For solar and battery installers
An AI receptionist for solar installers that turns interest into booked surveys
Clientager answers homeowner calls and messages on every channel, qualifies each lead on roof, energy bill and ownership, books site surveys, and keeps signed customers updated through install.
Hear it now: call our AI on +1 209-209-4303
Ready for your review in 24–48 hours
Customer: Hi, I'm thinking about solar panels and maybe a battery. How does it work with you?
Clientager: Hi, I'm the AI assistant for Brightline Solar. Happy to help. Do you own the home, and do you know roughly what your monthly electricity bill is?
Customer: Yes, we own it. The bill is around $220 a month, more in summer.
Clientager: Thanks. What kind of roof is it, and does the main slope face south, east or west? Any large trees shading it?
Customer: Asphalt shingles, mostly south facing. No big trees.
Clientager: That sounds like a good candidate. The next step is a free site survey, about an hour. I have Wednesday at 10:00 or Friday at 2:00. Which suits you?
Customer: Friday at 2. Also, do you do financing?
Clientager: You're booked for Friday at 2:00. Financing options depend on your situation, so I've asked one of our advisors to go through them with you before the survey. They'll be in touch tomorrow.
What Clientager did
- Site survey booked: Fri 2:00 pm, panels + battery
- Lead qualified: owner, south-facing roof, ~$220/month bill
- Financing question passed to sales advisor
Quick answer
What does an AI receptionist for solar installers do?
An AI receptionist for solar installers answers enquiries around the clock and qualifies each lead: home ownership, roof type and orientation, shading, average energy bill and interest in batteries. Clientager books site surveys into your calendar, answers general questions about the process, passes financing and incentive questions to your team, and sends signed customers install status updates so your office fields fewer calls.
Illustrative example
Customer message
Is my roof suitable for panels?
Happy to help with that. Let me check and get it sorted for you now.
Saved to the customer record
What Clientager handles for solar installers
- Answer solar enquiries 24/7
- Qualify roof, bill and ownership
- Book site surveys
- Answer battery questions
Live availability
Booked · reminder scheduled
What gets missed today
Leads arrive when nobody can answer
Homeowners research solar in the evening and at weekends. Your sales team is on surveys or installs during the day, so calls go to voicemail and the lead requests quotes from three other installers.
Surveyors visit poor-fit homes
A renter, a heavily shaded roof or a tiny energy bill only shows up once someone has driven out. Every unqualified survey costs a half day you could have spent closing.
Financing questions need a person
Homeowners ask about loans, leases, payback and incentives early on. Answers depend on their situation, and a wrong number from a junior staffer can lose the deal or create a complaint.
Signed customers keep calling for updates
Between contract and switch-on there are permits, utility approvals and scheduling. Customers call to ask where things stand, and each call pulls a project coordinator away from moving jobs forward.
What Clientager can handle for you
- Answer solar enquiries 24/7
- Qualify roof, bill and ownership
- Book site surveys
- Answer battery questions
- Pass financing questions to staff
- Follow up on proposals
- Send install status updates
- Log every lead in the CRM
Enquiries it handles every day
- “How much would solar cost for my house?”
- “Is my roof suitable for panels?”
- “Do you install home batteries?”
- “Do you offer financing or leasing?”
- “When is my installation scheduled?”
- “Has my permit or utility approval come through yet?”
How it works
- 01
Enquiry
A homeowner calls, messages or fills in your website chat. The agent introduces itself as the installer's AI assistant and asks what they are hoping to achieve.
- 02
Qualify the lead
It asks whether they own the property, the roof type and direction, any shading, their average monthly energy bill and whether they want a battery or EV charger.
- 03
Book the survey
Qualified homeowners are offered survey slots from your calendar. The agent confirms the address and access details and sends a confirmation.
- 04
Hand off what needs a person
Financing, incentive eligibility and custom pricing questions are passed to your sales team with a summary of everything the homeowner has shared.
- 05
Follow up and keep customers informed
It follows up on proposals the homeowner asked about and, after signing, answers status questions using the project stage your team records.
Solar lead qualification before anyone drives out
Solar marketing brings in a mix of serious buyers, curious browsers and people who simply can't install. Clientager asks the questions your best salesperson would ask in the first five minutes: do they own the home, what type of roof is it and which way does it face, is there shading, roughly what is their energy bill, and are they interested in a battery, EV charger or both. It records the answers against the lead in your CRM so nobody has to ask again.
You decide what qualified means. A renter can be told politely that the landlord would need to enquire. A homeowner with a flat roof or a small bill can be routed to a specialist or offered a call instead of a survey. Strong leads are offered survey slots straight away, while they are still motivated. The result is fewer wasted trips, a fuller calendar of homes that can actually go solar, and a pipeline your team can trust.
Financing, incentives and pricing stay with your team
Homeowners want to know about loans, leases, payback periods and incentives, and they ask early. These answers depend on credit, location, usage and programs that change, so Clientager doesn't guess. It explains the general process you've approved, notes exactly what the homeowner wants to know, and passes the question to a named advisor with the lead's full details. The homeowner hears when to expect contact rather than being left waiting.
When a deposit is due after signing, the agent can send a secure payment link from your payment provider. It never asks for card numbers or bank details in a call or message. If a homeowner goes quiet after receiving a proposal they asked about, the agent follows up on that conversation at the intervals you choose, answers general questions and books a call with your advisor when they're ready to talk numbers.
Install status updates without tying up coordinators
The weeks between contract and switch-on are where customer anxiety builds. Permits, utility interconnection, equipment delivery and crew scheduling all take time, and every step is a reason to call the office. When your team records the project stage, Clientager can answer "where are we?" instantly on any channel, explain what happens next and confirm install dates the customer has already been given.
Anything beyond routine status goes to a person. Concerns about roof damage, system faults, production that seems low, or a complaint about the crew are passed to your project coordinator or service team with a summary and the customer's preferred contact time. Your coordinators spend their day moving projects forward, and customers feel informed rather than ignored.
Frequently asked questions
Can the AI quote solar prices to homeowners?
It can share general guidance you approve, such as typical system sizes or starting prices, but accurate quotes need a survey and your team's design. The agent explains this, qualifies the lead and books the survey, so the homeowner gets a real proposal rather than a guess.
Does it answer financing and incentive questions?
It explains the general process you've approved and then passes the question to your sales team. Financing terms and incentive eligibility depend on the homeowner's circumstances, so a person handles them. The agent records exactly what the homeowner asked so your advisor can answer quickly.
Will it call or text people who downloaded a guide?
No. Clientager never messages a customer first. It replies to homeowners who contacted you and follows up on conversations they started, such as a proposal they asked about. Outbound cold outreach isn't something it does.
Can it book site surveys into our calendar?
Yes. Where your calendar or scheduling tool allows a connection, the agent offers real survey slots and books them, including travel buffers you set. Connection options are confirmed during setup. Otherwise it captures preferred times and your office confirms.
Does it work for battery-only or EV charger enquiries?
Yes. You set which products you offer and the questions to ask for each. Battery and charger enquiries can follow their own qualification path, such as existing solar, panel capacity and backup needs, before a survey or call is booked.
How long does setup take?
Clientager's team configures your agent with your qualification rules, service area and FAQs, and it's ready for your review within 24–48 hours. It goes live once you approve it. Plans start from $25 per month, and SMS is available in the US and Canada.
Capabilities
Related industries
Use cases
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