INDUSTRY /18 · LAST UPDATED APR 29, 2026
Trades

AI Automation for Solar Installation Companies.

Long sales cycles, complex paperwork. We automate both.

30 min
proposal turnaround
–2 to 3 wk
sales cycle
designer throughput
See sample workflows →
TL;DR — Key takeaways
4 bullets · 30-second read
  • What slows solar installation companies down: sales cycles are long and prospects go cold.
  • What we ship: Long sales cycles, complex paperwork. We automate both.
  • Tools we plug into: Aurora, OpenSolar, Sungage, Enerflo.
  • Headline outcome: 30 min proposal turnaround · –2 to 3 wk sales cycle.
WORKFLOW · INDUSTRY /18
Solar Installation Companies
⟶ Inbound
Inbound lead
Document
Status request
Recurring task
◆ AI layer
↳ classify
↳ enrich
↳ draft
↳ route
↳ log
eval harness on every step
⟶ Outcome
30 min
proposal turnaround
–2 to 3 wk
sales cycle
designer throughput
Plugs into ↘AuroraOpenSolarSungageEnerfloSales Rabbit
ships in 3–6 weeks

Where the hours go in solar installation companies.

Four patterns we hear from solar installation companies on every diagnostic call. None of them get fixed by hiring. All of them get fixed by writing the implicit rules down and letting AI carry the rote work.

  • /01
    Sales cycles are long and prospects go cold
    A homeowner takes 60–90 days to decide. The sales rep is in front of new prospects, not nurturing the old ones. Half the pipeline freezes.
  • /02
    Utility paperwork is a maze
    Different utility, different interconnection forms, different timelines. A designer spends Friday on paperwork instead of design.
  • /03
    Design proposals take a designer half a day
    Aurora or OpenSolar design, system spec, financing options, savings projection. Same shape every time, never templated enough.
  • /04
    Install scheduling competes with weather, permits, inspections
    Three independent calendars rarely line up. Reschedules cascade. Crews wait. Customers ask why.

The automations, in plain English.

7 components · ships in 3–6 weeks
/01

Long-cycle lead nurture

Per-prospect cadence keyed to objections raised, financing chosen, and rate-environment changes. Pipeline stays warm without a rep babysitting it.

/02

Proposal automation

Utility bill upload + roof aerial → system spec, financing options, savings projection. Branded proposal out in 30 minutes, not half a day.

/03

Utility interconnection paperwork

Per-utility templates pre-filled from the job record. Submission tracking, status pings, and inspector routing. Interconnection cycle drops by weeks.

/04

Permit submission workflow

AHJ-aware permit drafting with attachment checklists and re-submission triggers when the city rejects.

/05

Install scheduling agent

Coordinates weather, permit status, inspector availability, and crew load. Reschedules cascade automatically; customers are notified before they call.

/06

Post-install warranty registration

Inverter, panel, monitoring — registered automatically with the manufacturer. Customer gets a one-page summary.

/07

Referral request automation

90-day post-install referral ask with one-tap warm-intro link. Solar referrals close at 30%+; you should be asking.

Manual today, automated tomorrow.

Top 4 bottlenecks for solar installation companies, paired with the Scooper module that ships against each.
#Manual todayWith Scooper
/01Sales cycles are long and prospects go coldLong-cycle lead nurture
/02Utility paperwork is a mazeProposal automation
/03Design proposals take a designer half a dayUtility interconnection paperwork
/04Install scheduling competes with weather, permits, inspectionsPermit submission workflow

Your stack. Smarter.

We do not migrate you off your software. We build a layer on top.

AuroraOpenSolarSungageEnerfloSales Rabbit

What ROI should we expect from AI automation for Solar Installation Companies?

Proposal turnaround in 30 minutes. Lead-to-close cycle shortened by 2–3 weeks. Designers stop being paperwork.
30 min
proposal turnaround
–2 to 3 wk
sales cycle
designer throughput

Three steps. No surprises.

01

Audit

15-min discovery → two-week paid diagnostic. Operator interviews, workflow shadowing, and three nasty real examples worked end-to-end. By day ten you have a scope, a price, and a signed-off KPI.

$9,500 · 2 weeks
02

Build

Senior operators in your repo and your Slack. Code, prompts, and evals shipped in 3–6 weeks. KPI signed off in writing before we start. Miss the number, the next sprint is on us.

From $14k · 3–6 weeks
03

Handoff with SOPs

Two rounds of post-launch tuning. Then your team owns it. We hand over the code, the eval harness, the runbook, and the SOPs. No retainer required. No vendor lock-in.

Owned by you · day one

A real engagement.

Anonymized · numbers from the books

A regional solar installer doing 600 systems annually had a designer-bottlenecked pipeline and a 12-week average sales cycle. We shipped the proposal generator in week three and the interconnection drafting in week six. Designer output 4×, sales cycle dropped to 9 weeks, and the next quarter's install schedule was fully booked four weeks ahead.

Talk to us about your version of this →

Things solar installation companies actually ask.

  • Can it handle utility-specific paperwork by region?
    Yes. Per-utility templates for interconnection, net-metering, and incentive applications. New utilities take a week to onboard once we have the forms and timelines.
  • Does it integrate with Aurora or OpenSolar?
    Yes — both. Design data, system specs, and proposals flow through. Aurora's API is more permissive; OpenSolar requires a slightly different export pattern but works cleanly.
  • Is the proposal accurate enough to send to homeowners?
    It produces a first draft grounded in your equipment catalog, your pricing, and the homeowner's utility bill. A designer signs off. After 4–6 weeks of calibration most designers approve in five minutes.
  • What about lead generation vs lead conversion?
    Our scope is conversion — the pipeline you already have, working harder. We do not run paid ads or SDR outreach for you, but we do measure lead-source ROI to inform what your marketing should do.
  • How fast does it go live?
    Two-week diagnostic, 4–6 week build. Proposal generator in week three; nurture in week four; interconnection paperwork in weeks five and six.
Next step
Book a 15-minute audit for your solar installation companies.

We will tell you in 15 minutes whether AI fits your bottleneck. If it does, we will scope a two-week paid diagnostic. If it does not, we will tell you that too.

Book a 15-min audit

Related industries we serve.

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Cross-functional →Finance & Back-OfficeRevenue OperationsSupply & ProcurementCustom Ops Builds