AI by industry · Solar installers
Solar site survey scheduling with AI
AI can offer homeowners open times for a consultation or site survey, collect the roof photos, electric bill and access details first, and send reminders so fewer visits are wasted. A person confirms the schedule. The aim is for the surveyor to arrive prepared and the homeowner to know what to expect.
Talk through your solar company with the person who builds it
A free 30-minute call. You leave knowing which part of your solar installation company to hand to AI first, what we would build, and roughly how long it takes.
Gather before you go
A survey goes better when you already have the address, a recent utility bill, a photo of the electrical panel and the roof, and any HOA information. Asking at booking, not at the door, saves a second trip.
Match the right person
A consultation, a roof inspection and an electrical survey are different visits with different people. Booking rules that match each to the right team member keep the calendar from filling with the wrong appointments.
Add travel time between jobs, since many solar crews cover a wide area.
Group visits by area where you can. Fewer miles between surveys means more surveys in a day.
Reminders that include homework
A reminder can say who is coming, how long it takes, and whether someone over eighteen needs to be home. Clear reminders cut cancellations at the door.
Picture this
Examples of what it can look like. Illustrations, not clients.
A homeowner books a survey for Thursday. The confirmation asks for a photo of the main panel, and it arrives that night.
A surveyor’s schedule has a gap after a cancellation. The system offers that slot to the next homeowner on the waitlist.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“other than a call made for emergency purposes or made with the prior express consent of the called party”
Sources
- 47 U.S.C. § 227 (TCPA): Consent rules for automated calls, prerecorded voices and texts.
- OSHA: construction safety: Federal safety rules for job sites.
- SBA: stay legally compliant: The Small Business Administration’s checklist for licenses, taxes and rules.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your solar company with the person who builds it
A free 30-minute call. You leave knowing which part of your solar installation company to hand to AI first, what we would build, and roughly how long it takes.
Questions
Can homeowners book without talking to a rep?
They can pick from times you allow. Many companies still have a person confirm, especially for larger or complex homes.
What if the roof turns out not to qualify?
The system can flag it before the visit if the photos suggest a problem, so nobody drives out for nothing.
Can it handle HOA requirements?
It can ask whether the home is in an HOA at booking and remind the homeowner to bring any approval rules to the survey.
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