--- title: "CRM for solar sales: from the utility bill to the install · TalaLevel" description: "TalaLevel runs a solar sales team's whole process: homeowners answered by text, twelve months of utility bills and roof photos collected and read, the system sized and the financing lane named, the proposal signed on a link, the site survey booked and commission kept. Set up for you by a TalaLevel representative." url: https://talalevel.com/for/solar/ --- Solar sales # From the utility bill to the install, on one homeowner. TalaLevel answers homeowners, asks what a designer needs, collects twelve months of bills and the roof photos, sizes the system and flags what would stop the install, then keeps the deal and the commission. Set up for you. [Start your 7-day trial](https://app.talalevel.com/signup?plan=pro&interval=month) [See pricing](https://talalevel.com/pricing/) No seat minimum · No demo call · Cancel anytime The whole process ## Eight stages, from first reply to the signed deal. This is how a homeowner moves through TalaLevel. Each step says who does it. Stages marked “Set up for you” are configured in your workspace by a TalaLevel representative: your bill reader, your panels and prices, your financing partners. You don't build anything. Runs today *works the day you sign up* Set up for you *a TalaLevel representative sets it up in your workspace* 1. The homeowner #### Replies, calls or fills in a form Your website form, a door-knock follow-up, a call in, or a list you import. 2. TalaLevel #### Finds their lead A text or a call is matched to the lead by its number, so the reply lands where the rep expects it. 3. TalaLevel #### Cleans the list before a text is spent Opted-out numbers, landlines and numbers that can't take a text are dropped from a batch before it sends. Checked here - Opt-outs, by the number that said stop - Landlines and numbers that can't take a text - Quiet hours for batches 1. TalaLevel #### Files the reply and tells the team The text lands on the lead, and the reps' phones get a push. 2. TalaLevel #### Reads it and sets the status Interested, not interested or call later, from what they actually wrote. 3. Tala #### Answers, if you switched her on Tala replies in your words, from your own numbers, and keeps the conversation going until a person takes it. Checked here - Quiet hours in their time zone - Your numbers' carrier registration - The day's carrier limit on each number 1. Tala #### Asks what a designer needs Do they own the home, the average bill, the roof's age and shade, a rough credit range, the timeline and any HOA. 2. Tala #### Asks for the bills Twelve months of utility bills and a few photos of the roof, by text or by email. 3. Joey #### Or Joey asks on the call If Joey, the AI caller, reaches them, he asks the same questions on the phone. 4. Your rep #### Takes over when it matters A question about price or financing hands the lead to a person at once, with a push. Checked here - Renters, said plainly - One question at a time - Quiet hours in their time zone 1. The homeowner #### Sends what they have Utility bills as PDFs or photos, roof and panel photos, proof of ownership. 2. TalaLevel #### Sorts and names every file Bills by utility and month. 3. TalaLevel #### Knows which months are missing Out of the last twelve. 4. Tala #### Asks only for those “Thanks, got August to April. Just need May to July, the summer ones.” Checked here - The same bill sent twice - Months missing - Bills in someone else's name 1. TalaLevel #### Reads the bills Usage month by month, the rate and the utility. 2. TalaLevel #### Sizes the system From your panels and their production for that roof. 3. TalaLevel #### Works out the savings The offset and the bill after, at your prices. Checked here - A year of usage, not one month - The rate against the utility's plan 1. TalaLevel #### Names the lane Cash, loan, lease or PPA, battery only, or not a fit now. 2. TalaLevel #### Says propose now, fix first or not now With the reason in a line. 3. Your rep #### Gets a push when it is ready “Ready for a proposal” on the closer's phone. Checked here - Roof needs replacing - Heavy shade - Credit below the financier's floor - No net metering - Low usage 1. TalaLevel #### Builds the proposal System, savings and the financing lane, from your template. 2. The homeowner #### Signs on a link By text or email. 3. Your rep #### Books the site survey On your calendar, with the invite sent to the homeowner. Checked here - Edits recorded - Who was sent what, kept 1. Your rep #### Moves the deal through your stages Signed, permitted, installed, switched on. 2. TalaLevel #### Works out each rep's share In the month it was won. 3. TalaLevel #### Takes it back on a cancel If they cancel inside the rescission period, if that is your rule. Checked here - Owed against paid, per rep, per month Flags ## What gets flagged, before a proposal goes out. Each flag comes from the bills, the photos or the conversation. A flag is a question for your closer, never a message to the homeowner. - ### Renter Only the owner can sign. - ### Low usage A bill too small for the savings to add up. - ### Roof needs replacing Old or damaged, from the photos and what they said. - ### Heavy shade Trees or buildings over the roof. - ### Credit below the floor Under what the financing partner accepts. - ### No net metering The utility doesn't credit what goes back. - ### HOA approval needed Panels on a roof the HOA must approve. - ### Bills in someone else's name Not the person you're talking to. - ### Missing months Fewer than twelve months of bills. Where a homeowner can land 1. 1 **Cash** They pay up front. 2. 2 **Loan** Own it with a solar loan. 3. 3 **Lease or PPA** No money down; they pay for the power. 4. 4 **Battery only** No room for panels, a battery still helps. 5. 5 **Not a fit now** A callback on the day they gave. Documents ## Every bill, asked for once. Tala and your reps see the same list. When a file comes in, she says what arrived and asks only for what is still missing. Utility bills on file - Aug to Oct *Read* - Nov to Jan *Read* - Feb to Apr *Read* - May to Jul *Missing* Tala Thanks, got August through April. Just need May to July, the summer ones, when you get a chance. - ### Utility bills The last twelve months. - ### Roof photos Every side, and any shade. - ### Electrical panel photo Label and breakers. - ### Proof of ownership A deed or tax bill. - ### HOA rules When there is an HOA. - ### Signed proposal From your template, signed on a link. On screen ## What your closer sees, on the lead. Drawn from the app's layout. The homeowners and every figure are an invented example. Sizing **The Whitakers · 22 Juniper Way** Homeowners · 12 months of bills · HOA Activity Sizing Proposal Deal Ready for a proposal Loan High summer usage, south roof replaced in 2019, light shade, net metering available. Yearly usage **14,860 kWh** *Peaks in July* System **9.6 kW** *24 panels · 98% offset* Bill now **$212** *A month, on average* Roof **2019** *South-facing · light shade* Financing Cash *Maybe* *Asked about paying up front* Loan *Reached* *Credit range fits* Lease or PPA *Not reached* *They want to own it* Ask them Does the HOA need to approve panels on the front roof? Any plans for an electric car in the next year? Missing 12 months of bills Panel photo Signed proposal 9:41 TalaLevel *now* **Ready for a proposal: the Whitakers** Loan · 9.6 kW Home · Callbacks today **The Okonkwos · 9 Birch Rd** Said “after the new roof goes on” · Dec 3 What you get ## Part of it runs the day you sign up. The rest is set up for you. You don't configure the industry parts yourself. A TalaLevel representative sets them up in your workspace, around how your floor already works, and hands it over running. Runs today - Leads from imports, texts, calls, your website form and the API - Texting from your own numbers, with the carrier registration done with you - Tala answering, qualifying, following up and booking calls, each switch off until you turn it on - The power dialer, recordings, transcripts and call notes - Joey, the AI caller, on Scale - Statuses that follow the conversation, hand-overs, callbacks and pushes - Deals and each rep's commission, taken back on a cancel if that is your rule - Contracts from your own templates, signed on a link Set up for you - The bill reader: usage, rate and utility, month by month - Sizing and savings from your panels and prices - Every flag above, and your financing lanes - The proposal built from the sizing By plan ## Every plan runs the floor. Pick by how you sell. | | Dialer | Pro | Scale | | --- | --- | --- | --- | | Lines dialed at once | 1 | 3 | 10 | | Texts a seat a month | Not included | 2,000 | 6,000 | | Tala answers and follows up | Not included | Included | Included | | Joey, the AI caller | Not included | Not included | Included | | Coaching: listen, whisper, take over | Not included | Not included | Included | | Price a seat | $47 a month | $97 a month | $247 a month | Full prices are on the [pricing page](https://talalevel.com/pricing/) . See also [sales texting](https://talalevel.com/sales-texting/) , [Tala, the AI sales assistant](https://talalevel.com/ai-sales-assistant/) and [Joey, the AI caller](https://talalevel.com/ai-caller/) . Questions ## Questions from solar teams. Straight answers. ### Is TalaLevel a CRM for solar sales? Yes. It runs the whole process: homeowners answered by text, twelve months of bills and the roof photos collected and read, the system sized, the financing lane named, the proposal signed on a link and the commission kept. ### Does it read utility bills? Yes, set up for you. Usage month by month, the rate and the utility are read off each bill, and Tala asks only for the months still missing. ### Does it size the system? Yes, set up for you. From a year of usage, your panels and their production, with the offset and the savings at your prices. ### Does it flag roofs and shade? Yes, set up for you. A roof that needs replacing or heavy shade is flagged from the photos and what the homeowner said, before a proposal goes out. ### Can homeowners sign the proposal on their phone? Yes. Proposals come from your own template, every edit is recorded, and the homeowner signs on a link. ### Does it track commission per rep? Yes. Each deal records who closed it and their share, taken back if the homeowner cancels inside the rescission period, if that is your rule. ### Will Tala quote a price? No. Tala is set up to ask questions and collect bills and photos, and to hand price and financing questions to a person. ### What does “Set up for you” mean? A TalaLevel representative configures those stages in your workspace for you: the document reader, your rules and lanes, your forms and where files go out. You don't build or configure anything yourself. ### Can my setters dial from it? Yes. The power dialer rings up to 10 lines at once on Scale, 3 on Pro and 1 on Dialer, and every call is recorded, transcribed and filed on the lead. ### How much does it cost? Dialer is $47 a seat a month, Pro $97 and Scale $247, with a 7-day trial. Texting and Tala start on Pro; Joey, the AI caller, is on Scale. ## Your next lead texts back tonight. Be there. [Start your 7-day trial](https://app.talalevel.com/signup?plan=pro&interval=month) [Talk to Joey](https://talalevel.com/#talk)