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VICIdial for solar installers - TCPA-heavy

Managed VICIdial hosting for solar appointment-setting + lead-gen. Per-trunk TCPA scrubbing, RND check, 1:1-consent-compliant flow, 5–7 year retention.

VICIdial for solar installers - TCPA-heavy
Stefan de Vries / Pexels

Solar is the most heavily-litigated TCPA vertical in the US. Plaintiff firms target solar lead-gen specifically - reassigned-number calls, paper-thin consent on purchased lists, pre-recorded to cell without consent. The 2024 FCC 1:1 consent rule killed the multi-checkbox consent farm; if you're loading lists from a broker today, you have to know how the consent was actually captured. The platform's per-trunk TCPA + audit log + recorded SSH sessions give you the discovery defense; the script + lead vetting is on you.

TCPA exposure - what gets you sued

Common plaintiff patterns in solar:

  1. Reassigned numbers - number was consented by Alice, reassigned to Bob, you called Bob. Solar plaintiffs specifically watch for this.
  2. No real prior consent - purchased list with "consent" that was a 7-checkbox-form on some unrelated lead-gen page. Post-2024 rules: dead.
  3. Pre-recorded to cell without consent - strict TCPA violation. ATDS rules apply.
  4. Calling a known litigator - the Blacklist Alliance list flags these; per-call scrub is mandatory.

The platform's pre-dial BLA scrub catches #4 cheaply. The other three are operational discipline.

Lead vetting before load

Before any list goes into VICIdial:

  1. RND check (Reassigned Numbers Database) - FCC's official RND, costs ~$0.0002 per check. Cheaper than one settlement.
  2. Litigator scrub - your Blacklist Alliance account or equivalent.
  3. DNC scrub - federal + state for every state the list touches.
  4. Cell vs landline segmentation - for pre-recorded campaigns, segment cell numbers off and use live-agent only.
  5. Consent record verification - the lead source (broker / form / event) must have the 1:1 consent record per number. Get the records in writing before the campaign goes live; the lead broker's consent records are what the plaintiff firm subpoenas.

Per-trunk TCPA scrubbing

Solar shops typically dial multiple programs (rooftop residential, commercial, refi, financing leads) - each with different consent contracts:

trunk-residential-out  → CUSTOM, BLA key, fail-closed
trunk-financing-out    → CUSTOM, BLA key (separate account), fail-closed
trunk-commercial-out   → INHERIT (B2B; lower exposure)

Per-trunk override matters because the BLA fail-mode for residential should be BLOCK while commercial can fail-open. See /features/tcpa-compliance.

Appointment-setting workflow

Most solar shops run a 3-stage flow:

Fronter   → qualifies (homeowner; rooftop suitability; electric bill ≥ $X)
   ↓
Setter    → books in-home appointment via VICIdial callback
   ↓
In-home consultation → outside the dialer; CRM ownership

VICIdial setup:

  • Fronter campaign: PREDICTIVE or RATIO (1.5–2.0 after stabilising)
  • Setter in-group: handles transferred-from-fronter qualified leads
  • Custom dispositions: APPT_SET, NOT_HOMEOWNER, FLAT_ROOF, LOW_BILL, NOT_INTERESTED, RAIN_CHECK, WRONG_NUMBER, DNC
  • Webhook on APPT_SET → your dispatch tool (ServiceTitan, custom CRM)

Recording - typical 5–7 years

Solar deals need recording for:

  • Chargeback defense - finance disputes are common; the recorded close is the evidence
  • Litigation defense - TCPA suit asks "did you have consent"; the recorded disclosure is the answer
  • Sales coaching - close rate optimisation requires hearing the call

Retention: 5–7 years (matches install warranty + financing terms). Push to your own S3 via /features/external-backups.

Plan sizing

OperationPlan suggestion
Single local installer, 5–15Growth (4 vCPU, 8 GB)
Regional installer, 15–50Pulse (4 dedicated vCPU, 16 GB)
Multi-state lead-gen, 50–150Surge (8 dedicated vCPU, 32 GB)
National operator, 150+Velocity + custom regions

Solar lead-gen agencies are typically Pulse tier or above.

VICIdial settings that matter

SettingValue
Recording OverrideALLFORCE
Recording announceTwo-party-consent states
Local Call Time9am-8pm called local (some states require)
Drop SLA≤ 2.0s strict
Pre-call DNCFederal + state DNC = Y
RND checkPre-load + monthly refresh
Calls per Day per Lead1 (strict; solar fatigue is real)
CallerIDInstaller's published, attestation A

Carrier choice

  • Bandwidth - A-attestation, direct US, best wholesale tier. Most large solar shops land here.
  • Telnyx - moderate volume sweet spot, multi-region for cross-state campaigns.
  • Skyetel - wholesale-focused, US-only, very competitive at scale. IP-auth only.
  • Aggregator-routed carriers: avoid. Solar already has answer-rate decay; aggregator routing makes it worse.

Common mistakes

  1. Loading a broker list without verifying consent records - broker's consent records are what the plaintiff subpoenas. Get them in writing FIRST.
  2. One BLA key for residential + financing - different contracts, different fail-modes. Per-trunk override.
  3. Pre-recorded message to cell phones - strict TCPA violation. Cell-phone campaigns must be live-agent only OR have explicit prior express written consent.
  4. No RND check - reassigned-number calls are the most common solar TCPA suit. RND costs $0.0002/check; settlements cost $1500+ per number.
  5. 5-year retention via daily snapshots - 7-day rolling snapshots aren't a 5-year strategy. External Backups with lifecycle policy, week one.

Why teams switch to managed hosting

  • Per-trunk TCPA scrubbing ships out of the box - every other approach is roll-your-own
  • Audit log - when the TCPA suit comes, the discovery prep is already done
  • Recorded SSH sessions - when you need to prove "no one tampered with the recordings folder", replay the asciinema cast
  • Resize-on-demand - solar sales spike with seasonality (sunny months) + state-incentive timing
  • No per-agent licensing - at 80+ setters, the math compounds hard

What VICIfast handles

ConcernWho
OS + Asterisk patchesPlatform
Daily snapshotsPlatform
Audit logPlatform
BLA AGI hookPlatform (you BYO key per program)
5–7 year retentionBoth (snapshot + your S3 lifecycle)
RND checkYou (pre-load script + monthly refresh)
Consent recordsYou (broker contracts + paper trail)
Litigation defenseWe surface AuditLog + sessions; you assemble

Get started

Start a 7-day trial → - card validated, no charge until day 7. Solar lead-gen typically lands on Pulse or Surge; contact us if you're scaling past 50 setters or running multi-state programs.

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