Stop Sending Trucks to unprepared site-surveys

If your solar team is losing time on surveys that don’t convert, aren’t ready, or fall outside realistic drive time, this system fixes that before dispatch.

If your solar team is losing time on surveys that don’t convert, aren’t ready, or fall outside realistic drive time, this system fixes that before dispatch.

• Decision-makers confirmed
• Utility bills collected
• Drive-time verified
• Appointments reinforced

Most Solar Installs Don't Lose Money Because of Bad Installs.

They Lose Money Because Of Unprepared Visits.

Once a Truck Rolls, The Cost Is Real.


  • Fuel.

  • Crew hours.

  • Lost scheduling capacity.

And It Happens Quietly.

The Problem Isn’t Lead Volume.
It’s What Happens Before Dispatch.

Most teams focus on getting more inquiries.

But if readiness isn’t enforced before scheduling, more leads just create more wasted visits.

This system controls what happens between inquiry and site survey.

Before your team drives out, the lead must be:

• Within realistic drive time
• Pre-qualified
• Properly prepared
• Decision-makers confirmed

No guesswork.
No blind dispatch.


How The Site-Survey Readiness System Works

Step 1 – Immediate Engagement

Inbound leads are acknowledged instantly and guided to the next step.

Step 2 – Drive-Time & Service Area Check

Address is reviewed based on actual travel time, not just radius targeting.

Step 3 – Pre-Survey Qualification

Utility bill, timeline, property details, and decision-maker status are collected before scheduling.

Step 4 – Appointment Reinforcement

Automated reminders ensure everything is ready before dispatch.

Why This Matters

If one survey consumes 2 hours of crew time and drive time increases beyond 30–45 minutes, your daily survey capacity drops.

This isn’t a marketing problem.

It’s an operational one.

Implementation & Access

One-Time Setup

System installed and configured inside your CRM.

Monthly Subscription

Ongoing system access, monitoring, and optimization.

This is not ad management.

This is not lead generation.

This is operational control before dispatch.

If Your Survey Calendar Looks Full but Your Field Days Still Feel Inefficient, Let’s Fix That.