Residential & Commercial Solar
Handling rebate-driven demand spikes without dropping a lead
365 Solar installs across four Australian states. We built a Zoho CRM and Projects setup that holds up when government rebate deadlines send inbound leads through the roof.
The Challenge
Where 365 Solar Was Stuck
The operational friction that was costing time, data accuracy, and growth before Zoho.
Leads split across channels with no single queue
Phone enquiries, web leads, and referral-partner introductions landed in separate places, and rebate-deadline demand spikes meant leads were dropped when volume surged.
Install scheduling run by spreadsheet and text
Coordinating install crews across four states by spreadsheet and text message led to occasional double-bookings and wasted truck rolls.
No follow-up system for warranty and maintenance
Warranty claims, panel-cleaning reminders, and monitoring alerts had no systematic follow-up, leaving repeat and referral revenue on the table.
The Approach
How We Got Them There
Our standard discovery-to-launch methodology, applied to 365 Solar's specific workflow.
Lead & Install Workflow Audit
Mapped every lead source and the install-scheduling process across all four states of operation.
CRM & Projects Configuration
Built a unified lead queue in Zoho CRM and an install-scheduling board in Zoho Projects by state and crew.
Rebate-Spike Load Testing
Stress-tested the intake workflow against a simulated rebate-deadline lead surge before go-live.
Launch & Aftercare Automation
Rolled out to all crews and added automated warranty, cleaning, and monitoring-alert follow-ups.
The Solution
What We Built
Every lead now lands in one Zoho CRM queue regardless of channel, every install is scheduled on one shared board, and aftercare follow-up happens automatically instead of being left to memory.
- Single lead queue across phone, web, and referral partners
- State-by-state install scheduling board in Zoho Projects
- Zoho Sign for installation agreements and compliance paperwork
- Automated warranty, cleaning, and monitoring-alert follow-ups
- Zoho Analytics dashboard for lead source and conversion by state
- Crew capacity view to prevent double-booked install days
The Results
The Impact
62%
Faster response during rebate spikes
0
Double-booked install days since launch
34%
More repeat & referral revenue
4
States on one scheduling board
Figures are illustrative estimates based on the engagement scope, not independently audited client financials.
“Rebate deadlines used to mean chaos. Now the same system that handles a quiet week handles a flood of leads just as well.”
— 365 Solar Team
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