Your installed base is the warmest list you own. Call Desk works it like one.
The customers already on your roofs know you, own equipment you installed, and have systems that age every year. That is the warmest pipeline a solar contractor has, and almost nobody works it systematically — not because it isn't worth money, but because no one has time to decide who to call today out of thousands of households.
Call Desk makes that decision for you. It scores your entire customer base and hands your reps a ranked queue: who is due for a check-in, whose system is aging, whose details have not been confirmed in years. This is not a once-a-quarter campaign. At AllSolar Energy it runs every day, and reps use it to keep customers informed, correct records that have drifted, and turn ordinary check-in calls into service work and system upgrades. Waking up genuinely cold households is one mode it handles, not the whole job.
Calls go out through click-to-call on the number your team already uses, so there is no SolarProjeX calling-minutes charge and no separate dialer subscription to buy. Every call, outcome, and callback is written straight back to the customer record and the job it came from, so the office always knows what was said and what happens next.
What it does, point by point
- Scored queue across your whole customer base — surfaces who is worth calling today, not a flat alphabetical list
- Built for everyday outreach: check-ins, record updates, service work, and system upgrades
- Click-to-call from any customer, job, or lead record using your own phone line
- Reps correct addresses, emails, equipment, and contact details live on the call
- Configurable calling window and retry ladder, with excluded and callback states so no one gets called twice by mistake
- Call recordings and outcome logging, gated to the roles who should see them
- Every call ties back to the customer, the job, and the rep who made it — no separate spreadsheet