Residential Solar Installer Runs Smarter with AI
One of the largest U.S. residential solar installers was managing leads across 100+ dealer companies with no central platform, submitting utility applications manually for every job, and tracking hundreds of active installs with no way to flag risks early. We built the platform that changed all three — and it’s now the operational backbone for 600+ users across California, Texas & North Carolina.
Top U.S. Residential Solar Installer
California & Texas
3 integrated modules
580+
Across 100+ dealer companies
400+
Utility submissions — ~90s each
700+
In real time by AI, every week
Sole source of truth since Feb 2026
A unified platform with three integrated modules
We designed and built a custom internal platform with three modules, each targeting one of these pain points directly. Together they form a connected operational infrastructure — not three separate tools.
The Sales Portal is the operational backbone now used by 100+ dealer companies, 150+ teams, and 580+ users. Since February 2026, when the legacy CRM was decommissioned across the dealer network, it has been the sole source of truth for all lead and job management.
Key Capabilities
- Full role hierarchy — Sales Admins, Managers, Reps, Lead Generators, Appointment Setters — each with precisely scoped permissions on what they see and what actions they can take
- Two-step onboarding: platform admins invite dealer companies; company owners then manage their own users, teams, and roles — fully self-served
- Lead lifecycle management: creation, assignment, appointment setting, Customer Verification, conversion to job
- Real-time dashboard: leads and job stats, trends, payment data, and a leaderboard of the top 5 performing reps
- Customer Verification: an SMS is sent to the homeowner to confirm the identity of their sales rep — a fraud-prevention layer built into the core flow
The Automations module targets one of the most time-consuming workflows in solar operations: submitting interconnection applications to utility providers. Before this feature, the process was 100% manual. It is now automated for three of four providers in the network.
How It Works
- Ops Manager triggers one automation from within the portal
- The system fetches relevant job data and navigates the external utility platform automatically
- If data is missing or something goes wrong, the system surfaces exactly where and why
- The PM resolves the issue and restarts — the automation picks up from that point
- Real-time status tracking and a full audit log give complete visibility throughout
AI Ops is an AI-powered analysis and chat suite built directly into the portal. It continuously monitors active jobs for data changes and automatically runs analysis in the background — so by the time a PM opens a job, the insights are already there. No manual trigger required.
Key Capabilities
- Automated analysis triggered by job data changes — runs in the background, always on
- 6 configurable scenarios — structured instructions defining what the AI looks for and what role it takes
- Client-owned scenario management — the team can create, refine, and test scenarios against real job data before deploying
- Conversational chat — PMs can ask any question about any job and receive answers grounded in live data (risks, blockers, status, history, colleague queues)
Services & technologies
End-to-end design and engineering — from product strategy through deployment — built on a modern, production-grade stack chosen for reliability at scale.
Services provided
10 disciplines across the full product lifecycle
Product strategy & requirements
Scoping, prioritisation, and operational requirements definition across three distinct user groups
UX & UI design
Multi-role platform, real-time dashboard, mobile-aware — designed around how each user actually works
Full-stack custom development
React frontend, Node.js API, PostgreSQL — built from the ground up to the client’s operational model
Systems & third-party integration
CRM migration, external utility portal connections (SCE, PG&E, SDG&E), SMS via Twilio
Browser automation engineering
Playwright-based automation for four distinct utility provider application flows
AI & LLM integration
Scenario-based job analysis, prompt engineering, and conversational chat grounded in live operational data
Auth & fraud prevention
OTP/SMS authentication, role-scoped permissions, and Customer Verification flow for homeowner identity confirmation
QA, deployment & ongoing iteration
End-to-end testing, cloud deployment, and continuous feature development post-launch
Technologies used
Production-grade stack built for reliability at scale
Software Development Case Studies
From scale-ups to large modern enterprises, we are trusted to build systems from their initial idea to their final release and further.
The Registry
Web & Mobile companion app, Sports management, Tee management solution for indoor golfing.
Check out this indoor golf management app
Safely – Your Personal Safety Companion
A forward-thinking start-up with a mission to enhance personal safety through real-time connectivity approached us to bring their vision to life. Their goal was to empower individuals and groups with tools that promote security and peace of mind in daily life and during emergencies.
Case Study: Safely
See how other businesses benefit from our software development expertise.
View all our case studies
What our clients think of us
New Sales Reps Onboarded
Appointments Scheduled
TechQuarter is a highly skilled software delivery service provider. Their developers have a wealth of experience and knowledge building front-end solutions that are both scalable and secure. Their communication is first class, and flexibility to resolve issues and support production releases out of standard business hours to accommodate our customers is highly respected.
Devices in Use
Trusted by Mobility Partners
Thanks to TechQuarter’s work, the we have seen a significant improvement in system performance and uptime, and a reduction in cloud infrastructure costs and feature development time. The team has been timely, collaborative, and adaptive. Their proactivity and customer-centric approach stands out.
Retailers Supported
Average Conversions Increase
Their commitment to delivering solid, reliable solutions is unmatched. They have consistently met or exceeded expectations, and I haven’t encountered any issues that would suggest areas of improvement. That said, as with any partnership, there’s always room for growth and innovation, and I look forward to seeing how they continue to enhance their services in the future.
Cisco Aravena
VP of Technology, Suntria