Practical information for businesses considering an AI receptionist.
To qualify solar leads effectively, your AI receptionist should ask five core questions: whether the caller owns their home, what their average monthly electric bill is, whether their roof is less than 15 years old, if they have a south or west-facing roof with minimal shade, and whether they're actively looking to install or just researching. These questions separate serious prospects from casual inquiries before you ever send a salesperson to their door.
Homeownership and electric bill are the two most important filters. Renters can't sign installation agreements, so that question alone saves your team from wasted appointments. The electric bill question matters because solar typically doesn't pencil out for households spending less than $100-$150 per month — asking this upfront protects your close rate and respects everyone's time. Roof age and condition matter because if a roof needs replacement in two years, most installers won't move forward anyway, and you need to know that before scheduling a site assessment.
The timeline question is often overlooked but extremely valuable. A caller who says they're "just curious" needs different follow-up than someone who says they've already gotten two other quotes. Your AI receptionist should capture that distinction and route accordingly — hot prospects can be connected live or scheduled for a rapid callback, while early-stage leads go into a nurture sequence. The system should also ask for the property address so your team can pull permit history, check satellite imagery, and walk into every appointment already knowing the basics.
For trades and home service businesses ready to stop missing calls, Rosie is purpose-built for field service operations and starts at $49/month. Learn more at heyrosie.com.
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