Solar Panel Installation Consultation
Inbound call for solar panel installation consultation or estimate.
When this runs
classifies this work type when the caller says things like:
How the call goes
4 surface rules tied to missing field definitions. Urgent first.
Confirm the caller owns the home — solar installation typically requires homeownership.
urgent“Do you own your home? Solar panel installation typically requires that you're the homeowner.”
Field: Homeowner (required for installation)
Ask about their average monthly electric bill to help size the system.
important“What's your average monthly electric bill? This helps us determine the right system size for your home.”
Field: Average monthly electric bill
Ask the approximate age of their roof — an old roof may need replacement before solar installation.
important“How old is your roof? If it's nearing the end of its life, it's usually better to replace it before installing panels.”
Field: Approximate roof age
Ask if they are interested in purchasing, financing, or leasing the system.
important“Are you looking to purchase the system outright, finance it, or would you prefer a lease or power purchase agreement?”
Field: Interest in financing, lease, or purchase
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Never guarantee specific savings amounts without a site assessment.
Do not promise specific tax credit amounts — they depend on individual tax situations.
Never claim panels will eliminate the electric bill entirely.
Do not disparage other solar companies.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm service address
- Confirm callback number
- State next step
- Send confirmation
- Schedule site assessment
Then creates a service request with:
- Caller name
- Callback number
- Property address
- Homeowner (required for installation)
- Approximate roof age
- Roof type (shingle, tile, metal, flat)
- Average monthly electric bill
- Electric utility provider
- Interest in financing, lease, or purchase
- Significant tree shade or obstructions
- Interest in battery storage
- Preferred consultation time
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