The operating system
for solar installers
Leads, quoting, proposals, installs and payments in one platform. SolarAgent sizes the system, prices it from your catalogue and sends a branded proposal your customer accepts online — in minutes, not days.
Built for South African installers · ZAR · Eskom tariffs · SSEG · Section 12B
AI assistant
Your best salesperson never sleeps
The SolarAgent assistant lives in WhatsApp, so quoting happens in the customer’s driveway — not back at the office three days later.
Works where your reps already are
No new app to learn on site. Reps message the assistant on WhatsApp and it does the office work for them.
Sizes and drafts on the spot
Describe the customer and their bill; the assistant sizes the system, prices it from your catalogue and drafts the proposal.
Chases so you don’t have to
It tells you when a proposal is opened, nudges you when one goes quiet, and logs everything on the customer record.
Works with the inverters, panels and batteries you already sell.
Still running your business on spreadsheets and voice notes?
Most installers stitch together a quoting spreadsheet, a WhatsApp group, an inbox and a whiteboard. Deals fall through the gaps between them. SolarAgent replaces the whole stack with one system.
Without SolarAgent
- Leads scattered across Facebook, email and paper notes
- Quotes rebuilt from scratch in Excel for every enquiry
- Prices copied from old supplier lists — margin left behind
- No idea which proposals were opened, or ignored
- Install details retyped into yet another spreadsheet
With SolarAgent
- Every lead lands in one pipeline, assigned and followed up
- The system sized and priced from your live catalogue in minutes
- Cost and sell prices maintained once, used everywhere
- You’re notified the moment a customer opens or accepts
- Accepted proposals become install projects automatically
One platform for the whole job
Sales, pipeline, installations and money — each stage hands over to the next automatically, because it’s all the same system.
Sales & proposals
From electricity bill to signed proposal in minutes
Drop in the customer’s bill and SolarAgent sizes the system, picks real products from your catalogue and builds a branded proposal with savings projections. The customer accepts online — no PDF ping-pong.
- System sizing from usage, tariff and backup needs
- Live pricing from your own cost and sell prices
- Online acceptance with instant notifications
Leads & CRM
A pipeline that chases the deal for you
Import leads from CSV or capture them as they arrive, assign them to reps and move them through stages. Every call, note and proposal stays on the customer record — and replies land in one shared inbox.
- Kanban pipeline from new enquiry to accepted
- Email templates for follow-ups in one click
- Full customer history in a single record
Operations
Every install tracked from deposit to sign-off
The moment a proposal is accepted it becomes a project card. Phases, tasks and due dates keep the crew, the COC and the SSEG paperwork moving without another spreadsheet.
- Automatic project creation on acceptance
- Task checklists per installation phase
- One board for the whole install team
Finance
Know what’s invoiced, collected and outstanding
Deposits, progress payments and supplier costs sit next to the jobs they belong to. See margin per project and cash due this month without exporting a thing.
- Deposit and final payment tracking per proposal
- Invoiced vs collected at a glance
- Margin visibility from catalogue cost prices
Frequently
asked questions:
Still have questions?
Talk to us about onboarding, importing your catalogue or connecting WhatsApp. We'll walk you through it.
Quote your next lead in minutes
Book a demo and we’ll build a real proposal from one of your own leads, live on the call — catalogue, branding and all.
Setup in days, not months · We import your catalogue and leads for you