Utility bill qualification
#1Trigger New lead
- Requests a recent utility bill
- Extracts usage and rate
- Checks roof and ownership questions
Outcome Designers work on qualified homes
Typical stack: Document extraction, CRM
Electrical contractors · Solar installation
AI automation for residential solar installers
Qualify solar leads from their utility bill, keep site surveys, permits and interconnection moving, and update homeowners at every step until permission to operate.
Where time leaks
Where the hours go in solar installation
Patterns we see in this industry. Your workflow will differ; discovery confirms which ones apply.
01
Solar leads come from many sources, and many homes have shading, roof or credit issues that make them a poor fit.
02
Projects pass through site survey, design, permit, install, inspection and utility interconnection, often over months.
03
Homeowners call often asking where their project stands.
04
Utility interconnection applications need specific documents and get stuck.
Common tools in solar installation:Aurora SolarOpenSolarEnerfloSolarGrafSalesforceDocuSign
Named for compatibility only. No partnership or endorsement implied; we confirm API access for your plan during discovery.
Automation recipes
4 automations built for solar installation
Trigger → steps → outcome. Each one is a scoped, fixed-price build.
Site survey scheduling
#2Trigger Contract signed
- Offers survey slots
- Sends prep instructions such as attic access
- Uploads photos to the project
Outcome Fast surveys
Typical stack: Calendar, project software
Milestone updates
#3Trigger Project stage changes
- Sends plain updates for permit, install, inspection and PTO
- Explains what happens next
- Answers status questions
Outcome Fewer status calls
Typical stack: CRM, SMS
Interconnection tracker
#4Trigger Application submitted
- Tracks required documents
- Reminds staff of missing items
- Escalates stalled applications
Outcome Faster PTO
Typical stack: Task list
Interactive
Build your automation
Pick what starts it and what should happen next. Your workflow assembles live below. This is a planning tool; we confirm what your tools support during discovery.
Your workflow
Planning preview- Trigger
-
Add at least one step on the left.
Demo
Try a missed-call text-back
Tap "Start a missed call" and reply as the customer. Runs in your browser.
MessagesDEMO
No messages yet
Incoming call…
Nobody can answer right now
Missed-lead revenue estimate
EstimateMove the sliders to match your business.
Est. recovered / month
Est. per year
missed → re-engaged → won per month
Estimate = leads × missed % × re-engaged % × close % × deal value, using only the numbers you entered. Not a guarantee; excludes software and build costs.
Plan my text-back automation
Demo
Watch the workflow run
Step through "Utility bill qualification" one stage at a time. Click any step.
ROI estimate
A starting ROI estimate for solar installation
Preset for a small team. Change the numbers to match your business.
How we implement
Built around how work actually runs in solar installation
We start from your project stages and the utilities you work with, then automate updates and tracking.
Discovery call: We walk through your current process and tools (free, 30 minutes).
Workflow map & fixed quote: Written scope, software costs listed separately, compliance notes included.
Build in a test environment: Your accounts, test data first, then a supervised pilot.
Handover: Documentation, training and an optional support plan.
Limitations & compliance notes
- Savings and incentive claims must be accurate and substantiated; the assistant uses only figures from your approved proposal.
- Many states regulate solar sales disclosures; your team confirms them.
General information, not legal advice. Confirm requirements with your own counsel or compliance officer.
Want these automations running in your business?
Tell us your tools and the one task you'd remove first. We reply with a plan.
Part of Electrical contractors
The broader playbook for the whole trade, including recipes that apply across specialties.
AI automation for Electrical contractors →Related industries
Services behind these automations
FAQ
Common questions
No. Savings come from your design software proposal.
Aurora has an API; we confirm options.
Yes, as part of the proposal and milestones.
More Electrical contractors specialties
EV charger installation
Collect panel and garage photos before anyone drives out, give homeowners a clear install estimate, and keep permits and utility paperwork moving.
Generator installation
Handle the rush of inquiries after every outage, qualify sites for fuel and placement before the visit, and keep annual maintenance renewals booked.
Commercial electrical
Sort incoming bid invitations, keep RFIs and change orders from slipping, and turn foreman notes into daily reports and pay application backup.
Panel upgrades
Collect panel photos before the estimate, coordinate the utility disconnect and permit without a dozen calls, and explain service sizes in plain language.
Free tools: ROI calculator · AI readiness assessment · Experience Lab
Next step
Tell us how your solar installation work flows today
Two short steps. We reply by email, usually to set up a 30-minute discovery call.
What happens after you submit
- 1
We read it personally
A person reviews your note. No automated sales sequence.
- 2
We reply by email
Usually with 2–3 clarifying questions and times for a 30-minute call.
- 3
You get a written plan
Workflow map, fixed quote and listed software costs before any build. No obligation.
Prefer to talk? Call (214) 891-5650 or email info@fullstopsolutions.com.
Not ready to talk? Try the ROI calculator or readiness check. No email needed.