Solar enquiries keep arriving, but the survey and proposal file is scattered.

Rocketly is the enquiry and communication layer of solar and energy efficiency sales: rooftop and ground-mount enquiries from connected channels attach to one customer record, site surveys are scheduled, proposal and decision stages are tracked, and maintenance renewals are reminded. Your simulation software, remote monitoring portal and accounting package keep running alongside it.

With Form Builder you publish a pre-assessment form covering roof area, roof type, building age, tariff group, contracted capacity and recent consumption. The submission lands directly on the customer record, the bill image and roof photos stay with it, and the workflow you defined opens a site survey task for the responsible engineer.

No. Annual yield, specific production and payback are engineering results that depend on irradiation data, azimuth, tilt, shading and equipment selection, and they belong in your simulation tool. Rocketly does not produce that calculation. It carries the result into proposal lines and the customer record, keeps versions and presents them through one link.

Yes, though the timing is not ours to promise. Connection application, project approval, connection agreement and provisional acceptance become your own stages and tasks, with an assigned engineer and notes for missing documents. How long a filing takes depends on the distribution utility and the relevant authority, so no duration is claimed on this page.

The PDF proposal you build in the quote module is shared through a customer-specific link, and view and approval status are visible from the record. Proposals awaiting a decision gather in a single stage; when your chosen interval passes, a follow-up task opens for the sales engineer and a reminder draft is prepared. Your team approves the wording and decides when to send.

Yes. You build a workflow around the commissioning and contract end dates; Workflow Builder ships with 55 templates and 46 trigger types. Tasks and reminders are scheduled for periodic inspection, cleaning season and the renewal conversation, and the field team’s visit calendar is kept in the same place.

The conversation summary compresses months of messages, while proposal revisions, preferred equipment brands, payment plans and survey notes stay on the same record. When the sales engineer changes, the new owner sees the context without rereading the history and takes over open tasks and the next step from one screen.

Yes. Power factor correction, LED retrofits, heat recovery, insulation and monitoring systems can run as a separate pipeline from PV projects. You name the audit report delivery, investment approval and implementation stages the way your firm works, and the board shows which customer is waiting at which line item.

There is a permanently free plan and no credit card is requested, so a two or three person sales team can start with the shared inbox, customer records and the pipeline. AI features, advanced workflow steps and some channel connections sit in paid plans, and the pricing page shows which feature belongs where.