Solar Installer Software Built with AI: From Survey and Quote to Switch-On and Warranty

Mythex lets a solar installer keep each home's survey, design, paperwork and install date in one record: quotes with and without a battery, survey booking grouped by area after a remote check, a customer portal that shows every stage to switch-on, and an install plan that links scaffold, delivery, roofers and electrician. Describe your process in chat and publish it.

A job that runs for weeks across three tools

A solar sale starts with electricity bills and satellite imagery, then a survey of the roof, loft and consumer unit or panel, a design and quote, grid connection or permit paperwork, and a one- or two-day install with scaffolding, panels, inverter and often a battery. Enquiries jump in spring and summer and whenever energy prices rise. Quotes sit in one tool, surveys in a spreadsheet, installs in a shared calendar and supplier emails in an inbox. When the scaffold moves, nobody tells the electrician. Years later the homeowner sells the house and cannot find the certificates. An installer needs one record per home from enquiry to aftercare.

• Annual usage and roof details captured at enquiry
• A remote check before any survey visit
• Quotes with system size, generation estimate and battery options
• Paperwork stage tracked per job
• Scaffold, delivery, roofers and electrician as linked steps
• Serial numbers of panels, inverter and battery stored

What you can build for solar installers

Quotes with and without a battery

Each quote shows system size, panel count, inverter model and estimated annual generation, with a battery option beside the panels-only price. Scaffolding, electrical upgrades and bird protection are itemised, and the assumptions behind generation figures are stated.

Build a quote app for my solar installation business. Quotes include system size in kW, panel count and model, inverter, estimated annual generation and the assumptions used. Show two options side by side: panels only and panels with a battery. Itemise scaffolding, consumer unit upgrade and bird protection. Customers accept online.

A CRM that keeps serial numbers

Leads move through qualification, survey, design, quote, signed, install and aftercare, with roof orientation, shading notes and usage. Installed systems keep panel, inverter and battery serials for warranty claims, and referrals from neighbours are tracked.

Make a CRM for my solar company. Leads have address, roof orientation, shading notes, annual kWh usage and source. Stages: qualified, survey, design, quote, signed, installed, aftercare. Installed systems store panel, inverter and battery serial numbers.

Surveys grouped by area after a remote check

Survey slots are offered only after a satellite check passes, and grouped by area to cut driving. The booking records loft hatch access and where the consumer unit and meter are. Maintenance visits get shorter slots.

Create survey booking for my solar business. Only offer survey slots once a lead is marked 'remote check passed'. Group slots by area per day. Ask for loft access, consumer unit and meter location. Add 1-hour maintenance and cleaning slots.

A customer portal from survey to switch-on

Customers see each stage, from survey and design to paperwork submitted, install booked and commissioned, with design documents and the signed contract. Warranties, certificates and the inverter app guide stay available for years.

Build a customer portal for my solar installs. Show stages: survey done, design ready, quote accepted, paperwork submitted, install booked, commissioned. Store the system layout, contract, warranties, certificates and inverter app setup guide. Customers report faults against their system.

Install steps that move together

Scaffold up, equipment delivery, roofing crew, electrician and scaffold down are linked steps on each job. If one moves, the others flag, and weather-hit roof days reschedule quickly.

Make an install planner for my solar company. Each job has linked steps: scaffold up, equipment delivered, roofers, electrician, scaffold down. If a step moves, flag the others. Confirm delivery before committing the crew.

Panels and batteries allocated to jobs

Panels, inverters, batteries and mounting kits tracked by model, allocated to a job as soon as the contract is signed, serial numbers captured as stock leaves the warehouse, and cables and isolators with reorder levels.

Build stock tracking for my solar business. Track panels, inverters, batteries and mounting kits by model. Allocate stock to a job when the contract is signed, capture serial numbers on dispatch, and set reorder levels for cables and isolators.

Watch the wait from contract to install

Track the days between signed contract and install. When it stretches past a few weeks, cancellations rise and customers get other quotes. A dashboard showing that gap, alongside jobs stuck waiting on paperwork, equipment or scaffolding, tells you whether to add a crew or slow sales before it hurts.

• Days from signing to install
• Jobs waiting by reason
• kW installed per month

Grants, tax and grid rules

Incentives, tax rates on solar and batteries, grid connection applications and certification schemes differ by country and region. The app can record them per job with configurable rates; the rules themselves are yours to check.

Questions

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