What are Customer Value Questions?

To add Customer Value Questions to your company, an admin or owner can reach out to our Support team at support@gosolo.io

What are Customer Value Questions?

Customer Value Questions are custom fields that can be added to your company to be filled out during customer creation. This is helpful in determining the homeowner's eligibility for solar. They can be added as one of two question types:

Select Options
Text Field

Additionally, value questions can be marked as required, if needed.

Using Customer Value Questions

Once created, the questions will appear in two places:

During Customer Creation
- Reps will be asked to fill out the question fields on step 1 of customer creation:

CustomerCreation_ValueQuestions copy

On the Customer Page
- Customer Value Questions will also appear on the customer information page.

Screenshot 2025-06-25 at 2.42.00 PM

- Responses will display what was entered during customer creation, but can be edited at any time. Just edit the field and click Save at the bottom!