and recognize danger
Inverter faults, monitoring alerts and roof leaks become tickets on the installed system. Smell, smoke, sparks or a tripping breaker get a safety instruction and an immediate alert to your on-call technician.
Refuse the claims the industry is known for
No savings figures, no payback periods, no incentive deadlines, no statements about what a tax credit will cover. It explains that a consultant builds the proposal from the homeowner's own bills and books the consultation.
Route the calls that need a person
Roofers asking about remove and reinstall, lenders, permit offices and utilities calling back, commercial inquiries and anyone asking for a person are handed to the right teammate, who gets a text summary before picking up.
How we set it up for a solar company
Your number stays, and every call is filed to the prospect, the project or the system.
Your line, answered on your rules
When the office has not picked up within the rings you set, in the evenings when homeowners actually call, during install-season overflow, or always. The number on the trucks and the yard signs does not change.
A script from your process, with your refusals
We interview your consultants about qualification and your project manager about the milestones, write the greeting and the questions, and build in the things it must never say. You approve every line.
A read-only connection to the project board
The receptionist reads milestone status and next steps from your CRM to answer status calls, and writes new inquiries and tickets back. It cannot change a project.
Outage mode
After a storm or a grid outage, a setting that moves battery and backup questions to the front, tells customers with batteries what their system should be doing, and books callbacks for everyone asking about storage.
Every call on the record
Transcript and summary on the prospect, project or system, a recording in states where that is lawful once the caller has been notified, and the owner gets a morning rundown of inquiries, tickets and callback requests.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
AI Reception for solar, answered.
Will a homeowner who has been cold-called by solar companies talk to an AI?
Many will, because it does the opposite of the cold call: it answers their questions, asks a few of its own and books a consultation without pushing. Ask for a person and you are routed to the teammate your rules name; hang up and you get a text, then a call from a person.
Can it tell callers what the tax credit is worth?
No, by design. It says incentives change, that your consultant will walk through what applies with current sources, and that tax questions belong with a tax professional. Credits have changed, and a receptionist repeating an old rule is a liability.
How does it know where a customer's project stands?
It reads the milestone record in your CRM. If the project manager keeps the board current, the receptionist answers accurately; if a milestone is stale, it says the office will confirm and creates a task.
What happens with a system fault at night?
A fault without danger becomes a ticket for the morning with the serials attached. A report of smoke, sparks, burning smell or a breaker that keeps tripping triggers the safety instruction and rings your on-call tech. The receptionist service page explains how escalation is configured.
Do we have to disclose that it is an AI?
We set it up to say so in the greeting, and several states require that automated calls or recordings be disclosed. It identifies itself as an assistant for your company and reads the recording notice where the law calls for it.
AI Reception for solar. Owned by you.
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