What if we get more negative reviews by asking everyone for feedback?

Smart routing prevents this. The workflow captures satisfaction scores privately first, then only directs happy customers (9-10 ratings) to public platforms. Unhappy customers get immediate customer success intervention before they post publicly. Companies using this approach see 3x fewer negative online reviews because issues are resolved proactively. You're already getting the negative feedback—this system just surfaces it privately where you can address it.

How do we integrate this with our existing CRM and project management tools?

The workflow triggers from standard field service management status updates that already exist in platforms like ServiceTitan, Jobber, or Salesforce. Most implementations use Zapier or Make.com to connect your FSM software to review platforms and communication tools (Twilio for SMS, SendGrid for email). Pre-built templates exist for major solar software platforms, reducing setup to configuration rather than custom coding.

Do we need legal consent or disclaimers for automated review requests?

Yes, but it's straightforward. Your initial communication should include opt-out language ('Reply STOP to unsubscribe'), and you must honor opt-out requests within 24 hours per TCPA regulations. For testimonial usage (website, marketing materials), the workflow includes automated consent tracking—customers explicitly grant permission before you publish their story. Built-in compliance features ensure you stay within FTC endorsement guidelines and state-specific solicitation laws.

How do we prevent review platform violations or getting flagged for fake reviews?

The workflow follows all platform terms of service by requesting authentic feedback without incentivizing positive reviews specifically. You can reward participation (gift card for completing survey) but never tie incentives to star ratings or positive content. The system spaces out review requests naturally (one per installation completion) rather than creating suspicious review velocity spikes. All reviews come from verified customers with documented installations, making them platform-compliant and defensible.

What's the best timing for review requests—immediately after installation or after they see savings?

After system activation (Permission to Operate or first power generation) is optimal—typically 1-3 days post-installation. This is when excitement peaks: they've seen the system work and experienced that first 'wow' moment of generating power. Waiting longer for utility bill savings (30-45 days) delays feedback when recall fades and reduces response rates by 40%. For financing customers, a secondary touchpoint at 90 days asking about savings can generate additional positive reviews.

How do we get customers to leave reviews on multiple platforms instead of just one?

Present platform options based on customer preferences: 'Where do you typically leave reviews?' with buttons for Google, Solar Reviews, Yelp, and Facebook. Track where they post (webhook confirmation), then send a secondary request 5-7 days later: 'Thanks for your Google review! Would you mind sharing on Solar Reviews too? It helps homeowners like you make informed decisions.' Offering small incremental incentives ($10 for first review, $15 for second) can increase multi-platform posting by 60%.

Can this workflow integrate with our referral program to create a complete advocacy system?

Absolutely, and this creates powerful synergy. After a customer leaves a positive public review, automatically enroll them in your referral program with a personal link: 'Thank you for your review! Want to help others go solar? Share your experience and earn $500 per referral.' Reviewers convert to referrers at 3x the rate of average customers because they've already publicly endorsed you. Track referral source attribution to identify your highest-value review advocates.

What if we get more negative reviews by asking everyone for feedback?

Smart routing prevents this. The workflow captures satisfaction scores privately first, then only directs happy customers (9-10 ratings) to public platforms. Unhappy customers get immediate customer success intervention before they post publicly. Companies using this approach see 3x fewer negative online reviews because issues are resolved proactively. You're already getting the negative feedback—this system just surfaces it privately where you can address it.

How do we integrate this with our existing CRM and project management tools?

The workflow triggers from standard field service management status updates that already exist in platforms like ServiceTitan, Jobber, or Salesforce. Most implementations use Zapier or Make.com to connect your FSM software to review platforms and communication tools (Twilio for SMS, SendGrid for email). Pre-built templates exist for major solar software platforms, reducing setup to configuration rather than custom coding.

Do we need legal consent or disclaimers for automated review requests?

Yes, but it's straightforward. Your initial communication should include opt-out language ('Reply STOP to unsubscribe'), and you must honor opt-out requests within 24 hours per TCPA regulations. For testimonial usage (website, marketing materials), the workflow includes automated consent tracking—customers explicitly grant permission before you publish their story. Built-in compliance features ensure you stay within FTC endorsement guidelines and state-specific solicitation laws.

How do we prevent review platform violations or getting flagged for fake reviews?

The workflow follows all platform terms of service by requesting authentic feedback without incentivizing positive reviews specifically. You can reward participation (gift card for completing survey) but never tie incentives to star ratings or positive content. The system spaces out review requests naturally (one per installation completion) rather than creating suspicious review velocity spikes. All reviews come from verified customers with documented installations, making them platform-compliant and defensible.

What's the best timing for review requests—immediately after installation or after they see savings?

After system activation (Permission to Operate or first power generation) is optimal—typically 1-3 days post-installation. This is when excitement peaks: they've seen the system work and experienced that first 'wow' moment of generating power. Waiting longer for utility bill savings (30-45 days) delays feedback when recall fades and reduces response rates by 40%. For financing customers, a secondary touchpoint at 90 days asking about savings can generate additional positive reviews.

How do we get customers to leave reviews on multiple platforms instead of just one?

Present platform options based on customer preferences: 'Where do you typically leave reviews?' with buttons for Google, Solar Reviews, Yelp, and Facebook. Track where they post (webhook confirmation), then send a secondary request 5-7 days later: 'Thanks for your Google review! Would you mind sharing on Solar Reviews too? It helps homeowners like you make informed decisions.' Offering small incremental incentives ($10 for first review, $15 for second) can increase multi-platform posting by 60%.

Can this workflow integrate with our referral program to create a complete advocacy system?

Absolutely, and this creates powerful synergy. After a customer leaves a positive public review, automatically enroll them in your referral program with a personal link: 'Thank you for your review! Want to help others go solar? Share your experience and earn $500 per referral.' Reviewers convert to referrers at 3x the rate of average customers because they've already publicly endorsed you. Track referral source attribution to identify your highest-value review advocates.

Automate Solar Installation Reviews | 85% Response Rate Blueprint

About This Blueprint

Solar installation companies lose thousands in referral revenue by failing to systematically capture customer testimonials at peak satisfaction moments. When a homeowner's system goes live and they see their first energy savings, their enthusiasm is highest—but this window closes fast. Manual review requests are inconsistent, easily forgotten, and rarely personalized to the customer's specific installation experience. This automation blueprint eliminates the guesswork by triggering intelligent review campaigns the moment a solar system passes final inspection or generates first power. The workflow automatically personalizes outreach based on system size, financing type, and installation complexity, then routes positive feedback to Google, Solar Reviews, and Yelp while capturing detailed testimonials for case studies. Built-in escalation protocols identify at-risk customers before they post negative reviews, allowing your customer success team to intervene proactively. Solar companies using this approach see 3-4x more online reviews, 40% higher referral rates, and early warning signals that prevent reputation damage.

Frequently Asked Questions About This Blueprint

The opposite is true when done correctly. Personalized automation that references specific installation details (system size, installer name, installation date) feels more thoughtful than generic manual requests sent weeks later. Customers appreciate the timely follow-up, and 85% response rates prove they don't perceive it as spam. The key is triggering at the right moment—when they're genuinely excited—and personalizing with actual project data.

Implement Post-Installation Solar Reviews in Your Organization

Stop struggling with inefficient workflows. Fieldproxy makes it easy to implement proven blueprints from top Solar Installation companies. Our platform comes pre-configured with this workflow - just customize it to match your specific needs with our AI builder.

Setup Time

1-2 days

Post-Installation Solar Reviews

Step-by-Step Workflow

Trigger on System Activation Event

Send 24-Hour Post-Activation SMS

Capture Initial Satisfaction Score

Route Promoters to Public Review Platforms

Capture Detailed Testimonials from Top Promoters

Escalate Detractors to Customer Success

Follow-Up with Non-Responders and Passives

About This Blueprint

Key Metrics

Expected Outcomes

Capture Peak Satisfaction Moments

Prevent Public Reputation Damage

Generate Continuous Referral Pipeline

Eliminate Manual Review Chasing

Build SEO and Local Search Dominance

Frequently Asked Questions About This Blueprint

Implement Post-Installation Solar Reviews in Your Organization

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