Client Case Study / Action Solar
From sales rep surveys to verified field intelligence.
How Action Solar closed the gap between sale and install, cut design rework, and built an operations layer that homeowners and dealers noticed.
CLIENT
Action Solar
INDUSTRY
Residential solar EPC
SERVICES USED
Site surveys, service calls, construction reviews
RELATIONSHIP
Multi-year, implemented by the same ops leader at Lumio and Action Solar
The Problem
A pipeline running faster than its own data.
Action Solar had the sales velocity. What they did not have was confidence in what was coming back from the field. Like most growing EPCs, their survey process depended on sales reps, people who are incentivized to close, not to document. Photos got missed. Conditions got glossed over. The gaps only surfaced downstream, when design teams were building off incomplete site data.
The downstream cost showed up as inflated as-built error rates, design rework, delayed permits, and a slower path to cash, at exactly the moment when speed to install schedule determines whether a company scales or stalls.
Once we implemented Radicl, we saw speed from sale to survey completed decrease. We were gathering information we weren't getting before from a sales rep-driven survey. Our as-built design error rate decreased, and it was helping us with our speed to cash.
The Turning Point
An independent eye changes what you see.
Jordan had already run Radicl at Lumio. When he joined Action Solar, he brought the conviction with him. The internal pitch was simple: stop relying on the people who need the deal to close to also be the ones documenting the site. Bring in a trained third party whose only job is to capture what is actually there.
It gives another perspective to ops and sales. An outside person coming in and gathering the information needed for a true design. Allowing us to catch something a W2 surveyor wouldn't notice, or a sales rep would notice and then wouldn't take a picture of, to hide the information and get us to install faster.
That last line is the real finding. Sales rep surveys do not just miss things by accident. Sometimes they miss things on purpose. Independence removes that variable. What comes back is what is there: documented, QC'd on site, ready to build from.
What Changed
HOMEOWNERS
Proactive updates from booking through completion. When timing slipped, Radicl stepped in and made it right before the client had to ask.
DEALERS
Jobs moved cleaner. Surveys came back complete. The handoff to design stopped feeling like a gamble.
OPS
A survey-complete notification the team could act on immediately, with data trusted enough to pass straight to design without a round of follow-up questions.
Customers love overcommunication. That so-and-so is on their way, they'll be there in this amount of time. And if something does go wrong, Radicl has always jumped in and made it right on behalf of the customer.
The 24-Hour Test
A service call. Nevada. On site the next day.
Operational trust builds slowly. Sometimes one moment locks it in. An urgent service call came in from Nevada, the kind of request that typically spirals into multi-day coordination across vendors and availability windows. Jordan called the Radicl team directly. A licensed tech was on site within 24 hours.
Client-Reported Results
Faster sale-to-survey completion across the active pipeline
Lower as-built design error rate, with less rework and fewer go-backs
Improved speed to cash as downstream stages accelerated
Same-day emergency deployment, proven on a live service call
On-demand booking within 24 hours, including same-day photo jobs
Consistent results at Lumio and Action Solar across multiple years
It's like having five or six W2 employees, and you're not paying for five or six W2 employees. For the cost of a survey, you get the service, but you also get a backstop operational perspective and a soundboard you don't normally get with a service provider.
Jordan Smith / VP of Solar Ops, Action Solar
Feedback That Shipped
Dynamiq Design
Jordan's sharpest feedback was structural: every handoff between survey, EPC, and design partner is a place where projects stall. Radicl built Dynamiq Design in response. Completed surveys now feed a live design queue with same-day permit-ready CAD, eliminating the handoff entirely.
Drone-Equipped Deployment
Multi-story roof access was a real constraint on a handful of jobs. Radicl is piloting drone-equipped survey capability in direct response, expanding systematic coverage for homes standard access cannot reach.