Solar and Renewable Energy Companies
Respond faster. Quote cleaner. Keep installs moving.
Your team should not be losing paid leads to slow follow-up, rebuilding proposals by hand, chasing permit details, or checking five systems to know whether a job is ready to install.
MVP.dev builds AI automation systems for solar and renewable energy companies that plug into the tools you already use, including Aurora Solar, OpenSolar, HelioScope, Energy Toolbase, EagleView, Nearmap, SalesRabbit, HubSpot, Salesforce, JobNimbus, Enerflo, Scoop Solar, Solo, GoodLeap, Mosaic, ServiceTitan, Enphase Enlighten, and SolarEdge Monitoring.
We help solar teams respond to leads faster, reduce proposal prep time, tighten project handoffs, and give owners better visibility into margin and install capacity.
Production-ready in 3 to 4 weeks.
Get a Workflow Fit Assessment See the Solar & Renewable Energy Automation DemosBuilt for solar teams with demand, but too many manual handoffs
This is for residential solar installers, commercial solar EPCs, battery storage providers, renewable energy developers, and solar sales organizations that already have leads, projects, and customers moving through the business but too much of the work still depends on manual follow-up.
You are likely a strong fit if:
- New leads sit too long before a rep calls, texts, or books a consultation
- Proposal prep still requires manual research across roof imagery, utility bills, rate plans, and financing options
- Sales, design, permitting, interconnection, and install teams work from different queues
- Customers ask for status updates because the next step is not clear
- Your team uses Aurora Solar, OpenSolar, JobNimbus, SalesRabbit, Enerfo, HubSpot, or a similar solar stack
- You want workflow improvement inside your current systems, not a disruptive software migration
If growth is being held back by slow response, proposal bottlenecks, permit follow-up, or messy handoffs, there is likely revenue and capacity trapped inside the workflow.
The fastest wins we usually find
Lead response before the buyer cools off
Solar leads are expensive. A lead that waits two hours for a callback is often already talking to someone else.
We build lead routing workflows that capture inbound leads, enrich the contact and property, score urgency, assign the right rep, create the CRM record, and alert the team when a must-win lead needs fast attention.
The goal is simple:
- New leads routed in under 60 seconds
- High-intent leads flagged immediately
- Duplicate records reduced
- Every handoff tracked in the CRM
For many solar teams, this can cut lead response time from hours to under 5 minutes and recover 5 to 10 selling hours per week that were previously lost to manual triage.
See the CRM Auto-Router Demo →Inbound calls that turn into booked consultations
Missed calls cost more than voicemail. They cost site visits, roof assessments, and closed deals.
We build phone workflows that answer quickly, qualify the homeowner or business, capture the property details, book a consultation or site visit, send confirmation texts, and route edge cases to a human.
Your team gets cleaner intake:
- Call answered in less than 1 second
- Basic qualification captured
- Calendar booked without back-and-forth
- Sales reps alerted on urgent opportunities
This is especially useful for after-hours calls, weekend campaigns, storm-related interest, battery backup inquiries, and teams where reps are often in the field.
See the Voice Booker Demo →Proposal prep without rebuilding the same packet every time
A slow proposal process gives competitors more time to win the job.
We build proposal support workflows that gather property details, summarize customer needs, pull research from approved sources, prepare a tailored cover letter, draft sales notes, and assemble the materials your rep needs before the consultation.
Each proposal packet can include:
- Property and roof research summary
- Customer goal summary
- Financing or battery talking points
- Personalized cover letter
- Rep-ready follow-up script
Solar teams often reduce proposal prep and follow-up writing from 2 to 4 hours per rep per week to under 45 minutes, while keeping final pricing, design, and savings claims under human review.
See the Proposal Builder Demo →Install and margin visibility without spreadsheet check-ins
The leak is not always in sales. It is often in handoffs after the contract is signed.
We build operating dashboards that pull from your CRM, project management system, financing status, accounting data, design queue, and install milestones so managers can see where jobs are stuck.
Owners and operators can see:
- Which jobs are waiting on design, permit, finance, or interconnection
- Which crews are overbooked or underused
- Which projects are at margin risk
- Which customer updates are overdue
- What needs attention this week
The goal is to reduce surprise delays, protect gross margin, and give managers a weekly operating view without asking staff to rebuild reports by hand.
See the Executive Dashboard Demo →Your current tools stay in place
We build the workflow layer around your existing solar operating environment.
Supported and common systems include:
Your CRM stays where it is. Your design tools stay where they are. Your project pipeline, financing workflow, and monitoring portals keep working the way your team already knows.
We add the workflow layer that reads, routes, reviews, summarizes, alerts, and writes back when appropriate.
Three focused offers
Speed-to-Lead and Appointment System
For solar teams losing opportunities because leads and calls are not handled fast enough.
Includes
- Lead source review
- CRM routing rules
- Contact enrichment
- Lead scoring
- Calendar booking flow
- Sales alerts
- Handoff documentation
Best for
- Residential solar installers
- Dealer networks
- Lead-heavy sales teams
- Teams running paid campaigns
Proposal and Sales Packet System
For teams spending too much rep or coordinator time preparing proposal materials and follow-up.
Includes
- Property research workflow
- Customer intake summary
- Proposal support packet
- Personalized cover letter
- Follow-up email drafts
- Human review queue
- CRM activity logging
Best for
- Residential solar sales teams
- Commercial solar teams
- Battery storage providers
- Teams with slow proposal turnaround
Project Visibility and Margin Control System
For owners and operations managers who need a cleaner view of backlog, delays, install readiness, and margin risk.
Includes
- Pipeline and project dashboards
- Milestone tracking
- Permit and interconnection exception queues
- Finance status summaries
- Crew readiness views
- Weekly operator narrative
- Recommended action summaries
Best for
- Growing solar installers
- Commercial EPCs
- Multi-crew operations
- Teams with post-sale bottlenecks
Start with one workflow. Prove the ROI. Expand from there.
You do not need a full AI transformation project to get value.
The safest path is to pick one painful workflow, improve it, measure the results, and then expand once the system proves itself.
Most solar teams start with one of these:
- Lead routing and speed-to-lead
- Inbound call qualification and booking
- Proposal packet preparation
- Permit and interconnection status tracking
- Install readiness dashboards
- Customer update and follow-up workflows
This keeps the first project focused, measurable, and easier to approve.
Typical engagement range
Most solar automation builds start with a focused pilot.
Starter Workflow Pilot
Best for one high-value workflow
$7,500 to $15,000
Firm Automation Buildout
Best for multiple workflows or multi-location operations
$15,000 to $40,000
Ongoing Optimization and Support
Best for teams that want continuous improvement, reporting, new workflows, and support
$1,500 to $7,500 per month
Final pricing depends on workflow count, system access, data complexity, approval rules, reporting needs, and whether the workflow writes back into production systems.
The first step is not a giant commitment. It is a workflow fit assessment that identifies the fastest path to measurable ROI.
What waiting costs
Manual solar workflows do not just waste time. They reduce close rates, slow installs, and hide margin risk.
Every month you delay:
- Paid leads wait too long before follow-up
- Reps spend selling time on intake cleanup and proposal prep
- Operations managers chase status across CRM notes, emails, and spreadsheets
- Customers ask for updates because handoffs are unclear
- Permits, financing stipulations, and interconnection issues are caught later
- Growth requires more coordinators instead of better operating leverage
If your solar business is already busy, workflow improvement is not a side project. It is how you create capacity without simply adding headcount.
How the engagement works
Week 1: Find the highest-value leak
We review your lead intake, call handling, proposal process, project handoffs, permit tracking, financing follow-up, or install readiness workflow.
You get:
- Workflow map
- Automation opportunity ranking
- KPI targets
- Fixed-scope recommendation
- Implementation plan
We define success before building anything.
Week 2: Build against your real workflow
We connect to the systems, documents, forms, CRM fields, calendars, proposal assets, project stages, or reporting data needed for the selected workflow.
We build around your actual solar process, not a generic sales template.
Week 3: Test, tune, and review
We run real historical examples through the workflow in staging. For lead routing, this can include prior leads, missed-call examples, booked appointments, and won or lost deal data.
You see:
- Accuracy results
- Exceptions
- Failure cases
- Confidence thresholds
- Review queue behavior
- Estimated time savings
Nothing goes live until the workflow is validated.
Week 4: Deploy, monitor, and support
We deploy the workflow, train the relevant users, monitor initial results, and support the first production cycle.
You get:
- Production workflow
- Dashboard or review queue
- Documentation
- Admin handoff
- 30 days of support
- Recommendations for the next workflow
Most builds are designed to pay back in 6 to 8 weeks of live use, depending on lead volume, labor cost, close rate, project volume, and how much coordinator or manager time is recovered.
Built for customer, financing, and project data
Solar workflows touch customer addresses, utility bills, signed contracts, financing documents, and project records. The system has to be controlled and reviewable.
Our systems are designed around:
- Least-privilege access
- Encrypted data in transit and at rest
- Human review thresholds
- Audit logs for AI-assisted decisions
- Source-grounded answers
- Client-owned cloud deployment when required
- Role-based access by sales, design, operations, and management
- No silent customer communication or system write-back without approved rules
For teams handling financing applications, utility account data, signed agreements, consumer privacy requirements, or vendor security reviews, we design the implementation around your security requirements from the start.
Example outcomes
| Workflow | Before | After |
|---|---|---|
| Lead response | New leads assigned manually or found later in the CRM | Leads enriched, scored, routed, and alerted within minutes |
| Appointment booking | Missed calls and back-and-forth texts to schedule consultations | Qualified callers booked to the right calendar with confirmation |
| Proposal preparation | Rep or coordinator rebuilds research, notes, and follow-up manually | Draft packet prepared for human review before the sales call |
| Install readiness | Managers chase permit, finance, design, and material status in separate tools | One exception queue showing what is blocking each job |
| Owner reporting | Weekly updates rebuilt from CRM exports and spreadsheets | Live dashboard with margin, backlog, delay, and action summaries |
Why MVP.dev
MVP.dev builds AI business operating systems, internal tools, and automation layers for companies that need real operational outcomes, not AI experiments.
You get:
- 25 years of software architecture and delivery experience
- AI automation strategy and implementation under one roof
- Practical systems built around existing workflows
- Human-in-the-loop design where accuracy matters
- Clear KPIs before development starts
- Production-minded delivery, not prototype theater
The goal is not to impress your team with AI.
The goal is to respond faster, reduce operational drag, protect margin, and help your solar business do more work with the people and systems it already has.
Building the operating playbook too?
Our partners at osforyour.business/solar-renewable-energy cover the org-design, process, and people side of running a modern solar and renewable energy company. We handle the execution layer that makes it run, so the system they help you design actually delivers the hours back.
Frequently Asked Questions
How much time or money can this save?
It depends on lead volume, project volume, and how manual the workflow is today. For a 5 to 15 rep solar team, common first targets are 8 to 15 recovered admin hours per week, 20 to 30 percent faster proposal turnaround, and 5 to 10 more booked consultations per month from faster response and better call handling. For many teams, that can mean $2,500 to $10,000 per month in recovered labor, avoided coordination waste, or saved opportunities. During Week 1, we define the target KPIs before the build starts.
Will this work with Aurora Solar, OpenSolar, JobNimbus, or our CRM?
Yes. The system is built around your current stack. We can connect to tools like Aurora Solar, OpenSolar, JobNimbus, Enerflo, SalesRabbit, HubSpot, Salesforce, and related systems depending on access, API availability, and workflow scope.
Will this replace our design software, CRM, or project management system?
No. The goal is to improve the workflow around your current tools, not force a migration. Your CRM stays in place. Your design tools stay in place. Your project system stays in place. The automation layer reads, routes, summarizes, alerts, and writes back only where appropriate and approved.
Can this handle permitting, financing, and interconnection workflows?
Yes, as long as the process is defined and the right data is available. We can help track missing permit items, financing stipulations, customer documents, utility bill requirements, interconnection milestones, and project blockers. Sensitive decisions still route to the right person for review.
Is AI making sales, design, or savings decisions?
No. The system can classify, recommend, summarize, route, and prepare drafts, but review thresholds control what happens next. Final system design, pricing, savings claims, financing terms, and customer-facing commitments should be reviewed and approved by your team.
Is this secure enough for customer and financing data?
We design the system around your security requirements. That can include encryption, audit logs, least-privilege access, role-based permissions, source trails, client-owned cloud deployment, and human review controls for sensitive actions.
What is the first step?
Start with a workflow fit assessment. We identify the workflow with the highest ROI potential, estimate the time or revenue impact, and recommend a focused pilot. You will know what should be built, why it matters, what it should cost, and how success will be measured before committing to a full implementation.
Get the speed, hours, and margin back
If your solar team is still relying on manual lead routing, missed-call follow-up, proposal prep, project status chasing, or spreadsheet-based reporting, there is likely a faster way to run the operation.
MVP.dev can help you identify the highest-value workflow, build the automation layer, and deploy it inside your current solar stack.
Get a Workflow Fit Assessment See the Solar & Renewable Energy Automation Demos