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.
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.
- Owner-occupier and bill band qualification
- Ask for a roof photo 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 details captured for your team.
- Homeowner asks cost for backup during load shedding.
- Flow asks ownership, bill band, and sends FAQ attachment.
- Ask for a ground-level roof photo on the thread.
- 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.
Run this on your solar installer WhatsApp
We help you import the flow, connect your number, and tune it for how you work.