AI Quote Agent for Solar
Solar installers spend hours responding to quote requests, gathering site data, and calculating system costs. Our AI Quote Agent automates this workflow end-to-end. It captures customer location, roof type, energy usage, and equipment preferences through guided conversation, then generates a detailed quote with equipment lists, labor estimates, and incentive calculations. The agent routes qualified leads to your sales team and stores all project data in your CRM—no manual data entry.
How it works
We work with your team to map your quoting process—equipment catalogs, pricing logic, local permitting costs, and incentive rules. We build the agent to handle the exact conversation flow your sales team currently runs manually, then integrate it with your CRM and quote software. The agent deploys to your website or lead channels and starts handling inbound requests immediately.
Key benefits
Use cases
Frequently asked questions
How does the agent handle system design without on-site inspection?
The agent collects roof orientation, shading patterns, and energy usage data through conversation. It generates preliminary quotes based on typical system sizes for those parameters. Final designs still require site inspection, but customers receive ballpark pricing immediately, reducing lead-to-quote time.
Can it calculate local incentives and tax credits?
Yes. We configure the agent with your state's ITC, rebate programs, and utility incentives. It applies applicable credits based on system size and customer location, then shows net cost after incentives. Rules update as programs change.
Where does the agent live—website, chatbot, lead form?
We deploy it wherever your leads arrive: website chat, SMS, Facebook Messenger, or embedded quote form. It can also ingest leads from Google Local Services or Facebook Lead Ads and auto-respond with quotes.
What data does it capture and where does it go?
The agent collects project specs, customer contact info, and quote details. We integrate directly with your CRM and quoting software so data syncs automatically. Nothing sits in disconnected spreadsheets.
Want this for your business?
Tell us what you'd like to automate — we'll reply with concrete next steps, no sales pitch.
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