We’ve added a set of powerful new automations to help solar companies work smarter & not harder. These are designed to prevent small things from slipping through the cracks, reduce response time, and help you deliver a smoother customer experience from install to post-sale:

1. “Forgot to Turn Disconnect ON” Reminder

When it triggers: Right after installation, if the system isn’t reporting or the inverter is offline
What it does: Sends an automated reminder to the install crew or operations team to double-check the disconnect.

Why it matters: This is a simple mistake that can lead to frustrated customers and delayed production. Catching it early saves time, prevents unnecessary service calls, and keeps your projects on track.

2. Document Upload Notifications

When it triggers: Any time a document is uploaded—by a homeowner or an employee
What it does:

• Notifies the homeowner if your team uploads something like a permit or design

• Alerts your project manager if the customer uploads a utility bill or HOA form

Why it matters: No more wondering “Did they get the file?” It keeps both sides informed without anyone having to ask or follow up.

3. New Ticket Message Alerts

When it triggers: Any time someone replies inside a ticket thread
What it does: Sends a notification to the other party (whether that’s the homeowner or your team)

Why it matters: Conversations stay alive. No missed messages. And your customers feel heard without your team needing to manually nudge each other.

4. Ask for Referrals at the Right Moment

When it triggers: You choose the moment, often after system activation or a successful NPS score
What it does: Sends a friendly message asking the homeowner to refer a friend or neighbor

Why it matters: Timing is everything. Customers are most likely to refer you when they’ve just had a good experience. Automating that ask means more referrals without anyone on your team needing to remember to follow up.

5. NPS Score Alerts (Internal)

When it triggers: A homeowner submits any NPS score
What it does:

• Sends a thank-you and a review link if the score is 9–10

• Notifies your team if the score is low (0–6) so you can reach out and make things right

Why it matters: Useful for internal tracking, team follow-up, or triaging low scores quietly before responding

6. Production is 0 & Internet Connectivity is Working

When it triggers: When a system has no production but the inverter is still online
What it does: Alerts your internal team so they can investigate further

Why it matters: Helps you distinguish between true system issues and simple offline errors so you act faster and avoid false alarms

These automations are built to give your team more visibility and faster reaction times. Want help turning them on or tailoring them to your workflow? Just let us know.