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AI office manager
CRM for solar installers
Customer history, job context, and follow-up in one searchable timeline
What Sophiie handles for crm for solar installers
Real Sophiie capabilities framed around homeowner enquiries, site notes, consult bookings, quote follow-ups, installation stages, and customer questions, with the trade decisions still owned by your team.
01
Customer profiles with trade context
Sophiie keeps customer timeline, roof and meter notes, attachments, appointment time, quote stage, and follow-up reminders in one searchable profile, so your solar business can see more than just a name and phone number.
02
Conversations logged automatically
Phone calls, text messages, emails, chatbot conversations, call summaries, transcripts, and notes can sit on the customer timeline for crm for solar installers.
03
Job history beside follow-up
Job records can include descriptions, scheduled dates, assigned team members, statuses, reminders, photos, attachments, and map-ready addresses for crm for solar installers.
04
Reminders for the next step
Sophiie can remind you to call back, chase a quote, confirm an appointment, or check in after work is complete for crm for solar installers.
05
Quotes and invoices connected
Quote drafts, invoice creation, Xero sync, payment tracking, and overdue reminder emails can all connect back to the same customer relationship for crm for solar installers.
How it works
Set up Sophiie once, then let the work flow
Import and structure customer records
Add your services, pricing notes, FAQs, preferred tone, hours, and call outcomes so Sophiie understands how your solar business handles homeowner enquiries, site notes, consult bookings, quote follow-ups, installation stages, and customer questions.
Connect the customer channels
Route the channels customers use for homeowner enquiries, site notes, consult bookings, quote follow-ups, installation stages, and customer questions into Sophiie: phone, SMS, email, chatbot, and webforms. Add calendar and Xero connections where this workflow should create bookings or invoices.
Capture live job details
Sophiie answers or responds, records customer timeline, roof and meter notes, attachments, appointment time, quote stage, and follow-up reminders, creates summaries, and keeps the information on the customer or job timeline.
Review, approve, and follow up
Your team sees where the customer is in the process before replying. For crm for solar installers, your team checks the trade decisions while Sophiie keeps reminders, bookings, quote notes, and invoice follow-ups visible.
Why this workflow matters
A homeowner asks about a battery add-on, sends meter photos, then needs a consultation reminder before approving the quote. For solar installation businesses, the expensive part is not only the missed call. It is the missing context that follows: solar sales and installs stretch across multiple conversations, so losing the roof notes or quote stage slows the whole pipeline.
Where Sophiie fits
Sophiie works as an AI office manager around the trade work. It answers calls, replies through supported channels, captures customer timeline, roof and meter notes, attachments, appointment time, quote stage, and follow-up reminders, books appointments, stores summaries in the CRM, and keeps reminders attached to the customer or job record.
- Answer and summarise enquiries while your team is busy with homeowner enquiries, site notes, consult bookings, quote follow-ups, installation stages, and customer questions.
- Keep customer timeline, roof and meter notes, attachments, appointment time, quote stage, and follow-up reminders attached to the customer or job record.
- Apply crm for solar installers support through scheduling, CRM reminders, quote drafts, invoices, and Xero sync only where they match the job stage.
What stays human
For crm for solar installers, your team still makes the trade judgement: measuring, diagnosing, pricing, approving quotes, and deciding how the work should be done. Sophiie reduces the admin load around homeowner enquiries, site notes, consult bookings, quote follow-ups, installation stages, and customer questions so the next step is documented and easier to action.
Other businesses we serve
Electricians
Calls, quotes and scheduling on autopilot.
Plumbers
Emergency and routine calls, handled 24/7.
HVAC
Service calls and installs booked for you.
Landscapers
Quotes and site visits locked in fast.
Carpenters
Inquiries and jobs booked while you build.
Cleaners
Recurring and one-off bookings, all handled.
Fire services
Compliance visits and callouts, booked for you.
Flooring
Quotes and installs booked while you lay.
Painters
Quotes and bookings sorted while you paint.
Handymen
Every small job captured and scheduled.
Plasterers
Inquiries answered while you're on the trowel.
Pool care
Regular services and callouts, scheduled.
Fencing
Site visits and quotes locked in fast.
Concreters
Pour dates and quotes, no phone tag.
Roofers
Urgent leak calls answered around the clock.
Bricklayers
Quotes and schedules handled between lays.
Arborists
Tree work quoted and booked while you climb.
Builders
Calls and job admin handled at every stage.
Frequently asked questions
Sophiie combines customer details, call summaries, messages, notes, job history, reminders, quotes, and invoice status so the next person dealing with the customer has context for crm for solar installers.
Put Sophiie to work for your solar business
Your team sees where the customer is in the process before replying. Start with the calls, messages, bookings, customer records, and follow-ups around homeowner enquiries, site notes, consult bookings, quote follow-ups, installation stages, and customer questions.