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GoHighLevel for solar installers
A solar lead costs real money and takes weeks to close, and most die between the proposal and the signature because nobody followed up on the right day. We set up GoHighLevel so every lead gets a reply in seconds, every proposal gets followed up until it is signed or dead, and the homeowner hears about permits and the install without calling you.
What it looks like over six weeks: a lead comes in from your website, a Facebook ad, a door knocker's tablet or a referral. It gets a text within seconds with a link to book the site survey or a quick call, and your rep gets an alert. The survey gets a reminder, the proposal goes out from Aurora or OpenSolar, and the follow-up runs on a schedule that matches how people actually decide: a check-in at two days, a utility rate or incentive note at a week, a call task at two weeks, and a last touch before the proposal expires. Once signed, the homeowner gets a welcome with what happens next, then a text at each step: design approved, permit submitted, permit approved, install scheduled, install done, inspection passed, system on. After permission to operate, a thank-you with a review link and a referral offer, and a check-in a year later. Your design and proposal tool stays where it is, and your project tracker keeps the engineering details. GoHighLevel handles the conversations, and texts only homeowners who said yes.
What usually goes wrong
- Leads from ads and canvassers get a call back the next day, after they talked to two other installers.
- Proposals go out and stall. Nobody follows up on day five, when the homeowner is actually deciding.
- Homeowners call the office every week asking where the permit is.
- Site surveys get booked by text on a rep's personal phone and missed.
- Reps keep notes in their heads, and when one leaves, the pipeline leaves with them.
- Happy customers never get asked for the referral that would have been the cheapest lead you had.
What we typically build
- Instant lead replies
- A text in seconds to every lead with a link to book the site survey or a call, and an alert to the assigned rep
- Site survey booking
- Surveys on the rep's calendar with reminders and a reschedule link
- Proposal follow-up
- Check-ins on a schedule built around how homeowners decide, with call tasks for the rep, until signed or dead
- Project updates to the homeowner
- A text at each step from design to permission to operate, so the office stops answering "where is my permit"
- Missed call text back
- Miss a call and the caller gets a text with the booking link
- Referrals and reviews
- A review ask and a referral offer after the system turns on, and a check-in a year later
- Rep pipeline and reporting
- Every lead assigned, every stage visible, and reporting by source and by rep
Ready-made GoHighLevel snapshot for solar installers
Residential solar companies that want every lead replied to in seconds, site surveys booked, proposals followed up until they are signed, homeowners updated at every project step without calling the office, and referrals asked for when the system turns on.
Inside: a 9-stage pipeline and 7 workflows (Instant lead replies, Survey reminders, Proposal follow-up, Homeowner project updates, Missed call text back, Referrals and reviews, Lost deal win-back), plus forms, a booking calendar and a review request.
Solar Installer GoHighLevel Snapshot
From $297. Install it yourself, have us install it, or have us tailor it with a website.
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Questions from operators in this industry
Does this replace Aurora, OpenSolar or our project tracker?
No. Aurora or OpenSolar keeps the design and the proposal, and your project tracker keeps engineering, permits and install details. GoHighLevel handles the conversations: the instant replies, survey booking, proposal follow-up and the homeowner updates at each step. Where your tools send webhooks or export stages, the updates fire on their own.
How long does the follow-up run?
As long as the proposal is alive. Check-ins at two days and a week, a call task at two weeks, a note about incentives or utility rate changes, and a last touch before the proposal expires. It stops when they sign, say no or go quiet for 90 days, and the lost ones get a win-back when rates or incentives change.
Can it keep canvassers and setters honest?
Yes. Leads from door knockers go into the same pipeline with the setter's name on them, the reply and the survey booking happen on their own, and reporting shows each setter's leads, surveys and signed deals.
Can the homeowner get updates without calling us?
Yes. Each project stage sends a text: design approved, permit submitted, permit approved, install scheduled, install done, inspection passed, system on. The office updates the stage once, and the homeowner hears about it in minutes.
Does this work for commercial solar or roofing plus solar?
Yes. Commercial deals use the same pipeline with a longer timeline and more decision makers, and a roofing company that sells solar runs the two as separate pipelines with shared contacts and a cross-sell message after a roof replacement.
Talk to someone who has built GoHighLevel for solar installers
A 30-minute call is enough to tell you what we would do first and what it would cost.
No pitch deck. We look at your current setup and tell you what we would do and what it would cost.Need more than GoHighLevel? Yotomations, our parent company, also builds AI agents, custom software and websites.