WhatsApp for solar and home service companies: surveys, quotes, installs and AMC
How a solar or home-services company runs WhatsApp: enquiries to a survey task, a quote and install pipeline, field teams by city, and AMC reminders.
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- By WavesFlo team
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- Published
- Reading time
- 2 min read
Solar and home-service enquiries have a long arc: an enquiry, a site survey, a quote, a decision, an installation and years of service. The first half is sales, the second is support. Run the sales half as a pipeline with a survey task, the service half as tickets, and split field teams by city so the nearest team answers.
How should it be set up?
| Phase | How | Note |
|---|---|---|
| Enquiry | A chat on the city's number; a queue takes turns in that city's team | Source label |
| Survey | A task with the date on the opportunity | Photos and measurements arrive in the chat |
| Quote | A document sent in the chat; a stage move | Follow up with a task |
| Installation | A stage, with a note for the field team | Handover to service |
| Service and AMC | Tickets for faults; reminders from a list | Required field: installation id |
| Cities | A number and a team per city | Managers see all |
What does a sales executive do?
- Work Assigned to you, and book the survey the same day.
- Ask for the roof or site photos in the chat, and note what came.
- Send the quote and set a follow-up task for three days later.
- Close with a reason: price, timing, financing or competitor.
How do you handle after-sales?
Once installed, move the customer out of the sales queue and onto a number set up for tickets. A fault becomes a ticket with the installation id required, and AMC reminders go from a list to customers who agreed. Warranty terms should come from your contract, not from a chat.
What does the first month look like?
- Week 1: list cities, teams and the numbers they use.
- Week 2: write the stages and the survey task.
- Week 3: set the ticket policy for service.
- Week 4: read the funnel by source and city.
What are the usual mistakes?
- Quotes with no follow-up task.
- One team for every city.
- Faults reported in the sales chat.
- Warranty promises made in chat.
For a solar or home-service company, WavesFlo keeps each survey and quote on the pipeline with a follow-up task, and an after-sales fault moves to the service team as a ticket instead of sitting in the sales chat. How sales teams use WavesFlo covers the stages from first enquiry to install.
Questions
Can a solar company track enquiries to installation on WhatsApp?
Yes, as a pipeline with stages, tasks and close reasons, with an owner on every chat.
Can after-sales faults be tracked?
Yes, as tickets with a required field such as installation id.
Can AMC reminders be sent?
Yes, from a list, to customers who agreed to receive them.