Three ways solar revenue slips away every day.
Site assessments scheduled but never followed up.
Your sales rep did the site visit. The homeowner said they'd think about it. Three weeks pass with no follow-up. They went with the installer who checked in twice. A $28,000 job walked out the door.
Financing applications stuck in limbo for weeks.
The customer applied for financing. Approval is pending. Nobody's tracking it, nobody's nudging, and the customer assumes the deal fell through. They cancel before you even knew there was a problem.
Post-install activation paperwork falls through the cracks.
System is installed. PTO application is filed. Then silence. The customer calls three times asking about turn-on. Every unanswered call is a 1-star review in the making — and a referral you'll never see.
Built for the solar sales cycle, not a generic CRM.
We read your solar stack.
Aurora Solar, OpenSolar, Enerflo, Solo, and JobNimbus — connected read-only via OAuth. We see your leads, site assessments, proposals, and project stages. We never write a record.
New lead → 60-second draft reply.
The moment a new solar lead hits your CRM, ForwardStack reads the contact details, looks up the address, checks your proposal history, and drafts a personalized reply. It surfaces in your outbox in under a minute. You edit if you want, then send from your own email.
Financing stalled → follow-up draft queued.
Any financing application open for more than 5 days gets flagged with a ready-to-send status check draft. Personal, timely, appropriate — drafted from your project data. You decide who gets it. You push send.
Post-install → PTO status update draft.
After install, ForwardStack monitors open PTO applications and queues proactive status update drafts for any homeowner who hasn't heard from you in 7+ days. You send before they have to ask. That's the referral difference.
Your solar stack, connected and safe.
Every connection is read-only OAuth. We read your data. We surface drafts. You push send. No write access. No autonomous outreach. Lawyer-approvable in 5 minutes.
Running a different stack? Request it on the integrations page →
The math for a typical solar installer doing $6M/yr.
Conservative estimate based on $30K avg job, 200 leads/mo. Run your own numbers in the full calculator.
Three workflows built for solar installers.
Pull from the full library — these are the three that move the most revenue for solar contractors.
Site Assessment No-Show Recovery
Homeowner missed their site assessment? ForwardStack flags it the same day and drafts a re-engagement email that doesn't sound canned. Personalized to their address, their ask, and your availability. Back in the outbox in 60 seconds. You decide who gets it.
Financing Application Stalled (>5 Days)
Financing open for 5+ days with no update? ForwardStack drafts a status check you can forward directly to the lender or share with the homeowner. Keeps the deal warm. Keeps you looking like you're on top of it — because you are.
Post-Install PTO Status Update Draft
System installed but PTO is pending? ForwardStack watches the clock and queues a proactive status update draft for any homeowner who hasn't heard from you in 7+ days. They feel taken care of. You get the referral.
Solar has layered compliance — lender disclosures, utility interconnection requirements, state incentive programs. ForwardStack is read-only access, draft-only output, zero autonomous outreach. Lawyer-approvable in 5 minutes.
10 founding solar installer spots. 50% off year one.
Custom integrations for your stack. Dedicated onboarding. Aurora Solar configuration on day one. Lock in before the waitlist opens — these spots go to operators, not committees.
No card required to apply. Decision within 48 hours.