Agentic AI for Solar Installers, Rooftop EPC and Solar Service Providers
Converiqo connects enquiries, site surveys, proposals, documentation, execution, commissioning, AMC, and service tickets so solar teams stay synchronized across the project lifecycle.
Pressure points
Key Challenges for Solar Installers and EPC Companies
Automation brings structure to leads, surveys, documentation, and on site work.
Slow Lead Response and Survey Scheduling
Inbound enquiries wait for manual callbacks and spreadsheet updates, causing delays in survey booking and loss of high intent projects.
Complex Documentation and Approval Journeys
Subsidy forms, net metering, finance paperwork, and internal approvals move through emails and chats instead of structured workflows.
Scattered Site Surveys and Design Handoffs
Photos, measurements, and roof details are captured in unstructured formats, making it harder for design teams to work quickly and accurately.
Procurement Gaps and On Site Material Shortages
Panel, inverter, and structure deliveries run late or arrive incomplete, forcing on site crews to pause work and reschedule tasks.
Unstructured Tickets and Service Calls
Breakdown calls, underperformance complaints, and warranty queries arrive on phone and WhatsApp with no central ticketing or SLA tracking.
Limited View of Pipeline and Project Health
Leadership teams struggle to see where leads stall, which projects are delayed, and how vendors or teams are performing across locations.
How Converiqo Orchestrates Solar Project Journeys
Agentic AI connects sales, design, procurement, field execution, and service so each project moves forward with fewer gaps.
Sales and Lead Engine for Solar Projects
Capture and qualify solar leads across channels with clear next steps from enquiry to signed proposal.
Customer Self-Service for Solar Clients
Keep residential, commercial, and industrial customers informed about surveys, proposals, installation, and service.
Ticketing System for Post Installation Support
Turn breakdown calls, performance issues, and documentation problems into structured, trackable tickets.
Workflow Automation Across Project Stages
Standardize steps from lead qualification to commissioning and AMC so teams do not miss approvals or tasks.
Core module
Sales and Lead Engine
Capture, qualify, and advance solar leads using clear, guided workflows.
Automation flow
Sales and Lead Engine - From Enquiry to Signed Project
Capture leads from website forms, campaigns, channel partners, referrals, marketplaces, and walk in enquiries with automatic source tagging.
Enrich and tag leads by customer type, roof type, load profile, location, budget range, and decision timeline.
Route commercial, industrial, and residential leads to the right sales teams and regions with clear ownership and follow up plans.
Track survey requests, appointment confirmations, and survey completion status in one view instead of scattered chats.
Connect design ready leads to proposal creation workflows so that technical and commercial offers go out on time.
Use nudges and reminders to maintain consistent follow ups until the customer accepts, declines, or chooses to pause the project.
Automation flow
Customer Self-Service - Transparent Solar Project Journeys
Let customers view where their project stands from enquiry, survey, proposal, and approvals through to installation and commissioning.
Enable secure upload of KYC, roof documents, previous bills, and signatures so customers do not need multiple email threads.
Share proposal versions, savings estimates, and ROI models in one place with comments and clarifications captured for both sides.
Send automated reminders for survey visits, documentation deadlines, and approval steps with clear instructions.
Allow customers to raise questions or tickets from the same interface without hunting for numbers or email addresses.
After commissioning, provide self service access to basic performance snapshots, invoices, warranty details, and support contacts.
Automation flow
Ticketing System - Service, Performance, and Warranty
Convert breakdown calls, low generation complaints, and inverter or panel issues into structured tickets instead of untracked calls.
Tag each ticket by plant, capacity, component, and issue type so patterns become visible for engineering and leadership teams.
Automatically assign tickets to the right field team or remote support queue based on location, capacity, and contract type.
Use SLAs and escalation rules to ensure warranty queries, documentation corrections, and performance issues get timely responses.
Maintain visit histories, photos, and resolution notes against each site so technicians and managers can see what happened before.
Generate simple reports that show ticket volumes, resolution speed, and repeat issues across customers and geographies.
Automation flow
Procurement and Inventory - Panels, Inverters, and BOS
Create RFQs and purchase requests for panels, inverters, structures, cables, and accessories linked to specific projects.
Track vendor quotations, lead times, and delivery commitments with clear status for sales, design, and project managers.
Sync material reservations with project plans so that on site crews know when items are expected and what is ready at store.
Record GRNs, shortages, and quality issues in a structured way that connects to vendor performance and claims.
Trigger alerts when critical items are delayed or inventory thresholds are breached so teams can adjust schedules in time.
Maintain a simple view of available inventory for standard kits and frequently used items across warehouses and project sites.
Automation flow
Workflow Automation - From Lead to Commissioning and AMC
Define standard steps for residential, commercial, and industrial projects so no one forgets a form, approval, or inspection.
Automate handoffs from sales to survey, from survey to design, from design to procurement, and from procurement to field execution.
Use checklists for surveys, quality inspections, safety checks, and commissioning so on site teams capture what matters.
Connect monitoring alerts and periodic schedules to AMC and preventive maintenance workflows with visit planning and closure tracking.
Trigger project status updates to customers and internal teams whenever key milestones are achieved or delayed.
Capture reasons for delays and rework so leadership can see which steps need more capacity, training, or vendor changes.
Automation flow
Feedback and Survey - Learn from Every Project
Collect feedback from customers after installation, commissioning, and service visits through links, QR codes, or chat.
Ask clear questions about communication clarity, timeline adherence, workmanship, and system performance expectations.
Segment feedback by project size, customer type, location, and team to see where experiences are strongest or weakest.
Feed learnings back into process templates, training content, and checklists so the next project benefits automatically.
Track satisfaction trends across time so owners can see how automation and workflow changes are improving outcomes.
Support referrals by inviting happy customers to share recommendations, testimonials, and introductions into structured journeys.
Stakeholder outcomes
Benefits Across Solar Leadership and Teams
From founders and sales to design, field teams, and customers, everyone benefits from structured automation.
Founders and Business Owners
- Clear visibility into lead flow, project progress, and service quality across regions.
- Standardized playbooks reduce dependence on a few senior coordinators or project managers.
- Better ability to scale from a few projects to many parallel jobs without losing control.
Sales and Pre Sales Teams
- Structured view of leads, surveys, and proposals so nothing slips through the cracks.
- Faster survey and proposal turnaround keeps serious prospects engaged and confident.
- Less manual chasing of internal teams because workflows and status are visible to all.
Design, Projects, and Field Execution
- Better quality inputs from surveys with photos, measurements, and notes captured in checklists.
- Predictable material readiness and crew schedules reduce idle time and re visits.
- Issue and punch list tracking ensures problems are closed, not forgotten.
Service, O and M, and AMC Teams
- Tickets arrive with structured context from monitoring alerts or customer messages.
- Site histories help teams diagnose faster and plan more effective visits.
- SLA based workflows keep commitments clear for both internal teams and customers.
Finance and Operations Leadership
- Better data on delays, rework, and warranty costs to refine pricing and contract structures.
- Procurement and vendor performance metrics inform negotiations and sourcing decisions.
- Stronger linkage between automation investments and improvements in margins and cash flow.
Solar Customers
- Clear communication on surveys, documentation, approvals, installation dates, and commissioning.
- Single place to see proposals, documents, status, and support without chasing multiple contacts.
- Higher confidence in long term performance thanks to structured service and feedback journeys.
Deployment fit
Capabilities for Every Solar Installer and Service Setup
From residential rooftops to commercial, industrial, and utility scale projects.
Residential Rooftop Installers
Standardize lead capture, surveys, proposals, and documentation for high volume residential projects.
Commercial and Industrial EPCs
Coordinate complex surveys, designs, procurement, and execution across larger roofs and multi site portfolios.
Utility Scale and Ground Mount Contractors
Bring structure to multi phase project workflows, vendor coordination, and service obligations for large plants.
Solar O and M and AMC Providers
Run tickets, visits, and preventive maintenance using clear SLAs and monitoring driven workflows.
Channel Partners and Franchise Networks
Offer partners standardized journeys, documentation support, and visibility while keeping local flexibility.
Hybrid Solar Solution Providers
Unify rooftop, ground mount, and storage related workflows in one automation layer without replacing existing tools.
Need to know
Frequently Asked Questions
Answers for solar founders, EPC leaders, and operations teams.
How can agentic AI support solar installation companies?
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Agentic AI automates inquiries, organizes lead follow ups, and coordinates teams across sales, engineering, and on site crews. It helps solar installers manage feasibility checks, proposals, documentation, and issue resolution with far less manual chasing.
What operational challenges do commercial solar installers face?
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Installers struggle with slow lead responses, complex site assessments, permit delays, vendor dependencies, and scattered communication with clients. Automation centralizes workflows, reduces missed steps, and helps teams handle multiple projects in parallel more confidently.
Can automation improve site surveys and project planning?
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Yes. Automation tracks survey requests, appointment confirmations, checklist completion, and proposal timelines. It ensures every site visit, design revision, and approval stage moves forward on time, reducing friction between sales, engineering, and operations.
How does AI enhance communication with solar clients?
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AI sends automated updates on survey schedules, proposal status, approvals, installation timelines, and support tickets. Clients stay consistently informed about where their project stands without needing to repeatedly call or email the installer.
Which KPIs should solar businesses track using automation?
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Key KPIs include lead to project conversion rate, survey to proposal turnaround, project cycle time, ticket resolution speed, vendor delivery reliability, and customer satisfaction. These metrics help solar companies optimize both sales performance and execution quality.
How does Converiqo Lead Engine increase solar sales?
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Converiqo Lead Engine captures leads from websites, campaigns, referrals, and channel partners. It tags roof type, capacity interest, location, and timeline, helping teams prioritize high potential projects and convert more enquiries into signed solar installations.
How does Customer Self-Service support solar project customers?
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Customer Self-Service allows clients to track project status, upload documents, view proposals, review timelines, and raise questions anytime. It reduces back and forth and gives customers clear visibility across surveys, approvals, installation, and handover.
Why should installers use Converiqo Ticketing System?
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Converiqo Ticketing System structures complaints, performance issues, breakdown calls, warranty queries, and documentation problems into trackable tickets. It ensures nothing gets lost, and every post installation issue is owned, prioritized, and resolved on time.
How does vendor automation streamline procurement for solar projects?
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Vendor and procurement automation manages RFQs, panel and inverter orders, delivery timelines, GRNs, and vendor performance. It reduces delays from suppliers, prevents material shortages on site, and keeps projects moving without last minute scrambling.
How do workflows and feedback improve solar operations?
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Workflow Automation standardizes steps from lead qualification to commissioning and service. Feedback and Survey captures client experience after installation or support. Together, they help solar businesses refine processes, reduce rework, and strengthen long term relationships.
Solar excellence
Ready to Automate Solar Leads, Projects, and Service?
Plug Converiqo into your solar business to bring order to leads, surveys, approvals, execution, and service without throwing away the tools you already use.