January 10, 2024

Most solar installers didn’t start a business to do paperwork. Yet behind every installation sits hours of office work. These are the seven tasks that are best handed to automation first.

1. Replying to new enquiries

Enquiries arrive at all hours. An instant, helpful reply keeps a lead warm while your competitors are still on site.

2. Following up on quotes

Many quotes go quiet simply because nobody followed up. Automatic, polite follow-ups keep the conversation going until the customer decides.

3. Booking site surveys

Letting customers pick a survey slot that fits your diary removes the back-and-forth phone calls.

4. Scheduling crews and vans

Assigning installs to the right crew, with job details sent ahead, cuts wasted trips and missed materials.

5. Preparing NC6 paperwork

NC6 packs can be compiled from the job data you already hold, ready for your registered electrician to review and sign. Learn more about automated NC6 applications.

6. Chasing payments

Scheduled, friendly payment reminders get invoices paid faster without awkward calls. See automated credit control.

7. Answering aftercare questions

Inverter error codes, app logins and battery settings generate a steady stream of calls. Automated answers handle the routine ones day and night. Try the error-code tool.

Where to start

Start with the task that costs your office the most hours each week. For most installers that’s enquiry replies and follow-ups. WattScribe can run all seven from one platform. Book a demo.

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