Keep replacement enquiries moving
Assign the next action and retain the customer conversation, so a hot water enquiry does not disappear between the first call and the installer assessment.
Heat pump hot water CRM
Heat pump hot water sales and operations, connected in ArcSolar.
ArcSolar now supports heat pump hot water businesses alongside solar and batteries. Give your team one place to manage the customer enquiry, keep the conversation moving and coordinate the people and information needed for installation.
Book a workflow demoKeep the customer, next action and installation context together from the first replacement enquiry to the field handover.
ArcSolar / Customer records
ArcSolar customer records workspace shown. Category setup and the controls available to your team are reviewed during the demo.
What changes
Replace a broken handoff with a connected workflow.
Carry the right context into assessment
Keep the site and household requirements beside the customer. Give outstanding questions about the existing heater, replacement location and installation scope an owner.
Prepare a clear installation handover
Bring customer context, available site documents, installer details and outstanding readiness checks into the operational workflow.
How it works
One record through the work that matters.
The workflow is configured around the retailer rather than forcing the team into a generic software template.
- 1
Capture the hot water enquiry
Confirm the customer, installation address and reason for replacement. Record the next contact or assessment action.
- 2
Resolve the offer assumptions
Have the responsible installer confirm system suitability and installation scope. Keep the provider’s incentive assessment separate from the equipment decision.
- 3
Coordinate delivery
Review the scope, documents, responsible installer and unresolved site requirements before confirming the field work.
Questions
What retailers and installers ask about heat pump hot water.
Does ArcSolar support heat pump hot water businesses now?
Yes. Heat pump hot water is a supported ArcSolar business category now. Use ArcSolar to connect customer records, sales follow-up and operational handover alongside your solar and battery business.
Can we manage hot water and solar customers in the same platform?
Yes. ArcSolar supports these categories in the same platform, so your team can keep customer conversations and next actions together rather than starting a separate CRM for hot water enquiries. Review your team’s category setup in a workflow demo.
Does the software decide hot water sizing or rebate eligibility?
System suitability remains with the qualified installer, and rebate eligibility must be confirmed under the relevant scheme and provider process. Keep that evidence with the job. A CRM status does not replace an eligibility decision.
What should we bring to the demo?
Bring a representative replacement enquiry, the site information your team collects and your sales-to-installer process. We will review ownership, follow-up and field handover, including your required category setup.
Related solutions
Continue through the connected workflow.
See it with your workflow