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.

Left to a person, this means a service manager re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.

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.

Without automation, a project coordinator has to notice problems after they've already happened, then scramble to fix them manually one at a time. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.

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.

Without a system in place, a finance manager has to manually chase down updates, send reminders one by one, and hope nothing falls through the cracks. Over a month, those small manual steps add up to a significant amount of lost time.

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.

The manual version of this puts the entire workload on a sales development rep, who has to juggle phone calls, emails, and spreadsheets just to keep things moving.

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.

Handled by hand, a customer success manager spends time each day re-checking the same information across disconnected tools instead of doing higher-value work.