Man in yellow shirt points at something on coworker's desk in office cubicle, holding a "Service Efficiency" mug.

How We Keep Track of Every Customer Request

When you call or email us, we know how important your request is. Whether it’s a question about your solar system, scheduling a site survey, or checking on paperwork for your tax credit, every detail matters. That’s why we’ve built systems to make sure nothing slips through the cracks. Handling hundreds of calls per day could easily get overwhelming—but instead of sticky notes and scattered reminders, we use a structured process to stay on top of every customer request. Here’s how we do it:

Clear Task Tracking

The first step is creating clear, actionable tasks. Every customer interaction is logged into our system with specific instructions, so our team always knows exactly what needs to be done. For example:

  • Call Mr. Smith to set up introductory meeting for Monday or Tuesday
  • Email Kathy invoice for solar tax credit
  • Schedule site survey for Mr. Smith’s installation
  • Provide service tech Jason with work order and case number for Mr. Brown

This level of detail means your request is never lost or miscommunicated.

Priorities and Reminders

Once a task is created, it’s assigned a due date and priority level. Our team also sets reminders to review pending items daily, ensuring follow-ups happen on time. By working this way, we avoid delays and make sure your project keeps moving forward.

Organized and Measurable

Our CRM (customer relationship management system) allows us to filter, sort, and track tasks so every customer receives timely service. We measure our performance daily—because if it can’t be measured, it can’t be improved.

Why It Matters to You

For our customers, this means:

  • No unanswered calls or forgotten requests
  • Faster turnaround times
  • A smoother, more professional experience

We know your time and investment are valuable. By using the right systems and tools, we make sure your solar journey is organized, transparent, and stress-free.

🌞 At the end of the day, it’s simple: when you choose us, you can trust that your requests are tracked, followed up, and completed. Every time.

 

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