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Installer kneeling at an open electrical panel in a garage, tablet by the wall: the site survey that a fast first call puts on your calendar.

Use case · Solar · Speed to lead

Speed to lead for solar companies

Solar shoppers request quotes from several installers, and the first to get through usually books the consultation. Harmony.ai dials each paid lead in seconds, checks ownership, roof, shade and utility bill, and books the consultation or site survey.

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The homeowner asked several installers for a quote. Call first.
Harmony.ai calls the lead in seconds, while the homeowner is still on your site, and puts a consultation on a closer's calendar before a competitor's callback lands.

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Industry fit

Built around the conversations your buyers actually have.

The plays your team runs every day - handled end to end by an AI voice agent built for your industry.

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Lead vendor handoff

A purchased lead posts from your vendor's feed, the agent checks its consent record and suppression lists, and the call goes out within seconds.

Qualify the roof

Owner or renter, roof age, shade from trees or neighboring houses, the utility and the average monthly bill, asked in your order and your words.

Battery interest

The agent asks whether the homeowner wants storage or backup power for outages, so the consultant arrives ready for the right design conversation.

Book the survey

In-home, virtual or site survey slots come from your live calendar, and the appointment is set before the homeowner hangs up.

Industry fit

Built around the conversations your buyers actually have.

01

Lead vendor handoff

A purchased lead posts from your vendor's feed, the agent checks its consent record and suppression lists, and the call goes out within seconds.

02

Qualify the roof

Owner or renter, roof age, shade from trees or neighboring houses, the utility and the average monthly bill, asked in your order and your words.

03

Battery interest

The agent asks whether the homeowner wants storage or backup power for outages, so the consultant arrives ready for the right design conversation.

04

Book the survey

In-home, virtual or site survey slots come from your live calendar, and the appointment is set before the homeowner hangs up.

Capabilities

Everything the agent does on the call,
built in.

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Solar leads go cold while the homeowner compares quotes

A solar lead costs real money, whether it comes from your own form, a paid social campaign or a lead vendor that may have sold the same homeowner to other installers. The homeowner filled in one form and is now waiting to see who calls. More often than not, the job goes to whoever dials first. If your setters are already on the phone, out at a kitchen table or done for the day, that lead sits untouched in the CRM while someone else books the consultation you paid for.

Volume makes it worse. A good weekend of ads can leave dozens of quote requests waiting on Monday morning, and evening leads arrive after the office has closed. Setters triage by gut feel, call the freshest names and leave yesterday's for later. Meanwhile renters, homes with a roof due for replacement and houses under heavy shade all get the same first call as the ideal prospect, so closers spend afternoons on consultations that were never going to sign.

From quote form to booked consultation in one call

The form submission or vendor post triggers the call in seconds, at any hour. Before dialing, Harmony.ai checks the consent record and your suppression lists, and holds the call if the homeowner's local time falls outside the window you set. When the homeowner picks up, the agent opens with your approved greeting, never claims to be human, confirms the address and asks what your setters ask: do they own the home, roughly how old the roof is, how much shade it gets, which utility serves them and what a typical bill runs.

It also asks about battery storage or backup power, then offers times from your live calendar for an in-home consultation, a virtual appointment or a site survey. Questions about financing, incentives or tax credits are noted for the consultant instead of answered on the call. If the homeowner wants a person, the agent warm-transfers to a setter with a summary, or books a callback when nobody is free. Homeowners who miss your bar are logged with the reason rather than dropped.

What lands in your CRM after every solar lead call

Harmony.ai writes the outcome back to Salesforce, HubSpot or whatever CRM your sales team already runs, so a closer opens the record and sees the full picture before the appointment. Each lead gets homeowner status, roof age, shading notes, utility and average monthly bill, battery interest, appointment type and time, disposition, the reason a lead was disqualified, and the recording and transcript. Harmony.ai connects through APIs, including the posts from your lead vendors, and we build each integration you need.

Consent and calling windows on purchased solar leads

The FCC ruled in February 2024 that AI-generated voices count as artificial voices under the TCPA. A telemarketing call placed by the agent therefore needs the homeowner's prior express written consent, whether the number is a cell phone or a residential line. On purchased leads, your compliance team decides which vendor consent language it accepts, and a lead without a usable consent record is never dialed.

Solicitation calls to residential numbers are limited to between 8 a.m. and 9 p.m. at the homeowner's location, and numbers on the national Do Not Call registry are off limits. Some states layer their own rules on top, Florida's Telephone Solicitation Act among them. Counsel picks the windows and the state statutes that apply to each lead source. The agent holds to them on every dial, and each recorded call stays in the log for audit. This is not legal advice.

More on speed to lead for solar

Go deeper with speed to lead across every industry and the guide Best AI Voice Agent for Solar Installers (2026). Weighing platforms? Read the comparison with Retell AI. Also for this industry: lead reactivation for solar companies, AI collections for solar companies.

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