An AI receptionist for solar and heat pump installers, and more
It answers while you’re on a roof or out on a survey, rings new enquiries within seconds, and takes warranty and fault calls for your service team.
The calls an installer gets.
Five situations from installers’ phone lines, and what the assistant does with each.
A new enquiry from an advert
A homeowner fills in a form from an advert or a comparison site. Within seconds the assistant rings them, while they’re still thinking about it, and asks what your surveyors would: whether they own the house, which way the roof faces and roughly what they spend on energy. Then it books a survey callback in your diary.
An inverter error or a battery that won’t charge
The panels aren’t generating, or the app shows an error. The assistant takes the serial number or the install details, talks the customer through the checks you’ve given it, and logs a ticket for your service team if that doesn’t fix it. The ticket carries the details your engineer needs, so the first visit isn’t spent finding out what’s wrong.
A heat pump not heating on a cold evening
The caller has no heating and an error code on the display. The assistant takes the details and the code, logs a ticket and tells them when your team will be in touch, so the morning starts with the job already written up. If the caller needs a person there and then, it puts them through.
Paperwork after the install
“Where’s my MCS certificate?” or “How do I get paid for what I export?” The assistant answers from the wording you’ve approved, or logs the question for the office to pick up.
A question about a grant
A homeowner asks whether they qualify for help with the cost of a heat pump. The assistant takes their details and books a callback with a surveyor. It never quotes a grant amount or says who qualifies: your team does that. The homeowner gets a time to talk, rather than a guess.
Thu 15 OctSurveys
- 09:00
Survey: battery add-on
- 11:00
Callback: solar and battery quote
Booked by your AI assistant
- median from a new enquiry to a live conversation
- 16s
- of those calls connected within a minute
- 95%
- support calls answered
- 500+
- of support calls taken off the team’s phones
- 27 hours
The call ends. Your team knows what’s next.
A summary of the call
What the homeowner wants, or what’s gone wrong, written onto their record.
A survey booked, or a ticket logged
New enquiries end with a callback in your diary; fault calls end with a ticket in your helpdesk.
Which leads to ring first
An outcome and a score on each call put the homeowners who are ready at the top of your sales team’s list.
Systems we’ve connected for customers
Our team has connected each of these for a customer. Using something else? It connects through webhooks and our API too.
Zoho CRMNew enquiries in, outcomes and notes back
Zoho DeskSupport tickets
Zoho BookingsCallbacks in your team’s diaries
HubSpotContacts, notes and call outcomes
SalesforceLeads, notes and outcomes
GoHighLevelLeads, notes and appointments
Google SheetsNew enquiries in, call outcomes back
Google CalendarCallbacks booked into your calendar
Cal.comAppointments booked straight in
And many more. Let us know how you’re set up and we’ll help you get integrated.
Questions installers ask.
What does a phone assistant do for a solar installer?
It answers your calls when you can’t, rings new enquiries within seconds of them landing, books survey callbacks into your diary, and takes warranty and fault calls for your service team. You get a summary after each call.
Does it work for heat pump installers too?
Yes. It takes the same kinds of calls: new enquiries, breakdowns with an error code, and questions after the install. Give it your own guides and it answers from those. When a question needs an engineer, it logs it or puts the caller through.
How quickly does it ring a new enquiry?
Within seconds of the enquiry landing, inside the calling hours you set. It asks your questions and books a survey callback while the homeowner is still on the line.
Can it log warranty and fault calls in our helpdesk?
Yes. It takes the serial number or install details and the fault, and logs a ticket in your helpdesk for the service team. It can put the caller through to a person when the problem needs one.
Will it quote grant amounts or answer MCS questions?
It never quotes a grant amount. Questions about certificates and paperwork are answered from wording you’ve approved, or logged for your office to answer.
Can it answer while we’re out on installs?
Yes. It picks up in hours and out, takes the details, and books a callback in your diary or puts the caller through to the office. You get a summary of each call, sent on to your CRM.
Out on an install when the next enquiry lands?
Book a demo and we’ll show you how an assistant would ring them within seconds.