# Inbound Call Screening & Booking for Solar Installer Operations Managers with Aurora

> AI screens inbound calls, qualifies the job, books the appointment in Aurora, and only routes complex calls to a human CSR — booking capacity 3x's without adding headcount. Purpose-built for teams running Aurora — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Aurora](https://calish.com/workflows/tool/aurora/)
- **Role:** [Solar Installer Operations Manager](https://calish.com/workflows/for/solar-installer-operations-manager/)
- **Specialty:** Residential Solar Installation
- **Category:** Communication & Outreach
- **Canonical URL:** https://calish.com/workflows/with/inbound-call-screening-and-booking-for-solar-installer-operations-manager-with-aurora/

## The Problem

CSRs at Residential Solar Installation companies spend the day on the same call patterns — diagnosing issues, qualifying jobs, booking — and during peak season they can't keep up, dropping calls and bookings.

## What We Build in Aurora

AI screens inbound calls, qualifies the job, books the appointment in Aurora, and only routes complex calls to a human CSR — booking capacity 3x's without adding headcount. Purpose-built for teams running Aurora — uses the native API or agent integration so nothing leaves the system of record.

## Aurora Integration Approach

1. **Audit your Aurora configuration.** We map the specific Aurora objects, custom fields, and workflows the automation needs to touch for your residential solar installation practice.
2. **Build on the Aurora API or agent.** Integration happens inside Aurora — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Aurora with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Inbound Call Screening & Booking for Solar Installer Operations Managers](https://calish.com/workflows/inbound-call-screening-and-booking-for-solar-installer-operations-manager/)
- AI screens inbound calls, qualifies the job, books the appointment in Aurora, and only routes complex calls to a human CSR — booking capacity 3x's without adding headcount.

## Other Aurora 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-aurora/)
- [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-aurora/)
- [Review Generation & Reputation for Solar Installer Operations Managers](https://calish.com/workflows/with/review-generation-and-reputation-for-solar-installer-operations-manager-with-aurora/)
- [Maintenance Membership Renewal for Solar Installer Operations Managers](https://calish.com/workflows/with/maintenance-membership-renewal-for-solar-installer-operations-manager-with-aurora/)
- [Technician Performance Coaching for Solar Installer Operations Managers](https://calish.com/workflows/with/technician-performance-coaching-for-solar-installer-operations-manager-with-aurora/)
- [Warranty & Manufacturer Claim for Solar Installer Operations Managers](https://calish.com/workflows/with/warranty-and-manufacturer-claim-for-solar-installer-operations-manager-with-aurora/)

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