Send Warranty After Solar Installation
Instantly deliver warranty documentation to customers the moment solar installation is marked complete. Eliminate manual document handling and ensure every customer receives their coverage details immediately.
When
Solar installation status updated to complete
Then
Warranty documents automatically sent to customer
3 hours per install
Time Saved
95% faster warranty delivery
ROI Impact
To automatically send solar warranties after installation, connect your project management system to your document delivery platform so that when a job status changes to 'complete', the system retrieves all warranty documents (panel, inverter, installation) and emails them to the customer with tracking confirmation.
How This Automation Works
Solar installation status updated to complete → Warranty documents automatically sent to customer
Monitor Installation Completion Status
The system continuously monitors your project management platform for solar installations marked as complete. When a project status changes to 'complete' or 'final inspection passed', the trigger activates immediately and captures essential project details including customer information, system components installed, installation date, and project identification numbers.
Retrieve Relevant Warranty Documents
Based on the specific components installed in the completed project, the system automatically identifies and retrieves all applicable warranty documents from your document management system. This includes manufacturer warranties for the specific panel model, inverter type, and racking system used, plus your company's installation warranty template customized with the project details.
Generate Personalized Cover Documentation
The system creates a personalized cover letter and warranty summary sheet that includes the customer's name, installation address, completion date, system specifications, serial numbers for major components, and a clear explanation of what each warranty covers. This professional documentation ties all warranty materials together and provides customers with easy reference information.
Compile and Format Complete Warranty Package
All warranty documents are compiled into a single, professionally organized PDF package with clear section divisions and bookmarks for easy navigation. The system ensures proper formatting, includes a table of contents, and adds your company branding for a polished presentation. The package is optimized for both digital viewing and printing.
Send Warranty Package to Customer
The complete warranty package is automatically sent to the customer's email address with a professional message congratulating them on their installation completion and explaining the importance of retaining these documents. The email includes clear subject lines for easy filing and provides instructions for accessing and storing the warranties.
Update Records and Notify Team
The system creates a record in your CRM documenting that warranties were delivered, including timestamp and delivery confirmation. Customer service and project management teams receive notification that warranty delivery is complete, allowing them to follow up appropriately. If delivery fails, the system alerts the appropriate team member for manual intervention.
How It Works
Transform your solar warranty delivery process by automatically sending comprehensive warranty documentation to customers immediately upon installation completion. This system eliminates the common delays and oversights that occur with manual document distribution, ensuring every customer receives their solar panel warranties, inverter coverage, and installation guarantees without any administrative effort. By connecting your project management system directly to your document delivery process, you create a seamless handoff that enhances customer satisfaction while reducing your team's administrative workload. The system can handle multiple warranty documents simultaneously, including manufacturer warranties, workmanship guarantees, and performance assurances, all formatted professionally and delivered with proper tracking. This approach not only improves customer experience but also creates a verifiable audit trail for compliance purposes and protects your business by ensuring all warranty information is delivered promptly and documented properly.
The Trigger
When a solar installation project is marked as complete in your project management system, the process immediately initiates. This status change serves as the signal that all physical work is finished, final inspections have passed, and the system is operational, making it the perfect moment to deliver warranty documentation to the customer.
The Action
The system retrieves all relevant warranty documents associated with the completed installation—including solar panel manufacturer warranties, inverter coverage, racking system guarantees, and installation workmanship warranties—then compiles and sends them to the customer via email with a professional cover message. A confirmation record is created in your CRM, and the customer service team receives notification that warranty delivery is complete.
Common Use Cases in Solar
- Residential solar installation companies that complete 10+ projects monthly and struggle with consistent warranty document delivery to homeowners
- Commercial solar installers needing to provide comprehensive warranty packages to property managers and building owners with complete component documentation
- Solar companies with multiple installation crews where warranty delivery often gets overlooked during busy periods or crew transitions
- Solar businesses expanding rapidly and needing to standardize their post-installation documentation process across growing teams
- Solar installers facing customer complaints about delayed or missing warranty information and wanting to improve customer satisfaction scores
- Companies managing warranty claims who need verifiable proof of when and what warranty information was delivered to each customer
- Solar firms using multiple manufacturers and component types who need to ensure the correct warranties match each specific installation
- Businesses seeking to improve their professional image by delivering polished, organized documentation packages automatically after every installation
Results You Can Expect
Eliminate Administrative Delays
Remove the manual bottleneck of assembling and sending warranty documents by automating the entire process. Every customer receives their warranties immediately upon installation completion without depending on staff availability or workload, ensuring consistent delivery timing regardless of how busy your team is.
Enhance Customer Experience
Create a professional final impression by delivering comprehensive warranty documentation promptly and completely. Customers appreciate receiving everything they need without having to request it, reducing anxiety about coverage and demonstrating your operational excellence during this crucial post-installation period.
Improve Compliance and Protection
Establish verifiable proof that every customer received their warranty documentation with timestamped delivery records. This protects your business in potential disputes, satisfies regulatory requirements for customer disclosure, and creates accountability that manual processes cannot reliably provide.
Reduce Team Workload
Free your administrative and project management teams from the repetitive task of gathering, organizing, and sending warranty documents. Staff can focus on revenue-generating activities and customer relationship building instead of document handling, while maintaining higher quality output through standardized delivery.
Frequently Asked Questions About This Automation
After solar installation, customers should receive manufacturer warranties for solar panels (typically 25-year performance and 10-12 year product warranties), inverter warranties (10-25 years depending on type), racking system warranties (10-25 years), and your company's workmanship/installation warranty (typically 5-10 years). Additionally, include any battery storage warranties if applicable and documentation of system specifications and expected performance metrics.
Set Up Automated Document Delivery 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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