Starter Pro

Frequently asked questions

What’s included in Bodhi® Pro? How is it different from Bodhi® Starter?

Bodhi® Starter has been designed for teams who want to get up and running quickly, so that they can begin seeing the immediate benefits of streamlining their communications and customer experience without needing to integrate their CRM or other software tools. For solar businesses that want to maximize the benefits to their operations and sales teams with automation, fleet monitoring, and long-term engagement, we recommend Bodhi® Pro.

You can find a full breakdown of the features differences between Bodhi® Starter and Bodhi® Pro here.

Do I need to have a CRM?

Yes, in order to use Bodhi® Pro, your team already needs to be using a CRM or Project management tool to keep track of projects. It is only by integrating with your CRM that Bodhi® can send fully automated and personalized project updates to your customers.

You can find a list of supported CRMs here. If you don’t see the solution your team is using, get in touch, and we can discuss potential next steps.

How difficult is it to implement Bodhi® Pro and how long does it take?

Bodhi® has been designed from the ground up to drop into a solar company's existing systems and workflows. The Bodhi® Customer Success team does most of the “heavy lifting” during implementation. The timeframe from the Bodhi® Pro kick-off meeting to go-live is usually between 4 to 8 weeks.

Can I make changes to my plan at any time?

Yes, you can work with your dedicated customer support manager to discuss changes to your plan at any time.

How does billing work?

Like Bodhi® Starter, Bodhi® Pro is priced on a per-project basis and billed monthly for the projects entered into Bodhi® the month prior. Depending on your expected project volume, our solar customer experience specialists can work with you to the right project volume package and pricing tier.

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Operations & homeowner communications

Automated project tracking

Customer-facing project tracker

“Hey, we haven’t forgotten about you” updates

CRM field triggered project updates

“Smart time since” triggered project updates

Calendar date triggered project updates

Field app integrated “End of day” updates

Supports multiple customer journeys

Multi-channel communication

Text, email, and in-app messaging

Consolidated inbox

Message templates

Customer specific internal note system

Documents

Customer-facing document & photo repository

Embedded E-signatures

Real-time syncing with company’s internal project folder

Self-service resources

Frequently Asked Questions page

Customizable educational resource pages

Sales & marketing enablement

Branding

White-labeled webapp

Texts from local area code phone number

Reviews

Referral template message

Automated NPS-based Google review requests

Referral tools

In-app invitations

Social media integrations

Personalized public referral pages

Automated referral requests

Supports single-side/double-sided incentive programs

System monitoring

White-labeled monitoring dashboard & reports

Real-time utility savings estimate

Customer-facing monthly energy reports

Customer-facing “recent high” production alerts

1 week, 1 month, and 1 year “powered by the sun” anniversary alerts

Content marketing

Bulk text/email/in-app marketing

Segmentation by customer and system profile

Campaign engagement tracking (opens/clicks)

Solar fleet management

Solar service support

Integration with the top 6 residential inverter monitoring devices

Single, consolidated interface of company’s solar fleet

Weather adjusted performance monitoring

Customizable alert settings: no data, no production, low production

Interactive map view of system alerts

Customer specific internal note system

Direct links to system page in OEM portal

Support

Dedicated customer success services

Dedicated Customer Support Manager

Online knowledge base

Quarterly executive business reviews

20 hours integration updates included annually

More Bodhi® means more time back in your day

For solar business that want to fully automate their customer experience

If it weren't for Bodhi® helping us out with important customer updates automatically, I'm sure the company would have needed to hire 2 more admins!