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For solar installers and their sales teams

Solar leads, from the first bill to the signed contract

Ask homeowners what makes a good solar lead, give each to a consultant in seconds, and book the appointment before anyone else calls.

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We'll set you up and show you around.

Jordan Reyes fills in your form (Owns the home, $201 to $300, No shade) and becomes your lead once they give a phone number. Rule 1: Arizona, to the Phoenix team in turn picks it up, so it goes to Maya Chen at once, who gets a text about it. Appointment set: Thursday, 10:00 AM.

Your form

A form for your website, ready the day you start

Put it on your site with one line. It asks what your consultants want to know, a step at a time, saves every answer as it's given, and the lead is yours as soon as they leave a phone number or an email.

What a new form asks, in order

  1. Do you own your home?
  2. What's your average monthly electric bill?
  3. How much shade does your roof get?
  4. What's your estimated credit?
  5. What's your zip code?
  6. How can we reach you?

Change any question or add your own. The form shows your company's name, never ours.

A new form's first step: Welcome to your free solar quote. Do you own your home? Yes, No.

Pipeline

A pipeline for solar leads, ready made

The stages your solar leads move through, from new to signed. Rename them or add your own in Settings.

  1. New
  2. Contacted
  3. Appointment set
  4. Proposal sent
  5. Signed

Or set aside as Not a fit Do not contact

Solar

Made for how consultants work

  • Questions that qualify

    Do they own the home, what's the electric bill, how much shade, and credit, a tap at a time.

  • A pipeline made for solar

    Appointment set, proposal sent and signed, with the homes that aren't a fit kept apart.

  • Appointments that stick

    Book from the lead, see it in your Google or Outlook calendar, or send a link for them to pick a time.

  • Leads by area

    Rules give leads out by state and source, in turn, with a daily limit for each consultant.

  • A day of calls in order

    Callbacks due, late ones and new leads on their own tabs, and a power dialer to work through them.

  • Bought leads that hold up

    A homeowner who comes in twice can be merged into the first lead, and a bad lead goes back to its vendor with the reason.

Included

Everything else comes with it

  • Lead distributionRules, turns and daily limits, give back and up for grabs
  • Calls from the browserRecorded and written out, local numbers and a power dialer
  • Vaulty, the AI assistantMakes and moves leads when you ask, and sums up every call
  • Callbacks and calendarsGoogle and Outlook kept in step, and a link to book a time
  • Drips and emailEmails over the days that follow, and one email to many
  • The sales dashboardWhat's working by source and by person, with monthly goals
  • SecurityTwo-step sign-in, locked-away SSNs, each company walled off
  • Spreadsheets and the APIBring leads from any CRM, and send them on to your own systems
  • Forms by your AI assistantMake and change your forms by asking Claude, ChatGPT or Cursor

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Industries

Ready for other industries too

See your solar leads in LeadVault today

Tell us about your team, and we'll set you up.

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