Systems for Solar Installers
Solar companies bring in revenue through high-ticket system installations and long-term service agreements. Profit often leaks during the long gap between contract signing and final commissioning, especially when utility permit delays or site survey revisions stall the project timeline.
Home Services
Also for: Solar Companies
How the business actually works
Lead Intake
Inquiries from digital ads or canvassing teams enter the system for immediate qualification.
Shading Analysis
Site surveyors capture roof data and electrical panel capacity to confirm project viability.
Proposal
Designers create CAD layouts and production estimates for homeowner approval and financing.
Permitting
The system tracks jurisdictional approvals and utility interconnection applications to prevent stagnation.
Installation
Racking, modules, and inverters are staged and installed by the field crew according to the plan set.
Inspection
Municipal inspectors and utility representatives verify the system meets code and safety standards.
Commissioning
The system is energized and Permission to Operate is granted by the local utility provider.
Monitoring
Ongoing system production is tracked to ensure the homeowner meets their energy offset goals.
Where it leaks
Projects often sit for weeks waiting for utility approval without any notification to the homeowner. This lack of visibility leads to cancellations and poor reviews during the longest part of the cycle.
Door-to-door teams often struggle to sync lead data with the office in real time. This delay allows warm leads to cool down before a solar consultant can reach out with a formal proposal.
When a site survey reveals the need for a main lug pull or roof repair, the project can grind to a halt. Manual follow-ups for revised contract signatures cause significant scheduling backups.
Homeowners often do not realize their system is offline until they receive a high electric bill. Failing to proactively monitor production data leads to emergency service calls and lost trust.
Happy customers are the best source for new solar installs, yet many companies forget to ask for referrals after PTO. Missing the window of peak excitement costs the business low-cost acquisitions.
What LATTICE can build
Automated SMS updates are sent to the homeowner every time a milestone is reached in the utility or municipal permit queue.
Field technicians upload photos of the service panel and rafters directly to a client folder for immediate engineering review.
Automated reminders ensure homeowners complete their loan documents or lease signatures to prevent funding delays.
Connect monitoring hardware to the CRM to trigger a service ticket if system output drops below expected thresholds.
Email workflows explain net metering changes and battery backup benefits to leads who have not yet committed to a design.
Trigger a request for referrals thirty days after the system is energized, offering a simple way for clients to share their rep's contact info.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
LATTICE centralizes all incoming inquiries into a single dashboard, regardless of the source. You can tag leads by territory or canvasser to track performance and ensure every homeowner gets a rapid response.
Yes, the system is designed to track complex, multi-step workflows. You can create custom statuses for AHJ submittals, utility applications, and structural engineering reviews so nothing gets lost in the shuffle.
Cancellations often happen when homeowners feel ignored during the long wait for installation. Automated, high-touch communication keeps them informed and excited, which significantly reduces the likelihood of them backing out.
Our system includes integrated document and file management. Field crews and designers can upload high-resolution images and PDFs directly to the project record, keeping the entire team aligned.
The platform is flexible enough to handle various system configurations. You can build specific workflows for storage-only retrofits or integrated EV charger installs alongside the primary PV system.