SERVICE

Virtual Assistant for Solar Companies

Lead qualification, appointment setting, permit and interconnection paperwork, installation scheduling, financing and rebate follow-up, post-install coordination, AR. Aurora Solar, OpenSolar, Salesforce, HubSpot, ServiceTitan, and QuickBooks fluent. $1,200 to $2,400 per month full-time. Pre-vetted shortlist of 3 candidates in 5 business days.

Trusted by Leading Companies Worldwide

AMBL EngageMX Litmos Vodacom Vuma Just Solutions Ovex Aura Vox FN Sharetech
272
Active Engagements
750+
Placements Made
93%
Retention Rate
Solar Roles We Fill

The back office that drives a long cycle to PTO.

Every role is full-time, dedicated, and trained on your stack (Aurora Solar, OpenSolar, Salesforce, HubSpot, ServiceTitan, QuickBooks).

Highest ROI

Permit & Interconnection Coordinator

Owns the permit-to-PTO cycle. Assembles packets, submits to the AHJ and utility, chases every milestone so signed jobs do not stall.

  • Permit packet assembly + AHJ submittal
  • Plan-check correction turnaround
  • Utility interconnection application
  • PTO (permission to operate) follow-up
  • Inspection scheduling coordination
  • Milestone tracker upkeep
$1,600 to $2,200/mo SolarApp+, AHJ portals, utility interconnection portals, Salesforce

Lead Qualifier / Appointment Setter

Works inbound web and call leads plus aged-lead reactivation, qualifies on roof, ownership, shading, and bill size, books consultations.

  • Speed-to-lead inbound calling
  • Roof, ownership, shading, bill qualifying
  • In-home and virtual consult booking
  • Aged-lead reactivation campaigns
  • Calendar management for closers
  • Disposition logging in CRM
$1,400 to $2,000/mo HubSpot, Salesforce, OpenSolar CRM, dialer platforms

Financing & Incentive Admin

Clears financing conditions to fund and files every incentive: federal ITC support docs, state and utility rebates, SREC registration.

  • Lender document collection (loan / lease / PPA)
  • Financing condition clear-to-fund tracking
  • Federal ITC homeowner paperwork support
  • State and utility rebate filing
  • SREC registration (where program applies)
  • Incentive disbursement tracking
$1,400 to $2,000/mo Mosaic, GoodLeap, Sunlight, state and utility portals, QuickBooks

Install Scheduler / Project Coordinator

Books site surveys, sequences crews and equipment, and coordinates the post-install inspection so jobs reach turn-on without gaps.

  • Site survey scheduling
  • Crew and equipment sequencing
  • Install date confirmation with homeowner
  • Post-install inspection coordination
  • Punch-list and correction follow-up
$1,400 to $2,000/mo ServiceTitan, Salesforce, Aurora Solar, scheduling tools

Review & Reputation Manager

Post-PTO review requests to Google, Facebook, and BBB. Response drafting (positive and negative). Google Business Profile content.

  • Post-PTO review SMS / email
  • Google Business Profile posts
  • Review response drafting
  • Negative review escalation
  • NAP consistency audits
$1,200 to $1,700/mo NiceJob, Podium, Birdeye, Google Business Profile

AR & CRM Admin

Milestone and final invoicing on cash and financed deals, past-due follow-up, and CRM hygiene so the pipeline forecast stays accurate.

  • Milestone and final invoicing
  • Financed-deal funding reconciliation
  • Past-due follow-up
  • CRM data hygiene and stage hygiene
  • Pipeline and backlog reporting
$1,300 to $2,000/mo QuickBooks, Salesforce, HubSpot, Stripe, ACH platforms
Client Stories

Sales-cycle and field-services teams we work with.

Direct client quotes plus representative placement examples.

Saving $9,720/mo
"The team at VirtuHire understood our hiring needs instantly. Within days, we had highly qualified candidates, and the entire process, from sourcing to onboarding, was seamless. If you're looking for top-tier talent, this is the way to go!"
Jed Hackling
Co-Founder & COO, AMBL
Sales placement, $2,200/mo
Tom runs inbound lead qualification and consultation booking for a residential installer, working the US morning calling block from a 1pm to 9pm local shift.
Tom placement (Sales Account Manager)
Representative solar lead-qualification engagement
Saving $1,500/mo
"We needed skilled professionals without the hassle of recruitment fees and long hiring cycles. VirtuHire delivered outstanding candidates, handling everything efficiently. Highly recommended!"
Benji Ozynski
Co-Founder & CEO, Engage MX
TL;DR

A solar virtual assistant runs your paperwork-heavy back office across a long quote-to-install cycle: lead qualification, appointment setting, permit and utility interconnection coordination, installation scheduling, financing and ITC/rebate follow-up, post-install and inspection coordination, AR, and CRM admin. Pre-vetted South African VAs run $1,200 to $2,400 per month full-time, are fluent in Aurora Solar, OpenSolar, Salesforce, HubSpot, ServiceTitan, and QuickBooks, and overlap the US morning and early afternoon. The permit-to-PTO coordinator and the lead qualifier are the two highest-ROI first hires.

Why solar installers specifically should look at offshore VAs

Solar is a strong fit for an offshore back office, and for reasons that are specific to the trade, not generic.

  • The cycle is long and paperwork-driven. Unlike a same-week service call, a solar job moves through site survey, design, permitting, financing, installation, inspection, and utility permission to operate (PTO). That commonly runs 8 to 16 weeks. Every stage produces documents and follow-ups that follow repeatable patterns, which is exactly the work a trained, dedicated VA does well.
  • The stack is browser-based and remote-friendly. Aurora Solar and OpenSolar for design, Salesforce or HubSpot for pipeline, ServiceTitan for field scheduling, and the AHJ and utility interconnection portals all run in a browser. There is no physical-presence requirement for the coordination roles, with the narrow exception of jurisdictions that still demand in-person permit submittal.
  • Working capital is tied up in the wait. Cash sits idle between a signed contract and PTO. Shaving days off the permit-to-PTO cycle and preventing cancellations during the wait has a direct cash-flow payoff, and a dedicated coordinator chasing milestones is how installers do it.
  • US labor cost is high for this work. A US in-house solar coordinator or setter runs roughly $42K to $62K loaded per year. The same workload through a South African VA costs $1,200 to $2,400 per month, freeing 50 to 70 percent of that cost.

The highest-ROI solar VA roles

If you are hiring one VA first, here is the priority logic:

  1. Permit and interconnection coordinator. The permit-to-PTO window is where solar jobs stall and where working capital is locked up. A dedicated coordinator assembling packets, turning around plan-check corrections fast, filing interconnection, and chasing PTO keeps signed jobs moving instead of aging in a queue. Start here if your sales is strong but jobs sit in permitting limbo.
  2. Lead qualifier and appointment setter. Solar closers are expensive and their time should go to qualified, sit-able appointments. A VA running speed-to-lead calling, qualifying on roof, ownership, shading, and utility bill size, and reactivating aged leads protects closer hours and lifts booked-consultation volume. Start here if your closers are buried in unqualified leads.
  3. Financing and incentive admin. Financed deals stall on missing lender conditions, and installers leave incentives on the table when staff is overloaded. A VA clearing conditions to fund and filing every ITC support doc, state and utility rebate, and SREC registration protects both close rate and margin.
  4. Install scheduler and AR. Once volume grows, a coordinator sequencing surveys, crews, and inspections, plus an AR hand keeping milestone and final invoicing current, keeps the back end from becoming the bottleneck.

Pricing

Solar roleMonthly rate (full-time)US in-house equivalent (loaded)
Review & reputation manager$1,200 to $1,700/mo$3,000 to $4,200/mo
AR & CRM admin$1,300 to $2,000/mo$3,300 to $4,600/mo
Lead qualifier / appointment setter$1,400 to $2,000/mo$3,500 to $4,900/mo
Financing & incentive admin$1,400 to $2,000/mo$3,500 to $4,900/mo
Install scheduler / project coordinator$1,400 to $2,000/mo$3,500 to $4,900/mo
Permit & interconnection coordinator$1,600 to $2,200/mo$4,000 to $5,400/mo

Try your specific role: VA cost calculator. Full rate card: pricing.

Timezone and shift coverage

South Africa is 6 to 7 hours ahead of US Eastern (depending on daylight saving). The standard shift pattern:

  • US Eastern Time installers. SA VA works 1pm to 9pm local = 7am to 3pm Eastern. Covers the US morning and early afternoon, which is when AHJ permitting offices, utilities, and lenders are reachable and when fresh leads need a first-hour call.
  • US Central Time installers. SA VA works 2pm to 10pm local = 8am to 4pm Central. Same pattern, one hour shifted.
  • US Mountain and Pacific installers. SA VA works a later local shift to cover the West Coast business day, with a staggered shift used for after-work evening homeowner calling.
  • Extended coverage. Coverage can be widened by staggering shifts across two VAs. We do not promise 24/7 coverage as a standard offering.

How it works

  1. Free intro call. We learn your design and CRM stack (Aurora Solar / OpenSolar / Salesforce / HubSpot / ServiceTitan), your monthly install volume, your team structure, and which role is the highest-priority hire.
  2. You share your needs and sign a simple agreement.
  3. Pre-vetted shortlist of 3 candidates in 5 business days. Solar or renewable-energy back-office experience, software-fluency screening, English-screening notes, and video intros.
  4. Paid trial task before placement. Standard with solar placements: a short paid task in your actual tools (mock permit packet assembly, a lead-qualification call script, or an interconnection-tracker walkthrough) so you see real work product before signing.
  5. Interview and choose. A one-month deposit confirms the hire, and the monthly retainer starts only when they begin.
  6. Onboarding. Role-based software access, 2FA on every system, and SOPs handed over before day one. VirtuHire acts as full Employer of Record, handling contracts, payroll, onboarding, equipment, and compliance, with no recruitment fees.
  7. 30-day replacement guarantee. If the fit is wrong in month one, replace at no extra cost.

Related reading

Frequently asked questions

What does a virtual assistant do for a solar company?

Inbound and web lead intake and qualification, appointment setting for in-home and virtual consultations, permit application paperwork, utility interconnection submissions and follow-up, installation scheduling and crew coordination, financing and incentive paperwork follow-up (federal ITC, state and utility rebates, SRECs), post-install and inspection coordination, AR and collections, review management, and CRM admin in Aurora Solar, OpenSolar, Salesforce, HubSpot, or ServiceTitan. They do not pull permits in person or climb roofs. They run the paperwork-heavy back office that drives a long quote-to-install cycle to a close.

Can a solar VA handle permit and interconnection paperwork?

Yes, and it is one of the highest-value solar VA roles. The permit-to-PTO (permission to operate) cycle is where most solar jobs stall. A trained VA assembles the permit packet (site plan, electrical diagram, equipment spec sheets), submits to the local AHJ, tracks plan-check corrections, files the utility interconnection application, and chases each milestone until PTO is granted. They work the same portals your office uses. The trade-off versus in-house: an offshore VA cannot physically walk a packet into a city counter, so jurisdictions that still require in-person submittal need a local runner for that one step.

How much does a solar virtual assistant cost?

A South African solar VA through VirtuHire runs $1,200 to $2,400 per month full-time, all-in. Entry-level intake and CRM admin at the lower end, experienced permit and interconnection coordinators and appointment setters at the higher end. Compare to a US in-house solar coordinator or setter at $42K to $62K per year ($3,500 to $5,100 per month fully loaded with payroll tax, benefits, and space). Net savings: 50 to 70 percent on the same job description.

Does a solar VA know Aurora Solar and OpenSolar?

We screen for it. Most US solar installers design in Aurora Solar or OpenSolar and run the pipeline in Salesforce, HubSpot, or ServiceTitan. We pre-screen candidates for the design and CRM tools you use (mention them on the intake call) and run a paid trial task before placement. We draw from a South African talent pool that already has US solar and renewable-energy back-office experience.

What is the most ROI-positive solar VA role to hire first?

For most installers it is a tie between lead qualification and permit and interconnection coordination. Lead qualification protects your closers from burning hours on tire-kickers and unshaded, credit-qualified homeowners get booked faster. Permit and interconnection coordination shortens the cash-tied-up window between signed contract and PTO, which is where solar working capital lives. If your sales team is strong but jobs sit in permitting limbo, start with the coordinator. If your closers are drowning in unqualified leads, start with the qualifier.

How does a solar VA handle the long quote-to-install cycle?

Solar is not a same-week transaction. From signed contract to system turn-on commonly runs 8 to 16 weeks across site survey, design, permitting, financing, installation, inspection, and utility PTO. A dedicated VA owns the milestone tracker so no job goes dark: they nudge the homeowner for missing documents, chase the AHJ on plan-check corrections, follow the lender on financing conditions, and keep the customer informed at each stage. The result is fewer cancellations during the wait and a cleaner pipeline forecast.

Can a solar VA do appointment setting for consultations?

Yes. Appointment setting is a common first hire. The VA works inbound web and call leads plus aged-lead reactivation, qualifies for roof type, ownership, shading, and utility bill size, and books in-home or virtual consultations to your closers' calendars. Because South Africa overlaps the US morning and early afternoon, the VA can call fresh leads inside the critical first-hour speed-to-lead window for most of the US business day. For evening homeowner availability on the West Coast, a staggered shift covers the after-work calling block.

How does a solar VA handle financing, ITC, and rebate paperwork?

This is document-heavy work that slows in-house staff. The VA collects and submits lender documents on financed deals (loan, lease, or PPA), tracks financing conditions to clear-to-fund, prepares the homeowner paperwork that supports the federal Investment Tax Credit (ITC), and files state and utility incentive and rebate applications, including SREC registration where the state program applies. They track each incentive to disbursement so nothing is left on the table.

What timezone do South African solar VAs work?

South Africa is 6 to 7 hours ahead of US Eastern. A VA on a roughly 1pm to 9pm local shift covers about 7am to 3pm Eastern, which lines up with the US morning and early afternoon when permitting offices, utilities, and lenders are reachable. Central, Mountain, and Pacific installers shift the window accordingly, and West Coast evening homeowner calling is handled with a staggered shift. We do not promise 24/7 coverage as a standard offering.

Does a solar VA replace my in-house operations team?

No. A solar VA augments your team. They take the repeatable, process-driven volume (intake, qualification, permit and interconnection submissions, milestone chasing, document collection, scheduling, AR) so your in-house people focus on design decisions, customer relationships, and field execution. Many installers start with one VA on the biggest bottleneck and add seats as the pipeline grows.

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