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2 min read Solar Panel Installers

GoHighLevel for Solar Panel Installers: Automate Quotes, Consultations and Service Follow-Ups

GoHighLevel helps solar installation companies capture leads, schedule consultations, send automated quotes, and manage post-installation follow-ups in one platform.

TL;DR

  • Capture quote requests via embedded forms or landing pages
  • Automate consultation scheduling and reminders
  • Send proposals and follow-ups without manual chasing
  • Manage clients, projects, and warranties in one CRM

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Why Solar Installers Use GoHighLevel to Grow

Solar companies depend on lead generation, accurate quoting, and streamlined installation workflows. GoHighLevel simplifies each step:

  • Centralize lead intake from website, ads, and referrals
  • Qualify leads automatically with custom forms
  • Trigger calendar invites and pre-consultation SMS
  • Send quotes, follow up, and close more jobs
  • Track project stages, customer communication, and upsells

All with zero-code automations.

Key Features for Solar Installation Businesses

1. Quote Request Funnels

  • Use GHL funnels to collect name, address, utility bills, roof photos
  • Route leads by ZIP/postal code or service zone
  • Auto-tag as "Residential Lead," "Commercial Inquiry," etc.

2. Calendar Booking for Consultations

  • Offer free solar assessments via automated booking pages
  • Set rules for availability, buffer times, and location
  • Send SMS/email reminders before meetings

3. Proposal Delivery & Follow-Up

  • Attach PDF quotes to emails or SMS using templates
  • Trigger follow-up message if unopened in 2 days
  • Automate reminders to accept/reject or book installation

4. Pipeline and Stage Tracking

  • Create stages: Lead > Qualified > Quote Sent > Closed Won
  • Track conversion rates, average time in stage, and bottlenecks
  • Assign tasks to team members based on project phase

5. Post-Install Support & Reviews

  • Trigger warranty registration forms after install
  • Send review request links (Google, Yelp)
  • Offer upsells (battery backups, EV chargers) via email sequences

Use Case: Regional Solar Company in Ontario

Before GoHighLevel:

  • Used spreadsheets and email to manage 40+ leads/week
  • Missed follow-ups and quote approvals
  • No centralized tracking for project status

After GoHighLevel:

  • Lead capture, booking, and quoting fully automated
  • Sales team uses pipeline to track each prospect
  • Workflow sends reminders, reviews, and upsell offers

Automation Workflow Example

  • Facebook Lead Ad > Auto-fill quote form > Tag + Notify team
  • Schedule consult > Confirmation email/SMS sent
  • Consult completed > Quote sent > Reminder in 48h
  • Client accepts > Book install + trigger welcome email
  • 30 days post-install > Review request + upsell email sent

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FAQs

Can I qualify leads before booking a consultation?
Yes. Use conditional form logic to screen based on budget, roof type, and location.

Can I send quotes automatically after the consult?
Yes. Upload templates and trigger automated emails or SMS follow-ups.

Can I manage multiple team members?
Yes. Assign leads, bookings, and tasks by user or role.

What if I need post-install follow-ups?
Set time-delayed workflows for reviews, upsells, and service reminders.

Can I integrate financing or payment forms?
Yes. Use custom form fields or embed third-party links inside GHL emails and pages.

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GoHighLevel for Solar Panel Installers: Automate Lead Capture, Quotes and Follow-Up

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