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Solar installers
Solar installer software
Keep solar leads and follow-up organised with property details, system interest, roof access captured before follow-up.
Learn more about Sophiie's AI office manager.
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
Whichever trade you're in, learn more about Sophiie's AI built for tradies.
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.
How a solar enquiry moves from first call to aftercare
A solar sale is a long conversation. The first call is about panels or a battery. Then comes a site assessment, a quote, questions about finance or approvals, an install date and, months later, a question about the inverter. Sophiie keeps each step on one customer record, so whoever picks up the next step can see what was already said.
Two calls that need different handling
A new homeowner enquiry. For example, a solar installer might get a call from a homeowner who wants panels and is curious about a battery. Sophiie asks the questions you set: address, roof type, energy bill context, battery interest and a preferred consultation time. Roof photos or documents the homeowner sends can be kept with the record. The next step is a site assessment or a quote call, offered only after Sophiie checks your connected calendars and your booking rules.
An existing customer with a system problem. A customer calls a year after install because the inverter is showing a fault. That is not a sales lead, and it should not wait in the same queue as one. Sophiie can flag an inverter fault, a system outage or a safety concern and route it by your escalation rules. That might be a warm transfer, where Sophiie briefs your service lead before connecting the caller. The service lead can open the customer history with previous calls, messages and notes before calling back. Sophiie does not troubleshoot the system over the phone.
From enquiry to handoff
- The enquiry comes in by phone, website chat, text or email and lands in one workflow.
- Sophiie captures property details, system interest, roof access and any photos or documents the customer sends.
- A site assessment or quote call is booked. You decide whether new bookings are pending or confirmed.
- The job record shows where the work stands: enquiry, site visit, quoted, scheduled for install or complete.
- Once your team has prepared the solar quote, Sophiie helps send it by email or text and follows up while the homeowner decides.
- An accepted quote becomes a scheduled install with the scope, customer details and notes attached.
- After the install, post-install questions and reminders stay on the same record, so aftercare starts from the history instead of a blank page.
What Sophiie leaves to your team
Sophiie does not design or size solar systems. She does not assess a roof, estimate savings, or process rebates, finance applications or approval paperwork. When a customer asks about any of these, Sophiie answers from the FAQs you approve and passes everything else to your team with the question written down.
Technical and safety decisions stay with your qualified installers. That includes whether a roof suits panels, where an inverter goes and what to do about a fault. Sophiie's part is the communication and admin around those decisions: capturing the enquiry, booking the next step, keeping documents and notes together, sending the quote and following up.
Frequently asked questions
Yes. Sophiie captures the enquiry, records property details, system interest, roof access, and helps organise the next step in the dashboard.
Yes. You can train Sophiie to ask for property details, system interest, roof access, documents, proposal follow-up and keep those notes with the customer record.
Yes. For solar installer software, call summaries, messages, notes, reminders, attachments, and job history stay connected in the dashboard.
Sophiie does not design or size solar systems. It handles communication, scheduling, CRM, job notes, documents, and follow-up around your technical process.
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.