✅Step 1: Homeowner Full Name
Enter the first and last name. Check spelling.
✅Step 2: Homeowner Phone
Enter a 10-digit mobile number. No dashes or spaces.
✅Step 3: Address
Start typing and select the suggested full address. If it doesn’t autofill, use the fields below.
✅Step 4: Street, City, State, Country, Zip
Fill out anything missing from the address above. Use proper capitalization.
✅Step 5: Appointment Source
Choose one: Tucson, Mexico, Colombia, or Door-to-Door.
✅Step 6: Language
Select English or Spanish.
✅Step 7: Setter Name
Enter your full name.
✅Step 8: Average Electric Bill
Enter a number only (example: 180). No dollar signs.
✅Step 9: Upload Electric Bill
Attach a clear image or PDF of the latest electric bill. It must show usage, service address, and date.
✅Step 10: Appointment Notes
Copy and paste this template, then fill it out:
🙂Customer First and Last Name:
📲Phone Number:
🏚 Address:
⏰Appointment Date & time:
☀Solar or Add on:
⏬💲Low bill:
⏫💲High bill:
♻Electric Company:
✅ Credit Score:
🔑 Gate code:
🗣 Language:
🫱🏼🫲🏽 All decision maker present:
📝 Notes:
If ADD ON how much you pay for the panels:
If ADD ON how long have you had solar for:
If ADD ON how many panels:
✅ Step 11: Type of Appointment
Choose one: Solar or Add-On.