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What solar installers should ask before handing back office to AI

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What solar installers should ask before handing back office to AI

Take one ordinary job. A homeowner fills in a web form on a Sunday night. On Monday someone copies their details into the quoting tool. The quote goes out, gets revised twice because the customer wants a bigger battery, then a third time because the inverter they picked is on back order. When they finally say yes, the job gets typed again into the job management app. The network connection application wants the same details in a different format. The crew takes photos and serial numbers on site, and someone back at the office matches them up for the STC paperwork. Then the invoice goes into the accounting package, again by hand. None of these steps is hard. But that one customer has now been typed in five or six times by three different people, and every one of those moments is a chance for a wrong serial number, a missed photo or the old quote going out instead of the new one. That last one comes up more than you’d think. We’ve seen businesses where a salesperson kept amending prices and the office simply couldn’t tell which version was current. Nobody was being careless. The information just lived in too many places. Anyone who’s had to ring a customer and explain that the price they agreed to isn’t the price on the invoice knows how much that costs, and it isn’t only money. So it’s no surprise installers are being pitched AI to fix it. Some of those pitches are worth a look.


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