Integration · Welcome Call
AI-Verified Proof of Agreement for Every Solar Customer You Close
SubcontractorHub's built-in AI avatar welcome call verifies customer identity and agreement after every solar e-signature — the recorded call is permanently stored on the proposal record and satisfies proof-of-agreement requirements from most solar lenders. No third-party vendor required.
What Connects Between SCH Welcome Call and SubcontractorHub
The specific data flows that eliminate double entry and keep both systems current without extra work from your team.
Automatic Call Trigger After E-Signature
The moment a solar customer signs a SubcontractorHub proposal, the SCH Welcome Call system automatically initiates an AI avatar video call to the customer's phone — no rep action required. The call is initiated within minutes of signature while the customer's commitment and attention are at their peak. Immediate post-signature contact is associated with lower cancellation rates in solar sales, where buyer's remorse in the hours after signing is a documented challenge.
Identity and Agreement Verification Recording
During the welcome call, the AI avatar verbally confirms the customer's name, address, the system size they're purchasing, and their understanding of the financing terms — producing a recorded verbal acknowledgment that pairs with the e-signature as dual proof of agreement. The recording is timestamped, stored permanently on the SubcontractorHub proposal record, and accessible to lenders via a shareable link. Many solar lenders require both a signed document and a recorded verbal confirmation before funding.
Lender-Compliant Documentation
SCH Welcome Call recordings are stored in SubcontractorHub's compliance document vault in a format accepted by most solar lenders as proof-of-agreement documentation — GoodLeap, Mosaic, Sunrun Financial, and others. When a lender requests the welcome call recording for a specific contract, the finance coordinator retrieves it directly from the SubcontractorHub proposal record without searching a separate call recording system. Centralized, lender-ready welcome call storage eliminates one of the most common solar financing delays.
Call Outcome Status Update on Proposal Record
SCH Welcome Call logs the outcome of each call — completed successfully, customer didn't answer, customer raised a concern during verification — to the SubcontractorHub proposal record as a status update. If a customer raised a concern (for example, disputed the monthly payment amount), the status flags the proposal for rep follow-up before the issue escalates to a cancellation. Call outcome tracking allows managers to monitor welcome call completion rates and identify problem patterns in the financing communication process.
How to Connect SCH Welcome Call with SubcontractorHub
Enable Welcome Call in Settings
In SubcontractorHub's proposal settings, enable SCH Welcome Call for solar job types — the feature activates immediately with no external account setup required.
Configure Call Script
Review and customize the AI avatar's verification script in SubcontractorHub's welcome call settings — confirm the lender-required disclosures and verification questions are included.
Set Lender Documentation Rules
Configure which lenders or financing products require welcome call recordings as a condition of funding, so the call triggers automatically for those deals.
Test with a Team Member
Run a test welcome call to a team member's phone number to confirm the AI avatar script, recording quality, and storage on a test proposal record before going live.
Ready to connect SCH Welcome Call?
Book a 30-minute demo — we'll show you exactly how the integration works and walk you through setup for your account.
Who Uses the SCH Welcome Call Integration
Satisfying GoodLeap and Mosaic Proof-of-Agreement Requirements
Solar contractors using GoodLeap or Mosaic financing are required to provide a welcome call recording as part of the loan origination package. SCH Welcome Call generates and stores this recording automatically after every signature — eliminating the need for a rep to manually call the customer to conduct the verification, and ensuring 100% of financed deals have the required recording on file. Contractors who complete welcome calls manually often have gaps in their compliance documentation when reps forget, are unavailable, or the customer doesn't answer the callback.
Reducing Solar Cancellations in the 72-Hour Window
The period immediately after a solar signature is the highest-risk window for cancellation — buyers' remorse, competitor callbacks, and family member doubts are all common. An immediate SCH Welcome Call reinforces the decision, re-confirms the key benefits the customer was sold on, and gives the customer a structured touchpoint that signals organizational professionalism. Solar companies using post-signature welcome call verification report lower 72-hour cancellation rates than those relying on rep-initiated follow-up alone.
Compliance Documentation for Regulatory Audits
Some state public utility commissions and solar consumer protection regulations require contractors to maintain proof-of-informed-consent documentation for financed solar installations. SCH Welcome Call's permanently stored, timestamped recordings serve as this documentation — accessible years after the installation for regulatory audit purposes. Having organized, retrievable proof-of-agreement for every signed contract is a business risk management practice that few residential solar companies have implemented before receiving their first compliance inquiry.
Scaling Welcome Calls Without Hiring
A solar company growing from 20 to 60 installs per month cannot hire enough inside sales staff to conduct manual welcome calls on every deal. SCH Welcome Call handles every call automatically, regardless of install volume, with consistent script delivery and 100% recording completion. Manual welcome call operations that work at 20 installs per month break down at 60 — the AI-automated version scales linearly without additional staffing cost.
Common Questions About the SCH Welcome Call Integration
Is SCH Welcome Call included in all SubcontractorHub plans or only enterprise tiers?
SCH Welcome Call is available on SubcontractorHub's Professional plan and above for solar job types. The feature uses SubcontractorHub's built-in AI infrastructure — no third-party welcome call vendor account or per-call billing is required. Usage volume caps may apply on Professional plan; unlimited welcome calls are available on Enterprise.
What language options does the AI avatar support?
SCH Welcome Call currently supports English and Spanish scripts. Spanish welcome calls are particularly important for solar contractors serving bilingual markets in California, Texas, Florida, and Arizona, where lenders may require that the verification call be conducted in the customer's primary language. Additional language support is on the product roadmap.
What if the customer doesn't answer the welcome call?
If the customer doesn't answer the initial welcome call, SCH Welcome Call automatically retries twice — at 2 hours and 24 hours after the first attempt. If the customer doesn't answer after three attempts, the proposal record is flagged for rep follow-up to conduct a manual welcome verification. The retry and flag workflow ensures no financed deal remains without a completed verification indefinitely.
Can the welcome call recording be shared directly with a lender through SubcontractorHub?
Yes — each SCH Welcome Call recording has a shareable link generated on the SubcontractorHub proposal record that can be sent directly to a lender's loan origination team. The link requires lender-level authentication to access, preventing unauthorized viewing. Some lenders have direct SubcontractorHub integrations (like GoodLeap) where the recording is pushed automatically to the loan file without the finance coordinator needing to retrieve and send it manually.
Does the welcome call replace the need for a human follow-up call?
The welcome call is a compliance and verification call — it confirms identity and agreement, not a relationship or upsell call. Most solar contractors continue to have a human project coordinator call the customer within 24–48 hours to introduce the installation process, explain permitting timelines, and answer questions. The SCH Welcome Call handles the compliance requirement; the human follow-up handles the customer experience element. Both serve different purposes and work together.
Connect SCH Welcome Call with SubcontractorHub
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