WhatsApp template · Utility
Site Survey Scheduled WhatsApp Template for Solar Installers & EPC Companies
A ready-to-adapt WhatsApp message for rooftop solar installers and EPC companies, with placeholders, sample values and compliance notes.
When to Send This Message
Send when a site survey is booked. For rooftop solar installers and EPC companies, this is one of the everyday messages that keeps customers informed without a phone call. Most businesses send it automatically from their software, so the timing is consistent.
Homeowners and businesses research rooftop solar for savings, subsidies and reliability, and they need site surveys, net-metering paperwork and installation updates.
The WhatsApp Template
Dear {{1}}, a site survey for your rooftop solar system is scheduled on {{2}} at {{3}}. Our engineer {{4}} ({{5}}) will visit. Please keep a recent electricity bill ready.[Business Name]
Example with sample values
Dear Mr. Thakur, a site survey for your rooftop solar system is scheduled on 17 Oct at 11:00 AM. Our engineer Deepak (98XXXXXXXX) will visit. Please keep a recent electricity bill ready.
Replace [Business Name] with your registered brand name. Links shown use example.com as a placeholder; use your own domain.
Placeholders and Sample Values
| Placeholder | Meaning | Sample value |
|---|---|---|
| {{1}} | Customer | Mr. Thakur |
| {{2}} | Date | 17 Oct |
| {{3}} | Time | 11:00 AM |
| {{4}} | Engineer | Deepak |
| {{5}} | Phone | 98XXXXXXXX |
Filling in each placeholder
- Customer (sample: Mr. Thakur): Use the first name or the salutation the customer gave you; fall back to a neutral greeting if the field is empty.
- Date (sample: 17 Oct): Write dates in an unambiguous form such as 14 Oct or 14 Oct 2026; avoid formats like 10/11 that customers read differently.
- Time (sample: 11:00 AM): Give times with AM/PM or a clear range, and the time zone if the customer may be in another country.
- Engineer (sample: Deepak): Keep the value short and specific; test the longest realistic value to check the message still reads well.
- Phone (sample: 98XXXXXXXX): Use a number the customer can actually reach during business hours, ideally one already shown on your website.
This template has 5 placeholders and a body of 185 characters before values are filled in. WhatsApp allows up to 1,024 characters in a template body, but short messages with one clear action get the best response.
Category and Approval
Utility templates must relate to a specific transaction, account or request the customer already has with you, such as a confirmation, reminder or status update. Do not add offers or promotional lines, as Meta may reclassify the template as marketing.
Compliance Checklist
- The template is approved in the correct category before sending; utility and authentication templates cannot carry promotional content.
- The customer has opted in to receive WhatsApp messages from your business, and you keep a record of the opt-in.
- Variables are numbered in order and you provide sample values when submitting; avoid starting or ending the body with a variable.
Rules to keep in mind for Solar Installers & EPC Companies
Subsidy claims should reflect current central and state scheme rules (such as PM Surya Ghar Muft Bijli Yojana for eligible residential consumers) and must not promise guaranteed savings. Equipment claims should match approved lists (such as ALMM) where applicable.
General guidance, not legal advice. Rules change, so confirm current requirements before launch. See our WhatsApp compliance guide for India.
Tips for Better Results
- Send it as close as possible to the event it relates to, such as right after booking or the day before an appointment.
- Keep one purpose per message; if you need to send a reminder and a document, the reminder should still make sense on its own.
Getting the site survey scheduled message right
Confirm the date and ask for recent electricity bills.
Where this message fits for Solar Installers & EPC Companies
Homeowners and businesses research potential savings, incentives and installers, request quotes and site surveys, compare panel brands, warranties and financing, and decide over weeks or months. Referrals from neighbours are powerful, and post-installation monitoring builds long-term trust.
Search and social ads drive enquiries; savings calculators on the website qualify leads; WhatsApp shares quotes and roof survey photos; SMS sends survey and installation reminders; email nurtures leads with case studies and incentive updates.
Campaign ideas that pair with this template
- Savings calculator campaigns showing typical bill reductions
- Survey and installation reminders
- Referral offers for existing customers
Need this WhatsApp template set up?
We register, submit and connect templates for you, and send test messages before launch.
Questions About This Template
When should a solar company send the site survey scheduled message?
Send when a site survey is booked. Sending it at a consistent time builds trust and reduces follow-up calls.
Do WhatsApp templates need approval?
Yes. Business-initiated messages outside the 24-hour customer service window must use a template approved by Meta. Approval is usually quick, but templates can be rejected or re-categorised if they break the guidelines.
Why is this template in the Utility category?
Utility templates must relate to a specific transaction, account or request the customer already has with you, such as a confirmation, reminder or status update. Do not add offers or promotional lines, as Meta may reclassify the template as marketing.
Can DND Teams set this up for my solar company?
Yes. We adapt the template to your business, register or submit it, and connect it to your software or our panel. Share your use case on WhatsApp or through the form.
Related Templates
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