Renewable Energy & Solar Automations

This automation continuously compares each installed solar system's actual energy output against its modeled expected output and automatically alerts the service team when a system is underperforming beyond a normal range. A failed panel or inverter often gets caught before the customer even notices their utility bill went up.

Tools Required

This automation tracks every project's permit and utility interconnection application status, automatically checking for updates and alerting the project coordinator the moment a stage is approved. Installation and activation move forward the same day approval posts instead of sitting delayed because no one checked the portal.

Tools Required

As a project passes each contractually defined milestone, site survey, permit approval, installation complete, activation, this automation automatically generates the corresponding invoice tied to the finance agreement. Billing stays synced to actual progress instead of trailing behind because a milestone was reached but nobody triggered the invoice.

Tools Required

When a prospect uploads a copy of their utility bill during the quote request process, this automation automatically extracts their usage data to generate a preliminary system size and savings estimate. The sales team gets a ready-made starting point instead of a blank lead that requires a full intake call before any real conversation can happen.

Tools Required

As equipment warranties approach expiration, this automation automatically reaches out to the homeowner with maintenance plan or extended warranty options. The offer lands before coverage lapses rather than after something breaks and the homeowner is left paying full price for a repair that could have been covered.

Tools Required