Solar · Hold a date

Ask which week to hold for a rooftop solar

Send this when they are close and the calendar is the remaining question. It does not replace the day-2, day-5, or day-10 notes.

Names, prices, and companies on this page are examples.

Name a real week

The install date follows the utility, not the day they sign. Say that so the follow-up is not a fake start week. Do not invent a deadline. Solar bids sit through utility approval, loan paperwork, and a spouse who has not read the production estimate.

QuoteLasso does not take the payment

If you need money to hold the week, say what you need in your own words. QuoteLasso does not take deposits or payments. Do not put panels on a roof you already know needs replacement.

If you send it from QuoteLasso

The default schedule is three emails, at 2, 5, and 10 days. Day 10 is the last one. You can move the dates. Add the estimate by typing it in, forwarding the message, or importing a spreadsheet. The customer sees your business name and the address followups@quotelasso.com. A reply comes to your inbox and the remaining follow-ups stop. QuoteLasso does not send texts. During the 14-day trial, due emails can send on their own. After that, Free is manual. Starter is $79/month and Pro is $149/month.

Example email

Rooftop solar

Subject

Which week should I hold for the rooftop solar?

Hi Megan,

If you want the rooftop solar on the books, tell me which week is real and I will tell you what I need to hold it. The estimate is still $22,000 and includes the panels and inverters for the usage we reviewed, racked on the south slope.

Thanks,
David Cho
Cho Solar

Questions

Is this the last solar follow-up?

No. The default schedule is day 2, day 5, and day 10, and day 10 is the last email. This page is the hold a date note for a rooftop solar. Do not put panels on a roof you already know needs replacement.

What will the customer see if QuoteLasso sends the rooftop solar email?

The customer sees your business name and the address followups@quotelasso.com. A reply comes to your inbox and the remaining follow-ups stop. The words are yours. The sample on this page uses made-up names and the example price $22,000.

Send this kind of note on a schedule.

Add the estimate. QuoteLasso drafts the email in your words and, on the trial or a paid plan, can send it when it is due.

Start free trial

14-day free trial, no card required. Then the Free plan, or upgrade if you want automatic sending.