How residential installers handle more installs with less admin
Fast-cycle, high-volume residential solar needs a system that keeps up. CrmLeaf manages the homeowner journey from first call to PTO - lead, roof survey, proposal, installation, handover and after-sales. Built for teams doing 10 to 200 installs a month.
No credit card required · Free onboarding · Setup in 30 minutes
- High lead volume with no structured follow-up system
- Roof surveys done on paper - data entry delays the proposal
- Proposals take days - client goes with the faster competitor
- Crew scheduling done by phone calls and WhatsApp
- No central post-install service record per homeowner
How Residential Installers use CrmLeaf
Every stage of your workflow mapped - no gaps, no tool switching.
Homeowner Lead Capture
Web form, referral, door-to-door and social leads all flow into one pipeline. Agent assigned automatically by territory or round-robin.
Qualification Call
Confirm roof ownership, electricity bill size, system size estimate and budget. Move to site survey stage with one click.
Roof Survey & Assessment
Field team completes digital survey - roof type, pitch, shading analysis, panel orientation, electrical panel condition. Photos uploaded from mobile.
Instant BOQ & Proposal
Survey data populates BOQ automatically. Branded proposal with estimated savings, payback period and system specs sent same day. E-signature on mobile.
Installation Scheduling
Deal Won → project created. Crew assigned, installation date confirmed. Materials reserved from stock. Homeowner notified via SMS.
Installation & Milestone Tracking
Crew use mobile app - check in, complete tasks (cabling, panel mount, inverter, testing), upload photos per milestone. Manager sees live progress.
PTO & Handover
Commissioning checklist completed. Handover documents sent. Final invoice triggered. Customer receives system welcome pack and portal access.
Post-Install Service
Service tickets raised by homeowner via portal or phone. Technician dispatched. AMC contract created. Annual cleaning and inspection scheduled.
What CrmLeaf fixes for Residential Installers
“Too many leads - no system to manage them all”
Lead CRM auto-assigns by territory. Every lead gets a follow-up task. Nothing slips through, even at high volume.
“Paper surveys slow down the proposal by 2-3 days”
Digital survey form on mobile. Survey data flows directly into BOQ. Proposal sent the same day as the survey.
“Clients go with the installer who responds fastest”
Auto-generate proposal from survey data. E-signature on mobile. Respond in hours, not days - beat the competition.
“Scheduling crew across 20 jobs a week is a logistics nightmare”
Crew assignment in CrmLeaf with task visibility per job. Mobile app keeps every technician on schedule without phone calls.
“No record of what was installed at each address”
Full homeowner record - system specs, photos, BOQ, installation date, warranty details and service history. All searchable.
“Missed invoices on completed jobs cost us revenue every month”
Final invoice triggered automatically when commissioning milestone is marked complete. Every job billed, every time.
CrmLeaf modules for Residential Installers
Lead & Deal CRM
High-volume pipeline with territory-based assignment.
BOQ & Proposals
Survey-to-proposal in hours, e-sign on mobile.
Project & Milestones
Crew scheduling, task tracking, live progress.
Mobile App
Survey, tasks, photos and check-in for field crew.
Invoicing
Auto-triggered final invoice on commissioning.
Tickets & Service
Homeowner portal, service tickets and AMC.
What Residential Installers say
“We were doing 40 installs a month and drowning in WhatsApp messages, Excel sheets and paper surveys. CrmLeaf let us scale to 80 installs without hiring a single extra admin person. The survey-to-proposal flow is the biggest game-changer - our average response time went from 3 days to the same afternoon. Clients notice.”
Questions from Residential Installers
Yes. Lead assignment can be automated by territory, postcode or round-robin across your sales team. New leads are assigned and get an automatic follow-up task within seconds of entering the system - no manual routing needed.
The field team fills in a digital site survey form on the mobile app during the roof visit. When submitted, the system size and site data flow directly into BOQ generation. The proposal can be sent the same day as the survey - no re-entry, no delays.
Yes. CrmLeaf includes a customer portal where homeowners can view their project milestone status, access documents (proposal, contract, warranties) and raise service requests post-installation.
Yes. After installation, you can create an AMC contract per homeowner defining the service scope, visit schedule and annual fee. Maintenance visit reminders auto-generate and AMC invoices are created at the renewal date.
CrmLeaf works for every solar business model
Solar EPC Contractor
Full EPC workflow - lead, survey, BOQ, milestones, vendors, invoicing.
Solar Dealer / Trader
Leads, BOQ proposals, inventory and client invoicing for dealers.
C&I Solar Developer
Complex multi-phase commercial projects, multi-stakeholder approvals.
Solar O&M Company
Tickets, technician dispatch, AMC contracts and maintenance billing.
Franchise / Multi-branch
Central HQ visibility across all branches with regional reporting.
Scale your residential installs without scaling your admin
From first lead to PTO - CrmLeaf manages every step of the residential solar workflow at any volume.
Free 14-day trial · Free onboarding · Free data migration · Cancel anytime