# AI Automation for OpenSolar

> 7 workflow automations purpose-built on top of OpenSolar — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/opensolar/
- **Automation count:** 7
- **Roles:** Solar Installer Operations Manager

## Automations

- [Lead-to-PTO Pipeline Management for Solar Installer Operations Managers](https://calish.com/workflows/with/lead-to-pto-pipeline-management-for-solar-installer-operations-manager-with-opensolar/) — AI tracks every project across the lead-to-PTO pipeline in Aurora, identifies which stage each project is stuck in, and drafts the unstick a
- [Solar Design & Permit Package for Solar Installer Operations Managers](https://calish.com/workflows/with/solar-design-and-permit-package-for-solar-installer-operations-manager-with-opensolar/) — AI generates the design and permit package from site survey data in Aurora, runs structural and shade analysis, and submits to AHJ — design 
- [Review Generation & Reputation for Solar Installer Operations Managers](https://calish.com/workflows/with/review-generation-and-reputation-for-solar-installer-operations-manager-with-opensolar/) — AI sends personalized review requests post-job from the Aurora closeout, follows up if needed, and routes negative feedback to the owner bef
- [Maintenance Membership Renewal for Solar Installer Operations Managers](https://calish.com/workflows/with/maintenance-membership-renewal-for-solar-installer-operations-manager-with-opensolar/) — AI tracks every membership in Aurora, reaches out 60 days before renewal with a personalized renewal offer, books the appointment, and proce
- [Technician Performance Coaching for Solar Installer Operations Managers](https://calish.com/workflows/with/technician-performance-coaching-for-solar-installer-operations-manager-with-opensolar/) — AI tracks every tech's daily performance (close rate, ticket size, follow-on work) in Aurora, surfaces the leading indicators, and drafts co
- [Inbound Call Screening & Booking for Solar Installer Operations Managers](https://calish.com/workflows/with/inbound-call-screening-and-booking-for-solar-installer-operations-manager-with-opensolar/) — AI screens inbound calls, qualifies the job, books the appointment in Aurora, and only routes complex calls to a human CSR — booking capacit
- [Warranty & Manufacturer Claim for Solar Installer Operations Managers](https://calish.com/workflows/with/warranty-and-manufacturer-claim-for-solar-installer-operations-manager-with-opensolar/) — AI files warranty claims from Aurora job data, assembles the documentation, submits to the manufacturer portal, and tracks reimbursement — w

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