Skip to content
Everyday booking intake

Solar requests sized from the roof and the bill, not a sales call

Whether solar makes sense comes down to two things a phone call skips: how much roof you have to work with and how much power you're paying for. The intake asks for a photo of the roof and your electric bill, so an installer can size a system and rough out the numbers before anyone climbs a ladder.

The questions this niche actually needs

A blank “how can we help?” box gets you a callback and three more questions. Here's what the solar installation intake asks up front, so the request arrives ready to act on.

  • What are you after — whole-home solar, solar plus a battery, or a battery on an existing system?
  • A photo of the roof, so the orientation, shading, pitch, and usable area are clear.
  • Your average electric bill and utility — the amount of power there is to offset.
  • What's the roof made of, and roughly how old is it?
  • Your timing — ready when it pencils out, or just gathering numbers.

Try it — this is the real form

The same engine a paying business would use, running in demo mode. Answer a couple of questions and watch the brief that would land in the owner's inbox. Nothing is emailed and no account is created.

The real form — go through it yourself

Request service · Sample Solar Co. (demo)
Sample Solar Co. (demo)

Step 1 of 9

What are you looking into?
This sends an assessment request to the business you're contacting; it isn't monitored in real time.
More detailsA solar system ties into your home's electrical panel and the utility grid — that's licensed electrical work, not a DIY project, and it should never be wired up by hand.

What lands in your inbox

The owner's inbox — builds as you answer
ServiceSolar installationSample Solar Co. (demo)

Answer on the left — each answer prints here, then the finished brief lands after you submit.

What the photo does here

For solar, the roof photo and the bill are the whole conversation. The photo shows the orientation, the pitch, the shading from trees or a chimney, the condition, and how much unobstructed area there really is — the difference between a roof that carries a full array and one that fits half of it. The electric bill shows how much power the system has to offset, which sets the size. Put those two together and an installer can rough out a system and a price before the site visit, instead of booking a truck just to find out the roof faces the wrong way.

Meanwhile, in the owner's inbox · 11:15 AM CT
Request: Solar assessment — Whole-home rooftop solar plus a battery
Timing: In the next few months
Roof: Asphalt shingle · Roof age: 10–20 years
Usage (as given): "Utility is Oncor. Bill runs about $260 a month, higher in summer
  when the AC's going. One-story house, roof faces mostly south."
Photos: 2 attached (south-facing roof from the yard, one electric bill)
Location: 75098
Preferred contact: email

What an installer would note: a south-facing shingle roof with a ~$260 summer-heavy
bill is a strong candidate for a full offset plus a battery — worth confirming the
usable area and any afternoon shading from the roof photo before drawing the array.

What “structured intake” means here

A solar intake is a hosted request form that captures the system type, a photo of the roof, and the electric bill to offset before an installer comes out. Instead of "I'm interested in solar, call me," the installer gets a one-page brief they can size against real usage and a real roof — the input that decides whether a proposal is worth building at all.

Where this is the wrong tool

This takes assessment and quote requests for one solar installer. It isn't a savings calculator or a backup-generator service — that's a different intake — and it makes no promise about payback or incentives on its own; those come from the installer's proposal. It captures the request, with the roof photo and the bill, and hands the company a brief to design from.

See how it compares, or set it up

Every niche gets its own question set — browse the rest, or read how this differs from a chat widget or an answering service.