HVAC & climateBest seller
HVAC Service Pro
Speed-to-lead in 90 seconds, maintenance plans on autopilot.
- Funnels
- 6
- Workflows
- 47
- Pipelines
- 3
$297$497
agency licence
12 min
to import
SNP-019Solar & energy
Solar Quote Machine — GoHighLevel snapshot
Solar has the longest sales cycle in home services and the worst lead quality. This snapshot filters on bill size before a rep is involved, then nurtures the survivors for six months.
- 41
- Workflows
- 4
- Funnels & sites
- 18 min
- Install time
- August
- Last refresh
$347
One-time · unlimited sub-accounts
- Agency licence — install for every client you serve
- Written install guide plus per-module walkthroughs
- Twelve months of updates from purchase
- Email support on the snapshot itself
Or get this and every other snapshot withall-access at $997/yr.
SPEC-01 // WHAT IT SOLVES
Why this snapshot exists
Most solar CRMs fail at the same place: reps spend their week on homeowners who were never going to qualify. Solar Quote Machine puts the filter in the funnel instead of in the calendar.
The intake form asks for the monthly bill, roof age and ownership before it will show a booking slot. Anything under threshold routes to a long-nurture list rather than a rep. Anything over threshold gets an instant savings estimate and a same-day consult.
From there the pipeline mirrors the real solar process through site survey, design, permitting and install, with a financing branch and a 180-day nurture for everyone who says "not yet" — which in solar is most of them.
What ships inside
- Qualification funnel with progressive form logic
- Savings-estimate calculator block
- Five-stage install pipeline with customer status updates
- Financing document-collection workflow
- Referral link and credit tracking
- Incentive-deadline campaign templates
SPEC-02 // MODULES
Six modules, each of which earns its place
Nothing in this snapshot exists because a template needed filling. Each module maps to a specific way this vertical loses money.
Bill-size qualification gate
The calendar does not render until the intake form clears threshold, so reps only ever see qualified homeowners.
Instant savings estimate
A calculator block returns a range on the thank-you page and writes the figure onto the contact record.
180-day not-yet nurture
Long-horizon education sequence with utility-rate-increase and incentive-deadline angles.
Permit & install pipeline
Site survey, design, permitting, install, PTO — each with its own stall alert and customer-facing status update.
Financing branch
Separate track for financed deals with document collection and approval-status notifications.
Referral engine
Post-PTO referral ask with a shareable link and automatic credit tracking on the contact record.
SPEC-03 // QUESTIONS
Before you install Solar Quote Machine
The three things agencies ask about this snapshot specifically.
Is the savings calculator accurate?
It returns a range from inputs you configure — average rate, system size assumption and offset percentage. It is a qualification tool, not a proposal, and the copy says so on the page.
Does it integrate with a proposal tool?
The pipeline has a webhook step at the design stage so you can fire your proposal platform of choice. Nothing is hard-coded to a vendor.
SPEC-04 // ALSO IN THE RACK
Snapshots agencies buy alongside this one
Roofing & exteriors
Roofing Storm Response
Storm hits, campaign launches, canvassers get routed the same day.
- Funnels
- 5
- Workflows
- 38
- Pipelines
- 4
$297
agency licence
15 min
to import
Cross-vertical
Database Reactivation Kit
Turn a dead list into next month’s pipeline.
- Funnels
- 2
- Workflows
- 21
- Pipelines
- 2
$197
agency licence
8 min
to import
DEPLOY // NEXT STEP
Install Solar Quote Machine yourself, or let the desk do it.
The snapshot takes about 18 minutes to import and configure with the guide. If you would rather it arrived tested and recorded, the crew installs it in 72 hours.
Unlimited sub-accountsWritten install guidesUpdates included