Request Review After Solar Install
Automatically trigger review requests when solar installations are marked complete, capturing customer feedback at the perfect moment to build trust and attract new clients.
When
Solar Installation Marked Complete
Then
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3 hours weekly
Time Saved
300% more reviews
ROI Impact
To automatically request reviews after solar installations, connect your project management system to trigger review requests when installations are marked complete, sending personalized emails or SMS with direct review platform links and automated follow-up reminders.
How This Automation Works
Solar Installation Marked Complete → undefined
Detect Installation Completion
Monitor your project management or CRM system for installations marked as complete. The system continuously checks for status changes and captures relevant project details including customer information, installation date, and project specifics.
Verify Customer Information
Automatically retrieve and verify customer contact details including email address and phone number. The system ensures communication preferences are respected and contact information is current before proceeding.
Generate Personalized Request
Create a customized review request that includes the customer's name, installation date, system details, and direct links to preferred review platforms. The message emphasizes their specific installation experience for authentic feedback.
Send Review Request
Deliver the personalized review request via the customer's preferred communication channel (email or SMS) at the optimal time. The message includes clear instructions and multiple platform options for convenience.
Track Response Status
Monitor whether the customer has left a review by checking connected review platforms. The system tracks engagement with request links and review submission to determine if follow-up is needed.
Schedule Follow-Up Reminders
If no review is detected within 3-5 days, automatically send a friendly reminder message. The system limits follow-ups to avoid overwhelming customers while maximizing response rates.
Log and Notify Team
Record all review activity in your CRM, including requests sent, reviews received, and ratings. Alert your team to new reviews, especially negative feedback requiring immediate attention.
How It Works
Transform completed solar installations into powerful marketing assets by automatically requesting customer reviews at the optimal moment. This process eliminates manual follow-up tasks, ensures consistent feedback collection, and helps solar companies build credibility through authentic customer testimonials. By capturing reviews immediately after installation completion, you maximize response rates while the positive experience is fresh in customers' minds. The system streamlines the entire review collection process, from initial request through follow-up reminders, helping solar businesses generate the social proof needed to win more projects in competitive markets.
The Trigger
When a solar installation project status changes to complete in your project management system, the process automatically detects this milestone and initiates the review request sequence. This ensures timely outreach while the installation experience is fresh.
The Action
A personalized review request email or SMS is automatically sent to the customer, including direct links to preferred review platforms like Google, Yelp, or industry-specific sites. Follow-up reminders are scheduled if no response is received within the specified timeframe.
Common Use Cases in Solar
- Residential solar companies requesting reviews from homeowners after rooftop installations to build local reputation and attract neighborhood referrals
- Commercial solar installers collecting detailed testimonials about large-scale projects to showcase expertise to business decision-makers
- Solar service providers gathering feedback after maintenance visits or system upgrades to demonstrate ongoing customer support quality
- Multi-location solar franchises standardizing review collection across all branches to maintain consistent brand reputation
- Solar sales teams using positive reviews as social proof during consultations with prospective customers
- Marketing departments leveraging automated review collection to populate website testimonials and case study content
- Customer success teams monitoring review feedback to identify and address potential issues before they escalate
- Regional solar companies building platform-specific reviews (Google, EnergySage, SolarReviews) to dominate local and industry search results
Results You Can Expect
Consistent Review Generation
Never miss an opportunity to collect feedback by automatically requesting reviews after every completed installation, ensuring consistent online reputation growth without manual effort.
Higher Response Rates
Capture reviews at the optimal moment when customer satisfaction is highest, resulting in significantly better response rates compared to delayed or forgotten requests.
Time Savings
Eliminate manual review request tasks from your team's workload, allowing them to focus on installations and customer service rather than administrative follow-up.
Improved Online Visibility
Regular review collection improves local SEO performance, helping your solar company appear prominently in search results when potential customers research solar providers.
Authentic Social Proof
Build credibility with prospective customers through genuine testimonials from recent installations, providing the social proof needed to convert leads in the competitive solar market.
Data-Driven Insights
Track customer satisfaction trends, identify service improvement opportunities, and gather valuable insights about what customers value most in their solar installation experience.
Frequently Asked Questions About This Automation
The optimal time is within 24-48 hours after installation completion, when the customer's positive experience is fresh and they've had time to see their system working. This timing typically yields 2-3x higher response rates than delayed requests.
Set Up Automated Review Collection in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
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