Customer Communication Checklist for Solar Installers

Solar leads are highly competitive; being the first to call back increases your conversion rate by over 50%.

Use SkipCalls to handle inquiries about tax credits or system costs at 8 PM so you do not lose customers to competitors who answer.

Ask if the roof is over 15 years old or heavily shaded to determine if a site visit is even viable.

Request 12 months of kilowatt-hour usage to accurately size the system and calculate potential savings.

Immediately email a PDF explaining the difference between string inverters and microinverters to educate the client.

A quick text reminder prevents no-shows and wasted fuel for your assessment team.

Tell the homeowner you will need to see their breaker box and enter the attic to check the rafters.

Walk the roofline with the client to agree on where panels look best while maximizing sun exposure.

Clearly explain that city permits and utility Permission to Operate (PTO) can take 4-8 weeks to manage expectations.

Ensure the customer understands the milestone payments, such as a deposit before ordering panels.

Helps the homeowner feel secure knowing exactly who is walking onto their property and climbing the roof.

Show the homeowner where the emergency shut-off is located for safety and code compliance.

Coordinate a 30-minute window for the tie-in to the electrical panel so they can save computer work.

Physically walk the perimeter with the client to show that all metal clippings and rail scraps are removed.

A solar system is invisible; showing them the production graph on their phone makes the investment feel real.

Warn them that their first bill might still be high if they have not received PTO yet.

Ask for a Google review once they see their meter spinning backward and their bill dropping.

Include warranty docs for panels, inverters, and your workmanship guarantee in one folder.