AI for Solar Installers

It answers from your script, not from its own opinion. During setup you tell us how you explain small-scale technology certificates under the federal SRES, how you present the point-of-sale discount when STCs are assigned to you, and which state programs you actually work with — Solar Victoria’s Solar Homes rebates, for instance. The AI repeats that, word for word, and it will happily confirm general mechanics: STCs are administered by the Clean Energy Regulator, the deeming period steps down each year, and eligibility depends on accredited installation and approved products. What it never does is guess a dollar figure or rule on whether a specific household qualifies. Rebate amounts, income and property caps and scheme dates change, so anything that needs a judgement call is flagged straight to you.

By asking the questions you would ask, on every call, without getting tired at 6pm. It captures whether they own the home or rent, whether it is a single or double storey, roof type, average quarterly bill, their retailer and NMI off the bill, single or three phase, and how soon they want it done. A homeowner with a $600 quarterly bill, a north-facing Colorbond roof and a six-week timeframe looks very different from a renter ringing around for a ballpark. Both get a polite, professional answer — but only one lands in your calendar as a site assessment. The rest are logged with their details so they sit in your pipeline rather than vanishing, because plenty of tyre kickers turn into buyers two quarters later.

Yes, and this is where it earns its keep. The booking script walks the caller through roof material — Colorbond, concrete tile, terracotta, slate — number of storeys, roof pitch and orientation, shading from trees or neighbouring buildings, meter box location and condition, switchboard age, and whether the property is single or three phase. It asks about access: side gates, dogs, parking for the ute and trailer, and whether a two-storey job will need scaffold. It invites photos of the meter box, switchboard and roof by SMS, which attach straight to the job. Your assessor arrives knowing what they are walking into instead of discovering a full switchboard upgrade on the day.

Solar buyers do not decide in a day, so the follow-up rhythm is built for the long game. The default sequence is three touchpoints over seven days, but for solar most installers stretch it out — a same-day SMS confirming the proposal landed, a check-in once the other quotes are in, and a final call before the quote expires. You set the timing, the wording and the channels; the messages go from your business name and number, in your voice. Every sequence has hard stops: any reply, acceptance, decline or opt-out ends it immediately. Nobody gets chased for a system they already bought, and nothing sits in your inbox waiting for a Friday that never comes.

We integrate directly with ServiceM8, Tradify, Fergus, simPRO and AroFlo. Site assessments booked by the AI appear as jobs in your system with the customer details, roof and access notes and any photos already attached, and quote statuses sync back so an acceptance is ready to schedule. If you prefer a simpler setup, we sync with Google Calendar and Outlook, and our built-in scheduler works fine on its own. Accepted jobs flow through to invoicing via your Xero or MYOB connection with GST-inclusive amounts carried across, so your BAS figures stay clean. Your design and proposal work stays exactly where it is today — the AI handles the enquiry, the booking and the chase-up around it.

Yes. Batteries and EV chargers are where most solar enquiries are heading, and they need different questions. For batteries the AI captures existing system size and age, inverter brand, whether they want backup circuits during an outage, and whether they are interested in a virtual power plant. For EV chargers it asks about the vehicle, single or three phase supply, the run from switchboard to the parking spot, and whether it is a garage, carport or driveway. It also picks up retrofit enquiries — someone with a five-year-old 6.6kW system asking about adding storage. As with rebates, it works from your configured information and escalates anything that needs your engineering judgement.