Solar Installer
How solar installers should automate WhatsApp
Homeowners ask "how much for 5kW?" without roof photos, consumption data, or grid connection type. Sales reps chase basics for days. Vermoss Flow qualifies roof ownership, captures bill band and roof photo, books survey slots for viable leads, and answers common backup-vs-grid-tie questions from a FAQ branch.
Roof surveys book qualified leads. Load shedding FAQ answers repeat questions while sales sleeps.
How this works at your scale
Solo or owner led
Installer-sales hybrid. Survey booking and FAQ while on roof installs.
Small team
Sales desk plus install crews. Qualified surveys hit calendar with photos attached.
Multi site or larger
Regional installer with finance partners. Tenant vs owner branch for body corporate routing.
Problems solar installers face on WhatsApp
- Quotes requested without roof photos or bill data
- Renters mixed with homeowners who can approve install
- Survey no-shows without reminders
- Load shedding product confusion in every thread
- Finance interest not captured before sales call
- Body corporate approval not flagged early
Automation on Vermoss Flow
Qualification asks owner-occupier yes or no, monthly bill band, and roof photo. Tenant branch sends body corporate guidance. Qualified leads book roof survey slot. FAQ branch explains grid-tie vs hybrid backup at high level. Your team sends formal quote on thread after survey.
- Owner-occupier and bill band qualification
- Roof photo prompt before survey booking
- Tenant and sectional title branch to inbox review
- Roof survey calendar booking with address
- Load shedding FAQ attachment on product questions
- Quote follow-up scheduled template after 72 hours
Solar survey booking flow
Homeowner enquiry becomes qualified roof survey with photos on file.
- Homeowner asks cost for backup during load shedding.
- Flow asks ownership, bill band, and sends FAQ attachment.
- Roof photo requested from safe ground angle.
- Survey slot booked on assessor calendar.
- Sales rep sends proposal on thread after site visit.
How to tune it
Update FAQ attachment when incentive schemes change.
Store inverter brand preference in customer details.
Route estate and complex keyword to body corporate workflow.
Block survey slots during known rain days manually in calendar.
Attach finance partner PDF on qualified leads.
Note Eskom account number collection where required for your process.
Results
Case study coming soon
Survey conversion and sales qualification time from a solar installer on Vermoss Flow. Coming soon.
Time and money saved
Estimate sales hours saved when surveys arrive with bill band and photos.
Run this on your solar installer WhatsApp
We help you import the flow, connect your number, and tune it for how you work.