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AI-enabled rooftop analysis & lead scoring platform for a US solar provider

Client

A US-based sustainable energy company that manufactures and installs solar panels in residential buildings

Industry

Energy & utilities, green tech

Services

AI consulting, AI development, data platform consulting

Tech stack

OpenCV, Python, Java 11, Spring Boot, React, React Native, PostgreSQL, RabbitMQ, Amazon S3, Jenkins, Firebase, Google Maps API

Challenge

A major US residential solar panel manufacturer faced a critical challenge: how to enter new markets without incurring the prohibitive costs of door-to-door sales operations and manual lead research. To help the company scale smarter, ITRex developed a custom platform that automates rooftop and area feasibility analysis, streamlines field sales and hiring, and empowers reps with actionable performance feedback.

Scaling solar sales with a location intelligence platform

Our client’s business model relied heavily on door-to-door lead generation—a direct sales strategy where the company’s representatives visited potential clients. But as the business expanded across multiple US states, this model hit serious scalability limitations:

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High expansion costs. Launching the business in each new location required the company to plan for office space and relocation costs, obtain insurance licenses, and onboard sales representatives.

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Manual feasibility checks. The client’s existing methodology for identifying homes appropriate for solar installation depended on costly external tools and expert judgment, lacking automation and scalability.

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Limited rep oversight. The organization struggled to analyze field representatives’ performance in real time across metrics such as pitch quality and lead generation. This deficiency limited the company’s ability to coach employees and improve their effectiveness.

To overcome these bottlenecks, the client needed a location intelligence and sales enablement platform tailored to the specifics of residential solar outreach—and a trusted energy software development company capable of bringing the concept to life. They found one in ITRex.

Solution

Our team collaborated with the client to develop a custom platform that employs artificial intelligence to conduct automatic analyses of rooftops. This system assesses the viability of solar panel installations in designated residential areas, thereby enhancing lead generation. Its key capabilities include:

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Automated rooftop & area scoring. The platform estimates each address's solar viability by analyzing roof shape, orientation, pitch, and shading using satellite data and computer vision. The solution further augments the insights with open real estate data (e.g., Zillow) to retrieve property-specific attributes such as roofing material and age.

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Territory assignment & mapping. Lead generation managers can specify geographic areas (such as state, county, or street) for detailed analysis and obtain system-generated rankings of homes with high potential. These are automatically split into territories and assigned to sales representatives.

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Digital rep onboarding & recruitment. The rooftop analysis and lead scoring platform provides HR and talent acquisition coordinators with integrated tools to post job listings, conduct interviews via Zoom, send assessments, and manage onboarding—all in one system.

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Rep performance tracking. Each sales manager is provided with a dashboard that displays personalized metrics, including the number of leads, conversion rates, and average pitch time. AI analyzes pitch recordings to check tone, structure, and rules, helping managers spot training needs and improve lead conversion rates with data-driven insights.

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Intelligent recommendations. The platform provides personalized feedback to representatives and managers by analyzing speech and evaluating lead interaction results.

The advanced rooftop analysis and lead scoring solution allowed the customer to improve operational efficiency and broaden outreach capabilities without a proportional rise in overhead, leading to significant cost savings.

Impact

The solution helped the client tackle several of the most enduring challenges in residential solar sales. Specifically, the company was able to:

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Reduce lead qualification time by up to 80% through the automation of rooftop and territory analysis

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Remove the manual research burden that was previously necessary to evaluate solar viability for new locations

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Reduce recruitment and onboarding expenses by implementing a cohesive digital workflow that supersedes disjointed HR systems

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Enhance representative effectiveness via real-time performance monitoring, pitch evaluation, and tailored training suggestions

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Evaluate and rank potential locations for market expansion by analyzing criteria such as feasibility, licensing requirements, and the availability of representatives, all without setting foot in a new territory.

The company can now pursue market scalability with enhanced confidence, lower costs, and a data-driven approach.

Technicalities

ITRex developed an AWS-hosted platform that ensures optimal performance under different loads, scales along with the customer’s business needs, and integrates seamlessly with the company’s sales and HR system. Here's how the solution works under the hood.

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Location intelligence & computer vision. The platform’s core module uses OpenCV, Python, and Java to process geospatial imagery and quantify solar potential. It factors in azimuth and pitch angles, shading objects, and weather patterns to rank addresses. Lead generation managers receive the results through an intuitive interface for better area planning.

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Pitch analysis engine. Reps record their door-to-door pitches via the app. Audio files undergo analysis through specialized NLP scripts designed to assess emotional tone, compliance, clarity, and structure. The system then produces feedback for each representative and transmits insights to their respective managers.

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Full-stack architecture in AWS. Our data platform consultants devised a fail-proof solution architecture driven by Amazon Web Services: ● Back end: Java 11, Spring Boot 2, Spring 5 microservices running in ECS containers behind an Application Load Balancer ● Data pipeline: RDS for PostgreSQL, RabbitMQ/SQS for async messaging, S3 for storage ● CI/CD: Jenkins-based pipeline deploying backend to ECS, frontend to S3, and mobile builds via Firebase ● Integrations: Salesforce (CRM), Zillow, Zoom (interviews), e-signature tools (document workflows), and Google Maps API (satellite image analysis) ● Front end & mobile: Built in React, Redux, and React Native with components like Google Map React, React-Native-Maps, and Styled-Components

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Cross-platform support & role-based access. The platform provides access via web and mobile interfaces tailored for various user roles, including representatives, human resources personnel, managers, and administrators. All modules, from recruitment to lead generation, are integrated through a secure authentication and notification system.

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Contact us

Collaborate with ITRex to leverage location intelligence, computer vision, and AI automation as effective instruments for enhanced field operations and sustainable growth

Offices:
Aliso Viejo, CA
Warsaw, PL