Business Phone Systems & Inside Sales Telephony3 min readUpdated September 2026

OpenPhone vs. KrispCall for Commercial Solar and Energy EPC Firms

A commercial solar or EPC firm usually needs a dedicated dialer like Close for sales and a shared OpenPhone or KrispCall line for project coordination. Sales reps calling lists, project managers coordinating installers, and someone on hold with a utility over interconnection paperwork are genuinely different jobs.

Getting the phone setup wrong here tends to show up as a familiar pattern: sales reps working a spreadsheet by hand because the tool wasn't built for calling lists, while project coordination calls get buried in the same inbox as sales follow-ups.

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Why do solar sales reps need a dialer, not just a phone number?

Selling commercial solar or an EPC contract usually means calling through a list: inbound quote requests, canvassed leads, referrals from past projects. That's the job Close is built for, pairing a power dialer with a pipeline so a sales rep can move through calls quickly and log outcomes without switching tools. Sales reps in roles like this carry real compensation on the line; national pay for sales representatives runs from around $39,000 at the lower end to well over $130,000 for top performers1, which makes the hours a rep spends manually dialing instead of talking to prospects a genuinely expensive way to run a sales team.

OpenPhone and KrispCall both handle outbound calling fine, but neither is built around working a list at volume the way a dedicated sales dialer is.

Project Coordination Needs a Shared Line the Whole Team Can See

Once a deal closes, the job shifts to coordinating installers, electricians, and subcontractors across an active project, plus keeping the customer updated on timeline. This is a shared-inbox problem: more than one person, a project manager and maybe an office coordinator, needs to see the same conversation history with a given customer or subcontractor rather than everything routing through one person's personal cell.

OpenPhone's shared team inbox fits that job well for a small EPC firm, letting a project manager step away for a site visit without the office losing visibility into what a customer or sub was told.

How should you handle utility and interconnection calls?

Calling a utility company about interconnection paperwork or a permit status is its own particular kind of phone work: long hold times, being transferred between departments, and needing to reach the same utility rep again later in the process. Recording these calls, or at least keeping detailed notes on who said what, protects you if a utility's timeline commitment doesn't match what actually happens weeks later.

Neither OpenPhone nor KrispCall changes how slow a utility company is to answer, but a shared record of these calls means the next person who has to follow up isn't starting from zero.

Use these habits to manage utility calls well:

  • Note who you spoke with at the utility, the date, and what they committed to on every substantive call.
  • Record or summarize calls about interconnection paperwork and permit status so you can push back when timelines slip.
  • Expect long holds and transfers between departments, and keep a shared record so anyone can reach the same utility rep again later.
  • Follow up in writing on any commitment a utility representative makes by phone.

Matching Operations Staffing to How Many Active Projects You Run

A firm running one or two projects at a time can usually manage project coordination with a single shared line and one or two people. A firm scaling to run many active installations simultaneously starts to need dedicated operations management overseeing that coordination; the median pay for general and operations managers nationally runs around $105,0002, which is worth weighing against the cost of a missed subcontractor call that pushes a project timeline out by days.

As that operations function grows, KrispCall's call queuing and routing across a small team can help more than a single shared inbox does, since it spreads incoming calls across whoever is actually free.

Financing Partner Calls Deserve Their Own Attention

Most commercial solar and EPC deals involve a financing partner somewhere in the process, whether that's a lender, a lease provider, or a tax-equity investor, and coordinating with them by phone often runs on a different schedule than either sales or installation calls. Losing track of a financing partner's questions or documentation requests can delay a project's funding and, by extension, its start date.

Treat these calls with the same shared-visibility approach as project coordination: whoever is managing the deal should be able to see the history of what a financing partner asked for and when, even if a different team member originally took the call. A missed document request from a lender is one of the more common, and most avoidable, reasons a project's funding gets pushed back a month, and it is entirely preventable with a shared record everyone on the deal can see.

Executive Capability Standard

What Good Looks Like

Good phone handling for a solar or EPC contractor means sales reps work leads through an actual dialer instead of a spreadsheet, project coordination calls are visible to more than one person, and every substantive utility call has a note or recording the next person can pick up from.

Building The Capability (5-Stage Skill Ladder)

1. Learn:Separate your current call volume into sales, project coordination, and utility or permitting calls, and note which tool, if any, each one currently runs through.
2. Do Manually:Have sales reps manually log every call outcome for two weeks to see how much time goes to dialing and note-taking versus actual selling conversations.
3. Delegate:Assign clear ownership of utility and interconnection follow-ups to one person, so a stalled permit doesn't fall through the cracks between the sales and operations teams.
4. Automate:Move sales calling onto a dialer like Close and project coordination onto a shared line on OpenPhone or KrispCall, matching each job to the tool built for it.
5. Buy:Connect all three systems to your project management or CRM platform so a lead's sales history and project status live in one place your whole team can see.

How to Get Started

Disclosure: We may earn a commission if you buy through some links on this page. It doesn't change what we recommend.

Frequently Asked Questions

Should our sales reps use the same phone tool as our project managers?

Usually not. A dedicated dialer like Close fits the volume-calling job of sales better, while project managers coordinating an active installation are better served by a shared inbox on OpenPhone or KrispCall where the whole team can see the same conversation history.

How should we handle calls with utility companies about interconnection?

Keep detailed notes or recordings of every substantive call, including who you spoke with and what they committed to. Utility timelines often slip, and having your own record helps when you need to follow up or push back on a delay.

When does it make sense to add a dedicated operations manager?

Add a dedicated operations lead once you regularly run more than a couple of active installations at once. They usually pay for themselves by reducing missed handoffs and delayed subcontractor calls that push project timelines out. Below that level, one or two people on a shared line can usually manage project coordination.

Sources

Where we quote a benchmark, we show its source. Other figures in this guide are estimates or general guidance, so check them against your own numbers.

  1. Annual wage, Sales Representatives, Wholesale & Manufacturing, except technical/scientific (SOC 41-4012). BLS OEWS May 2025, 2025.
  2. Annual wage, General and Operations Managers (SOC 11-1021), US all industries. BLS OEWS May 2025, 2025.

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