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Keep solar assessments and follow-up organised with address, property type, system interest captured before follow-up.

A live demo call from Sophiie. Two minutes, no sales pitch.
For smart scheduling for solar installers, Sophiie captures address, property type, system interest before quote calls or site assessments are booked.
Sophiie records address, property type, and system interest so solar installers have useful context before follow-up.

Job status, scheduled times, notes, and reminders help separate quote calls from site assessments and later follow-up.

Solar installers can review prior calls, messages, notes, reminders, attachments, and job history from the same dashboard record.

Sophiie can answer calls, collect website enquiries, and help with messages or email replies while solar installers stay focused on the work.

Use customer notes and reminders when roof access, photos or documents, or appointment timing needs another check.

How it works
Add service types, areas, hours, and questions for address, property type, system interest, roof access.
Sophiie records customer details, address, preferred timing, and property type, system interest, roof access, photos or documents for solar installers.
Organise quote calls, site assessments, install discussions with notes, reminders, and customer history attached.
When roof access, photos or documents, or timing changes, update the solar installer job notes and follow-up task in one place.
Solar teams need more than a lead name. A useful assessment starts with property type, roof or meter access, system interest, documents, photos, and customer goals.
Sophiie helps by answering or capturing the enquiry, asking for address, property type, system interest, roof access, photos or documents, and keeping the next action tied to the solar installer customer record.
Quote calls, site assessments, install discussions, and aftercare follow-ups each need different context, so Sophiie keeps address, property type, notes, scheduled times, statuses, reminders, and attachments visible as the job moves forward.
Sophiie does not design solar systems or provide technical sizing. It captures enquiries and organises communication for your solar team.
Yes. Sophiie captures the enquiry, records address, property type, system interest, and helps organise the next step in the dashboard.
Use Sophiie to capture enquiries, organise quote calls, site assessments, and keep address, property type, system interest, roof access, notes, reminders, and customer history together for solar installers.