Solar & energy installers — this pack was built for the calls that reach this kind of business. Illustrative photograph.Fields that are filled when the call ends
This trade pack is built to order. Below is the design we switch on for you: the fields, stages and never-say list are drafted, so with your price list and hours it can be switched on within days.
The stages an inquiry moves through
How many inquiries sit at each stage, on one line — in the order work actually flows in a Solar & energy installers.
What it connects to
These connect the same way in every trade. Whether your booking system or practice software connects depends on the product, so we check and tell you — we do not write “yes” first.
- Phone lineKeep the main number you already publish; forward only the calls you cannot take, or let the AI answer from the first ring. When it needs to, it hands the call to a person.
- WhatsApp & messengersMessages to your business number are answered from the same facts. Templates and follow-ups included.
- Website chatOne line of script on the site you already have. No rebuild.
- CalendarBookings are written into Google Calendar or Outlook as real slots, not notes.
- Text messagesConfirmations and day-before reminders, with a delivery record.
- ExportCustomers, conversations and recordings can be downloaded in full at any time — CSV and webhooks.
What it will not do
Not a setting you switch on and off. These are blocked when the Solar & energy installers answering is built; anything that touches them goes to a person instead of being answered.
- It never states a payback period or a savings figure.How many years until it pays for itself is a number nobody can give before seeing the roof, the shade and the tariff. It quotes the system price and the survey fee and books the survey.
- It never rules on rebate eligibility.Programmes change every year and the conditions differ by building. Which one applies is the installer’s call, with the paperwork in front of them.
- It never answers a roof-safety question.Whether an old tile roof takes the load, whether panels can go on a slate roof, whether it will leak — those go straight to a person.
- It never decides the grid-connection paperwork for you.Net-metering applications and tariff changes are set by the utility’s rules and the meter on the wall. The AI records the question and leaves it for the survey.
This page is the list; the argument is on the other one. What kind of call comes in at night, what a missed one costs, and why a machine must not say certain things are written on the page this pack came from.
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