Solar workflow automation from signed lead to permission to operate.

Solar workflow automation is software that moves each project from one stage to the next without staff copying data or chasing handoffs by hand. Typical examples are booking site surveys when a deal is signed, collecting financing documents, tracking permits and interconnection applications, and scheduling installs once every prerequisite is in place. Where a step needs judgement, such as reading a utility notice, AI automation for solar companies suggests the answer and a person confirms it.

The best candidates are the handoffs: lead to site survey scheduling, proposal and financing document collection, permit and interconnection application tracking, install scheduling and PTO follow-up, plus homeowner updates at each milestone. Workflow automation for solar installers does not replace design work, engineering review or the submissions themselves. It moves the project between the people who do them.

Usually, yes, where the system offers an API or a reliable export. Aurora, OpenSolar and Enerflo each expose project and design data differently, and access can depend on your plan or vendor approval. HubSpot and Salesforce have well-documented APIs. During scoping we check what your accounts can reach and tell you before quoting if any path is limited.

It depends on how many workflows are in scope, whether your CRM and design tools have usable APIs, how many AHJs and utilities you work with, and your project volume. The AI audit is free and ends with a scoped estimate. Builds are fixed-price against that scope, and ongoing support is a flat monthly fee. Our pricing page explains what moves the number.

Yes, with your team submitting and approving. The system collects and files financing documents, assembles permit and interconnection packages for staff to submit, tracks their status, and proposes install dates once permits and equipment are ready. Many utility and AHJ portals have no API, so a person handles the submission and the system handles the tracking and reminders.

Return comes from coordinator hours given back, fewer projects stalled on missing paperwork, fewer install reschedules and fewer status calls from homeowners. How large it is depends on your project volume and how manual your process is today. The free audit maps your current process first, so any estimate is based on your numbers rather than an industry average.

Most builds go live in two to three weeks from a defined scope. Projects that cover many AHJs and utilities, or design tools with limited API access, can take longer. We usually start with one workflow, such as survey scheduling or document collection, prove it on live projects, and then add the next. Redesigning the whole sales-to-PTO process, which is what solar business process automation usually means, is a larger engagement.

That is not what we build it for. The automation takes the chasing, copying and status checking off your coordinators and reps so they can spend time with homeowners, crews and the problems that need a person. Your staff still submit applications, review financing documents and confirm install dates.

Yes, when it is built carefully. Financing documents can include identity and income details, so we encrypt data in transit and at rest, give each workflow only the access it needs, keep documents in your existing systems where possible, and log every access. We work in your cloud where possible, never train models on your data, and you keep the source code.