Pipeline Garcia · SF-2048

David & Maria Garcia

SF-2048 · 2847 Greenview Ln, San Jose, CA 95126 · created by AI Advisor
Open proposal
New
Qualified
Proposal sent
Contract
Permitting
Install
PTO
Deal value$25,6008.0 kW · net $17,920 after ITC

Contact & site

Homeowners
David & Maria Garcia
Phone
(408) 555-0172
Address
2847 Greenview Ln, San Jose
Utility
PG&E · E-TOU-C
Avg bill
$248 / month
Main panel
200 A · no upgrade
Roof
Composition · 2 planes · SW
Consultant
Priya Nair
Coordinator
Marcus Bell
Advisor transcript
6 messages · lead captured
Proposal SF-2048
Viewed 2× · $17,920 net
Documents
5 of 14 · 1 flagged
Site survey
Scheduled Jun 19
DG
How much can I save with solar?
Love that question! What's the home address?
DG
2847 Greenview Ln, San Jose, CA
An 8.0 kW system would take your PG&E bill from $248 to ~$31/mo — about $68,900 saved over 25 years, 7.4-yr payback. Want a full proposal?
DG
Yes please!
Open in Advisor
ProposalSystemNetStatus
SF-20488.0 kW · +battery opt.$17,920Viewed 2×
5 of 14 collected1 flagged · 4 reminders sent
Open document board
  • Homeowner opened the proposal — 4 min on financing comparison
    Today · 7:12 AM
  • AI flagged the utility-bill upload as page 1 of 2
    Today · 8:40 AM
  • AI sent a document request to the Garcias
    Yesterday · 5:02 PM
  • Proposal SF-2048 generated from the utility bill (4.2s)
    Yesterday · 7:31 AM
  • Lead created from AI Advisor chat
    Jun 14 · 9:16 PM