USA
Zoho for US solar installers: leads, site surveys, permits and installs
By Harikrishnan, Founder & Chief Zoho Consultant, Flowpeak · 10+ years in Zoho · Published · Last updated
US solar installers use Zoho CRM to route leads from ads and aggregators, book site surveys, and track proposals and financing; Zoho Creator to manage permitting, utility interconnection and install crews; and Zoho Books for deposits and milestone invoices. With Flowpeak, Zoho CRM setup starts from USD 500 and Meta or Google lead ads from USD 380.
Zoho CRM setup from USD 500Fixed price in writing. Every service has a published price.
- Registered Zoho partner
- Calls in your business hours
- 30 days of free fixes
A residential solar sale can pass through ten stages and five outside parties before the system is switched on. Most installers lose track somewhere between the signed contract and permission to operate.
The project pipeline in Zoho
| Stage | Zoho app | What it tracks |
|---|---|---|
| Lead and appointment | Zoho CRM | Source, utility, roof type, average bill, appointment |
| Site survey | Zoho CRM or Creator mobile | Photos, measurements, shading notes |
| Proposal and contract | Zoho CRM + DocuSign or Zoho Sign | System size, price, financing, signed contract |
| Financing | Zoho CRM | Lender, approval status, conditions |
| Permit and interconnection | Zoho Creator | Jurisdiction, submission dates, approvals, utility application |
| Install and inspection | Zoho Creator + Google Routes | Crew schedules, materials, inspection results |
| Billing | Zoho Books | Deposits, milestone invoices, lender funding |
What installers automate
- Speed-to-lead alerts and round-robin routing
- Reminders when a permit or utility application sits too long
- Customer status updates by SMS or email at each stage
- Commission tracking for sales reps
- Dashboards for days-to-install and stuck projects
Prices
| Item | Starting price |
|---|---|
| Zoho CRM setup | USD 500 |
| Meta or Google lead ads + Zoho CRM | USD 380 |
| DocuSign + Zoho CRM | USD 320 |
| Google Routes + Zoho CRM | USD 380 |
| Twilio SMS + Zoho CRM | USD 320 |
Creator permitting and install apps are quoted at a fixed price after a free scoping call.
Working with Flowpeak
We are based in Chennai, India and work with US businesses remotely. We do not have staff in the USA. India is 9.5 to 13.5 hours ahead of US time zones, so we hold calls in your morning and deliver work overnight.
Want help putting this into practice? Flowpeak works as a Zoho consultant for US businesses, delivering remotely from Chennai. Book a free call to talk through your setup.
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- Fixed price in writing
- Paid by milestone
- 30 days of free fixes after go-live
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Frequently asked questions
Is Zoho good for solar installers?
Yes, for the full journey from lead to permission to operate.
Can Zoho track permits and interconnection?
Yes, with a Zoho Creator app linked to each project.
Can reps do site surveys on a phone?
Yes, with Zoho CRM or Creator mobile apps.
Can contracts be signed electronically?
Yes, with Zoho Sign or DocuSign.
Can Zoho track lender funding?
Yes, as stages and milestone invoices.
What does setup cost?
Zoho CRM setup starts from USD 500.
Do you have staff in the USA?
No. We work remotely from India.
How long does a project take?
Usually four to eight weeks.
Related
- Zoho CRM for solar companies
- Solar installation workflow automation
- Zoho for energy
- Zoho partner for the USA