Solar survey access check SMS demo
Text the demo code, then reply in your own words with who will be home for the survey, and see how Jemima AI captures it 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.
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How to try it
4521#
Reply telling us who will be at the property to let the surveyor in — for example I will be home, my partner will be there, the tenant will answer, reception will let them in, or please call on arrival.
Survey access status and recommended team action
What this demonstrates
SMS pre-visit preparation, free-text capture of who will be at the property to let the surveyor in, routing the customer's note to the surveyor, and safe human-review handling.
What happens next
The workflow creates a session, sends the SMS, captures the customer's free-text reply, records it as a note, and produces a staff-ready summary for the surveyor.
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 capture who will be at the property to let the surveyor in before a survey. Rather than choosing from fixed options, the customer replies in their own words, and Jemima captures the reply as a practical note for the surveyor to review — with no automated promises made by SMS.
- 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 Replied with a free-text note
- Note captured I will be home all day
- Recommended staff action Pass the access note to the surveyor before the survey
- Boundary note No technical suitability, savings, roof, electrical or finance advice given 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, the customer's free-text reply is captured as a practical note for the team to review, and no slot, date or arrangement is confirmed by SMS.
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.