☀️ Solar Automation

From first lead to five-star review — fully automated

We've worked inside solar businesses. We know OpenSolar, Pylon, Xero and what it costs when they don't talk to each other.

The problem

Your data lives in 6 different places. Nobody connected them.

Lead details typed into HubSpot. Re-typed into OpenSolar. Copied into Pylon. Entered again into Xero. That's the same customer — four times. Meanwhile, slow response times mean leads go cold before your sales team even picks up the phone.

The 20 stages we automate

  • Lead capture from SolarQuotes, website, Google Ads
  • Instant lead response email + SMS (under 60 seconds)
  • HubSpot contact + deal auto-created
  • Site assessment booking + automated reminders
  • OpenSolar project auto-created from CRM data
  • Proposal sent + tracked (open/click alerts)
  • 5-touch quote follow-up sequence
  • Sale won → Xero deposit invoice auto-generated
  • Pylon / ServiceM8 job auto-created
  • DNSP grid connection application pre-filled
  • STC agent notification automated
  • Pre-install customer communication (48h, 24h, morning-of)
  • Install completion → final invoice fired instantly
  • Post-install 5-email welcome sequence
  • Satisfaction survey with score-based branching
  • Google Review request (happy customers only)
  • SolarQuotes review + $150 referral trigger
  • 30-day performance report with real kWh data
  • Annual maintenance reminders (cleaning, health check)
  • Google Drive job archive auto-created

Tools we connect

OpenSolarPylon HubSpotXero ServiceM8Twilio SMS Google CalendarSolarEdge API Fronius Solar.webGoogle Drive
Avg time saved 80+ hrs/month
Avg review uplift +30–40%
Delivery time 48–72 hours

Our edge: Australian-specific

We know STCs, DNSP applications, CEC compliance, and the grid connection process state-by-state. Generic automation agencies don't. We do.

Solar packages

Start where you are. Scale when you're ready.

Package A — Starter
$699
setup + $99/month
  • Post-install 5-email sequence
  • Satisfaction survey + branching
  • Google Review automation
  • $150 referral trigger
  • 30-day performance report
  • Ops alert for unhappy customers
Get started
Package B — Growth
$1,999
setup + $199/month
  • Everything in Package A
  • Lead response in <60 seconds
  • HubSpot CRM setup
  • 5-touch quote follow-up
  • Proposal tracking
  • Calendar booking automation
  • Pre/post-install comms
Get started
Package C — Solar Stack
$3,499
setup + $349/month
  • Everything in Packages A + B
  • OpenSolar → Xero invoicing
  • Pylon / ServiceM8 job creation
  • DNSP application pre-fill
  • STC claim automation
  • Live SolarEdge/Fronius reporting
  • Annual maintenance campaigns
  • Priority support + monthly call
Get started

See the demo live — right now

We'll trigger the full workflow in real-time during your discovery call. Watch leads flow, emails fire, and invoices create themselves.

Book a free 30-min demo →