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Solar Installers

Can Voksha send text confirmations and reminders once a site survey appointment is booked?

Avi NashVP of Growth

For Solar Installers

Texting callers, including text confirmations, and outbound reminder calls for appointments already booked are Enterprise-only features. On Premium, confirmation and reminder messaging typically flows through your calendar or scheduling tool rather than through Voksha, since tools like Calendly already have built-in confirmation emails and SMS reminders that fire once an appointment is booked. When Voksha books a site survey onto your calendar on Premium, that booking triggers whatever confirmation and reminder workflow your calendar tool is already configured to send, so a homeowner gets an immediate confirmation and typically a reminder 24 hours and sometimes 1 hour before the scheduled visit, the same as if a human had manually scheduled the appointment. This matters for solar specifically because site survey no-shows are a real cost, a sales rep who drives 20 or 30 minutes to a property only to find nobody home has lost an hour or more of selling time that could have gone to a different qualified lead, and consistent reminder messaging measurably reduces no-show rates across service industries generally. For companies using Salesforce or HubSpot as the system of record, appointment data that reaches the CRM can also trigger the CRM's own workflows, an automated reminder email from HubSpot's sequences, or a task reminder for the assigned rep to do a quick pre-visit call. If your company wants more solar-specific reminder content, for instance reminding the homeowner to have a recent utility bill on hand for the site visit, that is usually configured in your calendar or CRM's reminder template, or in Enterprise reminder calls, since Voksha's core job on other plans is the initial call handling and booking rather than ongoing appointment communications.

Texting callers, including text confirmations, and outbound reminder calls for appointments already booked are Enterprise-only features. On Premium, confirmation and reminder messaging typically flows through your calendar or scheduling tool rather than through Voksha, since tools like Calendly already have built-in confirmation emails and SMS reminders that fire once an appointment is booked. When Voksha books a site survey onto your calendar on Premium, that booking triggers whatever confirmation and reminder workflow your calendar tool is already configured to send, so a homeowner gets an immediate confirmation and typically a reminder 24 hours and sometimes 1 hour before the scheduled visit, the same as if a human had manually scheduled the appointment. This matters for solar specifically because site survey no-shows are a real cost, a sales rep who drives 20 or 30 minutes to a property only to find nobody home has lost an hour or more of selling time that could have gone to a different qualified lead, and consistent reminder messaging measurably reduces no-show rates across service industries generally. For companies using Salesforce or HubSpot as the system of record, appointment data that reaches the CRM can also trigger the CRM's own workflows, an automated reminder email from HubSpot's sequences, or a task reminder for the assigned rep to do a quick pre-visit call. If your company wants more solar-specific reminder content, for instance reminding the homeowner to have a recent utility bill on hand for the site visit, that is usually configured in your calendar or CRM's reminder template, or in Enterprise reminder calls, since Voksha's core job on other plans is the initial call handling and booking rather than ongoing appointment communications.

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