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Solar Company Virtual Assistant

Solar sales are won on speed and lost on silence. A homeowner who asked for a quote on Monday has three other companies calling by Wednesday; a customer who signed in spring wants to know why nothing has happened by summer. Between the sale and the switch-on sit permits, utility interconnection, inspections and financing paperwork, all with deadlines.

A solar company virtual assistant is a dedicated remote team member who keeps both ends moving: working new leads fast, booking consultations, and tracking every project through permitting, interconnection and installation so customers hear from you before they think to ask.

What your VA takes on

• Lead follow-up: fast first contact with new leads, qualifying questions from your script, booking consultations for your sales team.
• Appointment setting: confirming consultations, rescheduling no-shows, keeping the sales calendar full.
• Document collection: utility bills, signed agreements, HOA approvals and the other paperwork each project needs.
• Permit and interconnection tracking: tracking applications your team submits, chasing status with jurisdictions and utilities, flagging delays.
• Install scheduling: coordinating crew dates, inspections and customer access, with updates before each milestone.
• Customer updates: proactive status messages at each stage from signing to permission to operate.
• Referral and review asks: after switch-on, when customers are happiest.

A typical week

• Monday: call back weekend leads, confirm this week's consultations.
• Tuesday: permit and interconnection status round, update the project tracker.
• Wednesday: document collection for newly signed projects, financing paperwork tracking.
• Thursday: install and inspection scheduling, customer milestone messages.
• Friday: referral and review asks, weekly pipeline and project report.

Tools they work in

• CRMs and sales tools: Salesforce, HubSpot, Enerflo, Solo or the CRM you use
• Design and proposals: organising files from Aurora Solar or OpenSolar your designers prepare
• Project tracking: your project management tool or spreadsheet
• Utility and permit portals you grant access to

The bright line

Your VA does not design systems, give financial or tax advice about incentives, or make promises about savings. Anything a homeowner is told about production, financing or incentives comes from your materials and your licensed staff. The VA sets appointments, tracks paperwork and keeps people informed.

Signs it is time

• Leads wait hours or days for first contact.
• Customers call to ask where their project is.
• Permit and interconnection status lives in someone's head.
• Sales reps spend afternoons on paperwork instead of appointments.

What it costs

Flat monthly plans, one dedicated VA: Essentials $899/mo (20 hours a week), Executive $1,599/mo (full-time) and AI Manager $2,599/mo (full-time, AI-fluent). Worked out per hour from those published prices, that is about $10/hr, $9/hr and $15/hr all-in. Every plan includes a free shortlist of 2–3 vetted VAs in 72 hours, a $0 recruitment fee, payment only once your VA starts, month-to-month terms and a 30-day replacement. See pricing.

Solar installers usually start with a full-time Executive plan because lead follow-up and project tracking together fill a week; smaller companies start on Essentials with lead follow-up only.

Your first 30 days

1. Week one: lead follow-up script and consultation booking.
2. Week two: project tracker set up with every open project and its next milestone.
3. Week three: permit and interconnection status rounds; customer milestone messages.
4. Week four: install scheduling and the weekly pipeline report.

Related

• Roofing virtual assistant
• HVAC virtual assistant
• Appointment setter virtual assistant
• Virtual assistant for construction
• All industries we support

FAQ

Can a VA set appointments for our solar reps? Yes, using your script, your calendar rules and the calling rules that apply to you.

Can they submit permits? They can prepare and track paperwork your team signs off and submit where your process allows. Engineering and design stay with your team.

Do they talk about savings or tax credits? No. They direct those questions to your sales team and your written materials.

Which CRM do they use? Yours. We match on your software.

Can we scale up in peak season? Yes. Plans are month-to-month, so you can add hours or a second VA when volume rises.

What if the fit isn't right? Tell us within 30 days and we replace your VA at no cost, carrying the documented context over so you do not start from zero.