AI lead-to-PTO workflows

Respond to every solar lead fast—and keep each project moving toward permission to operate.

Capture and qualify new leads, book consultations and site surveys, follow up on open proposals, and keep homeowners informed from first inquiry through installation and utility handoff.

Faster lead response. Fewer stalled proposals.Consistent follow-up from inquiry to install
Built for a safe first stepClear scope · Monthly plan · Human handoff
✦Affordable monthly pricing✦Works with current tools✦Human handoff designed in✦Consent-aware outreach

Designed for residential and solar-plus-storage installation companies with active lead generation and sales teams

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Choose a first workflow

Select the inquiry, consultation, follow-up, or project-update workflows worth reviewing for your solar company.

AI lead-to-PTO workflows

Turn more solar inquiries into booked consultations.

Affordable monthly pricing · Works with current tools · Human handoff designed in

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Start with the leak you can already see

5 workflows

Start with a useful first workflowStart with the response or proposal backlog you can already see. Add project-milestone workflows once the first automation proves useful.Monthly plan · configuration, improvements, and handoff included.Monthly from$40/moTypical launch3–5 business days
No workflows selectedSelect at least one workflow to continue.