Booking and pre-qualification software for solar installers

Qualify a property by roof type, energy use and ownership, book the site survey, and keep the consultation pipeline organised — without promising a price the roof has not confirmed.

Start Free Trial View Pricing

Why Clickobook for the Solar Installers industry

Solar selling starts long before the roof is measured. The useful first step is qualification: does the property qualify, does the owner have the authority to proceed, and is the energy use in the range the system can serve? ClickoBook asks those questions, books the survey for the properties that pass, and never pretends an online form has measured a roof.

Common challenges we solve

  • Surveys booked for properties that fail basic qualification
  • Bill and roof details collected by phone and retyped
  • Estimates presented as firm prices before a site visit
  • Surveyors driving across the region without travel buffers
Explore all Clickobook features

Why Clickobook works

  • Unqualified properties are filtered before a survey is booked

  • Roof and usage details reach the surveyor in advance

  • Estimates are shown as ranges, not promises

  • Survey routes keep realistic travel time

Built for Solar Installers

Everything the Solar Installers industry needs

Real booking workflows, tailored to how your business operates.

Common use cases

  • Residential solar pre-qualification

  • Battery storage consultations

  • EV charger installation surveys

  • Commercial energy assessments

Key features for Solar Installers

  • Pre-qualification forms for roof type, ownership, shading and energy use

  • Conditional questions that end the flow politely when the property does not qualify

  • Estimate ranges driven by bill size or system size, clearly labelled as a range

  • Survey booking with a deposit or a free consultation, depending on your policy

  • Intake forms for electricity usage, roof material and access

  • Per-surveyor availability with travel time between sites

  • Automated reminders before the survey and the proposal meeting

  • Webhooks to create a lead in your CRM with the qualification answers

  • Coupons for referral programmes and community offers

  • A branded booking page with your own domain

Up and running in minutes

Start accepting solar installers bookings today

  1. 1

    Sign up free

    Create your account in under a minute — free plan starts with no card.

  2. 2

    Add your services & staff

    Configure Clickobook's booking page, services, team and availability in the setup wizard.

  3. 3

    Let AI build your forms

    Describe a service and Clickobook's AI generates the booking or quoting form with the right questions and pricing logic.

  4. 4

    Share & get booked

    Share your booking link, embed the widget or use your own domain.

Start your free trial
Clickobook dashboard showing revenue, bookings and customers
Your Clickobook dashboard — revenue, bookings and customers at a glance.
AI-Powered Quoting & Forms

Booking & quoting forms that build themselves

AI generates complete, tailored forms — with the exact questions, options and dynamic pricing your solar installers business needs.

🧠

AI-generated forms

Describe your service — get a ready-to-use form with smart intake questions.

🔀

Conditional logic

Questions adapt to previous answers — customers only see what is relevant.

💲

Dynamic pricing

Prices update live based on answers, options and add-ons.

📊

Instant quotes

Turn any form into a live price estimator customers see as they answer.

Every quote is backed by Clickobook's AI form builder — describe your pricing rules in plain language and the form applies them automatically.

Quote forms that show a live price See how the AI booking & quoting form generator works
FAQ

Solar Installers — frequently asked questions

Can't find what you're looking for? Contact us.

Guides, templates and comparisons for Solar Installers businesses

How-to articles for these workflows, a quote form you can rebuild field by field, and side-by-side comparisons if you are still choosing software.

Guide From Instant Quote to Booked Appointment — and the Deposit Guide How to Price Complex Services with Dynamic Quote Rules Guide How to Create a Booking or Quote Form with AI Guide Instant Quote vs Estimate: What to Show a Customer, and When Guide How to Price Per Unit in a Quote Form (Area, Guests, Hours and Items) Comparison Jotform alternative Side-by-side comparison with Jotform. Comparison PandaDoc alternative Side-by-side comparison with PandaDoc.
Explore More

Booking software for every industry

Clickobook adapts to any service business — explore how we help others.

Browse all 28 industries

Health & Medical

Appointment scheduling for clinics, physiotherapy and allied health practices.

Dental Care

Dental clinic scheduling with multi-provider calendars and patient intake.

Beauty & Personal Care

Salon and spa booking with add-ons, memberships and client reviews.

Fitness & Sports

Gym, studio and coaching scheduling with classes and memberships.

Education & Tutoring

Lesson and course scheduling for tutors, schools and instructors.

Home Services

Field-service and trade booking sites that quote before they book.

Professional Services

Consulting and advisory sites with intake forms and secure invoicing.

Pet Care

Vet, groomer and boarding sites that take pet details and group bookings.

Events & Hospitality

Venue and event booking sites with options, deposits and ticketed sessions.

Automotive & Repair

Garage and detailing sites that collect vehicle details and quote repairs.

Financial Services

Advisory and brokerage sites with secure intake and document gathering.

Tattoo & Piercing

Artist-led studio booking with deposits, portfolios and flash days.

Roofing Contractors

Quoting and scheduling for roofers, repair crews and exterior contractors.

Remodeling Contractors

Project quoting and consultation booking for kitchen, bathroom and whole-home remodelers.

Cleaning Services

Recurring booking and instant pricing for domestic, office and short-let cleaners.

Moving Companies

Volume, distance and crew scheduling for local and regional movers.

Landscaping

Seasonal project quotes and recurring garden maintenance for landscapers.

Auto Detailing

Package pricing and bay scheduling for detailing studios and mobile detailers.

Wedding Photography

Date holding, package deposits and consultation booking for wedding photographers.

Accounting & Tax

Seasonal appointment booking and document intake for accountants and tax preparers.

Catering

Event catering quotes and tasting appointments for caterers and food trucks.

Med Spa & Aesthetics

Consultation-first booking for aesthetic clinics and treatment studios.

IT Services

Managed-support plans and onboarding appointments for IT service providers.

Driving Schools

Lesson packages and instructor scheduling for driving schools.

Home Care

Care assessments and recurring visit scheduling for home-care providers.

Appliance Repair

Diagnostic booking and part-aware pricing for appliance repair technicians.

Pool Service

Seasonal opening, closing and recurring maintenance for pool specialists.

Ready to grow your solar installers business?

Join businesses already using Clickobook. Start your 14-day free trial today.

Start Free Trial Talk to Sales

Free plan starts with no card · Paid plans do not require card at signup for trial · Cancel anytime