Solar intake without the chase. Or the site-visit surprise.
Homeowners upload a utility bill, a few roof photos, and a main service panel pic in one guided session. We extract annual kWh, rate schedule, NEM 3.0 eligibility, roof pitch and orientation, shading flags, MSP rating, and upgrade requirements — captured once, reused by sales, GoodLeap / Mosaic / Sunlight underwriting, and the install crew. No “can you send me that again?” text threads.
Built for residential solar sales teams, underwriting shops, and EPC install ops in NEM 3.0 states and beyond.
Solar reps spend more time chasing than closing.
Between “I’m interested” and the first proposal, the rep chases a utility bill, roof photo, and panel pic across 8+ text messages — and half of deals go cold before the packet arrives. Even when it does, site visits to a 100A panel, a north-facing roof, or an HOA or zoning restriction burn $125–$400 of field margin on a dead lead.
“Send me your utility bill” is the longest thread in solar
Deals cool while reps chase a bill that never arrives. Revenue slips to next month.
The PDF arrives, but usable data does not
Rate schedule, annual kWh, summer shape, NEM 3.0 eligibility — someone types every value by hand.
Site visits happen before they should
A 100A MSP, a north-facing roof, an HOA restriction — each pre-qual miss burns $125–$400.
Intake gets re-done at finance and install
GoodLeap, Mosaic, and Sunlight ask for the bill the rep already has. Homeowner uploads twice.
One session, end-to-end. Sales, finance, and install — all covered.
The homeowner uploads the utility bill, the roof photos, and the panel pic in a single guided flow. We extract everything every downstream stakeholder needs — and share it back to Aurora, OpenSolar, Enerflo, HubSpot, Salesforce, GoodLeap, Mosaic, or Sunlight Financial with no re-keying.
Utility bill → full annual usage profile
Annual kWh, 12-month consumption shape, rate schedule (E-ELEC, TOU-D, EV2-A, Residential-EM-TOU-C, Solar Choice Aggregator), utility (PG&E, SCE, SDG&E, Xcel, Duke, ConEd, Eversource, FPL, and 100+ more), NEM 3.0 export eligibility, bill cycle, seasonality — extracted from any US utility’s bill format in seconds.
Roof photos → pre-qualification in the session
Pitch, orientation, obstruction detection, rough usable area, tilt adjustments, chimney and skylight flags — from the homeowner’s phone photos, pre-survey. HOA- and zoning-eligibility surfacing where applicable.
Panel photo → electrical readiness
Main service panel bus-bar rating (100A / 125A / 150A / 200A), breaker count, open-space assessment, double-taps, visible aging indicators, and MSP upgrade probability — flagged before the site survey truck rolls.
One intake session, shared across the stack
Captured once, structured, and routed: Aurora Solar intake, OpenSolar proposal input, Enerflo or Scoop job record, HubSpot / Salesforce CRM, and GoodLeap / Mosaic / Sunlight Financial underwriting — without asking the homeowner for the same document twice.
From a utility-bill photo to an underwriter-ready homeowner record.
A homeowner photographs last month’s PG&E bill on the kitchen counter. The rep opens the proposal with usage history, rate schedule, and NEM eligibility parsed, cross-checked against the utility, and ready for GoodLeap, Mosaic, or Sunlight submission.
From the homeowner’s phone to the installer’s job packet — one intake.
Solar Intake collapses the chase. What used to be a week of text threads between the rep, the homeowner, the underwriter, and the install scheduler becomes a single guided session.
Today The Chase
- “Text me your utility bill when you can”. Day 1: sales conversation ends. Day 2: rep follows up for the bill. Day 3: homeowner sends a photo of one page. Day 5: rep asks for a clearer photo. Day 7: rep re-pitches the deal.
- Rep types bill data into Aurora / OpenSolar / CRM. Annual kWh estimated. Rate schedule guessed. NEM eligibility assumed. Roof pitch via Google Earth. Panel rating unknown. Proposal built on half-right inputs.
- Site visit surprises. Field engineer shows up. 100A panel with a double-tapped neutral. Mostly north-facing roof. HOA restrictions. $400 truck roll spent on a dead deal.
With Solar Intake One Session
- One mobile-first upload link. Single branded session. Homeowner uploads the utility bill, 3–4 roof photos, and the main panel photo. Guided prompts, camera overlays, in-line feedback if a photo is blurry or the panel is obstructed.
- Data extracted in seconds. Annual kWh, rate schedule, NEM 3.0 eligibility, bill cycle, and seasonality from the utility bill. Pitch, orientation, shading flags, rough usable area from roof photos. MSP amperage rating, breaker open-space, aging indicators from the panel photo.
- Pre-qual surfaces failures instantly. North-facing primary roof, 100A panel without upgrade budget, HOA conflict — flagged in the same session. Deal is either repositioned (battery emphasis, panel upgrade quote) or disqualified without a wasted truck roll.
Plugs into the design, CRM, and finance stack solar teams already run.
We don’t replace Aurora, OpenSolar, HubSpot, or GoodLeap. We make sure the intake packet that flows into them is complete and consistent — so reps stop hand-typing and underwriters stop re-asking.
Solar Intake exports the proposal-ready data schema Aurora, OpenSolar, Enerflo, and Scoop Solar expect; routes underwriting-ready applications to GoodLeap Origin, Mosaic, Sunlight Financial, Sungage, Dividend, or Service Finance; and pushes pre-install packets to PacketUpload’s own interconnection firewall for the same household. One homeowner, one intake, shared everywhere.
Grounded in the residential solar rate, incentive, and pre-install frameworks your ops team already works under
What residential solar sales, finance, and install leads ask us.
Which utilities can you read bills from?
We ship with extractors for the 100+ largest US utilities by residential solar volume — PG&E, SCE, SDG&E, Xcel (CO, MN, WI), Duke (NC, SC, FL), ConEd, Eversource, National Grid, FPL, TVA co-ops, APS, SRP, Georgia Power, Dominion, most IOUs, and major munis. Others we train as we onboard regional installers.
How accurate is roof photo analysis?
For pitch and orientation on a clear single-plane photo: high confidence. For obstructions (chimneys, skylights, dormers) and rough usable area: good enough for pre-qual gating — we are not replacing a site surveyor’s final structural review, and we don’t pretend to. We produce a pre-qual packet; the engineering-grade site survey stays where it is.
Can this plug into Aurora / OpenSolar / Enerflo / our CRM?
Yes. We export normalized JSON matching whatever schema you work in — Aurora’s intake, OpenSolar’s proposal input, Enerflo’s job record, Scoop Solar’s pipeline, or a custom HubSpot / Salesforce setup. Native connectors for the big ones; REST / webhook for everything else.
Does this also handle the finance application?
Yes. One intake session covers GoodLeap (Origin), Mosaic, Sunlight Financial (M1–M4), Sungage, Dividend, and Service Finance applications with pre-filled data. The homeowner gets a single credit pull request, not three.
What about NEM 3.0 eligibility and battery attach?
We classify NEM 3.0 (NBT) vs NEM 2.0 grandfather status, surface TOU rate schedule implications for production value, and flag battery-attach economics against SGIP and utility-specific incentive programs — so the sales rep can re-pitch a solar-plus-storage system where NEM 3.0 payback requires it.
How does this affect our close rate?
Our early installer partners see two effects: (1) fewer deals dying in the bill-chase phase, and (2) fewer late-funnel surprises killing signed deals. Both compound: a higher share of the rep’s conversations make it to proposal, and a higher share of proposals survive site visit. Net close-rate uplift is measured per account.
What about the post-install side — interconnection packets and PTO?
That's Solar Interconnection: a pre-submission firewall for PowerClerk, PG&E Rule 21, SCE, and ConEd SIR at closeout. Same team, same homeowner. The intake session here captures sales, underwriting (GoodLeap / Mosaic / Sunlight), and pre-install data; the PTO route picks up at install and lands PTO clean. Installers running both see the full homeowner journey covered.
Close more solar — stop chasing bills, stop eating bad site visits.
Walk us through your current intake in 30 minutes — we’ll come back with fit, the first checks we’d encode, and a pilot scope within two business days.
Tell us your sales motion, monthly deal volume, proposal tool (Aurora, OpenSolar, Enerflo), and finance stack. Prioritizing high-volume installers and finance shops in NEM 3.0 states.
Request a walkthroughOr email us directly at join@packetupload.com