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By Solar Installers for Solar Installers

How to automate your solar installation business

withJascha Brinkmann

Jascha shares how you automate many manual tasks in your solar installation business, impriving the customer experience and reducing the workload on your project managers

Combine the information from your inverters and your CRM

With all information conveniently and automatically flowing into a single source of truth you can build a powerful automation platform

Make it crystal clear to the homeowner where he is in the process of going solar

Instead of relying on customers to ask for project updates, proactively push information to them as their project is moving through site survey, design, permitting and other installation steps

Send updates via email, text message or push notifications

Depending on the urgency, importance or purpose of the message push out updates automatically as soon as you update something in your CRM

Endless possibilities along the customer journey

Create a site in the inverter portal with information already prefilled in

Integrate with other solar vendors

Like automatically ordering an EagleView report, sending an invoice or creating a draft design in your solar design software

Create a ticket for your O&M department

Or reduce their workload by automatically identifying systems disconnected due to WiFi issues

Create automations with one click

Choose the automations that make the most sense for your solar business out of a long list of proven and smart predefined automations

Branded Solar Portal

What Sunvoy can do for your solar business

Sunvoy is the first white label customer portal & solar fleet management app built by solar installers for solar installers. It will help you drive more solar business, reduce your cost of acquisition and increase your revenue.

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