Solar Survey Access Check SMS Demo
Text the demo code, reply HOME, ACCESS or CALL, and see how Jemima AI captures practical survey preparation details for the solar team.
Solar surveys can be delayed or less useful when home attendance, loft access, roof access or practical property notes are unclear before the surveyor attends.
Customers get a simple way to confirm practical access arrangements, while the solar installer receives a clear survey-preparation summary.
How to try it
4521
HOME, ACCESS or CALL
Survey access status and recommended team action
What this demonstrates
SMS survey preparation, home-attendance capture, access-note routing, callback request handling and solar survey coordination.
What happens next
The workflow creates a session, sends the survey-access SMS, captures the customer reply, records the access arrangement or callback request and produces a staff-ready survey summary.
Demo boundaries
This is a demo. No real survey, installation date, design outcome, savings estimate, finance result, grid/export arrangement, technical suitability or approval decision is guaranteed. No electrical, roofing or energy advice is provided by SMS.
Why this SMS workflow matters
This SMS demo shows how a solar installer can collect practical survey access information before a surveyor attends. It helps the team understand whether someone will be home, whether loft or roof-access notes need review, or whether a call is needed before the visit.
- Solar surveys can be delayed if nobody is home or access arrangements are unclear.
- Loft access, roof access and property notes may affect how useful the survey visit is.
- Customers may not know which practical access details matter until asked.
- Office teams often chase survey readiness manually.
- The workflow should collect survey preparation details without giving savings, design, roofing, electrical, finance or suitability advice.
Example SMS conversation
What the business receives
The workflow turns survey preparation into a structured access summary. It helps the solar installer reduce wasted surveys, prepare the surveyor with useful context and keep technical suitability or design decisions under team control.
- Customer action Access notes flagged
- Practical note type Roof or loft access
- Recommended staff action Review access notes before survey and contact customer if clarification is needed
- Boundary note No survey date, technical suitability, savings estimate, finance outcome, grid/export arrangement or installation decision confirmed by SMS
- Admin value Improves survey readiness and reduces manual chasing
- Confidence High
How this could be implemented
This can connect to survey booking reminders, enquiry forms, CRM notes, installer handovers or office callback tasks. In a live setup, HOME should record attendance intent, ACCESS should create a practical note for review, and CALL should route a callback request.
Request a tailored demo
Want this connected to your solar survey or enquiry preparation process?
- We will look for practical automation opportunities, not generic AI ideas.
- You can ask about SMS, calls, forms, inboxes, CRM updates or follow-up workflows.
- No credit card required.