Solar installers lose money in the back office, not on the roof. Warranty claims and manufacturer reimbursements involve deadlines, paperwork and payouts spread across a CRM, an accounting system and each manufacturer’s own portal. Miss a deadline and the claim is simply gone.
Propelity.io partnered with SoFlo Solar to build a Warranty & Reimbursement Cockpit powered by Claude, Anthropic’s AI model. Their team now relies on it every day.
The problem: five tools, one process
Before the build, tracking a single warranty claim meant checking the CRM for job status, the accounting system for whether a reimbursement had landed, and the manufacturer’s records for claim standing and deadlines. Nobody could answer “where does this claim stand?” without opening several systems and reconciling them by hand.
What we built
A single dashboard that integrates directly with SoFlo Solar’s CRM, accounting system, and manufacturer warranty and reimbursement records. In one view their team sees job status, profitability, warranty and reimbursement standing, deadlines, payouts and customer reviews.
What changed
Faster warranty claims. Fewer things falling through the cracks. And more of the team’s time spent taking care of homeowners instead of reconciling spreadsheets.
Featured by Anthropic
The work was strong enough that Anthropic published SoFlo Solar as a customer story: an account of how a hands-on solar business runs and grows with Claude. You can read the full story on Claude.com.
The feature included a rooftop photo shoot in South Florida that turned out to be about rather more than the panels.
This is the work I like most: taking a hands-on, high-growth business and giving the operations behind it the same craftsmanship the team brings to the install itself.
Does your back office look like this?
If your team reconciles the same job across three or more systems by hand, the problem is usually not the tools. It is that nothing sits above them. That is the layer we build.
Tell us what your process looks like, or book a free consultation.