Qualify the bill, win the roof, and keep customers updated until the subsidy lands.

From electricity bill to subsidy credited, every rooftop job on one WhatsApp trail.

New enquiryContactedSite survey bookedSurvey doneProposal sentAdvance / agreementInstalled

Try the Solar EPC & Rooftop demo Book a free demo

Sound familiar?

From daily chaos to one WhatsApp desk.

Subsidy-driven demand creates enquiry spikes; many are not serious, and sales teams waste survey visits on unqualified leads.

Each job has a long tail of steps (portal application, DISCOM feasibility, installation, net meter, inspection, subsidy) tracked in Excel and calls.

Customers keep calling to ask about status because no one sends proactive updates.

Survey engineers, installers and liaison staff work in the field with no shared job record or attendance proof.

Price competition is fierce; slow proposals lose orders to faster local installers.

The AI assistant screens enquiries by bill, roof and segment before a survey engineer is sent.

One job trail from survey to net meter to subsidy, with automatic WhatsApp status updates to the customer.

Field teams check in on the app; owners see kW sold, pending subsidies and team incentives live.

Your pipeline

8 stages, ready on day one.

Stage names and sub-stages that match how solar epc & rooftop teams already sell. Change any of them, with no code.

1New enquiryCTWA ad chat · PM Surya Ghar portal · Referral call
2ContactedBill photo asked · Bill received · Call back asked
3Site survey bookedSurvey date fixed · Roof photos asked · Rescheduled
4Survey doneShadow check ok · Structure type fixed · Load upgrade needed
5Proposal sentSubsidy explained · Loan option sent · Revised kW
6Advance / agreementAdvance paid · Portal application · DISCOM feasibility
7InstalledInstallation done · Net meter applied · Subsidy credited
✕LostChose other vendor · Roof not suitable · Price concern · Postponed

AI & Automation

AI asks. Automation follows up.

First questions the AI asks

Is the solar system for a home, housing society, shop/office or factory?
What is your average monthly electricity bill? Under ₹2,000 / ₹2,000–5,000 / ₹5,000–15,000 / Above ₹15,000
What type of roof do you have: concrete, metal sheet or tiled? Roughly how much free space?
Which city or area is the site in, and who is your electricity supplier?
Would you like to pay upfront, or would a solar loan or EMI suit you better?

Automatic steps

When new enquiry from CTWA ad or website
Then AI asks the 5 qualifier questions and requests a bill photo
instant
When new enquiry with no staff reply
Then alert sales executive, then sales head
60 min, then 120 min
When stage = survey_booked
Then send template survey_confirm
1 day before
When stage = proposal with no reply
Then call task for sales executive
3 days, then 7 days
When stage = advance
Then create portal application and DISCOM feasibility task for ops
instant
When field install_date set
Then send template installation_scheduled
2 days before
When stage = won
Then send template net_meter_update, then application_update on subsidy credit
on each status change
When stage = won
Then send template generation_check
monthly

Templates

WhatsApp templates, written for you.

7 WhatsApp message templates come with this pack. Edit them to match your voice.

Survey confirmutility

Hi 1, your free rooftop site survey is booked for 2. Our engineer 3 will visit and check the roof and meter. Please keep a recent electricity bill handy.

Proposal sharedutility

Hi 1, your 2 kW rooftop solar proposal is ready. Estimated cost after subsidy is Rs. 3. Tap View proposal below for savings and payback details.

Application updateutility

Hi 1, update on your rooftop solar application: 2. Next step is 3. We will keep you posted on this chat.

Installation scheduledutility

Hi 1, installation of your 2 kW solar system is scheduled for 3. Please arrange roof access for our team from 9 AM.

Inside the pack

Set up for Solar EPC & Rooftop.

Stages, fields, AI & Automation, templates, dashboards and roles come ready. Change any of it, with no code.

Fields

SegmentAvg monthly billSanctioned load (kW)SupplyRoof typeShadow-free roof area (sq ft)Proposed system (kW)DISCOMSubsidyFinanceSurvey dateInstallation date