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Add your own pricing, fees and preferences so quotes use your numbers.
0 of 11 done · Next: How your pricing is quoted
Continue setupTrack active leads through the sales pipeline before operational handover.
2 leads
Next: Make the first contact attempt and confirm the installation address.
Next: Make the first contact attempt within the response target.
2 leads
Next: Request the latest electricity bill and existing inverter details.
Next: Review the electricity bill and roof photos once received.
0 leads
2 leads
Next: Confirm the preferred panel layout before quote preparation.
Next: Prepare and send the first quote comparison.
3 leads
Next: Follow up after the customer has reviewed both battery options.
Next: Call to answer the remaining battery-capacity questions.
Next: Send the revised battery proposal and confirm backup circuits.
1 lead
Next: Review contact consent and suppression status before any outbound outreach.
2 leads
Next: Assign an installer and return the customer's call.
Next: Resend deposit instructions and confirm receipt.
0 leads
0 leads
