Lead management software for solar installers
Solar enquiries decay fast. Someone asks about a system today, wants a quote tomorrow, and has already spoken to two other installers by the end of the week. Adeptike.com Leads & Workflow Management makes sure the enquiry is captured, the quote is prepared on time and the follow-up happens without anyone remembering to make it.
- Every enquiry captured, from phone, WhatsApp or walk-in
- Quote follow-up scheduled automatically
- Pipeline visible per salesperson, per source
How solar installers lose work before it starts
Almost none of this is about the quality of the work. It is about enquiries being captured inconsistently, owned ambiguously and followed up unreliably.
Enquiries arrive and then vanish
A WhatsApp message at 6pm is answered two days later, by which point the customer has three quotes and a decision to make.
01Nobody chases quotes
The quote goes out, the customer goes quiet, and the sale is lost to a competitor who simply called back sooner.
02The same enquiry gets contacted twice
Two people follow up because nobody owns the enquiry. That reads as pressure and damages the business.
03There is no honest picture of the pipeline
Enquiries exist in notebooks and inboxes, so nobody can say how many quotes are outstanding or what they are worth.
04What Leads & Workflow Management does for solar installers
It is a standalone product. It is not a FieldPro module, and a business with a lead problem does not need dispatch software.
Every channel captured
Calls, WhatsApp messages, website forms and walk-ins become the same kind of enquiry, with one record each.
Appointment scheduling
Surveys booked against real availability and confirmed with the customer automatically.
Follow-up reminders
Every quote carries a follow-up task, so promising a callback on Thursday does not depend on Thursday.
Pipeline visibility
See the value sitting at each stage, by owner and by source, rather than guessing.
Assignment and ownership
Every enquiry has a named owner. Nobody has to ask whose lead it is.
Lost reason tracking
The reason a quote was lost is recorded, which is the only way to know whether it was price or response time.
From first contact to signed order
Each stage has an owner and a next action. That is what stops enquiries stalling between people.
Enquiry captured
Details, location, roof type and intent recorded at the first point of contact, whoever takes the call.
Site survey booked
Survey scheduled against available assessors, with the customer confirming the appointment.
Quote prepared
Survey outcome turned into a quotation with a clear follow-up date.
Quote follow-up
If the quote is not accepted in time, the follow-up happens because it was scheduled, not remembered.
Won or lost
Outcome recorded with the reason, so the business can see whether it is losing on price, scope or timing.
This is a different product from FieldPro
FieldPro runs the work after a job exists: dispatch, job sheets, site evidence and reporting. Leads & Workflow Management runs the commercial process before it: the enquiry, the survey, the quotation and the follow-up. Many businesses need one. Some need both. We will tell you which.
- Enquiries captured from calls, WhatsApp, forms and walk-ins
- One named owner per enquiry
- Follow-up tasks scheduled instead of remembered
- Pipeline value and stage visible at all times
- Lost reasons recorded so you can see why you lose work
Questions from solar installers
Is this a FieldPro module?
Can it handle walk-in enquiries?
How do you stop quote chasing becoming nagging?
See how much work you are currently losing
Tell us roughly how many enquiries you receive in a month and how many turn into work. We will tell you what the gap looks like and whether this product is the right answer to it.
Related pages
Leads & Workflow Management
The standalone lead management product.
ExploreLead Management solution
How the lead management process works for a service business.
ExploreFieldPro
For businesses that also need dispatch and job management after the sale.
ExploreBusiness Workflow Automation
Connecting the enquiry process to the operations behind it.
ExploreCustom Software
When the standard product genuinely does not fit.
ExploreMobile Applications
When your sales and field teams need a dedicated mobile tool.
Explore