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AI Follow-Up Automation for Solar Installers in San Antonio, TX
San Antonio solar leads arrive in two languages, from families who may receive military orders within a couple of years, and mostly from customers of a city-owned utility that writes its own solar rules. Follow-up automation from EVOTECH turns that mix into orderly sequences: Spanish or English by preference, honest handling of the question of moving, and reminders tied to the paperwork each utility requires.
Follow-up that starts in the homeowner’s language
San Antonio is a majority-Hispanic city, and many households that ask about solar move easily between English and Spanish, with some preferring one and some the other. A follow-up sequence that speaks only English leaves part of your pipeline hearing from you in their second language, or not really hearing from you at all.
The sequences EVOTECH builds begin in the homeowner’s language and stay there. The preference is captured at the first touch, from the language of the inquiry or a simple question, and stored on the contact. From then on every scheduled message, whether a proposal check-in, a paperwork reminder, a milestone update or a review request, goes out in that language. If a homeowner who started in English replies in Spanish, the sequence switches with them.
Spanish templates that sound like your company
Spanish templates are drafted alongside the English ones, reviewed by a Spanish-speaking member of your team and approved before launch; they are not machine translations dropped in at the last minute. Solar vocabulary needs particular care. The words for net metering, inverters and permission to operate should match what your bilingual reps say on the phone, so the homeowner never meets one term in a text and a different one on a call.
When the decision belongs to the whole family
In many San Antonio homes a solar decision spans generations: a parent who owns the house, and an adult son or daughter who helps read the contract. With consent, the follow-up can include that second person, who receives the proposal recap and milestone updates in their own preferred language. A reply from either one pauses the sequence for both, so nobody receives a reminder about a question that was just answered.
Nurturing buyers who may get orders to move
Joint Base San Antonio brings active-duty families, civilian employees and a large community of military retirees to the area. For active-duty households the standard solar objection has a specific shape: we might be reassigned in two years. Follow-up that ignores that concern simply gets deleted.
The relocation branch
When a rep tags a contact as a possible relocation, the automation moves them into a branch with fewer touches and different content. Instead of repeating the proposal, it shares your approved explainer on what happens to a solar system when a house is sold or rented out, how a loan or a lease is handled at sale and which documents a buyer usually asks to see. It never predicts resale value or claims that solar will help a house sell. If the homeowner reports that orders have arrived, the sequence stops and the rep decides whether a conversation still makes sense, since some families keep the house as a rental.
Military moves tend to cluster in the summer, so this branch also sets re-entry dates. A homeowner who says to ask again once the next assignment is known hears from you when they asked to, and not before.
Retirees who stayed
Retirees who settled near the bases often weigh a long-term commitment differently from a family expecting orders, and some would rather receive email or a phone call than texts. The automation honors channel preferences per contact, so a retiree who asked for email never gets a text, and a request for a call becomes a task for the rep instead of another message.
CPS Energy, the co-ops and the paperwork in between
Most San Antonio homes are served by CPS Energy, the city-owned utility. Inside its territory there is no retail electricity choice, and CPS Energy sets its own terms for residential solar, including interconnection requirements and whatever rebate or incentive programs it offers at a given time. Around the edges of the metro the picture changes: New Braunfels Utilities, Guadalupe Valley Electric Cooperative, Bandera Electric Cooperative and Pedernales Electric Cooperative each serve parts of the surrounding area, each with its own process.
Branching by utility
The follow-up assigns each contact to a utility branch at the first touch. A CPS Energy customer receives reminders for the steps your team lists for that utility, including any pre-approval that must happen before installation when a program in effect requires it. A co-op member gets that co-op’s paperwork reminders instead. Neither branch ever states a rebate amount or promises eligibility; those decisions belong to the utility and change over time, so the message links to the utility’s own information.
Historic-district reviews
Several of San Antonio’s older neighborhoods, including King William, Monte Vista and Dignowity Hill, are designated historic districts where exterior changes go through the city’s historic design review. For a solar project that can mean an application, drawings and a hearing date. The automation chases the materials the homeowner needs to supply, reminds them when a review date your team recorded is near and shares the outcome once your team logs it. It never predicts whether a design will be approved or how long review will take.
How the San Antonio follow-up calendar runs
Long, hot South Texas summers make June through September the natural high point for solar interest, and they set the rhythm of the follow-up year.
- Spring. Hailstorms have damaged San Antonio roofs in past springs, so this is when roof-first holds accumulate. The automation keeps those deals parked with an occasional check-in and reopens them when the homeowner confirms the new roof is on.
- Early summer. The first large cooling bills arrive. Proposals that stalled on not-right-now get a single reactivation message offering an updated design. Old figures are never resent: equipment costs and utility programs shift, and the federal incentive picture that many earlier residential proposals relied on changed in 2025.
- Mid-summer. The heaviest military moving window. Contacts whose re-entry dates are tied to orders come back into the sequence on the dates they gave.
- Fall. Systems installed over the summer reach permission to operate, which opens the review-and-referral branch.
- Winter. A quieter cadence. Since the February 2021 freeze, backup power has come up in many conversations, so past solar customers without storage may receive one battery message a year, provided you offer batteries and they have not opted out of marketing.
Reviews and referrals
Review requests wait until the system has permission to operate and a stretch of real production behind it, and they are held automatically when the account has an open complaint or service issue. The request goes out in the customer’s language, links straight to your Google Business Profile and is followed by no more than one reminder. A referral message comes only after that, in the same language, describing your referral program exactly as your team wrote it. In neighborhoods where extended family lives a few streets apart, one well-timed referral request is worth more than a monthly newsletter.
The rules it follows and how EVOTECH builds it
Every rule below is enforced in the software rather than left to a line in a training document:
- No savings percentages, payback periods or bill predictions in any automated message.
- No tax, credit, loan or lease advice; questions on those topics go to a person.
- Any reply that mentions cancelling, a complaint or a lawyer stops the sequence and alerts your team.
- Messages sent during a home-solicitation cancellation period are informational only.
- Opt-out requests are honored in either language, however they are worded, across every sequence.
- Quiet hours and weekly message caps apply to every contact.
- No install, inspection or permission-to-operate date is shared unless your team entered it.
Delivery is remote. EVOTECH’s US-based team, located in the Houston area, handles design, setup and support over video meetings and phone calls. After a free consultation you receive a fixed-scope written quote. The build then covers your stage map, the bilingual message library, texting consent and carrier registration, and the connection to the CRM or sales software you run (HubSpot, Salesforce, GoHighLevel, Enerflo or another tool), so reps see every automated message on the contact record. Before launch we run every branch, including language switching, relocation, utility, historic district and roof-first, using internal test contacts, and afterward we review opt-outs and reply reasons with you.
If you are still deciding what to automate first, our AI consulting work starts there. You can also compare our statewide page on follow-up automation for Texas contractors across other trades, reach us here or call (832) 359-2425.
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Frequently asked questions
Can the entire follow-up sequence run in Spanish?
What does it say when a military family asks whether solar will hurt their home sale?
Does it know the current CPS Energy rebate?
We also sell in the suburbs and Hill Country towns around the city. Is that a problem?
Can an adult son or daughter who helps with the paperwork receive the messages too?
When does the review request go out?
Follow up in the language your San Antonio customers use
Schedule a free consultation. We’ll map your bilingual pipeline and utility branches, then send a fixed-scope written quote.
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