Automation for solar installers
Solar lead follow-up automation from first click to signed contract.
Solar lead follow-up automation replies to every homeowner lead within minutes, asks the qualifying questions your closers need (utility bill, roof, ownership, credit route), books the site survey or consultation, and keeps nurturing the leads that are not ready yet. Your sales team talks to prepared homeowners instead of chasing cold ones.
Updated September 25, 2026 · Written by Steve, founder of PURIST · Prices below are our real prices
Why solar leads are expensive and easy to lose
Solar leads cost real money, whether they come from Google and Meta ads, lead vendors, door knocking or referrals. Vendor leads are often sold to several installers, so the homeowner hears from many companies in a short window and tends to keep talking to whoever reaches them first with a clear next step.
Qualification takes time. Before a closer can quote, someone has to confirm the homeowner owns the house, get a recent utility bill, check the roof and shading, and understand whether they want to pay cash, finance or lease. When that is done by phone tag, leads go cold before the appointment is set.
Solar is also a long decision. Many homeowners say "not now" and mean "in three months, after I talk to my spouse or my tax preparer". Without a structured nurture, those leads are simply forgotten, and the money spent acquiring them is lost.
Solar workflows we automate
01
Instant reply to every lead source
Ad forms, vendor feeds, website quotes and referral forms all trigger a personal text and email within minutes, with a link to book a consultation.
02
Utility bill and roof pre-qualification
A short guided form (or text conversation) collects ownership, a photo of the utility bill, roof age and shading; Claude reads the bill and extracts the monthly usage for your designer.
03
Appointment setting and reminders
Homeowners book a consultation or site survey on your closers' real calendars, with reminders by text and email to cut no-shows.
04
Routing by territory and product
Leads are assigned by zip code, installer capacity or product (panels, batteries, EV chargers), with an alert containing everything the rep needs.
05
Long-cycle nurture
"Not now" leads get a spaced sequence (incentive reminders, how financing works, answers to common objections) until they reply, book or opt out.
06
Post-sale milestones and referrals
Customers receive updates at permit, install, inspection and permission-to-operate; after activation they get a review request and a referral ask.
How we set it up for an installer
01
Map lead sources
We list every source (vendors, ads, site, canvassing) and how fast each gets a reply today.
02
Define qualification
Your rules: service area, ownership, minimum bill, roof type, finance options. Nothing leaves the template you approve.
03
Connect and test
CRM, calendars, SMS and design tools connected; test leads run through every path before launch.
04
Measure and tune
Response time, booked-appointment rate and show rate per source, reviewed with you after launch.
What it costs
The same plans and prices as our pricing page. Pay monthly, with maintenance, monitoring and updates included, or choose a one-time deployment. Every plan has a 30-day money-back guarantee, and the first step, the audit, is free.
AUTOMATION + AI AGENTS
The Full Stack
Automation workflows plus AI agents. One complete system designed for today's operations and tomorrow's scale.
Or €2,750 one-time deployment
- ✓The complete system automation today, AI agents tomorrow
- ✓30-day money-back guarantee
- ✓Includes $300 of PURIST Studio credit for AI ads, video & UGC
- ✓n8n, Make & Zapier certified workflows
- ✓Replaces over €4,400 a year of disconnected SaaS tools
Best fit for this
WORKFLOW AUTOMATION
Automation Pro
12 production-ready workflows in a single deployment. Built with certified automation engineers.
Or €1,450 one-time deployment
- ✓Replaces 12 manual processes and disconnected tools
- ✓Designed to target ~95% less manual data entry, ~85% faster response time, ~80% fewer errors
- ✓n8n, Make & Zapier certified
- ✓30-day money-back guarantee
INTELLIGENT AUTOMATION
AI Agent Deploy
Custom AI agents. One deployment. Handles every repetitive task your team wastes hours on.
Or €1,990 one-time deployment
- ✓Handles every repetitive task your team does manually
- ✓AI-powered lead qualification, support and scheduling
- ✓Integrates with your existing CRM, email and tools
- ✓30-day money-back guarantee
Options solar companies weigh
Most installers already have a CRM. The question is who makes sure every lead gets worked, fast and for long enough.
| Option | Where it works | What to watch |
|---|---|---|
| Solar CRM built-in automations | Pipelines, tasks and basic drips inside one system. | Often limited to email or generic texts; leads from other sources can slip through; bill reading and routing logic are usually manual. |
| Appointment-setting call center | Human dialing at volume. | Per-appointment or hourly costs, and quality varies; after-hours leads still wait. |
| Free n8n workflow template | A starting point if someone on your team builds automations. | Covers the happy path only: no routing, no consent handling, no monitoring when it breaks. |
| Done-for-you automation (PURIST) | Every source replied to in minutes, pre-qualification, booking, nurture and post-sale updates on your existing tools. | A monthly or one-time fee; it pays off when a few extra signed contracts cover it. |
Works with solar software
We connect through the APIs of your CRM, proposal and design tools, and the lead vendors or ad platforms you buy from.
A good fit if…
- ✓You buy or generate residential solar leads every week.
- ✓Closers spend time on unqualified or no-show appointments.
- ✓You have a backlog of "not now" leads nobody follows up.
Not the right fit if…
- ✕You sell only utility-scale or commercial projects with a handful of long enterprise deals.
- ✕You are fully booked from referrals and do not want more appointments.
Questions people ask
How do I automate solar lead follow-up?
+
Connect every lead source to one workflow that replies within minutes, asks your qualification questions, books the appointment on a closer's calendar and keeps following up until the homeowner responds. Tools like n8n, your CRM and an SMS provider do the work; you define the rules and the messages.
Can AI read a homeowner's utility bill?
+
Yes. Claude can read a photo or PDF of a utility bill and extract usage and rate information for your designer. We flag unclear bills for a person to check instead of guessing.
Is it legal to text solar leads?
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In the US, texting leads requires prior consent under the TCPA and carrier rules. We build consent capture into your forms, honour opt-outs automatically, and only text leads whose source provides consent.
What CRM is best for solar companies?
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Common choices include Enerflo, Sunbase, JobNimbus, GoHighLevel, HubSpot and Salesforce. The right one depends on your size and sales model; automation works with whichever you already use.
What does it cost?
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From €890 per month with maintenance, monitoring and updates included, or €1,450 as a one-time deployment. SMS is billed at cost by the provider. Every plan has a 30-day money-back guarantee.
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