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.
No seat minimum · No demo call · Cancel anytime
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.
Homeowners come in from wherever you find them, and each lands on a lead.
Your website form, a door-knock follow-up, a call in, or a list you import.
A text or a call is matched to the lead by its number, so the reply lands where the rep expects it.
Opted-out numbers, landlines and numbers that can't take a text are dropped from a batch before it sends.
The reply is read, the status set, and someone answers while they still have the phone in hand.
The text lands on the lead, and the reps' phones get a push.
Interested, not interested or call later, from what they actually wrote.
Tala replies in your words, from your own numbers, and keeps the conversation going until a person takes it.
What a designer needs, asked before anyone books a survey.
Do they own the home, the average bill, the roof's age and shade, a rough credit range, the timeline and any HOA.
Twelve months of utility bills and a few photos of the roof, by text or by email.
If Joey, the AI caller, reaches them, he asks the same questions on the phone.
A question about price or financing hands the lead to a person at once, with a push.
Bills and photos arrive any way the homeowner sends them, and only the missing months are asked for.
Utility bills as PDFs or photos, roof and panel photos, proof of ownership.
Bills by utility and month.
Out of the last twelve.
“Thanks, got August to April. Just need May to July, the summer ones.”
Usage read off the bills and the system sized the way your designers size it.
Usage month by month, the rate and the utility.
From your panels and their production for that roof.
The offset and the bill after, at your prices.
What would stop the install, said before the proposal.
Cash, loan, lease or PPA, battery only, or not a fit now.
With the reason in a line.
“Ready for a proposal” on the closer's phone.
The proposal from the sizing, and the site survey on the calendar.
System, savings and the financing lane, from your template.
By text or email.
On your calendar, with the invite sent to the homeowner.
The contract, the milestones and the commission on the deal.
Signed, permitted, installed, switched on.
In the month it was won.
If they cancel inside the rescission period, if that is your rule.
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.
Only the owner can sign.
A bill too small for the savings to add up.
Old or damaged, from the photos and what they said.
Trees or buildings over the roof.
Under what the financing partner accepts.
The utility doesn't credit what goes back.
Panels on a roof the HOA must approve.
Not the person you're talking to.
Fewer than twelve months of bills.
They pay up front.
Own it with a solar loan.
No money down; they pay for the power.
No room for panels, a battery still helps.
A callback on the day they gave.
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.
Thanks, got August through April. Just need May to July, the summer ones, when you get a chance.
The last twelve months.
Every side, and any shade.
Label and breakers.
A deed or tax bill.
When there is an HOA.
From your template, signed on a link.
Drawn from the app's layout. The homeowners and every figure are an invented example.
High summer usage, south roof replaced in 2019, light shade, net metering available.
Loan · 9.6 kW
Said “after the new roof goes on” · Dec 3
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.
| 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. See also sales texting, Tala, the AI sales assistant and Joey, the AI caller.
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.
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.
Yes, set up for you. From a year of usage, your panels and their production, with the offset and the savings at your prices.
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.
Yes. Proposals come from your own template, every edit is recorded, and the homeowner signs on a link.
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.
No. Tala is set up to ask questions and collect bills and photos, and to hand price and financing questions to a person.
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.
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.
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.