Use Case — Solar Services
Sold a system.
Lost the customer between permit
and install.
The sale closes, then the silence starts. Permits take weeks. Utility approvals drag. Customers stop hearing from you and start having second thoughts. By the time installation day comes, you're managing a frustrated homeowner instead of a happy one.
smrtPhone is an Agentic Conversation Platform. Every stage of the job; from proposal to interconnection – stays connected. Your team, your installers, and your customers are all working from the same conversation thread. Nothing resets between stages.
smrtAgents
Hire trained workers who keep customers informed at every stage.
smrtAgents are AI workers trained for real estate investing workflows. They don’t need scripts. They don’t need babysitting. They qualify leads, handle inbound calls, follow up on your timeline, and hand off to your team when judgment matters.
Post-Sale Follow-Up
The permit is filed. The utility is notified. The customer doesn’t know any of this. A smrtAgent keeps them updated at every milestone — proactively – so silence doesn’t turn into doubt.
Field & Office Coordination
Your install crew is on-site. Your office is handling three other jobs. A smrtAgent bridges the gap – fielding homeowner questions, routing issues to the right person, and keeping the job moving without anyone playing phone tag.
Customer Status Calls
Permit’s delayed. The install got rescheduled. The homeowner calls to find out what’s happening. A smrtAgent picks up, has the context, gives them a real answer, and escalates if needed. Your office doesn’t get buried in status calls, and the customer doesn’t feel ignored.
We don't log conversations in your CRM. We carry them forward.
Every touchpoint from first call to final inspection – in your CRM with full context. Your project manager sees what the sales rep promised. Your installer knows what the homeowner was told. No one starts a conversation from scratch.
Every conversation compounds - or costs you a referral.
Start a free trial. Hire smrtAgents. See what happens when nothing resets.
Reviews
What our customers say.
Across every platform, consistently.
“Our different marketing phone numbers can be routed to Acquisitions, but it also gives the prospect who’s calling the option to enter a DNC list, so we don’t have to deal with people who are never going to be a real prospect.”
Asad Jamal
CEO at Atlantis Homebuyers
