Site survey booked
Thank you for choosing [company name], [customer name]. Your rooftop site survey is booked for [day] at [time] with [surveyor name]. Please keep your latest electricity bill ready and arrange access to the roof.
Solar installers and rooftop dealers
A homeowner who saw three rooftop solar ads fills three forms the same evening.
Dialmio call management CRM for solar installers and rooftop solar dealers
Dialmio puts each solar enquiry on a caller phone within minutes, books the site survey with a WhatsApp confirmation, and keeps follow-ups on one thread.
Three days free, nothing locked, no card.
How does a solar installer use Dialmio?
A solar installer uses Dialmio to call every rooftop enquiry within minutes and to keep following it up through the weeks a homeowner takes to decide, because the installer who rings first, and rings back on the day promised, usually gets the site survey. Enquiries arrive from a Google Sheet linked to your ads, your website form or a manual entry for walk-ins and referrals, and land on a caller phone. The caller rings from their own SIM, logs the outcome in two taps and books the survey, and Dialmio sends the confirmation on WhatsApp with the date, the time and what to keep ready. Quote sent, loan pending or society approval awaited, each stage gets a follow-up date that rings on the day. After installation the customer moves to paid clients, where AMC and cleaning renewals get a reminder of their own.
In short
- Ad and website enquiries on a caller phone within minutes
- Site survey confirmations sent on WhatsApp automatically
- Quote, loan and approval follow-ups that ring on the day
- AMC and cleaning renewals tracked after installation
Sound familiar?
Where do solar installers lose money on the phone?
None of this is about lazy staff. It is what happens when the only record is in someone memory.
The first call comes too late
Ad leads sit in a sheet until someone checks it in the evening, by which time the homeowner has spoken to two other installers.
Quote sent, then silence
The longest gap in solar sales is between the quote and the decision. That quiet week is where enquiries go to a competitor, usually without a word.
Ad callers ring back to nobody
A homeowner calls back while the caller is on another call, and nobody returns it. Dialmio puts every missed call in a callback queue against the lead.
Sales and survey both ring
The salesperson and the surveyor both call the same homeowner, who gets irritated. One lead record shows who spoke last and what was agreed.
The pipeline
Which lead stages does this trade usually run?
A starting pipeline for this kind of business. Rename them, reorder them or add your own; the lists, filters and reports follow whatever you set.
- New enquiry
- Survey booked
- Survey done
- Quote sent
- Finance or approval pending
- Advance received
- Installed
- Lost
How it runs
What does a working day look like for solar installers on Dialmio?
| Moment | What happens with Dialmio |
|---|---|
| Enquiry arrives | From a Google Sheet linked to your ads, your website form, or a manual entry for walk-ins and referrals. It is assigned to a caller with a notification on that phone. |
| The caller rings within minutes | From their own SIM, so the homeowner sees a normal mobile number. Two taps after the call record the outcome, such as survey booked, call back or not interested, and the next date. |
| The survey is confirmed on WhatsApp | Survey date and time, your company details, and what to keep ready, such as the electricity bill and roof access, go out automatically, with a reminder the day before. |
| Follow-ups ring until a decision | Quote sent, loan pending, waiting for society approval: each gets a date, and the phone reminds the caller with the last note on screen. |
| After installation | The customer moves to paid clients, and AMC or cleaning-service renewals get a reminder before they fall due. |
Copy and use
Which WhatsApp templates carry the follow-up?
Fill in the [brackets], save each as a template, and let it go out by itself when a call ends or a stage changes.
Day before the survey
A reminder that [surveyor name] from [company name] will visit tomorrow at [time] for your rooftop solar survey. Reply here if the timing needs to change.
After the quote
Your quote for the [system size] rooftop system is attached, [customer name]. Any questions about the price, subsidy or loan options, reply here and I will call you back.
After installation
Thank you for going solar with [company name]. For service or cleaning, call [service number]. Your next free cleaning visit is due on [date].
From teams using Dialmio
What do owners and callers say about Dialmio?
Our ad agency drops leads into a Google Sheet. They are assigned and rung before anyone on my side has opened the sheet.
The column that changed my mornings is the gap between a lead being assigned and the first ring. It used to be hours. It is minutes now, because everyone can see it.
Missed calls used to vanish into whoever phone they landed on. Now they queue up with a name and a callback time, and the queue is empty by lunch most days.
These are the words of customers who agreed to be quoted this way, sent over WhatsApp or said on a call, shortened only where they ran long. No star total or review count is published, because there is no public rating page to point at yet. Last checked September 2026.
Questions
What do solar installers ask before starting?
How does a solar installer use Dialmio?
A solar installer uses Dialmio to call every rooftop enquiry within minutes and to keep following it up through the weeks a homeowner takes to decide, because the installer who rings first, and rings back on the day promised, usually gets the site survey. Enquiries arrive from a Google Sheet linked to your ads, your website form or a manual entry for walk-ins and referrals, and land on a caller phone. The caller rings from their own SIM, logs the outcome in two taps and books the survey, and Dialmio sends the confirmation on WhatsApp with the date, the time and what to keep ready. Quote sent, loan pending or society approval awaited, each stage gets a follow-up date that rings on the day. After installation the customer moves to paid clients, where AMC and cleaning renewals get a reminder of their own.
Can Facebook or Google ad leads come in automatically?
Yes, through Google Sheets, a web form or the Dialmio API. Most installers connect their ad leads to a Google Sheet, and Dialmio picks up new rows and assigns them to a caller.
Solar decisions take weeks. How do we keep following up?
Each call ends with a follow-up date, and the caller phone rings on that day with the last note on screen. Customers waiting on a loan, a society approval or a family decision stay on the list until someone marks them closed.
Can we track installation stages after the sale?
Yes. You can set your own lead stages, for example survey booked, quote sent, advance received and installation done, and use the paid clients section to track AMC and service renewals.
Can field surveyors mark attendance?
Yes. Selfie attendance with location is included in the same plan.
How much does Dialmio cost for a solar team?
₹162 per user per month on the yearly plan, ₹249 on the three-month plan, taxes extra. 3-day free trial, no card.
Do WhatsApp template rules apply to solar follow-up messages?
Yes. Messages go out through Dialmio WhatsApp rules on call outcomes, from the WhatsApp Business account you link, so the template approval rules of WhatsApp Business apply.
Do follow-up reminders actually ring?
Yes. A Dialmio follow-up takes over the screen and rings at the promised time, with the previous note showing, instead of sitting as a notification to be swiped away. The follow-ups due today can also be rung one after another as a list.
Can Dialmio track paying clients and renewals?
Yes. Every sale becomes a client record holding what was sold, what was paid and what is still due, and renewal dates ring as reminders ahead of time so a customer who bought once is not lost when the year comes round.
How does Dialmio handle missed calls?
An unanswered call goes straight into a callback queue showing the customer name where the number is known, the time and which caller it rang. Whoever holds the queue returns the call from the list, the outcome is filed as with any other call, and the owner can see how many missed calls came back and how fast.
How do new leads reach the right caller?
Connect Dialmio to wherever enquiries already land, a Google Sheet or a web address, and it keeps checking that source. New entries are imported every few minutes, labelled with the source, dealt out in turn among the callers you picked, and announced on the phone of whoever received them.
Other industries
Recruiters and staffing firms
A recruiter can screen forty candidates a day, but only if the next number is ready.
Property teams
A buyer who fills three portal forms speaks to whoever rings first.
Coaching institutes
Admission season is eight weeks long and decided in the evenings.
Every industry
10 business types, each with its own page.
Put every call your team makes on the record
Three days free, nothing locked, no card.
₹162 per user per month on yearly billing. Every feature in one plan. Prices are per user, exclusive of taxes.