Consults • Site Surveys • Permits • Installs

Solar Installer Scheduling Software Built to Close More Projects Faster

Stop losing solar deals to slow follow-up, missed site surveys and manual permit workflows. EchoDial automates your entire pre-install to post-install lifecycle—consultation booking, site surveys, permit & inspection tracking, digital forms with e-sign, crew scheduling, and maintenance reminders—so you close more systems and delight homeowners.

Instant online booking for consultations & site surveys

Digital smart forms + e-sign for proposals & permits

Automated SMS, email & voice reminders (cut no-shows 80%)

Permit & inspection milestone tracking dashboard

Installation crew & task scheduling with conflict prevention

Lead nurture & post-install maintenance automations

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Solar Installer Scheduling Software Dashboard

Why Solar Installers Switch to EchoDial

From first inquiry to PTO (permission to operate), automate the entire solar project journey while keeping homeowners informed and engaged.

Consultation & Survey Booking

Let prospects instantly schedule consultations and site surveys. Automatically route to available reps or surveyors and eliminate back-and-forth.

Self-service consult scheduling
Automatic calendar & timezone handling
Pre-qualifying intake form
One-click reschedule links

Digital Forms & E-Sign

Capture roof measurements, utility bills, homeowner approvals and contract signatures in branded digital forms with secure e-signature.

Branded smart form templates
E-sign for proposals & contracts
Auto attach to project record
HIPAA, GDPR & PIPEDA conscious handling*

Automated Multi-Channel Reminders

Reduce missed surveys, inspections and installs with intelligent SMS, email and optional voice reminders timed to each project milestone.

Configurable reminder sequences
Confirm / reschedule links
Weather or utility alerts
Post-install maintenance drips

Permit & Inspection Tracking

Visual pipeline for permits, engineering, utility submissions and final inspections—never lose track of a stalled project again.

Custom milestone stages
Automated status notifications
Document & photo attachments
Team accountability logs

Crew & Resource Scheduling

Allocate install crews, electricians and equipment with conflict prevention and workload visibility.

Calendar & gantt-style views
Vehicle / equipment assignment
Automatic dependency alerts
Capacity utilization reporting

Performance & Follow-Up Automation

Trigger nurture flows for stalled leads, upsell battery storage and schedule annual maintenance inspections automatically.

Lead nurture journeys
Battery / add-on upsell prompts
Churn risk re-engagement
Revenue & conversion analytics

What Solar Teams Say About EchoDial

Alex Martinez

Operations Director, SunPath Energy

“Permit bottlenecks and missed surveys were killing our install velocity. EchoDial centralizes milestones and automates follow-up—our cycle time dropped by 27% and close rate jumped.”

Rachel Chen

Residential Solar Consultant

“The automated reminder flows practically eliminated consultation no-shows. Digital forms + e-sign shaved days off every project start.”

Simple Pricing for Solar Teams

Fast ROI vs Patchwork Tools

Replace disconnected calendars, reminder apps and spreadsheet permit trackers with one automation platform.

Choose Your Plan

All plans include consultation & survey scheduling, reminders and e-sign forms.

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No credit card required. Cancel anytime.

Monthly Yearly Save 20%

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Core Feature Comparison

Features	Starter	Growth	Max
Automated Calls	600	1200	2400
SMS/MMS Texts	600	1200	2400
Emails	Unlimited	Unlimited	Unlimited
Digital Forms & E-Sign	✔️	✔️	✔️
Permit Milestone Tracking	✔️	✔️	✔️
Crew Scheduling	Basic	Advanced	Advanced + Capacity
Lead Nurture Automations	✔️	✔️	✔️
AI Content Tools	✔️	✔️	✔️
Support	Basic	Priority	24/7

"EchoDial has streamlined our client communication like never before. Our appointment no-show rate has dropped significantly!"

Sarah P., Owner, GlowUp MedSpa

"We use EchoDial to confirm hair appointments and collect signed waivers. Our salon runs smoother than ever!"

Jamal R., Stylist, Luxe Locks Hair Studio

"The AI tools helped us write marketing emails that actually get responses. This platform is a game changer."

Tina M., Coach, Mindful Growth Co.

"From appointment reminders to patient forms — EchoDial is our all-in-one productivity hub."

Dr. Alan S., Chiropractor, Align & Thrive

"We used to manually send follow-ups. Now it's all automated, and our clients love the professionalism."

Linda K., Director, Fresh Start Counseling

"The booking widget alone was worth switching to EchoDial. It’s simple and our customers use it daily."

Bryan T., Owner, Mobile Mechanic Pro

"Our team was up and running in 2 days. The support and features are unmatched at this price."

Amanda J., Manager, Happy Paws Dog Grooming

"EchoDial's AI-generated videos are a hit with our clients. They love the personalized touch!"

Mark L., Marketing Director, Bright Future Academy

"The AI chat feature has saved us countless hours. Our clients get instant answers 24/7!"

Jessica W., Customer Service Lead, Tech Solutions Inc.

"We love the flexibility of EchoDial. From appointment scheduling to automated follow-ups, it does it all!"

David C., Operations Manager, Green Thumb Landscaping

"EchoDial has transformed our practice. The integration with our existing systems was seamless."

Sarah M., Practice Manager, Wellness Center

"The AI tools are fantastic! We can now create engaging content in minutes that used to take hours."

John D., Content Creator, Creative Minds Agency

Solar Installer Scheduling Software FAQs

Answers for solar consultants, operations managers and installation teams.

EchoDial unifies consultation scheduling, site survey coordination, permit & inspection tracking, digital forms with e-signature, automated reminders and crew scheduling—eliminating fragmented tools and manual spreadsheets.

Yes. Configure milestone stages (engineering, permit submitted, approved, inspection scheduled, PTO) with automated homeowner and internal notifications plus task assignments.

Yes. Collect proposal acceptance, contract signatures, financing disclosures and utility release using secure, trackable e-sign with audit trail.

Automated multi-channel reminders with confirm & reschedule links plus pre-visit instructions reduce missed appointments by up to 80%.

Most solar teams configure calendars, forms and milestones in under an hour with our guided onboarding and support resources.

Solar Installer Scheduling Software Built to Close More Projects Faster

Why Solar Installers Switch to EchoDial

Consultation & Survey Booking

Digital Forms & E-Sign

Automated Multi-Channel Reminders

Permit & Inspection Tracking

Crew & Resource Scheduling

Performance & Follow-Up Automation

What Solar Teams Say About EchoDial

Alex Martinez

Rachel Chen

Simple Pricing for Solar Teams

Fast ROI vs Patchwork Tools

Choose Your Plan

Core Feature Comparison

Ready to Accelerate Your Solar Install Pipeline?

Solar Installer Scheduling Software FAQs

Get In Touch

Solar Installer Scheduling Software Built to Close More Projects Faster

Why Solar Installers Switch to EchoDial

Consultation & Survey Booking

Digital Forms & E-Sign

Automated Multi-Channel Reminders

Permit & Inspection Tracking

Crew & Resource Scheduling

Performance & Follow-Up Automation

What Solar Teams Say About EchoDial

Alex Martinez

Rachel Chen

Simple Pricing for Solar Teams

Fast ROI vs Patchwork Tools

Choose Your Plan

Core Feature Comparison

Ready to Accelerate Your Solar Install Pipeline?

Solar Installer Scheduling Software FAQs

What makes EchoDial different for solar installers?

Can I automate permit & inspection communication?

Do digital forms include e-signatures?

Can we reduce consultation and survey no-shows?

Is setup difficult?

Get In Touch

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