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Solar appointment setting

Solar appointment setting: how it works and the calling rules

Outbound calling for a solar company means reaching homeowners in the areas you install, confirming they own the home, and booking a closer or transferring the call live, all inside federal telemarketing rules on consent, do not call lists and calling hours.

From official sources, checked September 26, 2026. General information, not legal advice.

How the calls work

Outbound appointment setting

A solar floor calls homeowners in the territories the client installs, confirms homeownership, the roof and the utility bill, and books the homeowner onto a closer's calendar. When the sale is not completed, and no payment is required, until a face to face presentation by the seller, the Telemarketing Sales Rule exempts the call from most of its provisions. Its do not call, abandoned call, caller ID and calling time rules still apply, along with its ban on threats and profane language. Autodialed or prerecorded telemarketing calls to a cell phone need prior express written consent that clearly authorizes the seller.

Live transfer

On a live transfer, the setter qualifies the homeowner and connects the call to the client's closer while the homeowner is still on the line. Under the FCC rules, a telemarketing call must give the homeowner the name of the individual caller, the name of the company the call is made for, and a telephone number or address where that company can be reached. A request not to be called again must be recorded when it is made and honored within a reasonable time that may not exceed ten business days. If an outside floor keeps those requests, the solar company is still liable for any failure to honor them.

Inbound

When a homeowner calls in response to a solar advertisement, other than direct mail, the Telemarketing Sales Rule generally exempts that call, but not any upselling during it. A call a customer starts that is not the result of any solicitation is exempt on the same terms. A call the floor places back to a homeowner who missed a call is initiated by the telemarketer, which is how the rule defines an outbound telephone call.

The rules that apply

National Do Not Call Registry under the Telemarketing Sales Rule

16 CFR 310.4(b)(1)(iii) and 310.4(b)(3); 16 CFR 310.6(b)(3)

The face to face exemption leaves 310.4(b) in force, so the Registry provision reaches solar appointment calls. A registered number can be called only when the seller can show the person's written agreement to calls by or on behalf of a specific party, with the phone number and signature, or an established business relationship the person has not ended. The safe harbor for errors expects written procedures, trained staff, and a Registry version no more than 31 days old.

Prior express written consent and revocation

47 CFR 64.1200(a)(2), (a)(3) and (a)(10)

If a solar campaign reaches homeowners' cell phones with an autodialer or an artificial or prerecorded voice, or plays a prerecorded telemarketing message to a residential line, FCC rules require prior express written consent. A homeowner can revoke it by any reasonable method, including a key press opt out on the call or a request to a number the caller designates, and the caller may not name one exclusive way to revoke. Revocation must be honored within a reasonable time not to exceed ten business days.

FTC Cooling Off Rule for sales made at the home

16 CFR 429.0 and 429.1

A sale at the homeowner's residence that meets the rule's minimum price is covered, even after an invitation by the buyer. The seller must give a contract stating the buyer may cancel before midnight of the third business day, a completed notice of cancellation in duplicate, and an oral explanation of that right, in the language principally used in the sales presentation. The rule does not cover a transaction where the buyer already has a right of rescission under the Consumer Credit Protection Act.

California solar energy system disclosure document

Cal. Bus. & Prof. Code 7169

California requires a solar energy system company to give the consumer the state's solar energy system disclosure document before a sale, financing or lease of a residential solar energy system is completed. It goes on the front or cover page of every solar energy contract and covers the total cost and payments including financing, how and to whom to complain, and the cancellation period under Section 7159. Contract and document must be in the language principally used in the oral sales presentation or the marketing material.

What a floor needs from you

  • A homeowner list with records of where each record came from and the consent it carries, including any signed agreement authorizing calls from your company.
  • Your company's own do not call list.
  • The territories you install and what an appointment has to clear on homeownership, roof and utility bill.
  • Approval of the script, including the caller name, company name and contact number given on each call.
  • Closer calendars for booked appointments, or a line with a closer ready to take live transfers.

Questions

Can a setter call homeowners on the Do Not Call Registry about solar?

Only with the homeowner's signed written agreement to calls by or on behalf of that seller, or an established business relationship the homeowner has not ended. Under the Telemarketing Sales Rule, that relationship runs 540 days after a purchase or transaction and 90 days after an inquiry or application.

What hours can a solar floor call homeowners?

The Telemarketing Sales Rule bars outbound telemarketing calls to a person's residence before 8 a.m. or after 9 p.m. local time at the called person's location, unless the person has given prior consent. The FCC sets the same window for telephone solicitations to residential subscribers.

What does prior express written consent need to say for solar calls?

Under the FCC definition, it is a written agreement signed by the homeowner, electronically where the law recognizes it, that clearly authorizes the seller to deliver telemarketing calls using an autodialer or an artificial or prerecorded voice to a stated number. It must clearly disclose that signing is not a condition of buying anything.

Appointments for your closers

Confirmed appointments for your closers

Our setters dial homeowners and book in home and virtual appointments for solar, roofing and HVAC teams. Tell us your markets and how many your closers can run, and we size batches to that number.

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