AI office manager

AI quoting software for solar installers

Sophiie captures address, roof photos, energy goals, and site-assessment notes, builds quotes from your service list.

AI Quoting Software for Solar Installers

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What Sophiie fixes in solar installers quoting

For Solar Installers, the quote starts with address, roof photos, energy goals, and site-assessment notes, not a guess; Sophiie keeps intake, approval, follow-up, and scheduling moving together.

01

Scope capture before pricing

Sophiie answers solar installers enquiries across calls, texts, email, and web chat, then asks for address, bill goals, roof type, phases, photos, meter-board notes, battery interest, and target timing. That gives your team a better starting point than a missed call or a vague message.

Australian tradesperson in a hi-vis shirt on a phone call outside a brick house
02

Quotes from your service list

Your approved services, rates, and common line items stay in Sophiie, including approved packages, inverter and battery options, site visit fees, installation labour, and service-list pricing. Routine solar installers work can be assembled quickly while still leaving room for expert review.

Australian tradesperson standing in a doorway reading a message on a phone
03

Human review for edge cases

When a solar installers enquiry involves system design, roof complexity, switchboard questions, finance requests, or rebate eligibility questions, Sophiie can flag it instead of pretending the job is simple. The customer still gets a fast response while your estimator checks the details.

Australian tradesperson crouching in a doorway on site using a smartphone
04

Email, SMS, and quote follow-up

Once a solar installers quote is ready, Sophiie helps send it by email or text and can follow up on pending approvals. The conversation stays visible in the customer timeline.

Australian tradesperson taking a phone call while crouched beside a glass door on site
05

Approval into job handoff

Accepted solar installers quotes can become scheduled jobs with the original scope, customer details, and notes attached. Solar consultants and installers. see what was promised before they arrive.

Australian tradesperson crouching by a glass door using a phone on speaker

How it works

Set up Sophiie once, then let the work flow

  1. Load your solar installers services

    Add the services, rates, packages, and review rules you already use, including how you handle approved packages, inverter and battery options, site visit fees, installation labour, and service-list pricing. Sophiie uses that knowledge base when solar installers enquiries come in.

  2. Capture the enquiry while it is fresh

    Sophiie gathers address, bill goals, roof type, phases, photos, meter-board notes, battery interest, and target timing from the customer and stores those solar installers details in the dashboard so the quote is not built from memory.

  3. Prepare the quote or flag review

    Straightforward solar installers work can be quoted from your service list. Jobs involving system design, roof complexity, switchboard questions, finance requests, or rebate eligibility questions are kept for a human decision with the context already collected.

  4. Send, follow up, and schedule

    Sophiie helps send the solar installers quote, track the response, follow up when needed, and move accepted work into the job workflow.

Solar Installers quotes need context before speed

Fast quoting matters, but the wrong fast quote creates rework. In solar installation businesss, the difference between a clean margin and a problem job often sits in the details: address, bill goals, roof type, phases, photos, meter-board notes, battery interest, and target timing. Sophiie captures address, roof photos, energy goals, and site-assessment notes as customers contact you, so the quote begins with the actual job instead of a vague callback note.

That matters when a homeowner asking about battery-ready solar while another sends a photo of an older switchboard. A human can still make the final judgement where system design, roof complexity, switchboard questions, finance requests, or rebate eligibility questions is involved, but Sophiie keeps the enquiry warm and records the practical questions while the customer is ready to answer.

Built from your services, not generic pricing

Sophiie is trained on your solar installers service list, your standard options, and the rules your office already follows. It can help assemble line items around approved packages, inverter and battery options, site visit fees, installation labour, and service-list pricing, then flag jobs involving system design, roof complexity, switchboard questions, finance requests, or rebate eligibility questions for review.

Once the quote is ready, Sophiie can help send it, follow up, and keep the reply in the customer record. If the customer approves, the quote can move into scheduling with notes for solar consultants and installers, including address, roof photos, energy goals, and site-assessment notes.

What the customer experiences

The customer gets a clear solar installers path: answer the right questions, receive a quote or review update, and know what happens next. Solar consultants and installers get a cleaner handoff and spend less time hunting through calls, emails, and texts to understand what was promised.

Frequently asked questions

Sophiie can prepare solar installers quotes for routine work using your pre-loaded service list, rates, and rules. For work involving system design, roof complexity, switchboard questions, finance requests, or rebate eligibility questions, it can capture the details and flag the quote for your team to review before it is sent.

Quote solar installers work before the lead goes cold

Train Sophiie on your services, rates, quote rules, and follow-up process so solar installers teams can respond faster without losing control of pricing.