Solar
Long sales cycles. Nothing goes quiet.
Price panels, storage and roof work in one proposal. Rex keeps every proposal moving through a long cycle, tracks each milestone payment and finds roof work in the homes you've already served.
Which proposals have gone quiet since the site visit?12 proposals foundAnswered7:30 AM
Sent 12 next-step follow-upsFrom your email, after you approvedSent9:05 AM
Which installs have an open milestone payment?3 installs · $41,800Answered10:40 AMMilestone payment reportEvery Monday, 7:00 AMScheduledMonExample activity. Names and amounts are illustrative.
Where it slips
Solar deals die of old age.
- 01
The quiet middle.
Weeks between the site visit and the signature, and no reason on anyone's list to call.
- 02
Milestones nobody chases.
Deposit in, install done, final payment still open.
- 03
The roof under the panels.
Homes that need a roof before panels go on, quoted separately or not at all.
Ask
See every deal and every dollar still out.
Ask Rex where each job stands, from the first site visit to the final milestone.
- Quiet proposals by stage and by rep
- Open milestone payments by install
- Past customers whose roofs need work
Analyzing your requestWorked for 3s
Hart, 12 Sunset Avenue
Osei, 88 Mesa Drive
Park, 5 Ridge LaneAct
Then it keeps the deal warm.
Rex sends the right next step at the right time, from your email, after you approve.
- Next-step follow-ups through a long cycle
- Milestone reminders when an invoice ages
- Roof proposals for homes that need one first
Analyzing your requestDrafting an email0s Waiting for you11sHi Grace,
Following up on the site visit. Your proposal includes the panel layout, the battery option and the roof work we discussed.
Want to go over the numbers on a quick call this week?
Thanks,
Ridgeline Solar
How it works
Solar, storage and the roof in one proposal.
One visit, one proposal, one signature. Then Rex follows the money to the last milestone.
01 · Site visit
Roof, panel and site.
Capture the roof, electrical panel and site in the XBuild app.
02 · Build
Panels, battery, roof.
Options from your own equipment and pricing, with roof work included where it's needed.
03 · Close
Signed, with a deposit.
The homeowner signs on their phone. Rex tracks each milestone through to final payment.
Customers
From a solar and roofing team on XBuild.
Reported by American Home Contractors, which sells roofing, windows and solar. The close rate is company-wide, not solar-only.
Your rules
Rex does the work. You keep the rules.
Drafts wait for you.
Follow-ups, invoices and work orders can wait as drafts until you approve them.
Inside your systems.
Rex reads and writes back to the CRM, accounting and email you already run. Nothing to migrate.
Every action on the record.
Approvals, permissions and an audit trail show what Rex did, when, and who signed off.
Questions
Common questions.
Can one proposal include solar and roof work?
Yes. Panels, battery storage and roof work can be priced together from your own pricing.
Does XBuild design the system or file permits?
No. Keep your design tools for layout and production. XBuild handles the proposal, follow-up, billing and reporting around the job.
Do I have to replace my CRM or accounting?
No. Rex works inside the systems you already run and writes back to them.
Will Rex contact homeowners without my OK?
Only if you allow it. Follow-ups and invoices can wait as drafts until you approve them.
