Solar business workflows

Connect the work between first enquiry and completed install.

Explore ArcSolar workflows for AI bill analysis, battery savings, rebate tracking, call intelligence, solar sales and installation handover.

Solar and battery rebate tracking

Track the rebate beyond the quote.

ArcSolar brings provider-reported rebate progress into the solar or battery project. Review applications, certificates, missing evidence and update times while keeping customer payments and rebate settlement clear.

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AI electricity bill analysis

Turn the bill into reviewed quote inputs.

ArcSolar uses ArgonixIntelligence to extract bill usage, tariffs and site details, including the NMI when detected. Review the suggestions beside the bill, confirm the supply site and apply selected values to the quote.

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Solar and battery savings estimator

Explain the savings behind the proposal.

ArcSolar’s savings estimator connects the proposed solar or battery system to the customer’s energy profile. Compare current and estimated future costs, then explain the assumptions behind the difference.

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Solar sales call intelligence

Turn the last call into the next action.

ArcSolar CallIntelligence turns captured conversations into summaries and, where enabled, customer-linked follow-up tasks. Review the transcript, task owner and due date so the next sales action is ready to work.

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Solar quote follow-up automation

Follow up while the quote is still relevant.

ArcSolar coordinates timed quote messages with the customer conversation. Review upcoming reminders beside the quote so the rep can respond personally without leaving an outdated sales message queued behind them.

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Dormant solar quote recovery

Restart the right conversation with an old quote.

A dormant quote needs a decision before another reminder. ArcSolar brings the offer and conversation together so your team can check whether the customer needs clarification, a revised proposal or no further contact.

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Mobile solar and battery quoting

Prepare the offer while you are with the customer.

Use ArcSolar mobile quoting to work through a solar or battery offer away from the desk. Keep the customer, site evidence and selected equipment together, then review the issued customer document before the appointment ends.

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Solar quote revision workflow

Change the offer without losing its history.

ArcSolar quote revisions let authorised staff update eligible offers while preserving their history. Check the commercial state first, review the complete replacement document and confirm notification delivery separately.

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Battery retrofit proposals

Quote a battery around the solar already installed.

A battery retrofit starts with the system already on the roof. ArcSolar helps your team connect existing-solar assumptions, the household energy profile and proposed equipment before presenting the battery offer.

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Time-of-use battery savings proposals

Explain when the battery saves money.

A time-of-use battery proposal needs more than a daily consumption total. Review the customer tariff and usage timing in ArcSolar so the savings explanation reflects when electricity is bought, used and exported.

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Solar business management software Australia

Run the commercial and operational sides of a solar business from one record.

ArcSolar connects the records sales, operations and finance use to move a solar or battery job forward. The customer, accepted system, site information, payment state and operational work remain associated instead of being recreated in separate tools.

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Solar sales software Australia

Give solar sales teams the customer, conversation and quote in one workspace.

ArcSolar brings the pipeline, customer history, communications and guided quote together. A representative can work the next action without switching between a generic CRM, a phone application and a pricing spreadsheet.

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Solar price-book management software

Give every solar representative one current product and pricing source.

ArcSolar centralises the catalogue used during solar and battery quoting. Sales can work from a quote-safe view while authorised administration, operations and finance users retain the fuller commercial and stock context.

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Solar quote approval software

Let customers review and accept the exact solar estimate attached to their record.

ArcSolar gives the customer a private, tokenised estimate experience without requiring an account. The retailer keeps the sent, viewed and accepted state connected to the quote and customer record used by sales and operations.

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Solar lead-to-install software

Keep one solar customer record from the first enquiry through installation.

ArcSolar treats the lead, quote and installation as stages of the same job record. Information gathered by sales can remain available when operations prepares the site, assigns work and tracks installation progress.

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Solar sales-to-operations handover software

Hand operations the accepted solar job—not a message asking what was sold.

ArcSolar keeps the commercial decisions made during sales attached when the opportunity becomes operational work. Operations can begin from the customer, property, configured system and estimate state instead of reconstructing the deal from chat messages.

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Solar customer follow-up software

Follow up from the customer record that already knows the quote and conversation.

ArcSolar keeps customer communication beside the opportunity, estimate and job context. Representatives can understand what was discussed, whether the estimate was viewed and what next action is appropriate before making contact.

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Solar site information collection software

Collect the bill, switchboard photos and cable-run video before install day.

ArcSolar provides a guided customer upload flow for the practical information operations wants before the crew arrives. Submitted files attach to the customer record instead of being scattered through email and personal messages.

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