Run Your Solar Business on Powerlily

Powerlily brings the core parts of a modern solar business into one connected platform.

Capture new demand, manage your sales pipeline, design systems, build and send proposals, collect signatures, hand projects off to operations, schedule work, invoice customers, manage service, and stay connected after installation — without stitching together a collection of disconnected tools.

Because the same customer, project, design, quote, and activity history follows the job from first contact through long-term service, your team spends less time moving information between systems and more time moving projects forward.

Every Powerlily plan includes unlimited users and unlimited branches, so you can bring the entire company into the same workflow without adding per-seat or per-location costs as you grow.

What you will build

By the end of this setup, Powerlily can become the operating system connecting your marketing, sales, design, operations, finance, and customer-success teams.

Step 1: Shape Powerlily Around How Your Company Works

You do not need to redesign your company around a rigid CRM.

Start by recreating the workflows your team already understands, then use Powerlily to make those workflows easier to manage and automate.

Create a pipeline for each workflow

Build separate pipelines for processes such as:

• Residential sales
• Commercial sales
• Site surveys
• Installations
• Permitting
• Service
• Battery opportunities
• Dealer or partner sales
• Any other process unique to your company

Each pipeline can have its own stages. Deals move between stages with drag and drop, while pipeline value rollups give sales managers and leadership an immediate view of what is moving through the business.

For example, a residential sales pipeline might look like:

Your installation team might use an entirely different workflow:

Organize your company by branch

Branches let larger companies keep local teams focused without fragmenting the business into separate systems.

Assign staff, pipelines, leads, quotes, invoices, and schedules to an office or territory. A field team can work primarily within its own branch while leadership maintains visibility across the company.

This is particularly useful for companies operating multiple offices, sales territories, dealer networks, or geographically distributed installation crews.

Step 2: Capture Demand From Every Channel

A CRM works best when leads arrive there automatically.

Powerlily gives you several ways to turn interest into a structured customer record without manually copying information from websites, spreadsheets, canvassing apps, or inboxes.

Website and marketing lead forms

Build unlimited lead forms using a drag-and-drop editor.

Forms can include:

• Standard contact information
• Custom questions
• Required fields
• Conditional fields that appear based on earlier answers
• Different branding or themes for different campaigns

A simple residential form might ask for an address and utility bill. A commercial form could reveal additional questions about building ownership, electrical service, annual consumption, or project timelines.

Once submitted, the lead enters Powerlily immediately.

Route leads automatically

New submissions can be:

• Assigned to a specific salesperson
• Distributed round-robin across a team
• Added to the appropriate pipeline
• Used to trigger an automation

That means the workflow can begin the moment the customer clicks Submit.

For example:

Website inquiry → Create lead → Assign salesperson → Send introduction email → Create follow-up task

Embed forms anywhere

Forms can be embedded using a script tag or iframe, making it easy to place them on:

• Your main website
• Dedicated landing pages
• Trade-show pages
• Referral pages
• Partner websites
• Campaign-specific pages

Each form can inherit your company theme or use its own styling when a campaign needs a different presentation.

Canvassing with the native mobile app

Powerlily also brings door-to-door prospecting into the same CRM.

Draw canvassing territories and assign them to individual representatives or teams. Each visit is pinned on the map and given a disposition such as:

• Not home
• Callback
• Interested
• Appointment set
• Sold

When a conversation turns into an opportunity, the rep can create the lead and book an appointment in a few taps.

There is no separate canvassing database to reconcile later — the opportunity is already inside the same system your sales team uses.

The dedicated canvasser role can also keep sensitive pricing information hidden while still giving reps the tools they need in the field. My Day and team-stat views help managers monitor activity and coach performance.

Step 3: Put Follow-Up on Autopilot

Solar sales often involve long buying cycles, multiple stakeholders, financing decisions, site visits, and proposals that may sit for days or weeks.

Powerlily Automations help make sure the next step does not depend entirely on someone remembering to do it.

Trigger workflows from real events

Automations can respond to events such as:

• A new lead arriving
• A deal entering a pipeline stage
• A quote being sent
• A proposal being opened
• A proposal being signed
• A record sitting inactive for a defined number of days

Instead of simply scheduling generic drip emails, your workflows can respond to what the customer is actually doing.

Build multi-step sequences

A workflow might look like this:

Automations can include waits between steps, allowing you to build follow-up sequences that unfold over days or weeks.

Automate more than messages

Automations can:

• Send branded emails
• Send text messages
• Create tasks
• Create calendar events
• Add notes
• Notify staff
• Advance pipeline stages
• Update statuses
• Route work between team members

Conditions let you determine exactly when each action should occur.

Exit rules keep workflows sensible. If a customer signs the quote, for example, Powerlily can immediately stop the sales follow-up sequence.

New opportunities can also be distributed automatically — including round-robin assignment designed to balance incoming work across the sales team.

Step 4: Design and Quote With Confidence

The CRM and the design platform are part of the same system.

Instead of creating an opportunity in one application, designing it somewhere else, and then manually reproducing the result in proposal software, Powerlily keeps the design connected to the customer and quote.

Build the real system

Use Powerlily's integrated 3D solar design tools to create the system behind the proposal.

The quote can therefore be based on the actual project design rather than a rough sales estimate.

Designers and salespeople can work on the same project without sending files back and forth or maintaining duplicate customer records.

Model utility switching

Powerlily can also model projects where the customer's utility arrangement changes after going solar.

Set:

• The customer's pre-solar utility
• The utility or rate structure that applies after solar

Powerlily can then include the difference in the project's long-term financial projection.

This is particularly useful in markets where solar customers move between utility programs, rates, or billing structures after installation.

Step 5: Build Proposals, Collect Signatures, and Generate Documents

Once the design and pricing are ready, the sales process continues without leaving Powerlily.

Send branded proposals

Create and send proposals built around your company's brand and project information.

Proposal engagement becomes part of the deal history, giving your sales team visibility into customer activity.

Automations can react when a proposal is:

• Sent
• Opened
• Signed

That makes proposal engagement actionable.

For example, an opened-but-unsigned proposal can trigger a follow-up sequence while a signed proposal can immediately move the opportunity into an installation handoff workflow.

Collect signatures

E-signatures allow the customer to approve the project directly through the proposal process.

Once signed, the rest of the company can begin working from the same accepted project information.

Create custom documents

Not every customer-facing document needs to be a proposal.

Powerlily's custom document tools let you generate additional branded PDF outputs alongside your standard proposals.

These can be used for company-specific paperwork, project summaries, agreements, technical documents, or other deliverables that need to accompany the sale.

Step 6: Manage the Pipeline and Keep Conversations Together

Once your workflows are established, the pipeline becomes the everyday workspace for your sales team.

Work visually

Move opportunities between stages with drag and drop and see pipeline value update as work progresses.

This gives salespeople a simple view of what needs attention while managers can see the larger picture.

Stage changes can also trigger automations.

Moving a deal from Qualified to Design, for example, could automatically:

1. Assign the design team.
2. Create a design task.
3. Notify the designer.
4. Update the customer status.
5. Start the next internal workflow.

Keep customer communication connected to the deal

Salespeople can communicate with customers from the same place they manage the opportunity.

Automations can send personalized emails and text messages while internal notifications make sure the right staff member knows when something requires attention.

The result is a customer history tied to the actual project rather than scattered between personal inboxes, phones, and CRM notes.

Step 7: Hand Signed Projects to Installation and Service

The signed contract should not be the point where your connected workflow ends.

Powerlily lets operations continue from the same project record.

Build dedicated installation and service pipelines

Create workflows for the operational stages that matter to your business.

For example:

Signed → Site Survey → Engineering → Permitting → Installation → Inspection → PTO

Service can have its own pipeline:

New Ticket → Triage → Scheduled → Technician Assigned → Waiting for Parts → Resolved

Because these workflows live alongside sales, teams can see where a project came from and what happened before it reached them.

Create operational tasks automatically

Stage changes can create:

• Tasks
• Calendar events
• Internal notifications
• Customer communications
• Follow-up activities

Instead of relying on someone to manually coordinate every transition, the workflow itself can generate the next actions.

Keep Site Safety connected

Powerlily Site Safety keeps field-safety documentation inside the same platform your operations team is already using.

That helps field teams and office staff work from one source of project information instead of treating safety documentation as an entirely separate administrative process.

Step 8: Invoice Without Rebuilding the Customer Somewhere Else

Powerlily invoicing keeps financial activity connected to the customer, quote, and project.

The same record that began as a lead can move through design, proposal, installation, and billing without your team recreating the job in another system just to send an invoice.

This gives sales, operations, and finance a common view of the customer and makes it easier to build workflows around financial milestones.

Step 9: Give Customers a Branded Portal — and Watch the Installed Fleet

Your relationship with the customer does not end when the installation is complete.

Client portal

Give customers a branded place to access their project information.

Instead of requiring customers to contact the office whenever they need information, the portal gives them an ongoing connection to your company after the sale.

Once their system is operating, installed-system information can also become part of that experience.

Fleet monitoring

Powerlily can bring installed fleet information into a company-wide view.

That gives service and customer-success teams a way to monitor the systems your company has installed and identify issues before a customer necessarily calls the office.

This changes post-install support from a collection of isolated monitoring accounts into part of the broader customer lifecycle.

Step 10: Stay Top of Mind With Campaigns

Your CRM contains more than a list of email addresses.

It knows where customers are in your pipeline, what they purchased, how they engaged with proposals, what equipment was installed, and what is happening with their projects.

Powerlily Campaigns lets you use that live information to communicate with precisely the customers you want to reach.

Build useful segments

Create audiences using information such as:

• Pipeline stage
• Deal owner
• Tags
• Project status
• Proposal engagement
• Lead source
• Inverter brand
• System health

This makes campaigns useful far beyond newsletters.

Examples

Send, schedule, and measure

Build branded email campaigns and send them immediately or schedule them for later.

Before sending, you can:

• Preview the audience
• Send yourself a test
• Review the campaign
• Confirm exactly who will receive it

Built-in unsubscribe handling and frequency controls help keep communication responsible.

After sending, track:

• Opens
• Clicks
• Conversions

More importantly, campaign activity can be tied back to actual outcomes such as signed quotes.

That closes the loop between marketing activity and revenue.

Start with proven playbooks

One-click campaign playbooks can help you quickly launch common campaigns such as:

• Hot-proposal follow-up
• Battery opportunities
• Past-customer referrals
• Stale-lead reactivation
• Installed-system check-ins

What Powerlily Looks Like Day to Day

Once the platform is configured, each part of the company gets a workspace that reflects the work they actually perform.

Sales

Start the day on the sales pipeline.

Powerlily can already have today's work waiting for you: calls to make, proposals to follow up on, appointments to attend, and opportunities that need attention.

Salespeople can:

• Work automatically created follow-up tasks
• Email or text customers from the deal
• Run canvassing territories from the mobile app
• Turn conversations into appointments
• Send proposals
• See when customers engage
• Let automations handle routine follow-up

The salesperson stays focused on selling while the system handles much of the administrative choreography around the sale.

Designers

Designers can pick up work directly from the sales workflow.

They can:

• Open the customer's project
• Complete the 3D layout
• Finalize system configuration
• Confirm pricing
• Set appropriate utility assumptions
• Return the completed quote to sales

When a pre-solar and post-solar utility comparison matters, both can be configured so the long-term projection reflects the customer's real situation.

Operations

Operations teams work from installation and service pipelines rather than inheriting a pile of signed PDFs and email threads.

As projects progress, Powerlily can automatically create the tasks, events, and notifications associated with each milestone.

Site Safety keeps field documentation accessible within the same environment.

Leadership

Leadership can zoom out.

Use Powerlily to review:

• Pipeline value by workflow
• Pipeline value by branch
• Sales progress
• Campaign performance
• Signed-quote conversions
• Operational progress
• Client-portal activity
• Installed fleet information

Instead of asking each department to assemble a separate report from a different platform, the underlying activity comes from the same operating system.

Pericles, Your AI Teammate

Pericles adds an AI layer to the information already inside Powerlily.

Rather than working as a generic chatbot disconnected from your business, Pericles can answer questions using your company's own Powerlily data.

Ask about the business

Ask Pericles about:

• Leads
• Customers
• Deals
• Pipelines
• Quotes
• Project information

This can turn questions that would normally require digging through records into a conversation.

Bring Pericles into a deal

@mention Pericles inside a deal thread to help with the customer or project you are already working on.

Pericles can help summarize the customer, draft a follow-up, and propose actions.

Where an action changes company data, Pericles can present it for approval before it happens.

Examples include:

• Create a task
• Move a pipeline stage
• Draft or send a customer email

Pericles is included with Powerlily Pro.

Company data is isolated to your company and remains within your Powerlily environment.

Recommended Go-Live Checklist

You do not need to automate the entire company on day one.

Start with the workflows that create the most immediate value and expand from there.

1. Build your core pipelines

Create sales, installation, and service pipelines using stages your team already understands.

Add additional workflows only where they solve a real operational problem.

2. Configure your branches

Create branches for your offices or territories and assign employees appropriately.

This keeps local teams focused while preserving company-wide reporting and visibility.

3. Publish your first lead forms

At minimum, consider creating:

• A website inquiry form
• A trade-show or event form

Use conditional fields to collect useful information without making every visitor complete an unnecessarily long form.

Configure automatic routing so new leads reach someone quickly.

4. Configure canvassing

Draw sales territories and assign them to reps.

Agree on a consistent set of dispositions so canvassing data is meaningful across the team.

Make sure reps know how to turn an interested homeowner into a lead and appointment while they are still at the door.

5. Turn on your first automations

Do not start with 50 workflows.

Start with two or three automations that remove obvious repetitive work.

Good candidates include:

New lead speed-to-first-touch

New lead → assign salesperson → send introduction → create follow-up task.

Hot proposal follow-up

Proposal opened → wait → check signature status → follow up if still unsigned.

Quiet deal nudge

No activity for a defined period → create task → notify salesperson.

Test the workflows with your own records and email address before enabling them broadly.

6. Prepare your customer-facing documents

Configure your proposal and any custom documents your team regularly sends.

Make sure every customer-facing deliverable reflects your company branding before rollout.

7. Build the operational handoff

Create install and service pipelines and identify the stages where Powerlily should automatically create tasks, calendar events, or notifications.

The goal is for a signed sale to become actionable work for operations without requiring someone to manually reconstruct the project.

8. Test the client experience

Enable the client portal and open it from a test customer record.

Review the experience from the customer's perspective before inviting your entire customer base.

9. Send your first campaign

Create a simple, high-value segment.

A past-customer referral campaign is a good starting point because the audience is easy to understand and the result is easy to measure.

Send yourself a test, review the audience, launch the campaign, and watch what converts.

Why the Connected Model Works

Powerlily is most powerful when it is used as more than a design tool, CRM, or proposal builder.

The advantage comes from connecting the entire customer lifecycle.

One platform

Design, proposals, CRM, automations, communication, canvassing, operations, Site Safety, invoicing, campaigns, fleet monitoring, and the client portal share the same underlying customer and project information.

Right-time actions

Automations can respond to what is actually happening.

A lead arrives. A stage changes. A proposal is opened. A contract is signed. A project becomes quiet.

The next action can happen because the event occurred, rather than because someone remembered to check a spreadsheet.

Cleaner handoffs

Sales does not have to package everything up for operations.

Operations does not have to rebuild the project for installation.

Finance does not need another version of the customer just to invoice them.

Service does not begin with an empty record after commissioning.

The history follows the project.

Closed-loop growth

The relationship continues after PTO.

The client portal, fleet monitoring, CRM, campaigns, and service workflows keep installed customers connected to your company.

That creates a natural path toward:

• Referrals
• Storage upgrades
• Additional projects
• Service opportunities
• Proactive support
• Long-term customer relationships

What begins as a lead can remain a living customer relationship for years after the installation is complete.

That is the core idea behind Powerlily: one connected system for the entire solar customer lifecycle.