Build a Lead Management App for Solar Installers
Track site surveys, quote proposals, and permit follow-ups by project in one app. Launch it without code using Kleap. Free to start.
16,170+ sites created with Kleap in the last 30 days
A working app, not a template
What it is
A lead-management app for solar is a web-based system where installers capture homeowners interested in going solar, track each prospect's roof, energy usage, and proposal stage, and move them from inquiry through signed contract and installation. It keeps setters, closers, and site surveys working from one pipeline.
What your solar lead management tracks
Every field below is one you can add, rename, or remove by chatting with Kleap — a starting point tuned for solar.
Homeowner vs Renter
Only homeowners can install, so this is the first hard qualifier that stops setters wasting time.
Average Monthly Electric Bill
The bigger the bill, the bigger the savings and system, so it sizes both the deal and the pitch.
Roof Type & Condition
Shingle versus tile and roof age affect installation feasibility and cost.
Utility Provider
Rates and net-metering rules vary by utility, which shapes the savings estimate you present.
System Size Estimate (kW)
The proposed array size drives the price, the financing, and the production numbers.
Financing Type
Cash, loan, lease, or PPA shapes the offer, the close, and the paperwork required.
Pipeline Stage
Lead, appointment, site survey, proposal, signed, and installed map the solar funnel from inquiry to install.
Appointment / Site Survey Date
The in-home consult is where solar deals are won, so this is the next-action to protect.
Lead Source
Door-knock, web, referral, or event produce very different close rates, so tag it to measure each channel.
What good looks like for solar
One app, a view for everyone
Solar Closer / Sales Rep
Set appointments and proposals awaiting a homeowner decision
Setter / Canvasser
Booking qualified homeowners into appointments
Sales Manager
Sit rate, close rate, and source ROI across the whole pipeline
Buy a tool, or own one built for you
Off-the-shelf software makes you fit its mold. With Kleap you describe the lead management you actually want and own it outright.
A typical lead management
- Monthly per-seat fees that grow with your team
- Your data lives on their servers, in their format
- Fixed features — you adapt to the tool, not the reverse
- Generic, not shaped around solar
Built with Kleap
- Free to start — no per-seat pricing
- You own the app and its database, data stays yours
- Change anything by chatting — fields, views, workflow
- Shaped around how solar actually works
Build it in 3 steps
Describe it
Tell Kleap what your solar needs, in plain words.
AI builds it
Get a real working app with records, forms, and a dashboard.
Publish
Refine it in chat, then publish. It is a live app you own.
Frequently asked questions
Does it connect to Aurora, my proposal tool, or utility bill data?+
No. Kleap builds a self-contained web app on its own database and does not integrate with design tools like Aurora, financing portals, or utility APIs. It captures and tracks leads through your pipeline, while the system design and bill analysis stay in your specialist tools. You enter the key figures into Kleap.
Can homeowners request a solar quote online?+
Yes. Add a quote-request form capturing their monthly bill, homeownership status, and roof details, and each submission becomes a qualified lead your setters can book. It filters out renters before anyone spends time on them.
Is there a mobile app my canvassers can use in the field?+
No native app exists. Kleap builds a responsive web app, not an installable iOS or Android app. But because it is a website, your canvassers open it in any phone browser to add and update leads while door-knocking, with no app-store download.
Can I attach the utility bill or site-survey photos to a lead?+
Yes. Kleap supports file uploads, so reps can attach the homeowner's electric bill, roof photos, and signed documents to the lead record. Everything for that install stays in one place through to handoff.
More Lead Management App use cases
Ready to build it?
Describe your solar lead management and watch it come to life. Free to start, no code.