Can CrmLeaf handle high lead volumes without manual assignment?

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.

How does the digital survey connect to the proposal?

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.

Can homeowners track their installation progress?

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.

Does CrmLeaf handle AMC contracts for residential customers?

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.

Use Case - Residential Installer

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.

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Marcus Rivera

Operations Manager · SunTech Energy · São Paulo, Brazil

Challenges before CrmLeaf

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

The Complete Workflow

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.

Lead captureAuto-assignTerritory routingFollow-up task

Qualification Call

Confirm roof ownership, electricity bill size, system size estimate and budget. Move to site survey stage with one click.

Qualification notesSystem size est.Budget captureSurvey schedule

Roof Survey & Assessment

Field team completes digital survey - roof type, pitch, shading analysis, panel orientation, electrical panel condition. Photos uploaded from mobile.

Digital survey formShading notesRoof conditionPhoto capture

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.

Auto BOQSavings estimatePayback periodMobile e-sign

Installation Scheduling

Deal Won → project created. Crew assigned, installation date confirmed. Materials reserved from stock. Homeowner notified via SMS.

Crew assignDate schedulingStock reservationCustomer 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.

Mobile check-inTask completionSite photosLive milestone view

PTO & Handover

Commissioning checklist completed. Handover documents sent. Final invoice triggered. Customer receives system welcome pack and portal access.

Commissioning checkFinal invoicePortal accessDocument delivery

Post-Install Service

Service tickets raised by homeowner via portal or phone. Technician dispatched. AMC contract created. Annual cleaning and inspection scheduled.

Homeowner ticketsTech dispatchAMC contractScheduled maintenance

Pain Points Solved

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.

Same Day

Proposal turnaround - survey to signed proposal

Install capacity without extra headcount

94%

First-visit resolution on service tickets

0 missed

Invoices per month - auto-triggered on completion

Modules In Use

SolarCRM modules for Residential Installers

Lead & Deal CRM

High-volume pipeline with territory-based assignment.

See module

BOQ & Proposals

Survey-to-proposal in hours, e-sign on mobile.

See module

Project & Milestones

Crew scheduling, task tracking, live progress.

See module

Mobile App

Survey, tasks, photos and check-in for field crew.

See module

Invoicing

Auto-triggered final invoice on commissioning.

See module

Tickets & Service

Homeowner portal, service tickets and AMC.

See module

Customer Story

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.”

2xinstall volume without extra admin headcount

Marcus Rivera

Ops Manager · SunTech Energy · São Paulo, Brazil

FAQ