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Trades & Field

Automation for solar installers.

A solar sale is not done when it is signed. It is done after design, permit, install, inspection and interconnection, each with its own waiting period and its own way of going quiet. A Convoy CIS keeps every deal visible through all of it.

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01 / The friction

What we map first.

Before anything gets built, we go and look. These are the patterns we expect to find in a solar installers operation. The recon confirms which ones are actually costing you, and which are fine as they are.

  • Deals stalling between sale and install with no single view of why
  • Permit and utility paperwork tracked in spreadsheets that go stale
  • Site surveys and design revisions living in email threads
  • Commission and payout calculations rebuilt by hand each cycle
  • Customers going quiet during the long middle and cancelling
02 / The build

What a CIS would run.

Scoped and priced from the recon, deployed in your environment, owned by you. A human stays in command of every judgement call.

01

Pipeline to install

Every project tracked through design, permit, install, inspection and interconnection with the blocker named.

02

Permit & utility paperwork

Documents generated, filed and tracked to their status rather than to memory.

03

Customer keep-warm

Milestone updates drafted for the long waits, so silence does not become a cancellation.

04

Commissions

Payouts computed from the system of record rather than a rebuilt spreadsheet.

03 / The dashboard

This is how your board could look.

A command view built for Solar Installers. Click an agent to see what it owns, switch a unit on, or add a panel. Nothing here is real data.

Command

Solar Installers
As of --:--:-- Illustrative
Panels
Open items 18 awaiting action +12
Cleared today 42 no human touch -4
Needs command 3 escalated to you +3
Automated 94 % of steps, no human +8

Role agents

1 needs command

Activity

streaming
06:41 INTAKE New records captured and routed to the right owner.
06:38 DOCS Documents generated from one source record.
06:35 FOLLOW-UP Overdue items surfaced with outreach drafted.

Illustrative only. Every figure here is invented to show the shape of the board. Convoy has no shipped builds yet and does not present demo numbers as client results.

04 / Wired into

Your tools stay your tools.

A CIS integrates rather than replaces. These are the systems we would expect to wire into here. If yours is not listed, it is almost certainly still workable.

Salesforce HubSpot Aurora Solar OpenSolar QuickBooks DocuSign

See the full connector list →

05 / Deploy

Start with a recon.

We study your real operation before writing a single line. Tell us how you move, and we will map where a CIS earns its place.

No cost. No obligation. We will tell you if a CIS does not earn its place.

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We use this only to prepare your recon. We do not sell or share it.