Does Niche integrate with Sunbase?

Yes — natively. Customer records sync inbound via webhook and nightly reconciliation; appointments book against live Sunbase slots; and workflow actions push notes back to the linked Sunbase customer.

Can the AI book showroom and in-home consultations?

Yes. Niche reads your Sunbase availability, offers the right consultation type, confirms the 2-hour in-home window or showroom time verbally, and writes the appointment before the call ends.

How does territory routing work?

Configure territory UUIDs in your Sunbase integration settings. Inbound customers route to the business that owns their territory — with schema-level fallbacks for markets like Las Vegas.

Will call notes sync back to Sunbase?

Yes. The `update_sunbase_notes` workflow action appends structured call notes to the Sunbase customer record — disposition, transcript summary, and appointment details included.

Can homeowners book without calling?

Yes. Branded self-service links at `/book/:token` show live Sunbase slots, handle showroom vs. in-home selection, and send SMS confirmations with co-homeowner + utility-bill reminders.

Does Niche offer a solar quote calculator?

Yes — white-label on your domain. Homeowners get address-based roof analysis (Google Solar), live savings estimates, and a post-submit quote configurator. Leads land in Sunbase with source niche-calculator-solup. See the live Sol-Up deployment at https://solup.nicheandleads.com/.

Solar · Sunbase-native

Every Solar lead. Every consult booked.

Solar leads don't wait — the first company to answer wins the site visit. Niche picks up in under a second, qualifies roof + bill + co-homeowner, and books the consultation in Sunbase — showroom or in-home, 2-hour window and all.

Book Demo Try live calculator Sunbase integration

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Pickup latency: 2-hr
Consultation windows: 24/7
Lead coverage: 100%
Sunbase sync

How it works

Lead in Sunbase. Consult on calendar.

Niche sits between your lead sources and Sunbase — answering instantly, booking against live slots, and writing everything back where your reps already work.

Step 01
Lead arrives

Solar, Facebook, or your inbound line — Sunbase creates the customer and Niche syncs it via webhook with lead source, territory, and status tags.
Step 02
Niche answers

Voice AI picks up in under a second, qualifies roof ownership, utility bill, and co-homeowner — then routes to the right territory queue.
Step 03
Consult booked

AI reads live Sunbase slots — showroom walkthrough or 2-hour in-home window — confirms verbally, and writes the appointment before hang-up.
Step 04
Notes sync back

Workflows append call notes to the Sunbase customer record. Reps open Sunbase and the transcript, disposition, and booking details are already there.

What's costing you consults

Slow callbacks. Empty calendars.

Speed-to-lead decides who wins

Solar, Facebook, and door-knock referrals all expect a call back in minutes. Voicemail means the homeowner already booked your competitor.
Showroom vs. in-home routing is manual

Some leads need a showroom walkthrough; others need an in-home energy audit. Sorting that on a sticky note costs you Saturday slots.
CRM data lives in Sunbase, calls live elsewhere

Reps re-type lead source, territory, and appointment notes after every call. Tags drift. Pipelines lie.
Multi-market territories need routing

Vegas showroom leads and California in-home consults shouldn't land in the same rep queue — but one 800 number shouldn't either.

Built for solar sales

CRM sync. Consult booking. Follow-up.

Sunbase-native lead sync

Customers sync from Sunbase via webhook + nightly reconciliation. Lead status, source, territory, and appointment fields land as namespaced tags on every contact — no re-keying.
AI books consultations mid-call

Voice AI reads live Sunbase slots, offers 2-hour in-home windows or showroom times, confirms date + time verbally, and writes the appointment before the homeowner hangs up.
Self-service booking links

Send a branded booking link after any touchpoint. Homeowners pick showroom or in-home, see real availability, and get SMS confirmation with utility-bill reminders baked in.
Territory-aware routing

Route inbound leads to the right office by Sunbase territory UUID. Multi-market installers keep one number and one workflow — each market gets the right rep.
Notes flow back to Sunbase

Workflows push call transcripts and disposition notes to the linked Sunbase customer record automatically — reps open Sunbase and the story is already there.
Tag-triggered follow-up

Fire outreach when `sunbase:leadStatus:EC_in_progress` hits, or suppress when DNC is set. Workflows read the same tags your sales managers already use.
White-label solar quote calculator

Niche builds branded quote experiences on your domain — Google Solar roof intelligence, live savings sliders, quote configurator, and Sunbase sync on submit (lead source `niche-calculator-solup`). Live example: Sol-Up at solup.nicheandleads.com.

White-label product

Solar quote calculator. On your domain.

Branded solar quote experience — address, roof intelligence, savings, and a configurable quote that lands in Sunbase. Niche built this for Sol-Up — try it live, then imagine your logo on it.

Open Sol-Up calculator

https://solup.nicheandleads.com/ · leads sync to Sunbase as niche-calculator-solup

Google Solar on their roof

Homeowners search an address and see panel layout plus monthly and annual sun heatmaps on the actual building.
Live savings math

Sliders for panel count and monthly bill update 25-year savings, bill before/after, offset %, and estimated payment in real time.
Quote configurator

After submit, homeowners tune panels, inverters, batteries, adders, and cash vs. financing vs. PPA — then print a summary.
Installer admin

Configure PPW, equipment catalogs, financing rules, and incentives per state — plus a lead pipeline in the same app.
Sunbase on submit

Every quote request creates a Sunbase customer with lead source niche-calculator-solup and structured system + financing comments.

Every solar lead. Synced. Booked. Noted.

Niche connects to Sunbase — the solar industry's CRM — to sync customers live, book consultations against real slots, route by territory, and push call notes back after every conversation.

See Sunbase integration

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Customers + contact fields

Webhook + nightly reconcile
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Lead status, source, territory tags

On every customer update
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Appointment slots

Per call / per booking link
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Consultation bookings

Mid-call or self-service
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Call + activity notes

Workflow action
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Calculator quote requests

On form submit
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DNC flag

Live

Consultation booking

Showroom or in-home. Same Sunbase calendar.

Niche books both consultation types against live Sunbase availability — on the phone, via self-service link, or through outreach campaigns.

Showroom

Free Showroom Solar Consultation

Walk homeowners through panels, financing, and battery options on your turf. SMS confirmations remind them to bring a co-homeowner and a recent utility bill.

In-home

Free In-Home Solar Consultation

Energy consultants visit during a scheduled 2-hour window. Niche narrates available slots in the homeowner's timezone, confirms the window verbally, and books before hang-up.

Workflows

From lead to signed contract.

Flow 01
Website quote → Sunbase lead

Homeowner runs branded calculator → configures system + financing → submits contact → Sunbase customer created with full quote metadata → Niche voice/SMS workflows pick up from the same CRM record.
Flow 02
Inbound lead → consult booked

Solar lead calls → AI qualifies roof ownership + bill + co-homeowner → offers Sunbase slots → books 2-hr in-home window → SMS confirmation.
Flow 03
Missed call → text → book

Missed call → instant SMS with booking link → homeowner self-books showroom slot → Sunbase customer updated → rep notified.
Flow 04
EC in progress → nurture call

Tag `sunbase:leadStatus:EC_in_progress` → outreach campaign → AI re-engages → books follow-up consult → note pushed to Sunbase.

Explore AI Workflows

Solar-specific questions.

Does Niche integrate with Sunbase?: Yes — natively. Customer records sync inbound via webhook and nightly reconciliation; appointments book against live Sunbase slots; and workflow actions push notes back to the linked Sunbase customer.
Can the AI book showroom and in-home consultations?: Yes. Niche reads your Sunbase availability, offers the right consultation type, confirms the 2-hour in-home window or showroom time verbally, and writes the appointment before the call ends.
How does territory routing work?: Configure territory UUIDs in your Sunbase integration settings. Inbound customers route to the business that owns their territory — with schema-level fallbacks for markets like Las Vegas.
Will call notes sync back to Sunbase?: Yes. The `update_sunbase_notes` workflow action appends structured call notes to the Sunbase customer record — disposition, transcript summary, and appointment details included.
Can homeowners book without calling?: Yes. Branded self-service links at `/book/:token` show live Sunbase slots, handle showroom vs. in-home selection, and send SMS confirmations with co-homeowner + utility-bill reminders.
Does Niche offer a solar quote calculator?: Yes — white-label on your domain. Homeowners get address-based roof analysis (Google Solar), live savings estimates, and a post-submit quote configurator. Leads land in Sunbase with source niche-calculator-solup. See the live Sol-Up deployment at https://solup.nicheandleads.com/.