Book consultations and site visits into tighter field routes.
Routezilla helps solar teams control appointment availability by geography so consultants and field crews spend less time driving between opportunities.
Book a Solar Demo
Free consultation and site survey · Proposal before installation
Policies vary by company and market. The important part is sending each customer into the correct visit type before showing availability.
Typical customer booking flow for Solar
Collect address, ownership, energy bill, roof, and goals
Run an initial qualification or consultation
Book the site survey with the right territory specialist
Deliver system design, savings model, and proposal
Consultation or site survey
Residential solar providers commonly qualify the property, energy use, and goals before a free call or on-site survey.
Project deposit
Payment normally begins only after the homeowner accepts the system design, proposal, and installation agreement.
Turn intake into a route-aware booking
Routezilla applies your estimate policy, service rules, and geography when the customer is ready to choose an appointment.
- Route surveyors and sales consultants by territory
- Keep long site surveys away from short follow-ups
- Use different flows for residential, commercial, and service
- Offer survey times near existing appointments
The agent qualifies. Routezilla books.
A voice or chat agent can handle the first questions, then share the right Routezilla booking link by text, email, or chat.
I own my home and want to know whether solar is worth it.
I can qualify the property and collect a recent power bill. If it fits, I’ll send the Routezilla link for a free site survey.