More quotes out. Same sales team.
Quoting solar panels, heat pumps, home batteries, EV chargers.
Every enquiry ends with the quote already moving.
- 00:02Caller
What would solar panels cost for my house?
- 00:06
JessicaHappy to work that out. How big is the roof, and your monthly bill?
- 00:13Caller
About 40 square metres, facing south. Around £120 a month.
- 00:18Jessica
Thanks. Your quote will be ready today, and we'll confirm it by noon.
- Solar panel, 400 W16
- Hybrid inverter, 6 kW1
- Mounting kit, south roof1
- Installation1 day
- Pipedrive: deal created, residential solar
- Quote: draft ready, 16 panels, 6.4 kW
- Task: consultant approves by 12:00
- 00:02Jessica
Hi, it's Jessica from Brightside Solar. Your quote is ready. Shall we book the roof survey? Tuesday at 10 or Thursday at 2?
- 00:12Caller
Tuesday works.
- 00:15Jessica
Booked with Tom, Tuesday at 10. I've texted you how to send a photo of your fuse board.
- Google Calendar: survey booked Tue 10:00, Tom
- Pipedrive: stage moved to Survey booked
- SMS: survey prep sent, fuse board photo
- 00:02Jessica
Hi Mr Hughes, it's Jessica from Brightside Solar. Your panels went in three years ago this month. Many owners now add a battery to keep more of what they generate. Worth a quick check?
- 00:17Caller
Actually yes, we export loads in summer.
- 00:21Jessica
Then a battery should suit you. I've booked a fit survey for Friday morning.
- Mar 23Install · 16 panels, 6.4 kW
- Mar 24Service check · all good
- TodayBattery call
- CRM: solar owner since Mar 2023, 6.4 kW
- Pipedrive: battery deal created from existing customer
- Task: battery fit survey, Fri
- 00:02Caller
Our inverter shows an error and the app says zero since Monday.
- 00:08Jessica
Sorry about that. I can see the system went quiet on Monday morning. It's under warranty.
- 00:15Caller
Great. Mornings are best for us.
- 00:18Jessica
Sam will come Thursday between 8 and 10. I've texted you the details.
- Seen
- Output 0 kWh since Mon 09:12
- Warranty
- Covered until Mar 2033
- Priority
- This week
- Monitoring: no output since Mon 09:12
- Case: inverter fault, under warranty
- Engineer: Thu 08:00 to 10:00, SMS sent
- 00:02Caller
We're a farm looking at about 150 kW on the barn roofs, and we have a grid connection question.
- 00:11Jessica
That's one for Hannah, our commercial lead. She has your details already. Putting you through now.
- Residential quotesJessica
- Commercial over 50 kWHannah, commercial
- ComplaintsOperations manager
- Site
- Dairy farm, barn roofs
- Size
- About 150 kW
- Question
- Grid connection, export limit
Jessica- Routing: commercial over 50 kW, needs a person
- Microsoft Teams: brief sent (site, roof area, grid question)
- Handover: warm transfer, nothing to repeat
You choose who goes to a person. How handover works · What AI does on every call
Already on these? We plug in.
HubSpot
Salesforce
- powercloud
Microsoft Outlook / Microsoft 365
Zapier
Autodesk Construction Cloud
EasySolar
Microsoft Teams
Make
- Buildertrend
- Reonic
- Monta
- Solargraf
Google Calendar
Slack
n8n
Trademarks belong to their owners. Shown to name the systems we connect to, not a partnership.
Where do your installs get lost?
Quote requests waiting for days
Roof, bill and address taken on the call. Draft quote the same day.
Ad leads nobody called back
Called within a minute, qualified, site survey booked.
Solar owners never offered a battery
Past customers called about batteries, chargers and service checks.
Phones spike, the queue grows
Outage, billing and switching calls answered in parallel.