The texts a solar installation app sends its customers, from the site survey to the utility's OK to turn the system on. Written for the trade, ready to wire in.
Takes a solar project from the site survey, through the permit, install day and inspection, to the utility's OK to turn the system on, and the final bill.
Text messages in this workflow
1.Site survey bookedSent when the site survey is booked, so the customer has the day and the window in writing and is home to give the surveyor the roof, the attic and the electrical panel.
Northbeam Solar: Your site survey is set for Thu, Sep 3, 9-11 AM. Reply STOP to opt out.
Site survey movedSent when the site survey moves, so the customer has the new time and does not wait at home for the old one.
Northbeam Solar: Your site survey is now Fri, Sep 4, 1-3 PM. Reply STOP to opt out.
2.Site survey tomorrowSent the day before the site survey, with the time, so someone is home to let the surveyor in.
Northbeam Solar: Your site survey is tomorrow, 9-11 AM. Reply STOP to opt out.
Nobody homeSent when nobody was home for the site survey, and says how to rebook, so the project does not stall.
Northbeam Solar: We came by but missed you. Reply STOP to opt out.
Confirmed when they reply CSent when the customer replies C to the reminder, once the app has marked the visit confirmed.
Northbeam Solar: Your visit is confirmed for tomorrow, Tue, Oct 20, 8 AM-4 PM. Thank you! Reply STOP to opt out.
3.Surveyor an hour outSent about an hour before the site survey window opens, as a second reminder that morning. Useful for companies whose customers want a reminder on the day as well.
Northbeam Solar: Your appointment is today, 9-11 AM. Reply STOP to opt out.
4.The final design, to signSent when the final design is ready, with a link to sign it, because the site survey often changes the design, and nothing goes to the permit office until the customer signs the one being built.
Northbeam Solar: Your final design is ready. Please sign at yourapp.com/sign Reply STOP to opt out.
5.Still waiting on the permitSent while the permit is still out and the customer has heard nothing for a week, so they know the company has not forgotten them.
Northbeam Solar: We're still waiting on the permit and keeping an eye on it. We'll text you when it comes in. Reply STOP to opt out.
6.Permit approvedSent when the permit comes through, which is the news customers ask about most before install day.
Northbeam Solar: You've reached permit approval. See it at yourapp.com/project Reply STOP to opt out.
7.Install day setSent when install day is set, so the customer has the date and the window in writing to plan around.
Northbeam Solar: Your install is set for Tue, Oct 20, 8 AM-4 PM. Reply STOP to opt out.
Install day movedSent when install day moves for weather or parts, so the customer hears in time to change their plans.
Northbeam Solar: Your install is now Thu, Oct 22, 8 AM-4 PM. Reply STOP to opt out.
8.Before install daySent before install day with what to do first, such as securing pets and clearing the way to the electrical panel, so the crew can start on time.
Northbeam Solar: We'll be there Tue, Oct 20, 8 AM-4 PM. Before then, please clear a path to your electrical panel. Reply STOP to opt out.
9.Install job assignedGoes to the crew, not the customer: gives the install day, the hours, the address and each person's role. Useful for companies with install crews to schedule.Crew
Northbeam Solar: Your lead installer shift is set for Tue, Oct 20, 7 AM-4 PM at 18 Ridge Rd. Reply STOP to opt out.
Install job rescheduledGoes to the crew, not the customer: gives the new day and hours when install day moves. Useful for companies with install crews to schedule.Crew
Northbeam Solar: Your shift is now Thu, Oct 22, 7 AM-4 PM at 18 Ridge Rd. Reply STOP to opt out.
Install job called offGoes to the crew, not the customer: says the install job is cancelled, so they hear before they load the truck. Useful for companies with install crews to schedule.Crew
Northbeam Solar: Your shift on Tue, Oct 20, 7 AM-4 PM at 18 Ridge Rd is cancelled. Reply STOP to opt out.
10.Install day tomorrowSent the day before install day, with the time, so someone is home when the crew arrives.
Northbeam Solar: Your install is tomorrow, 8 AM-4 PM. Reply STOP to opt out.
Confirmed when they reply CSent when the customer replies C to the reminder, once the app has marked the visit confirmed.
Northbeam Solar: Your visit is confirmed for tomorrow, Tue, Oct 20, 8 AM-4 PM. Thank you! Reply STOP to opt out.
11.Crew on the waySent when the crew sets out on install day, with how long until they arrive. Useful for companies whose customers want a heads-up as the crew leaves.
Northbeam Solar: We're on the way and should arrive in about 25 min. Reply STOP to opt out.
Running lateSent when the crew will arrive later than the time it gave, so the customer waiting at home has the new time.
Northbeam Solar: We're running late, expected about 9:10 AM. Reply STOP to opt out.
12.Install done, not on yetSent when the panels are up, to tell the customer not to start the system until the utility gives its OK.
Northbeam Solar: Your install is done. Please keep the system off until the utility approves it. We'll text you then. Reply STOP to opt out.
Not finished todaySent when the install needs a second day, so the customer has the new day and window before the crew leaves.
Northbeam Solar: Your second install day is set for Wed, Oct 21, 8 AM-4 PM. Reply STOP to opt out.
13.Inspection day setSent when the city inspection is booked, so the customer can be there or leave a way to the garage or the electrical panel.
Northbeam Solar: Your inspection is set for Tue, Oct 27, 8-11 AM. Reply STOP to opt out.
Inspection day movedSent when the city moves the inspection, so a customer who planned to be home for the old day has the new one.
Northbeam Solar: Your inspection is now Wed, Oct 28, 12-3 PM. Reply STOP to opt out.
14.Inspection tomorrowSent the day before the inspection, with the time, so someone is home for the inspector.
Northbeam Solar: Your inspection is tomorrow, 8-11 AM. Reply STOP to opt out.
A fix is neededSent when the system fails inspection, with the day the crew comes back to fix it, so the customer hears it from the company before they hear it from the city.
Northbeam Solar: The inspector wants a fix. The crew is back Thu, Oct 29, 8 AM-12 PM. Reply STOP to opt out.
Confirmed when they reply CSent when the customer replies C to the reminder, once the app has marked the visit confirmed.
Northbeam Solar: Your visit is confirmed for tomorrow, Tue, Oct 20, 8 AM-4 PM. Thank you! Reply STOP to opt out.
15.Inspection passedSent when the system passes inspection, the last step the company controls, so the customer knows it is done.
Northbeam Solar: You've reached city sign-off. See it at yourapp.com/project Reply STOP to opt out.
16.Sent to the utilitySent when the project goes to the utility after inspection, so the customer knows the wait, usually two to three weeks, is now the utility's.
Northbeam Solar: You've reached utility review. See it at yourapp.com/project Reply STOP to opt out.
The utility's form, to signSent when the utility's connection agreement needs the homeowner's signature, with a link to sign it. Useful for companies in areas where the utility asks the homeowner to sign.
Northbeam Solar: Your utility hookup form is ready. Please sign at yourapp.com/sign Reply STOP to opt out.
17.Still waiting on the utilitySent while the utility still has the project and the customer has heard nothing for a week, so they know the company is still on it.
Northbeam Solar: We're still waiting on the utility's OK and keeping an eye on it. We'll text you when it comes in. Reply STOP to opt out.
18.The utility's OKSent when the utility gives its OK, the text the whole project waits for, because only then may the customer start the system.
Northbeam Solar: You've reached utility approval. See it at yourapp.com/project Reply STOP to opt out.
19.Your monitoring loginSent when the customer's monitoring login is ready, with a link to it. Useful for companies that set up the monitoring login themselves.
Northbeam Solar: Your monitoring login is ready. Get it at yourapp.com/monitoring Reply STOP to opt out.
20.The final billSent when the last payment in the contract comes due, with the amount and a link to pay. Useful for companies whose customers pay the last payment themselves rather than through a lender.
Northbeam Solar: Your bill INV-4821 for $4,250 is ready. Pay at yourapp.com/pay Reply STOP to opt out.
21.ReceiptSent when the last payment comes in, so the customer has a receipt that closes out the project. Useful for companies whose customers pay the last payment themselves.
Northbeam Solar: Your payment of $4,250 arrived. Thank you! See your receipt at yourapp.com/receipt Reply STOP to opt out.
Card declinedSent when a card payment for the final bill fails, with a link to pay another way. Useful for companies that take the last payment by card.
Northbeam Solar: Your card ending 4242 was declined. Pay another way at yourapp.com/pay Reply STOP to opt out.
22.Bill still openSent when the final bill is still unpaid a week after it went out, with a link to pay. Useful for companies whose customers pay the last payment themselves.
Northbeam Solar: Your bill for $4,250 is past due. Pay at yourapp.com/pay Reply STOP to opt out.
Takes a problem with a working system from the request, to a technician at the door, and the system back to normal, then bills the visit if it is not under warranty.
Text messages in this workflow
1.Request receivedSent when a customer reports a problem with their system, so they know the request arrived before they start calling.
Northbeam Solar: We got your request. We'll reach out shortly. Reply STOP to opt out.
We spotted a problemSent when the company's monitoring spots a problem with a customer's system, so they hear it from the company first and know it is being handled. Useful for installers that monitor their customers' systems.
Northbeam Solar: We spotted a problem with your system and should fix it by Thu, Nov 12. We'll text you if we need to come by. Reply STOP to opt out.
2.Service visit bookedSent when a service visit is booked, so the customer has the day and the window and can be there, since the equipment and the electrical panel are often inside.
Northbeam Solar: Your service visit is set for Thu, Nov 12, 9-11 AM. Reply STOP to opt out.
Service visit movedSent when the service visit moves, so the customer has the new time and does not wait at home for the old one.
Northbeam Solar: Your service visit is now Fri, Nov 13, 1-3 PM. Reply STOP to opt out.
Service visit cancelledSent when the service visit is cancelled, so the customer knows nobody is coming, and says how to book again if the problem comes back.
Northbeam Solar: Your service visit for Thu, Nov 12, 9-11 AM is cancelled. Reply STOP to opt out.
3.Service visit tomorrowSent the day before the service visit, with the time, so someone is home to let the technician in.
Northbeam Solar: Your service visit is tomorrow, 9-11 AM. Reply STOP to opt out.
Confirmed when they reply CSent when the customer replies C to the reminder, once the app has marked the visit confirmed.
Northbeam Solar: Your visit is confirmed for tomorrow, Tue, Oct 20, 8 AM-4 PM. Thank you! Reply STOP to opt out.
4.Service job assignedGoes to the technician, not the customer: gives the day, the window and the address of the service visit. Useful for companies with technicians to send.Technician
Northbeam Solar: Your technician shift is set for Thu, Nov 12, 9-11 AM at 18 Ridge Rd. Reply STOP to opt out.
5.Technician on the waySent when the technician sets out, with how long until they arrive. Useful for companies whose customers want a heads-up as the technician leaves.
Northbeam Solar: We're on the way and should arrive in about 25 min. Reply STOP to opt out.
Running lateSent when the technician will miss the window, so the customer waiting at home has the new time.
Northbeam Solar: We're running late, expected about 11:40 AM. Reply STOP to opt out.
Nobody homeSent when the technician could not get to the equipment, and says how to rebook, so the system does not stay down.
Northbeam Solar: We came by but missed you. Reply STOP to opt out.
Waiting on a partSent while the repair waits on a warranty part, which can take weeks, so the customer knows why the system is still down.
Northbeam Solar: Your part is on order and should arrive around Thu, Nov 19. We'll text you when it's in. Reply STOP to opt out.
6.Back to normalSent when the system is making power again, because many fixes happen on the roof or from the office while nobody is watching.
Northbeam Solar: Our service is back to normal. Reply STOP to opt out.
7.The service billSent when the service visit is billed, with the amount and a link to pay. Useful for companies that bill for visits not under warranty.
Northbeam Solar: Your bill INV-5310 for $300 is ready. Pay at yourapp.com/pay Reply STOP to opt out.
8.ReceiptSent when a service bill is paid, so the customer has a receipt for it. Useful for companies that bill for service visits.
Northbeam Solar: Your payment of $300 arrived. Thank you! See your receipt at yourapp.com/receipt Reply STOP to opt out.
Card declinedSent when a card payment for a service bill fails, with a link to pay another way. Useful for companies that take service payments by link.
Northbeam Solar: Your card ending 4242 was declined. Pay another way at yourapp.com/pay Reply STOP to opt out.
9.How did we doSent after a service visit, to ask the customer for a review. Useful for companies that ask for reviews by text.
Northbeam Solar: Rate your visit at yourapp.com/review Reply STOP to opt out.