Solar CRM for residential installers Every appointment logged. Every commission calculated.

One text before each appointment opens a form the rep fills in from the driveway. Sold deals do the commission math on the spot, and you see every lead from first call to install.

Book a free 30-min call See the dashboard

Talk to Trent and Jared. Custom CRM setup, built around how you sell.

Example

Text · 1:59 PM

Appointment with K. Alvarez starts in 1 min. Log it here

K. Alvarez1420 Ocotillo Ln · IP1 · auto-filled

SoldBad timingNo-sitFollow-up
Redline total
$23,940
Total commission
$18,460
Rep %
30%
Rep commission
$5,538
Setter / closer split
Change any number. The math redoes itself. Open the full redline calculator

Example data from a made-up business.

Your reps see their payout. You see the redline.

Same form, two views. Reps get what they need to sell; the margin math stays with you.

Rep view

My appointments and my pay

  • Today: 2 appointments, both logged
  • Rep commission (30%): $5,538
  • This month: $21,940 paced

A reminder if an appointment ends with no outcome logged.

Example

Owner view

Every rep, every deal, the real margin

  • Redline $2.85/W · total commission $18,460
  • Setter credit claimed by the right setter
  • Each rep's % paced month to date

Appointment types (IP1, IP2, V1 to V3) tracked straight from the calendar.

Example

Every lead lands sorted.

In build

The contact opens with the roof one tap away, the zone tagged and the lead in the right lane.

New contact

D. Kim

88 Juniper Ct

View roof (satellite)

Auto-tagged on arrival

Zone and city, without typing

  • Zone: North
  • City: Example City
  • Source: Facebook

Tags drive who gets the lead and which follow-up runs.

Facebook leads, this week

Two lanes, sorted on arrival

  • Battery only14
  • Solar + battery32
Example

Follow-up that depends on how it went.

In build

The outcome the rep logs picks the next step, so nobody gets the wrong text.

  1. SatProposal follow-up, day 1 and day 3
  2. No-sitReschedule texts, then a call task
  3. Bad timingA 90-day nurture, then a check-in

Built around how solar sells.

In buildExample

Stages in your words, not a template's. Every one is timestamped, so you can see which step, and which installer, is slowing the money down.

  1. New inquiry
  2. Contacted
  3. Bill received
  4. Appointment set
  5. Home visit
  6. Proposal sent
  7. Signed
  8. Install scheduled
  9. Installed
  10. Paid

While you're in a close

The first ask goes out for you

Hi, it's Copperleaf Solar. To size your system, could you text a photo of a recent electric bill?

When the bill comes in, the lead moves to Bill received on its own and a proposal can be built.

Signed to installed, last 90 days

Days to install, by installer

  • Installer A21
  • Installer B28
  • Installer C43

Installed to paid: 12 days on average.

See your whole solar pipeline, lead to install

Click through a simplified version of the solar dashboards we build. Every number here is made up, not a real client.

Solar Sales Dashboard Copperleaf Solar Example

Leads412
Appointments168
Sits121
Close rate (of sits)28%
Installed24

Timestamped velocity

0:44Speed to lead
1.3dLead to booked
6.4dBooked to closed
3.1wClose to install

Lead to install funnel

Leads412
Appointments168
Sits121
Closed34
Installed24

Where solar deals leak before they ever close

Common gaps we hear about from solar teams. Most of them happen between the ad click and the install date.

  • After-hours calls go to voicemail

    A homeowner calls after hours, hears voicemail, and books a consult with the next installer on Google.

  • Quotes go quiet

    A proposal goes out, nobody follows up for a week, and the homeowner signs with someone who did.

  • Reps don't log outcomes

    Sat, no-sit, follow-up needed, closed: if it isn't logged, your close rate is a guess.

  • No view from lead to install

    Leads live in one tool, appointments in another, installs in a spreadsheet, so nobody sees the full timeline.

Know which ads make you money.

See which ads actually book jobs.

Every lead is tagged by source when it comes in, so each booked job and every dollar traces back to the ad that started it.

Example · last 30 days

  • Google LSA 88
  • Facebook Ads 164
  • Google Business 54
  • Solar quote form 70
  • Neighbor referral 36

Facebook Ads brings in the most leads…

Example data from a made-up business.

How we run ads that book jobs →

Solar CRM features that keep every homeowner moving

Each piece is built inside your Clutch City CRM and set up around your sales process.

  • Missed-call text back

    Every missed call gets a friendly text in seconds, day or night, so the homeowner talks to you first.

    "Hi, this is the solar team. Sorry we missed you! Want a time for a free roof check?"

  • AI booking with real time slots

    AI texting answers basic questions and offers open consult times from your reps' calendars, then hands off to a person.

    Open times this week

    • Tue 9:00
    • Thu 10:00
    • Fri 2:30

  • Quote follow-up sequence

    Proposals that go quiet get a timed text and email follow-up, which stops the moment the homeowner replies.

  • Install handoff

    When a deal closes, the install team gets the file, the site notes and a task. No re-typing.

  • Review requests

    After install, homeowners get a review request at the right moment, with reminders if they don't respond.

  • Timestamped velocity

    Speed to lead, time to booked, time to close and close-to-install are tracked automatically on every deal, so you can see where your timeline slows down.

A sample solar automation

Missed call to booked consult.

This is the kind of workflow we build and maintain for you. These branches are a starting point; your rules are set on the first call.

Workflow
  1. WhenMissed call
  2. ThenText back · 0:30
  3. If / elseHomeowner replies?
  1. Yes ThenAI offers time slots
  2. ResultConsult booked
  1. No ThenWait 2h · follow-up
  2. ResultSetter call task

Three steps to a solar CRM that runs itself

About 10 days to live for most setups.

  1. Talk to Trent and Jared

    A free 30-min call to map your lead sources, setters, closers and install process.

  2. We build it around you

    Pipeline stages, text-back, AI booking, outcome forms and your dashboard, all set up and tested.

  3. We run it with you

    Training for your team, then ongoing tweaks as your sales process changes.

What week one looks like.

Example
  1. MondayThe free 30-min call with Trent and Jared. We map your stages, appointment types and comp plan, including setter credit.
  2. TuesdayContacts and open deals come over, each landing in the stage it is actually in.
  3. WednesdayThe outcome form and commission math are built, then checked against a few past deals so the numbers match what you paid.
  4. ThursdayText-back, AI booking hours and the follow-up for each outcome are written in your voice and tested.
  5. FridayA short training for setters and closers. The first appointments get logged from the driveway.

An example first week. Your timeline is set on the call; most setups go live in about 10 days, and the second week is fixes and fine-tuning.

Stop losing solar consults to missed calls

See what your setup would look like on a free 30-min call with Trent and Jared.

Book a free 30-min call

Not ready? Join the next free webinar

Solar CRM questions installers ask

Do we have to switch CRMs to work with you?

Not always. We start by mapping how your setters, closers and install team work today. If our CRM is the right fit, we move your leads and pipeline over for you; if parts of your stack should stay, we connect them.

Can the dashboard separate setters, closers and admin views?

Yes. Dashboards are built per role, so reps see their own dials, appointments and closes while owners see the full lead-to-install picture.

Will confirmation texts make homeowners cancel?

We write reminders in plain homeowner language, not internal shorthand, and track sits and cancellations so you can see what actually happens and adjust.

How do you track the time from close to install?

Each stage change is timestamped automatically, so speed to lead, time to booked, time to close and close-to-install are calculated without anyone filling out a spreadsheet.

What happens when a homeowner calls after hours?

The missed call gets a text back in seconds, and AI texting offers open consult times from your reps' calendars. Your setter sees the whole conversation in the morning.

How long does setup take?

Most setups go live in about 10 days, depending on how many lead sources, calendars and reps you have.

What is a redline in solar sales?

The base price per watt ($/W) a system has to sell for to cover the company's costs. What a rep sells above the redline is the commission pool.

How is commission figured from the redline?

Contract price, minus adders, minus system size in watts times the redline, is the total commission. The rep's share is their percentage of that, and a setter's cut comes out of it if you split deals.

Can my reps see the redline?

Only if you want them to. Reps get a view with their own deals and pay; the owner view adds the redline, the total commission and each rep's share.

Switching from Enerflo?

We set up your stages, follow-up and commission math around how you sell, then run it with you. Bring your current process to the call and we'll map it. How we compare to Enerflo