Scoring built on installer signals: monthly electricity bill, shadow-free roof area, sanctioned load, ownership of the roof, and how far the approval paperwork has moved.
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Most send one wherever the enquiry sounded keen. A form arrives, a coordinator calls, the customer says yes to a free survey, and a technician spends half a day travelling to a terrace with a water tank in the middle of it and a bill too small to justify a system. Nobody is careless about this. It happens because the three fields that would have prevented the trip were never asked for at capture.
These two fields decide whether a project exists. The monthly bill sets system size and payback; the shadow-free area decides whether that system fits. An enquiry with a strong bill and a shaded twenty foot terrace is not a lead, it is a polite conversation, and it is better to know that before a surveyor is dispatched.
Ownership determines the path. An independent house owner decides alone. A tenant needs a landlord who gains nothing from the investment. An apartment resident needs a society resolution and often a general body vote. The technical enquiry may look identical in all three cases while the probability of an installation differs enormously.
Once a survey has been attended, a proposal accepted and a discom application submitted, the customer has invested effort that browsers never invest. Tracking those as stages rather than notes gives the score real behavioural signal and gives your team an accurate view of which projects are genuinely in the pipeline.
Bill, roof area, ownership and connection category set the starting position. Behaviour moves it: survey attended, proposal opened, society approval granted, application filed. Silence pulls it down over time. The result is one number with a plain explanation of what produced it, and weights you can adjust when your project mix shifts between residential and commercial work.
| Signal on the enquiry | Why it predicts here | Effect on score |
|---|---|---|
| Site survey attended and reported | Technical viability confirmed | Strong lift |
| Bill high with clear roof area | A viable system exists | Strong lift |
| Owner of an independent roof | Can decide without a committee | Strong lift |
| Discom application submitted | Process is genuinely under way | Moderate lift |
| Society resolution passed | The main obstacle is cleared | Moderate lift |
| Commercial connection, high load | Larger system, better economics | Moderate lift |
| Tenant with no landlord consent | Cannot proceed as things stand | Drop |
| Per-kilowatt price asked, nothing else | Collecting quotations | Neutral |
Ask for bill amount, building type, roof ownership and approximate shadow-free area on the enquiry form itself, not on the third call. Make survey status a tracked event with an attendance outcome and attached photographs. Add discom application and society approval as pipeline stages. Then record honest lost reasons, separating price losses from technical rejections and stalled approvals, because those three teach completely different lessons.
Scoring prioritises; it does not decide. It makes no assessment of creditworthiness or loan eligibility, which stay entirely with your financing partner. It cannot see a customer's tolerance for power cuts or a neighbour's influence, and it reads only what has been recorded, so a team that logs surveys as one-line notes gets a number built on almost nothing. Low scores belong in a nurture sequence, and any override by a person who has stood on the roof outranks the number.
Related reading: AI CRM, lead management software, CRM dialer, WhatsApp CRM, industries we serve, and India pricing.
Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.
Every enquiry gets a site survey, so surveyors spend their week on shaded roofs, rented terraces and households with a bill too small to justify a system.
Bill amount, roof area, ownership and building type are asked at capture and drive the order, so surveys go to sites where a viable system exists.Survey the right roofs
Proposals go out and disappear. Nobody knows which customer is waiting on a society decision, which is waiting on money, and which has quietly gone elsewhere.
Approval stages, society status and proposal engagement sit on the record, so the follow-up call has a reason and the stalled projects are visible in a review.Approval-stage visibility
Leads come from installers' own referrals, marketplace portals and ads, and nobody can tell which source produces installations rather than conversations.
Source stays attached from first enquiry to commissioning, so reporting compares channels on completed installations instead of enquiry counts.Source to commissioning
Field teams collect survey findings on paper and photographs on personal phones, and half of it never reaches the person writing the proposal.
Surveys are logged from the mobile app against the lead, with findings and photographs attached, so the proposal is written from what was actually seen.Field survey capture
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