Solar Business Management Software
Welcome to the software built with solar contractors in mind. Running a solar business involves so much more than just installations. From handling site surveys, permits, client communication, crew scheduling, to tracking payments and inventory, there’s a lot happening at once. That's where a reliable solar business management system can help you handle the workload with clarity and structure.
Made for Solar Professionals
Whether you're just starting or you've been installing solar for years, having a system that simplifies daily operations makes a noticeable difference. This isn’t about changing how you do your job; it’s about organizing everything in one place so your business can run without constant juggling. That means spending less time on admin and more time closing deals, managing installations, and growing your company.
Project Management That Keeps You Moving
Every job starts with a lead. From the moment a customer shows interest, our solar management software helps you track that journey. Capture leads from your website or marketing campaigns and assign them to your sales reps. Once the site visit is done and the quote is approved, everything flows into project mode: scheduling, assigning tasks, setting milestones, and tracking completion.
No more loose ends or updates missed. See who’s doing what, when, and where. You stay informed without sending multiple texts or calls.
Quote, Proposal, and Contracting Made Simple
Your quotes shouldn’t be spreadsheets and PDFs emailed back and forth. With solar contractor software, build itemized quotes in minutes. Add products, services, taxes, and discounts with clear pricing. Customers can approve and sign online, speeding up approvals and making life easier for everyone.
Contracts and permits can be uploaded and stored within the same record. That means less backtracking and more control over every job file.
Scheduling and Crew Coordination
One of the biggest challenges in solar installations is organizing the crews, especially when juggling multiple jobs across different neighborhoods. Our scheduling board gives you a visual calendar with drag-and-drop simplicity. See availability, assign technicians, and update job statuses on the go.
Your teams get notifications on their phones with job details, notes, and any files they need. No need to send repeated follow-ups or chase paperwork. It’s all there, ready when they are.
Inventory and Equipment Tracking
Panels, inverters, racking systems, and accessories all need to be tracked. Whether you store them in your warehouse or order them per job, knowing what you have and where it's going is key. With solar contractor software, you can log every item by job, get notified when stock runs low, and avoid costly delays from missing parts.
Purchase orders and vendor management are built in, so you can keep things moving without having to leave the platform.
Invoicing and Payment Collection
Sending an invoice should be easy. And getting paid? Even easier. Create branded invoices, send reminders, and accept payments online. Whether you're collecting a deposit upfront or the final payment after an install, your customer gets an easy link to pay instantly.
The system helps you stay on top of unpaid jobs and gives your office team the tools to follow up before it becomes an issue. You can also split payments, track credits, and record any change orders or extras.
Customer Portal and Communication
Give your clients peace of mind with their own login. They can track project progress, view estimates, upload documents, and chat with your team. This reduces back-and-forth, missed messages, and confusion about timelines.
Communication logs are saved by project, so anyone on your team can pick up a conversation without guessing or asking the client to repeat themselves.
Reports That Actually Help
Reports don’t need to be fancy. They need to be useful. Want to know how many jobs closed last month? Which crew is performing the best? What your top-selling inverter model is? It’s all there. Just pick the report, and get the data in seconds.
You don’t need to dig through spreadsheets or wait for your accountant. The data is live and ready when you need it.
Mobile Access for Field Teams
Your team is always on the move. Whether it’s your installer on the roof or your sales rep in a customer’s living room, they need access. With mobile-friendly features, they can clock in, review job details, upload site photos, and even collect customer signatures from their phones.
Everything syncs back to your system, keeping your records up-to-date without extra work.
Save Time, Keep Focus
Running a solar business comes with constant demands. From permits and paperwork to client expectations and shifting schedules, it can get overwhelming fast. Solar management software keeps everything on track without the mental load. The work still needs to get done. But now, it happens with less stress.
The Second Half: Taking Control of Your Business Growth
Lead Management That Makes Sense
Leads aren’t just names in a spreadsheet. They’re future customers who expect quick follow-up and clear answers. Our solar contractor software helps you capture leads from every source—your website, phone calls, referrals, or walk-ins. Once they’re in the system, assign them to a team member, schedule the follow-up, and add notes with each interaction.
As the lead progresses, everything moves with it. Site surveys, photos, proposal drafts—no data gets lost in transition.
Automated Reminders and Notifications
Missed steps slow down deals. With automated reminders, your team gets notified about upcoming tasks, scheduled jobs, expiring permits, or customer follow-ups. You can set custom alerts for everything that matters. Whether it’s a payment due or an installation deadline, nothing slips through the cracks.
Your customers can get reminders too, so they always know what’s next. This improves their experience and reduces delays caused by missed communication.
Permit and Document Handling Made Easy
Permits can be tricky. Different regions mean different rules. With our system, upload and organize permits for each job, mark their status, and set alerts for submission and approval timelines. You can also assign tasks to your permitting staff and track their progress.
If you use external services for drawings or paperwork, you can add them as collaborators with limited access, so they stay in the loop.
Job Costing That Keeps Margins Clear
Profit isn’t just about getting paid. It’s about knowing where your money is going. Track labor hours, equipment usage, subcontractor bills, and material costs per job. Compare estimated vs actual costs and adjust future quotes with better accuracy.
Whether you do small residential installs or larger commercial systems, having clear visibility on costs helps you stay profitable and competitive.
Workflows That Match Your Business Style
No two solar companies work exactly the same way. That’s why our workflows can match how you already run things. Build stages that match your sales and install process. From lead intake to final inspection, the flow is yours.
Assign team members to each step, set internal notes, add required checklists, and keep everyone aligned.
Document Everything, Share Only What You Need
From CAD drawings to roof measurements, images, and drone shots, you can upload everything into the project record. Choose who can see what, whether it’s internal staff or the client. You stay in control of the info without having to resend files manually.
Every document is available with just a few clicks.
Calendar Sync and Field Updates
Your calendar connects with jobs, tasks, and availability. Want to know who’s on-site this week or when your sales team is available? You can check and make changes from your laptop or phone. Field staff can mark tasks complete, report issues, or add notes with time stamps.
This gives you real-time insight into your business without having to wait for end-of-day updates.
Customer Experience That Stands Out
In solar, reputation matters. With a clean customer portal, timely updates, and responsive service, your customers feel confident and informed. That often leads to positive reviews, repeat business, and more referrals. People talk about good service, and you can build a name just by doing things right.
Security, Backups, and Support You Can Rely On
Your data stays safe. Daily backups, secure access, and encrypted records ensure peace of mind. And if you ever need help, support is ready to assist with real people who understand how solar businesses work.
Built to Grow With You
Whether you're doing 5 installs a month or 50, the system grows with your needs. Add new team members, expand to new service areas, or offer maintenance contracts—everything can be managed from a single platform.
As your business evolves, the system evolves with you. That way, you’re not switching software every year.
Read Also: Solar Contractor Software
Final Thoughts
Running a solar business is demanding. But it doesn’t have to be messy. Solar management software helps bring structure, clarity, and predictability to your operations so you can spend less time fixing problems and more time building your company. With better organization, communication, and insight, you can deliver a better experience for your customers and a better life for your team.
