Solar Installation
Solar companies must contend with lengthy sales cycles, intricate proposal procedures, and fierce competition for qualified leads. With automated follow-up, proposal delivery, and financing pre-qualification, Begis Automations creates systems that nurture solar leads through the whole buyer journey, from initial interest to signed contract.
Common Problems
Missed Site Survey Calls
You are on a roof evaluating shading or measuring for a layout. A hot lead calls to ask about tax incentives, goes to voicemail, and immediately calls another local installer.
AFTER: THE SOLUTION
Instant Lead Capture
The system instantly texts the missed caller: "Hi, I'm doing a solar site survey right now but would love to help. Are you looking for a quote?" You secure the lead before they move on.
The "Think About It" Ghosting
Solar is a major investment. You present a proposal, but the homeowner needs to think about it. You forget to follow up, and the lead goes entirely cold.
AFTER: THE SOLUTION
Long-Term Nurture Campaigns
Automated drip campaigns educate the homeowner on tax credits, energy savings, and financing options over several months, keeping you top-of-mind until they are ready to sign.
"Where is my project?" Calls
The permitting and interconnection processes take weeks. Homeowners get anxious and constantly call your office asking for updates, tying up your staff.
AFTER: THE SOLUTION
Automated Milestone Updates
As soon as you move a customer to a new stage in your CRM pipeline (e.g., "Permits Approved"), the system automatically texts them the good news, eliminating update calls.
Solar Software FAQs
Can this integrate with my solar proposal software like Aurora or Solo?
Yes, through Zapier and webhooks, you can automatically pull in new leads from your proposal tools and trigger follow-up sequences based on the quote value.
How does the system handle very long sales cycles?
You can build out custom, multi-month text and email sequences that periodically share educational content, case studies, and financing options to slowly warm up hesitant buyers.
Can I use this to qualify leads before booking a consultation?
Absolutely. You can set up automated text bots or web forms that ask the homeowner for their average utility bill cost and roof age before they are allowed to book on your calendar.
Does this help with generating solar referrals?
Yes. You can trigger an automated campaign exactly 30 days after a system receives PTO (Permission to Operate), asking the homeowner for a review and offering a referral bonus.
Can my door-knocking teams use the mobile app?
Yes, your canvassers can use the mobile app to input new neighborhood leads on the go, dropping pins or instantly triggering an introductory text message right from the driveway.
What We Do: The Core Features
A complete toolkit to capture leads, manage communication, and get paid faster.
Missed Call Text-Back
Never lose a lead to voicemail again. Our system instantly texts back unanswered calls so you can start a conversation immediately.
Unified Mobile Inbox
Manage all your text messages, emails, Facebook messages, and Instagram DMs from one single dashboard and mobile app.
Automated Google Reviews
Build your online reputation on autopilot. Automatically text customers a link to leave a 5-star review as soon as a job is finished.
Easy Scheduling & CRM
Keep track of every customer in a visual pipeline and let them book available times directly onto your synced calendar.
Text-to-Pay Invoicing
Stop chasing down physical checks. Send secure, itemized payment links right to your customer's phone so you get paid on site.
Marketing Automations
Wake up old leads and reactivate past customers by sending targeted text or email campaigns offering seasonal specials.
Reclaim Your Time. Upgrade Your Image.
Stop letting your working hours dictate your customer service. Establish a clear boundary between work and life while providing an exceptional, responsive experience that modern customers expect.
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