Solar rep concierge
HelioDesk keeps the operational details moving—from new-request intake to HOA and installer coordination—so your attention stays with the next homeowner conversation.
Clear requests. Thoughtful follow-through. Practical updates.
HelioDesk desk view
Keep the next step clear.
New requestsOrganized
CoordinationIn motion
StatusVisible
A clearer day for solar reps, built together.
A steady operating rhythm
Bring us the task, context, and priority that need attention.
HelioDesk coordinates the agreed follow-through across your workflow.
Receive a clear view of what is in progress and what is complete.
Concierge services
Delegate the follow-through that keeps opportunities moving while you stay focused on homeowners, proposals, and signed agreements.
Core support
HelioDesk helps organize new work, coordinate the handoffs, and maintain a clear next step across your sales process.
Appointments
Scheduling, confirmations, reschedules, and organized notes for a more prepared homeowner conversation.
Sales support
Help collecting outstanding information, organizing proposal inputs, and tracking post-sale handoffs.
Active service
Choose the HelioDesk support plan that fits your workflow.
Monthly concierge service
Covers intake, request coordination, HOA and installer follow-up, and status updates.
$299
per month
Monthly support
Straightforward retainers for different pipeline volumes. Final scope is confirmed before work begins.
For independent reps who need consistent administrative relief.
Up to 20 support hours · One CRM workflow · Weekly summary
For busy reps and small teams with an active pipeline.
Up to 45 support hours · Lead and calendar coordination · Twice-weekly updates
For sales teams that need broader coverage and defined handoffs.
Dedicated workflow plan · Multi-rep coordination · Custom reporting cadence
A brighter workday
Tell HelioDesk where your sales process slows down. We’ll shape a practical support plan around it.