Turn solar leads into booked consultations — automatically. These are the 7 workflows that arrive already wired together when you pick Solar at signup — no importing, no building.
Fires the moment a new lead arrives.
The moment a solar lead comes in: add them to the pipeline, text them instantly, and let the AI call and work them to a booked consultation.
See the walk-through →Fires when an appointment is booked.
Confirms a booked solar consultation by email + text to cut no-shows.
See the walk-through →Fires when an appointment is missed.
Recovers a missed consultation fast, then graduates to nurture if the homeowner doesn't re-book.
See the walk-through →Fires when a deal goes quiet.
Re-engages a homeowner who got a proposal but went quiet, then hands warm ones back to the AI.
See the walk-through →Fires when a deal is marked lost.
Re-approaches a lost solar lead after 30 days; hands re-engaged homeowners back to the AI.
See the walk-through →Started by you, one contact or a whole list.
Long-term, low-pressure solar education for homeowners who aren't ready yet — with a soft consultation offer along the way.
See the walk-through →Fires when a contact opens an email.
Flags a hot homeowner who's re-opening emails so a rep (or the AI) can reach out.
See the walk-through →You don't import this. Pick Solar at signup and all 7 of these workflows install themselves before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.
Everything else we do for the trade: Sales Team Toolbox for Solar → · How workflows run · Autopilot & Agent Goals
Pick Solar at signup and the whole 7-workflow suite installs itself before onboarding ends — nothing to import, nothing to build.
Start FreeRead the docs