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
FAQ
Common Questions
A smrtAgent proactively keeps the customer updated at every milestone – permit filed, utility notified – so silence doesn’t turn into doubt.
When a homeowner calls to check status, a smrtAgent picks up with full context and gives them a real answer, escalating only when needed – so the office doesn’t get buried in status calls.
Yes. A smrtAgent bridges the gap between the install crew on-site and an office handling other jobs – fielding homeowner questions and routing issues to the right person.
Yes. Every touchpoint is carried into your CRM with full context, so the project manager sees what the sales rep promised and the installer knows what the homeowner was told.
A smrtAgent answers with the full conversation history already available, gives a real update, and escalates to a person only if something needs attention.