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AI office manager
Solar installer software
Keep solar leads and follow-up organised with property details, system interest, roof access captured before follow-up.
Front-office communication for solar installers
For solar installer software, Sophiie brings calls, messages, bookings, notes, reminders, and customer history into one AI office manager workflow.
01
Property details captured early
Sophiie records property details, system interest, and roof access so solar installers have useful context before follow-up.
02
Lead calls and site assessments organised
Job status, scheduled times, notes, and reminders help separate lead calls from site assessments and later follow-up.
03
Customer history in one place
For solar installer software, call summaries, messages, notes, reminders, attachments, and job history stay connected in the dashboard.
04
Enquiries captured across channels
Sophiie can answer calls, collect website enquiries, and help with messages or email replies while solar installers stay focused on the work.
05
Follow-up for documents
Use customer notes and reminders when documents, proposal follow-up, or appointment timing needs another check.
How it works
Set up Sophiie once, then let the work flow
Train Sophiie on solar installer work
Add services, service areas, hours, common questions, tone, and intake details for property details, system interest, roof access, documents.
Capture daily communication
Sophiie can answer calls, collect website enquiries, and support text or email replies for solar installers.
Organise the customer and job record
Keep property details, system interest, roof access, scheduled times, notes, attachments, statuses, and reminders together.
Follow up from the same history
Use summaries, customer messages, and reminders for site assessments, quote reminders, post-install questions.
Solar customers move through a longer conversation
A solar enquiry can move through documents, assessment, quote, finance or approval questions, installation timing, and aftercare. Losing part of that conversation slows the sale.
Sophiie helps by answering or capturing the enquiry, asking for property details, system interest, roof access, documents, proposal follow-up, and keeping the next action tied to the solar installer customer record.
Where it helps day to day
Lead calls, site assessments, quote reminders, and post-install questions each need different context, so Sophiie keeps property details, system interest, notes, scheduled times, statuses, reminders, and attachments visible as the job moves forward.
Accurate role for Sophiie
Sophiie does not design or size solar systems. It handles communication, scheduling, CRM, job notes, documents, and follow-up around your technical process.
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
Yes. Sophiie captures the enquiry, records property details, system interest, roof access, and helps organise the next step in the dashboard.
Keep solar leads and follow-up organised
Use Sophiie to capture enquiries, organise lead calls, site assessments, and keep property details, system interest, roof access, documents, notes, reminders, and customer history together for solar installers.