For solar installers
Solar Dialer for Installers Following Up Quotes, Site Surveys and Paperwork
The Auto Dialer is a solar dialer for installation companies whose sales start with a quote request and end only when the system is switched on and the paperwork is filed.
Solar dialer for installers
A solar sale has more phone calls in it than most home purchases of the same size. The homeowner asks for a quote, sends an electricity bill, books a roof survey, compares two or three offers, signs, pays a deposit, waits for approvals and installation, and often needs a reminder about rebate or subsidy forms. The Auto Dialer keeps that long chain on one lead record. A setter dials new quote requests in a session from their own phone, using the app as a sales dialer; the lead holds custom fields for monthly bill, roof type and system size, with a GPS location field for the address. When the surveyor visits, the remark records the area name and coordinates automatically. After signing, the lead becomes a paid client with the deposit and the balance shown separately. The concrete point for installers: one app covers all 7 moments in the workflow table below, from enquiry to maintenance plan, and the reminders ring like alarms at the exact minute, even on a locked phone.
Solar dialer workflow from quote to install
| Moment | What the team does | What the app does |
|---|---|---|
| Quote request arrives | A setter calls the homeowner the same day | Imports the request from the form's sheet or API and places it in a setter's queue |
| Bill and roof details | Setter asks for a recent bill and roof photos | Opens WhatsApp chat in the app; photos and documents arrive beside the call history |
| Survey booked | Surveyor visits the roof | A reminder for the day before, and the visit location saved in the remark |
| Proposal sent | Sales lead follows up while the customer compares quotes | Day-by-day WhatsApp follow-up series that stops once a person takes over |
| Contract signed | Accounts takes a deposit | Records the homeowner as a client, with the deposit received and the balance outstanding |
| Paperwork and approvals | Office chases forms, meter and grid steps | Repeating reminders every X days until the end date you set |
| Maintenance plan | Service team offers a yearly check | Package catalog with renewal reminders before expiry |
Solar dialer features
- Products and packages. List system sizes and battery options, then attach the quoted one to the lead. Best for comparing what each setter is quoting.
- Auto WhatsApp on status change. A message fires when a lead moves to "survey booked" or "installed". Best for keeping homeowners informed without extra calls.
- My Docs. Store brochures, warranty sheets and sample proposals and share them to any app. Best for setters who answer the same question every day.
- Field attendance. Selfie check-in with a geofence per branch. Best for survey and installation crews who start on site.
- Lost leads list. Numbers that never connected, ready for a later round. Best for quote requests from slow seasons.
A team of setters booking surveys has much in common with any appointment desk; that routine is covered on dialer for appointment setters. For timed callbacks after a quote, see the call reminder app page. Installers with only one or two setters can start with the auto dialer for small business setup.
Solar dialer example
Illustration with round numbers. It is not a real installer's data.
A residential installer in Brisbane receives 80 quote requests a month from its website and a Facebook campaign. Two setters split them, 40 each, and call within the day. Suppose 30 of the 80 book a roof survey. Each survey gets a reminder the evening before, and each visit is logged with its location. If 12 customers sign, the office sees 12 paid clients with deposits recorded and balances due, plus a reminder every 7 days on each one until its paperwork is complete. Because these homeowners asked to be contacted, the calls are follow-ups, not cold calls.
Solar dialer rules for cold calling
The rules that matter depend on whether the homeowner asked you to call. A requested callback and a cold call are treated differently in most markets. In Australia, no telemarketing call may go to a number on the Do Not Call Register without consent. Telemarketing calls there may start at 9 am on any weekday or Saturday, must stop by 8 pm on weekdays and by 5 pm on Saturday, and are not allowed at all on Sunday or a national public holiday. The full Australian picture is on dialer rules for Australia, and the US, UK, Canada and India are compared on auto dialer rules by country. This is general information, not legal advice.
Solar dialer limits
Each setter's handset carries a single conversation through its SIM, so the app cannot run large cold campaigns, play recorded messages or detect voicemail. Installers buying shared lead lists by the thousand and calling them at volume are better served by a cloud platform and a registered calling route; how those systems differ is laid out under types of dialers. It also does not design systems, price panels or file subsidy applications for you; it keeps the people and dates behind those steps from slipping. Where a phone-based app fits other trades is covered under auto dialer for business.
Solar dialer FAQ
11 questions, answered
What is a solar dialer?
In sales, a solar dialer is calling software used by solar installers and their appointment setters to work through quote requests and follow-ups without typing numbers. It is unrelated to a sundial, which is also sometimes called a solar dial.
Which solar dialer suits an installer that sells from inbound quote requests?
The Auto Dialer suits that installer. It calls each quote request from the setter’s own phone, records roof and bill details on the lead, rings survey reminders, and tracks deposits and balances once the customer signs.
Is The Auto Dialer a solar dialer?
Yes. The Auto Dialer is a solar dialer and CRM for Android and iPhone that installers use to call quote requests one at a time, book site surveys, chase paperwork with reminders and keep each homeowner’s full call and WhatsApp history.
Can solar appointment setters use it from home?
Yes. The app runs on the setter’s own phone, so no office line or headset is needed. Every call a remote setter makes rolls up to the owner’s account; the owner assigns leads to their queues and can lock the gap between calls.
Is solar cold calling allowed?
It depends on the country. Most major markets have a do-not-call register and some set calling hours; in Australia, for example, no telemarketing call may go on a Sunday. Check the rules where your customers live. This is general information, not legal advice.
What does a solar appointment setter do?
A setter phones homeowners who showed interest, checks basics such as roof, ownership and the electricity bill, and books a site survey or consultation for a surveyor or sales rep. Setters rarely close the sale themselves; their work is judged by surveys booked and surveys kept.
How do you sell solar over the phone?
Most installers do not close a system on the phone. The call qualifies the home and books a survey: ask about the bill, the roof and who owns the house, explain what the survey involves, and fix a time. Send a brochure afterwards and confirm the visit the evening before.
Should a solar company buy leads?
Purchased solar leads can be called, but the same homeowner may hear from several installers, and you need to know what each person agreed to. Your own quote requests are fresher. If you do buy, tag the source on import and compare how each source turns into surveys before buying more.
Is there a solar cold calling script?
A short one works best: your name and company, a reason that fits the home, one question about the power bill, and an offer of a roof survey at a set time. Accept a no at once and check the do-not-call register first. Our general cold calling script can be adapted.
Can an installer track attendance for setters and survey crews?
Yes. Staff check in with a live selfie that asks for a blink or a random action, inside a geofence set for their branch. Working hours, days off, late cut-off and half days are set per branch, and the attendance report covers today, the last 7 days and the month.
How long should an installer keep following up a solar quote?
For as long as the homeowner is still deciding and has not asked you to stop. Rather than repeated calls, run a day-by-day WhatsApp follow-up series after the proposal, which stops when a person takes over, plus a call reminder on the date the homeowner gave for a decision.
Call every quote request while it is still warm
Book surveys, chase paperwork and track deposits from the phones your setters already use.