Sound familiar?
What solar installers tell us before a project starts.
- Leads come from ads and canvassers, and the best ones go cold while we sort them.
- Booking a site survey takes four calls and a lot of texting.
- Permit and utility interconnection status is tracked in a spreadsheet that is always a week behind.
- Customers keep calling to ask where their install is.
- Design details and equipment lists are copied between tools by hand.
What we build
Each one is a working piece you can open and check when it's done.
Lead response and routing
New leads texted at once, assigned by territory or rep, and followed up on a schedule that stops when the homeowner replies or books.
GoHighLevel setup CRM setup and lead pipelinesSite survey booking
A booking page that respects crew calendars and travel time, with reminders and an easy way to reschedule.
Booking and scheduling systemsPermit and interconnection tracker
Each project's permit, inspection and utility approval steps in one list, with owners, due dates and reminders when one is stuck.
Notion and Airtable systems n8n, Make and Zapier automationCustomer status updates
Homeowners get a short message when each stage completes, so they stop calling the office to ask.
n8n, Make and Zapier automation API integrations and data syncProposal and equipment data
System size, panels and inverter details carried from the design into the proposal and the order sheet without retyping.
PDF and document data extraction Python scripts and utilitiesSales and install dashboard
Leads, signed contracts, scheduled installs and completed systems by rep and source on one page.
Dashboards and reportingSolar software we work with: Aurora Solar, OpenSolar, Enphase, SolarEdge, Salesforce, SalesRabbit.
And the general tools around it: GoHighLevel, HubSpot, Google Sheets, QuickBooks, Airtable, Twilio, Zapier, Make.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Warm-lead follow-up
Example: a residential solar company runs Facebook ads and wants each lead texted within a minute, called by the rep for their zip code and chased for a week.
GoHighLevel, SMS, round-robin calendarsExample project
Permit status board
Example: a solar installer tracks forty open projects. Each has a permit and utility approval stage, and anything idle for a week is flagged to the project coordinator.
Airtable, scheduled checks, emailExample project
Stage updates for homeowners
Example: when a project moves to inspection or to install day, the homeowner gets a short text and a link to the checklist.
CRM, SMS, web formQuestions people ask first
Does this connect to our design software?
Often yes. Many design tools export data or connect through their integrations, and we confirm what yours supports before we promise anything.
We sell through canvassers. Does that work?
Yes. Canvassers can enter a lead from a phone form and it joins the same follow-up as every other lead.
Who owns what you build?
You do. It is built in your own accounts, and you get plain notes on how it works so your office can change it without us.
How do we start?
Tell us the tools you use and the point where projects stall most. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com