Lead to proposal to permission to install
CRM for solar installers
Every solar project tracked through the steps that actually take time: site survey, proposal, finance approval, permit, utility approval, install, inspection and commissioning, with the documents each step needs.
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JobBoard: the solar installers edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. JobBoard carries dispatch map, routes per technician and a phone view built for the van, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the solar installers demo on its own page.
Who this is for
Built for solar installers
Residential and commercial solar installers running 10 to 300 projects a year, who lose days to permit and utility back and forth and cannot tell a customer where their project sits without opening four systems.
Proposals with your sizing rules
Enter roof data and consumption, and the proposal prices the system, estimates production and shows payback, using your panel and inverter price book and your assumptions.
Permit and utility tracking with reminders
Each application carries its authority, dates and documents. A board shows projects waiting on the council or the utility and flags anything past the expected turnaround so someone chases.
Customer updates without phone calls
Customers get an automatic email or text at each milestone and can log into a simple portal to see their project's status and documents.
Rebate and incentive paperwork
Certificates, rebate claims and incentive applications tracked per project with the deadlines that cost money if missed.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Lead
- Site survey
- Proposal sent
- Signed, finance approved
- Permit submitted
- Utility approved
- Installed
- Inspected and commissioned
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Xero, QuickBooks or MYOB
- Google Calendar
- SMS
- Finance provider status by email parsing
- Design tool exports (PDF or CSV)
- Stripe deposits
Questions we get asked
How much does a solar CRM cost to build?
A solar CRM with proposals, permit and utility tracking, installation scheduling, customer portal and accounting sync is typically 12,900 to 18,900 US dollars fixed, delivered in seven to nine weeks. A lead and proposal tracker starts at 5,900. No per-seat fees, so surveyors and installers can all log in.
Can it generate solar proposals?
Yes. Proposals are generated from the site data, your equipment price book and your production assumptions, output as a branded PDF with system size, price, finance options and payback. If you use a design tool such as OpenSolar or Aurora, we import its output rather than rebuild the design step.
Does it track permits and interconnection?
Every project carries its permit and utility applications with submitted and approved dates, documents and expected turnaround. A board shows what is waiting on which authority, and A board shows what is waiting on which authority, and reminders fire the moment an application goes overdue, so nothing sits unnoticed for a month.
Can customers see their project status?
Yes. A customer portal shows the project's current milestone, the next step, documents such as the contract and permit, and a contact for questions. Automatic milestone emails cut status phone calls sharply. Referrals are requested from the portal after commissioning, when the customer is happiest, and each referral is tracked to its source on the new lead.
Tell us how your solar installers business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.