Whoever climbs onto the roof already knows whether it can carry the panels
A solar quote does not close on the first message — the process runs through the electric bill, the type of property and the type of roof before booking a site assessment makes any sense. Asking about those out of order, or offering a visit without knowing whether the roof can carry panels, is what fills the technical team's calendar with visits that never become projects. SDRBOT.ai runs that screening on WhatsApp as soon as the prospect writes — electric bill, property type, roof type and whether the property is owned or rented — and only sends it on to a site assessment when those answers add up to an installation.
Build my SDR free →What slows support down today
The team books the site assessment before asking whether the roof is shingle, tile or flat, and the tech only finds out on site that the structure cannot carry panels — after driving across town for nothing.
A prospect writes "I want to know about solar" without saying what the electric bill runs, and the proposal the team builds comes out badly sized — too big for somebody who spends little, too small for somebody who spends a lot.
The site assessment happens and the system gets designed, and only at signing does somebody ask whether the property is owned — because a renter cannot authorize an installation alone, without the owner agreeing.
A real conversation in solar energy
What it qualifies before handing the lead over
- Average electric bill, which sizes the system
- Type of property — home, business or farm
- Type of roof — tile, shingle or flat — which changes the mounting hardware
- Whether the property is owned or rented, to know whether the owner's authorization is still missing
what lands in your dashboard
Site assessment qualified
- Electric bill
- About $300 a month
- Property
- Home, owned
- Roof
- Tile
- Site assessment
- Engineer calls tomorrow to confirm the time
Illustrative example. In your account the SDR is trained on the real details of your business.
The electric bill sizes the system, not the roof by itself
Asking what the electric bill usually runs is what keeps the team from building a guessed proposal. That number is what points to the size of system worth considering — not the type of roof, and not how much the prospect thinks they need.
The SDR asks it at the top of the conversation, before getting into roofs or property types, because it is the answer that changes the direction of everything after it. Without it, any proposal that follows starts from a guess.
A rented property without the owner's sign-off stalls the installation
Tile, shingle and flat roofs call for different mounting hardware, and a rented property needs the owner's authorization before any installation moves forward — two answers that, left for later, surface at exactly the wrong moment: in the middle of the site assessment or at contract signing.
The SDR asks both while still on WhatsApp, along with the property type — home, business or farm, which also changes the size of the system. When the prospect is renting, that is flagged so the team treats the owner's authorization as part of the conversation, not as a surprise.
The site assessment closes the cycle, it does not open it
Solar is a decision that runs across more than one conversation, and the site assessment is the moment the project leaves paper — that is where the engineer confirms sun exposure, roof structure and what the electric bill already suggested from a distance. Booking that visit without the basics is what sends the tech across the city to discover on site what could have arrived beforehand.
The SDR only sends a lead to a site assessment after gathering the electric bill, the property type, the roof and the ownership situation — the engineer arrives already knowing what they will find, and the production estimate and the feasibility analysis stay theirs to make on site, never promised in advance by the SDR.
What your team gains
- A site assessment only once the project adds upElectric bill, roof and property type are confirmed before any visit goes on the calendar.
- The proposal starts from real consumptionThe electric bill points to the size of the system, with no guessing at capacity.
- A rented property spotted before the designWhen the person writing is not the owner, that shows up in the screening, not at contract signing.
- How net metering works, answered in the screeningThe question that comes up before any design is explained at a basic level, with no promise about the bill and no engineer pulled in.
Frequently asked questions
Does the SDR calculate how much lower my electric bill will be?
No. It gathers what the technical design needs — average consumption, roof type, property type — but the production estimate and the feasibility analysis are done by the engineer at the site assessment, taking your utility's rate and the sun exposure on the roof into account. The SDR does not estimate a result before that.
Does it work for a rented property, or only for owners?
It works for both, but the process changes: when the prospect is renting, the SDR flags that in the screening and the team treats the owner's authorization as part of the conversation, before any design moves forward. The decision to sign stays with whoever answers for the installation, owner or authorized tenant.
Do you explain how net metering works?
The SDR answers basic questions about how energy credits work with the utility, but it does not simulate a bill or promise a credit amount — that detail, including how it lines up with current regulation, stays with the engineer or the sales team at the site assessment.
The features this industry uses most
Other industries: Real Estate HOA Management Field Service