Enquiry arrives
From any lead source — form, phone, aggregator, or referral.
Qualification·Roof & Bill Qualifier
Stop sending reps to jobs that will never close.
Every unqualified site visit costs fuel, rep hours, and opportunity cost. When you're paying $120 per lead, you can't afford to inspect roofs that won't stack up.
The problem
Your reps are driving to jobs that were dead before they left the yard.
Renters who can't install. Roofs facing the wrong way or buried under shade. Homeowners with $80 quarterly bills who'll never see ROI. These enquiries look like pipeline — until your rep spends an hour on site and comes back empty-handed.
Most installers know qualification matters. But when leads are flooding in during rebate season, reps grab whatever's next and hope for the best. Bad qualification isn't a training problem — it's a systems gap.
We build automated pre-qualification that runs before booking — so only viable jobs hit the calendar.
What this looks like today
The status quo. Before the system runs.
01
Reps visit 3–4 properties per day without knowing if the job is viable
02
Renters and low-bill homeowners slip through because nobody asked the right questions upfront
03
Roof photos are requested after the site visit — when it's already too late
04
Qualification depends on whoever picks up the phone — inconsistent across the team
05
Show rates look fine, but close rates suffer because bad leads pollute the pipeline
06
Fuel and labour costs add up on visits that never convert
What we build
A complete system. Not a single tool.
Every component designed for australian solar and renewable energy installers — wired together, not sold separately.
Automated qualification questionnaire
Structured questions on ownership, roof type, orientation, shading, quarterly bill, and install timeline — delivered via SMS, chat, or form before booking.
Bill threshold scoring
Configurable minimum bill thresholds flag low-ROI enquiries. Homeowners below your floor get nurture content instead of a site visit.
Roof suitability filter
Captures roof material, pitch, orientation, and known shading. Unsuitable roofs are flagged before a rep is dispatched.
Renter and strata detection
Ownership status captured early. Renters and body-corporate properties routed to appropriate follow-up — not the inspection calendar.
Photo upload workflow
Homeowners upload roof and switchboard photos before booking. Reps review viability remotely before committing to a site visit.
Qualification score and routing
Every lead gets a score. Hot jobs go straight to booking. Borderline jobs get rep review. Dead leads get polite decline or long-term nurture.
How it works
From first trigger to live system.
Step by step — most implementations go live in two to three weeks.
01 02 Qualification sequence triggered
Automated SMS or chat asks ownership, bill, roof type, and timeline — takes the homeowner 2 minutes.
03 Lead is scored
System applies your criteria: minimum bill, roof suitability, ownership, rebate eligibility.
04 Photos requested if needed
Borderline or high-value leads get a photo upload link. Reps assess roof viability without driving out.
05 Routing decision made
Qualified leads book inspections. Nurture leads enter a sequence. Unqualified leads get a polite exit.
06 Rep gets scored brief
Every booked inspection includes qualification score, bill estimate, roof notes, and photos — before the rep leaves the yard.
Outcomes
What changes. Inside 30 days.
Fewer wasted site visits
Reps only drive to jobs that meet your qualification criteria.
Higher close rates
Pipeline quality improves when bad leads are filtered before inspection.
Rep time protected
Sales team spends time on viable jobs — not explaining ROI to $80-bill homeowners.
Consistent qualification
Every lead gets the same questions — no variation based on who's answering the phone.
Lower cost per sale
Better qualification means fewer visits per closed deal and lower CAC.
Remote viability checks
Roof photos let reps decline bad jobs before burning fuel and calendar slots.
Timeline
Phase 01
Week 1
Discovery: qualification criteria workshop, bill thresholds, roof rules, CRM field mapping, and current show/close rate baseline.
Phase 02
Week 2
Build: questionnaire design, scoring logic, photo upload workflow, routing rules, and CRM integration.
Phase 03
Week 3
Go live. Monitor qualification rates, booking quality, and close rate impact. Refine thresholds based on real data.
Common Questions
Before you book. Quick answers.
It filters leads you'd never close anyway. Renters and low-bill homeowners enter nurture sequences — they're not deleted. You stop wasting rep time on jobs that won't stack up.
Yes. Minimum bill, system size floors, and scoring weights are configurable. Adjust for rebate windows, summer peaks, or market conditions.
Qualification runs in parallel with response. Homeowners answer 4–5 quick questions via SMS while still engaged. Total time to booked inspection stays under 10 minutes for qualified leads.
Framed correctly — 'so we can give you an accurate quote without wasting your time' — completion rates are typically 70%+. Homeowners prefer knowing upfront if solar makes sense for them.
Yes. Borderline leads can be flagged for rep review. The system recommends — your team decides on edge cases.
Qualification runs as the next step after initial response. It's designed to work alongside your lead capture system — not replace it.
Next step
Ready to implement roof & bill qualifier?
Book a strategy call and we'll walk through how this system fits australian solar and renewable energy installers specifically.