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Solar Industry

From first enquiry
to AMC renewal.

Lead capture, site surveys, proposals, installations, handover, and after-sales AMC — one platform for every stage of the solar customer journey.

Active Leads
186▲ 42
Installations MTD
28▲ 9
AMC Renewals Due
14Action
Conversion Rate
32%▲ 5%
The Problem

Solar leads cool fast.
So do conversions.

A potential customer fills a form, days pass, competitor calls them first. Site surveys scheduled loosely, proposals go out in Word docs, installation teams confused about site readiness, AMC renewals forgotten. In solar, every hour of delay costs conversions.

6+
Lead Sources
45%
Delayed Response
72h
Proposal Lag
0
AMC Tracking
The Solution

Faster response.
Cleaner installations.

Instant Lead Response

Auto-replies and assignment — beat competitors to callback.

Survey & Proposal

Structured site visits, digital proposals, faster closures.

Installation Tracking

Design, approvals, installation, handover — all stages.

AMC Management

Post-install services, renewals, complaint tracking.

Lead & Sales

Enquiry to Closure

Enquiries from WhatsApp, ads, website auto-captured

Instant auto-reply, qualification, sales-team assignment

Pipeline from site visit → proposal → closure

Zero leads lost, faster conversions, visible trajectory

Project & Installation

Design to Commission

Stages: design, approvals, installation, commissioning, handover

Real-time coordination between technical and field teams

Timelines and quality standards maintained project-wide

Seamless transition from sale to successful installation

Full-Stack Solar

Every stage connected.

01

Task & Workforce

Engineers, technicians tracked with auto-escalation.

02

AMC & Service

Maintenance, renewals, complaint tickets structured.

03

Customer Updates

WhatsApp auto-updates at every project milestone.

04

CEO Dashboard

Sales, installations, AMC, team performance, one view.

Solar Dashboards

Every kW installed.
Every lead converted.

Department dashboards for sales, installation, AMC service. A CEO view with pipeline, installations on track, AMC health, revenue outlook — updated live.

Installation Pulse
Active projects, stage-wise progress, site readiness.
Sales Intelligence
Lead sources, conversion rates, proposal-to-close TAT.
AMC Health
Active contracts, renewals due, service SLAs.
Live Dashboard
TodayWeekMonth
Project #SX-82458% complete
Project #SX-83132% complete
Project #SX-812Commissioned
Lead Alert
12 warm leads pending first-contact >6 hours. Auto-assigned to on-duty sales.
Business Impact

Close faster.
Install cleaner.

⚡
Faster Closures
Beat competitors to callback
📊
Full Pipeline View
Lead to AMC visibility
🔧
Cleaner Installations
Coordinated field execution
🤝
Customer Retention
AMC & service tracked
💰
Better Margins
Reduced ops overhead
Implementation Approach

Ready-to-use system in a few weeks.

Fully customized to align with your existing workflow. We analyze your operations, design the optimal structure, and deliver measurable results — no off-the-shelf compromises.

Common questions

FAQ

Don't see your question? Ask us directly.

What does Solar Industry Automation by Next Automate cover?
It is one connected platform covering the entire solar customer journey — lead capture and sales, site surveys and digital proposals, project and installation tracking through every stage, workforce and task management, post-installation AMC and service, automated customer updates, and a CEO dashboard with full operational visibility.
How does Instant Lead Response help win against competitors?
Solar leads convert with whoever responds first. Our Instant Lead Response system sends auto-replies the moment an enquiry comes in, auto-assigns the lead to the right sales person, and triggers a callback workflow — so you beat competitors to the first conversation, where most solar deals are won or lost.
How long does implementation take?
Most solar firms have a ready-to-use system live in a few weeks. We analyse how your sales, site survey, installation, and AMC teams operate today, design the optimal process structure, and deliver a working system. Larger multi-state or multi-team rollouts typically run 6 to 10 weeks.
Does it cover the full installation tracking lifecycle?
Yes. The Project & Installation module tracks every stage — design, approvals, installation, and handover — with clear ownership and timelines at each step. You always know which project is at which stage, where approvals are pending, and which sites are at risk of delay.
How does AMC management and renewal tracking work?
The AMC & Service module handles post-installation services, renewal tracking, and complaint management. AMCs are tracked from sign-up through service visits to renewal, with auto-reminders before expiry. Customer complaints are logged, assigned to technicians, and resolved with full SLA visibility.
Does it handle digital proposals from site surveys?
Yes. After a structured site visit captures roof data, energy needs, and site conditions, the system generates a digital proposal with system size, generation estimates, financial details, and visuals. Faster proposals mean faster closures, and the standardised format reduces errors that delay approvals.
Ready to Build

Power your solar
operations.

Let Next Automate unify your solar business — from enquiry to installation to after-sales AMC — on one platform.

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