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☀ Solar DialerCall Center
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Agent workspace

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Loading today…Reading your assigned work.

Your workday

Stay focused on the next best action.

Appointments, callbacks, and follow-ups in one place.

My production

Today

Today’s appointments

Confirm each one before the day starts.

My team

Production today

Up next

Today’s appointments, follow-ups, and callbacks.

Hot leads

0need focused follow-up
Live Reading the floor…
Reading the floor…Live rep status, dialing sessions, and calls in flight.

Dialing sessions

Reps

PausedChoose campaigns, then open the menu and select Ready to Dial.
15s

Call result

Waiting

Select a result to show its next step.

Lead heat OptionalNot rated
ColdHot
Spots to fill—

    My day
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    My pay
    ✦

    AI Coach

    The coach starts listening when a homeowner call connects.

    AI CoachSay this next

    ≋

    Transcript

    A saved transcript appears here after a recorded call is processed.

    Current lead

    Text messages

    Open this tab while a lead is assigned.
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    No active lead

    A conversation appears here when a lead is assigned.

    Sends from your assigned company number.
    ●

    Search any address to see it in satellite view.

    ☀

    Your workspace is ready

    Select campaigns and press Ready. The lead profile, call result, and live tools appear when a call connects.

    ✓
    Loading campaigns…Reading available campaigns

    Current lead

    No active lead

    Waiting
    Contact
    SolarProfile data
    Bill & files
    Showing all leads

    Lead list

    Loading leads…

    NameAddressSourceCampaignLast resultDialsLast contactedOwnerEdit
    Showing 0–0 of 0

    Didn't answer

    Pick a campaign to see the numbers nobody picked up.

    NamePhoneCampaignTriesLast tryCall again
    Today—
    0appointments
    0unconfirmed
    0at risk
    Next upNothing left today

    Needs confirmation

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    Loading confirmations…

    Appointments

    Loading local appointments…

    Local calendar · Timezone
    Loading appointments…
    Date & timeHomeownerCloserStatusScoreSMS
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    Conversation

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    Leaderboard & history

    Your recent calls, appointments, and follow-ups.

    ⌕
    Campaigns—Loading
    Leads ready—Loading campaigns
    Users assigned—Loading

    Campaigns

    Configure leads, users, scripts, caller IDs, and results.

    Step 1 of 3

    Upload a CSV

    Choose the lead file. Common columns are matched automatically.

    No file selected

    Step 2 of 3

    Choose where the leads go

    The CSV becomes a reusable lead list. Assign it to any campaigns now, or use it again later.

    Assign to existing campaigns
    Select as many as you want. Existing campaigns keep their own call history and settings.

    Column matching and source details

    CSV column matching

    Choose which CSV column contains the phone number.

    Reusable listOne upload can feed several campaigns. Matching phone numbers share their saved lead status within the same product. Importing never starts dialing.

    Step 3 of 3

    Review before importing

    —Ready to import
    —Duplicates skipped
    —Invalid rows
    —DNC skipped
    !

    No leads have been added yet.
    This step creates the selected destination and imports the usable rows atomically. It never starts dialing.

    ✓

    Import complete

    The leads were added. No calls were started.

    This week

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    This week is locked.
    Changes need a manager.

    Draw the week you want instead, then send it to your manager

    When are you dialing this week?

    Drag a day to book hours. Drag a block to move it, its edge to resize, tap it to change or remove it.

    Bookedthe shift you said you’d work On calls & readypaid Wrap-upnot paid Appointmenttap to see it

    Pending schedule change requests

    A rep’s proposed edit to a week they can no longer save directly.

    RepWeekProposed hoursNoteRequested

    No pending change requests.

    Payroll — verified paid hours

    Paid = ready/waiting/on-call time proven by the browser heartbeat, plus a 15-minute credit per appointment. Wrap-up is never paid.

    RepPaid hoursAppt creditTotal paidApptsDialsWrap (unpaid)
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    Everything

    Every appointment, callback, and call result in one list.

    Callbacks due

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    Callbacks

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    Queue

    Due now0
    Upcoming0
    No time set0
    Loading team performance…Reading saved calls, results, and verified dialer sessions.

    Agent leaderboard

    Appointments, time dialing, call volume, and wrap-up speed.

    RankAgentStatusAppointmentsDialer timeDialsCallsAppts / hourAvg wrap-upLast active

    Call logs

    Loading saved calls…

    Date & timeLeadAgentCampaignDial timeTalk timeWrap-upResultHeatRecording
    Showing 0–0 of 0
    ⌕

    Microphone connects when dialing starts.

    Which campaigns would you like to dial?

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    Details

    Details

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