Operations automation for solar companies

How the solar business really works

Growth in solar companies usually stalls in the office, not the field — someone becomes human glue between tools, retyping the same job details five times. Solar has the most expensive leads in home services and the highest cancellation rates. A lead can cost hundreds of dollars, the sale takes multiple long consults, financing makes or breaks the deal, and the install backlog — permits, interconnection, inspections — is where signed deals quietly die and cancel.

What I automate for solar companies

Here's what I automate in the back office of solar companies:

• Permit, interconnection, and inspection milestones tracked per project
• Customer status updates automated so backlog anxiety doesn't become cancellation
• Install scheduling coordinated against equipment arrival
• Commission and job costing visible without spreadsheet archaeology

This is one piece of a bigger machine. See the other systems I build for solar companies: marketing automation and sales systems , or the full picture: AI for solar companies.

Frequently asked questions

Which operations tasks should solar companies automate first?

The repetitive, rules-based work happening daily: intake data entry, scheduling, invoicing, and payment follow-up. Those pay back fastest, then deeper workflows build from there.

Will this replace our field management software?

No — it connects it. Your CRM, phones, and field software get wired together so data flows automatically between them, and the gaps between tools get filled with automation.

Our cancellations during the install backlog are killing us. Can this fix that?

It's one of the highest-ROI automations in solar. Cancellations spike when customers sit in permitting silence for weeks. Automated status updates, milestone celebrations, and check-ins keep the deal warm through the backlog — cutting cancellations meaningfully on deals you already paid to close.