AI Automation for Residential Solar Installation

Custom AI workflows built specifically for residential solar installation: deep integrations with the Aurora stack, trades & home services-grade privacy, and workflows that pay back in weeks, not years.

The Residential Solar Installation software stack

Workflows for Residential Solar Installation

Solar Installer Operations Manager · Operations & Workflow

Lead-to-PTO Pipeline Management for Solar Installer Operations Managers

AI tracks every project across the lead-to-PTO pipeline in Aurora, identifies which stage each project is stuck in, and drafts the unstick action — average install-to-PTO time drops from 90 to 50 days.

Aurora OpenSolar Enerflo Salesforce Slack
Solar Installer Operations Manager · Data Entry & Processing

Solar Design & Permit Package for Solar Installer Operations Managers

AI generates the design and permit package from site survey data in Aurora, runs structural and shade analysis, and submits to AHJ — design throughput per engineer doubles.

Aurora OpenSolar Enerflo Salesforce Slack
Solar Installer Operations Manager · Communication & Outreach

Review Generation & Reputation for Solar Installer Operations Managers

AI sends personalized review requests post-job from the Aurora closeout, follows up if needed, and routes negative feedback to the owner before it hits Google — review velocity 5x's, map-pack rankings climb.

Aurora OpenSolar Enerflo Salesforce Zapier
Solar Installer Operations Manager · Communication & Outreach

Maintenance Membership Renewal for Solar Installer Operations Managers

AI tracks every membership in Aurora, reaches out 60 days before renewal with a personalized renewal offer, books the appointment, and processes payment — renewal rate climbs from 60% to 85%+.

Aurora OpenSolar Enerflo Salesforce Slack
Solar Installer Operations Manager · Reporting & Analytics

Technician Performance Coaching for Solar Installer Operations Managers

AI tracks every tech's daily performance (close rate, ticket size, follow-on work) in Aurora, surfaces the leading indicators, and drafts coaching prompts — performance gap narrows fast.

Aurora OpenSolar Enerflo Email
Solar Installer Operations Manager · Communication & Outreach

Inbound Call Screening & Booking for Solar Installer Operations Managers

AI screens inbound calls, qualifies the job, books the appointment in Aurora, and only routes complex calls to a human CSR — booking capacity 3x's without adding headcount.

Aurora OpenSolar Enerflo Salesforce Zapier
Solar Installer Operations Manager · Finance & Accounting

Warranty & Manufacturer Claim for Solar Installer Operations Managers

AI files warranty claims from Aurora job data, assembles the documentation, submits to the manufacturer portal, and tracks reimbursement — warranty recovery climbs 3–5x.

Aurora OpenSolar Enerflo Salesforce Zapier

Compare the tools

Custom AI for your residential solar installation practice

The workflows above are starting points. Every residential solar installation operation runs differently — we build what you actually need.