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Solar · The Signed-to-PTO Engine
Solar sales automation from signed contract to PTO
A signed contract is not a sale until the system has PTO. Everborn builds the system that puts every disclosure in front of the signature, keeps the homeowner informed at every milestone between the kitchen table and PTO, and works every unsold proposal again.
Who it is for
Built for the owner of a residential solar sales company: a sales dealer selling for installers or EPCs, or an installer with its own setter and closer floor. A multi-trade contractor with a small solar line is better served by the Home Services system.
Multi-trade contractor with solar as one line? See the Home Services system.
Where a solar company's day goes
The closers are at kitchen tables until nine at night. The setters bring in numbers from the doors that aren't consent to text. The ops lead starts the morning with a list of surveys not scheduled and permits with no movement, then spends it answering two kinds of calls: homeowners asking where their permit is, and reps asking where their deal is because their pay depends on it. The unsold proposals from last month get worked if the closer remembers.
And the rules keep moving. The federal 25D credit ended for installations completed after December 31, 2025. California requires its Solar Energy System Disclosure Document as the contract's cover page, Texas requires solar retailer and salesperson registration by September 1, 2026, and every state has its own cancellation window.
How a deal moves, and where we sit
Lead → set → sit → proposal → signed with disclosures → cancel window → verification call → survey → design → permit → install → inspection and interconnection → PTO → referral and storage.
Your proposal, design and sales platform (Aurora, OpenSolar, Enerflo or your installer's portal) stays the system of record. We run the reply, the disclosure gate, the updates, the stall list and the follow-up.
The Signed-to-PTO Engine and what comes off your plate
Launch: every lead answered, every call returned. A reply in under 60 seconds with setter-to-closer routing that keeps attribution, missed-call text-back, appointment confirmations, a written opt-in step for door-knock leads, source tags, a review request at PTO, and a compliance shell with your license number in every footer and tax-credit, savings, utility and payment language blocked.
Growth: Launch plus The Signed-to-PTO Engine
The named block of ten deliverables in the Growth package, built for Solar.
- Disclosure-first contract gate
A deal can't move to Signed until the state's required documents are in, including California's disclosure cover page and the CPUC guide where required, and the right cancel notice.
- Cancel-window welcome sequence
A calm what-happens-next sequence during the right-to-cancel window. Any cancellation goes to the owner the same hour. Nothing pressures a homeowner to waive it.
- Lender and TPO verification prep
The homeowner is reminded the verification call is coming and why, with their documents in the portal. The system never scripts their answers.
- Signed-to-PTO milestone broadcast
Survey, design, permit, install, inspection, interconnection and PTO: each sends a plain-English update to the homeowner and a note to the rep.
- The stall board
Every signed deal sorted by days in its current stage, with flags at the targets you set.
- Rep deal board
Each rep sees the status of every deal they touched. Commission amounts stay in payroll.
- Unsold-proposal rehash lane
Seven days fast, then 60 to 90 days of education, then quarterly, with phase-it, storage-only and ownership-options variants. No savings or payment figures.
- Finance turn-down lane
Other ownership options, a credit repair introduction if the homeowner asks, and a 30-day nurture, with no credit-decision language.
- PTO referral and base program
Review at PTO, referral ask at 30 days with a per-rep QR card, a yearly production check-in prompt, and storage and add-on campaigns.
- The compliance wall
Blocks tax credit, free solar, no cost, government or utility program, eliminate your bill, guaranteed savings, and any payment figure without its disclosures.
Full Engine: Growth plus the partner program and the operating system
Partner lanes for roofers, electricians, realtors, HVAC contractors and your installers or EPCs; statements that carry a fee only where your state allows it and the homeowner is told; a recruiting funnel for setters, closers and canvassers with registration onboarding; the Monday stall board, cancel report and milestone-pay inputs; and the monthly automation think-tank.
The money desk: sign-up, billing and commissions
The package each item starts in is shown under its name.
| What it is | What it does |
|---|---|
| Owner-routed onboarding Growth | Every signed homeowner gets the welcome from their own closer, with the setter credited: the closer's name, email and own portal link, so the file lands in that closer's queue. One message per homeowner. |
| Secure two-step sign-up Growth | Homeowners never email a utility bill, ID or credit details. The welcome sends them to a secure form that files everything into your system of record, and says plainly not to email it. |
| Commission ledger Full Engine | Setter and closer commissions tied to milestone funding and money actually received, under your own plan rules (splits, M1/M2/M3 timing, clawbacks, lead-type rates), with a monthly statement per rep and a needs-attention list. Amounts stay off the rep deal board. |
| Payment processor migration Add-on, $900 | Moves every paying customer off a processor that closed or is being replaced: new payment links or card-on-file, and old invoices cancelled only after payment clears, so nobody is double-charged or dropped. |
The installed base sells the next system
Every customer at PTO is a review, a referral and a "your neighbor on Elm Street" for the next door. Storage and add-ons go to the base on a schedule. Roofers, electricians and realtors send work when it's easy to track and legal to thank them: fees only where the state allows, disclosed to the homeowner, and checked against the contractor board and real estate commission first.
Follow-up length and the never-list
How long it runs. Unsold proposals: 7 days fast, then 60 to 90 days of education, then quarterly indefinitely. The installed base: indefinite, for referrals, storage and add-ons. A proposal that didn't sign is still a homeowner with a roof, a bill and a finished site analysis.
Blocked in every template. No federal tax-credit claims, and never an implication that a lease or PPA customer receives a credit. No savings guarantees, "eliminate your bill" or savings figures. No "free solar", "no cost" or anything implying a utility, government or public program. No payment figures in automated messages. No coaching a homeowner's answers on a verification call. Nothing that pressures a homeowner to waive the cancellation window. No text to a canvass lead without written opt-in, or outside state quiet hours.
Three fixed packages
Launch
$3,500 build + $697/mo
Every lead answered, every call returned
Tracked number, consent-capturing forms, a reply in under 60 seconds, missed-call text-back, booking, a 5-day drip, review requests and weekly reporting.
Growth
$6,500 build + $1,197/mo
Launch plus The Signed-to-PTO Engine
Adds The Signed-to-PTO Engine, onboarding, payment links, long-term nurture, list re-activation, retention, an after-hours assistant and the owner's report.
Full Engine
$9,500 build + $1,697/mo
Growth plus the partner program and the operating system
Adds roofer, electrician, realtor and installer partner lanes (fees only where legal and disclosed), a recruiting funnel for setters and closers, stall and cancel alerts, written procedures and the monthly think-tank.
Same prices in every industry. Half the build fee at signature, half on delivery; month to month after 90 days. Each monthly includes a $197 platform licence (take it off if you own HighLevel). Free week-one compliance review for regulated industries. You own everything.
Add-ons: websites, search and billing
Starting points, confirmed in your written quote. Sites are built and hosted on the platform your monthly already covers. We never guarantee rankings or traffic.
| Add-on | What it is |
|---|---|
| Bundle: Online Presence Starter $1,800 | Core site, Local SEO foundation and social profile set-up ($2,200 separately) |
| Bundle: Online Presence Complete $3,200 | Full site, Local SEO foundation, brand kit and social profile set-up ($4,000 separately), first month of Local SEO growth free |
| Website build: core site $1,200 | Up to 6 pages, lead capture and booking wired to the CRM, compliance and disclosure pages, mobile, basic on-page SEO |
| Website build: full site $2,400 | Up to 15 pages: services, locations, team or rep pages, recruiting, blog set-up |
| Website redesign or migration $900 | Existing site rebuilt or moved, with redirects kept |
| Local SEO foundation $750 | Google Business Profile optimization, citations, on-page SEO and schema, Search Console and analytics |
| Google Business Profile set-up $250 | Set-up and optimization, standalone |
| Local SEO growth $350/mo | Two articles a month, weekly Business Profile posts, citation and review monitoring, a rank and traffic report |
| Website care plan $49/mo | Hosting, updates, backups, uptime, compliance-page upkeep, small edits |
| Payment processor migration $900 | Every paying client moved off a processor that closed or is being replaced: new payment links or card-on-file, old invoices cancelled only after payment clears |
Also available: additional pages ($350 per 5), brand kit ($600), social profile set-up ($250), accessibility review and fixes ($450), Google Ads account build ($600). Other add-ons bought with the build are 15% less; bundle prices already include their savings and don't stack with that discount.
Snap Credit Fix, a California credit repair company, runs on a system I built for them.
Chris Magee, Everborn Productions
Solar questions
Enerflo, Aurora or my installer's portal already does this.
Keep it. Those handle design, proposals, finance and e-sign. What they don't do is answer the 8pm missed call, rework the proposal that didn't sign, or tell the homeowner in week five that the permit came back. We sit around your system of record; if it already does all of that well, the value is in rehash, referrals and recruiting.
Texting homeowners in solar will get me sued.
It can, which is why it's built properly: written consent on every form, a written opt-in before any door-knock lead gets a text, opt-outs honored on every channel, state quiet hours, and a blocklist that removes the tax-credit, savings and payment claims regulators go after. We won't build mass texting to a purchased list.
The market is down and the tax credit is gone.
That makes the deals already in the building worth more. The cheapest revenue is the signed deal that doesn't cancel, the unsold proposal worked again, and the installed customer who refers a neighbor or adds a battery.
My reps do their own follow-up.
Some do. Their job is the next kitchen table, and when a rep leaves, their follow-up leaves too. The system follows up under the company's name, credits the rep, and stays when the rep walks.
Can our messages mention savings or the 30% credit?
No. Automated messages carry no savings figure, no tax-credit claim and no payment figure. Your closer covers numbers in person with the right disclosures.
Book a build call
Tell Chris what your team still does by hand. You will get a straight answer on which package fits, or whether none does.
Email [email protected]
Call (916) 541-3415
Chris Magee · Sacramento, CA · serving clients across the United States