by FidusEvery rooftop, from the first bill to the fifth year.
Ads, surveys, quotes, paperwork, the net meter and five years of service. We set up one system that takes every customer through each step on WhatsApp, the way you would. Your team still climbs the roofs.
- Bill: ₹3,200 a month
- Own house, flat roof
- Suggested: about 3 kW
- City: Mohali
- Survey booked Sat, 11 am
Every installer decides differently. Here is what you can decide.
Each card is a situation your team meets every week, with choices a founder would make. Pick yours, and the system follows them every time.
- Campaigns by city and area, each with its own audience
- Creatives made with AI for different homeowners, approved by you before they go live
- Subsidy and savings explained plainly, never promised
- Every ad opens WhatsApp with "rooftop solar" already typed
- Which questions: monthly bill, own or rented, roof type, city
- Small bill or rented: send a guide, set aside, or pass to a junior
- Nobody thrown away; you can see every lead
- By city or area
- Homes to one person, factories and schools to another
- You copied on every lead, or only the big ones
- The customer picks the slot in the chat
- Reminder the day before with the surveyor's name and photo
- "Is someone home?" on the morning, re-book if missed
- Quote PDF sent on WhatsApp
- A short check-in after two days
- You are told when a deal goes quiet
- Checklist sent the moment the customer says yes
- Photos and PDFs arrive in the same chat, seen by the whole team
- Reminders only for what is still missing
- One stage per step: application, approval, installation, net meter, inspection
- The customer hears what happened and what comes next
- You see every file that is stuck, and where
- A note on what to check once the subsidy step is done
- A thank-you after the first lower bill
- A review request, then a referral ask
- Cleaning reminders before summer and after dusty months
- Service visits booked in the chat
- Maintenance renewal offered before the included years run out
Every installer picks differently. We write yours down first, then set it up.
Your team climbs the roof. The system keeps everyone in the loop.
The Mehtas · survey booked in the chat
Reminder sent the evening before with Aman’s photo
Mr Sethi · 3 kW installed
Net meter done, inspection booked for Friday
Mrs Gill · cleaning visit today
Booked from the reminder before summer
Illustrations made with AI. Names and details are made up.
Jobs don't fall off at once. They leak at every step.
- 1Survey: the slot picked in the chat, a reminder with the surveyor's name and photo
- 2Quote: a check-in after two days, and you are told if it goes quiet
- 3Papers: reminders only for the documents still missing
What is slipping every year?
If 1 more of every 50 enquiries became an installation
₹0
a year.
If 1 in 20 past customers sent you one referral: ₹0
Simple arithmetic on your own numbers. Not a promise of results.
We ask first. Then we set it up your way.
Which customers do you want, and which do you pass on?
A WhatsApp chat with your questions on bill, roof, ownership and city, and your rules for who gets set aside.
Who handles which area, and who does surveys?
Leads assigned by area or type, survey slots on the calendar, reminders with your surveyor's name and photo.
What steps does a job go through after yes?
One pipeline from documents to net meter and subsidy, with a message to the customer at each step.
What do you owe customers after installation?
Service and cleaning reminders for the years you cover, review requests and referral asks.
- Week 1Questions, areas, people and stages
- Week 2WhatsApp chats, survey booking and owner alerts
- Week 3Ads by area, document checklists, stage updates
- Week 4Past customers brought in for service and referrals, then weekly reviews
One customer, every step on WhatsApp.
Your team does the surveys, the paperwork and the installation. The system makes sure the customer always knows what happens next, and you always know where each job stands.
- 1 · EnquiryAd, search or referral opens WhatsApp. Bill, roof and city in four taps
- 2 · SurveySlot picked in the chat, reminded with the surveyor's name and photo
- 3 · QuotePDF on WhatsApp, a check-in after two days, the owner told if it goes quiet
- 4 · DocumentsChecklist, photos in the chat, reminders for what is missing
- 5 · InstallApproval, installation, net meter and inspection, each one told to the customer
- 6 · Five yearsCleaning and service reminders, review requests, referrals
- Bill ₹3,200 a month
- Own house, flat roof
- Wants a survey this week
Owner alert
- Will call from +91 98xxx xxxxx
- Someone at home?
Survey reminder
- New enquiry64
- Survey booked18
- Quote sent12
- Documents7
- Net meter4
- Commissioned3
Every job, one view
- Last cleaning: 7 months ago
- Review given
Service
An illustration. Names and numbers are made up.
Working with Fidus, in their words.
I’ve been using this CRM for the past 2 months, and it has helped me automate and systemize my business. Calls are being booked automatically, and clients are receiving regular follow-ups through email and WhatsApp. My show-up rate has increased, and my closure rate has improved as well. This is a must-have for every…
I want to give a massive shoutout to the incredible team at Fidus Synergies LLP. Finding a vendor is easy, but finding a true tech partner in your progress is rare—and that is exactly what they have been for us during the beta development of our cross-platform Vendor Management application. A huge part of this…
Reviews from Google, shown as written. See all reviews
How do rooftop solar installers get more customers?
Most homeowners find installers through ads, local search and neighbours. What separates installers is what happens next: a reply within minutes, a few questions about the bill and the roof, a survey booked in the same chat, and a follow-up that does not stop after the quote. Happy customers asked for a referral at the right time bring the cheapest new installations.
What is the best way to follow up solar leads?
Ask before you call, then follow a fixed rhythm. A short WhatsApp chat asks the monthly bill, own house or rented, roof type and city. The salesperson calls with those answers, the survey is booked and reminded, the quote is followed up after two days, and the owner hears when a deal goes quiet.
How do I reduce site survey no-shows?
Let the customer pick the slot in the chat, send a reminder the day before with the surveyor's name, photo and number, ask on the morning if someone is home, and send a re-book message after a missed survey.
How can I collect documents for PM Surya Ghar applications faster?
Send the checklist on WhatsApp the moment the customer says yes. Customers send photos or PDFs in the same chat, your team sees them in one shared inbox and marks each one received, and reminders go out only for what is missing. Your team still checks the papers and files the application on the national portal as usual.
Customers keep calling to ask about their subsidy. What can I do?
Tell them before they ask. Each time your team moves a file forward, such as approval, installation, net meter or inspection, the customer gets a WhatsApp with what happened and what comes next. Most status calls stop.
Does FLO connect to the PM Surya Ghar portal or the DISCOM?
No. Applications, approvals and subsidy claims stay on the government and DISCOM systems. FLO tracks your own stages and keeps the customer and your team informed.
How do I get more referrals from solar customers?
Ask when the customer is happiest: after the first lower bill and after a service visit. A short thank-you, a review request and a "know someone with a high bill?" message, sent on schedule, turn past installations into new leads.
Can it handle both homes and commercial rooftops?
Yes. Homes and businesses get different questions, different people and separate pipelines on the same WhatsApp number.
What happens to our leads when a salesperson leaves?
They stay with your company. Chats, notes, documents and stages sit on each customer, and leads can be passed to someone else with the full history.
Is this a standard setup?
No. Every installer works differently, so every setup is different. We start by writing down how you would handle each situation yourself, then set the system up to do the same.
Who pays for ads, WhatsApp and AI?
You do, directly. Meta ad spend, WhatsApp message charges and AI usage are billed to your own accounts by those platforms at their published rates. Our fee covers setting up and running the system.
By what we set up for your solar business, not per lead. Meta ad spend, WhatsApp message charges and AI usage are paid directly by you to those platforms, at their published rates. We quote after a short assessment, so you know the full cost before anything starts.
Start with the free assessment →Tell us how your enquiries come in. We will show you where jobs slip away.
No demo script. A conversation about your business, your customers and what's slipping today.
We take on only a few new businesses each month. The first months need real attention, and we don't rush them.