A solar CRM that follows the deal from the first bill to permission to operate and the first service ticket.
A solar company runs a weeks-long sales pipeline and a months-long project pipeline, often for the same customer, and then a service relationship that lasts as long as the warranty. Generic sales software knows the first, field software knows the last, and nothing off the shelf knows the permit office, the utility and the inspector in between.
Three pipelines, one customer, and a middle that depends on people you do not employ
The sale has stages that need their own dates: inquiry, bills received, proposal sent, proposal revised, site assessment done, financing applied, financing approved, contract signed. A proposal built from satellite imagery gets revised after someone stands on the roof and finds a vent stack, a chimney or a dead tree, and each revision has to be the version the customer actually signed. The financing application runs through a lender with its own stipulations, and a stalled stipulation is where deals quietly die.
After signing, the work turns into a sequence of hand-offs to agencies: engineering and design, the permit submitted and the permit approved, the HOA where there is one, the interconnection application and its approval, equipment ordered and received, the install scheduled and done, the inspection passed, the utility's meter work and finally permission to operate. Every one of those has a date it was sent, a date it was answered and a person at a building department or a utility whose name you need next time. A customer who hears nothing for three weeks assumes something went wrong, and a CRM that updates them automatically at each milestone is the difference between a referral and a complaint.
Then the system is on the roof for decades. Module and inverter serials, the monitoring account, the warranties and every service ticket belong on the record, because the inverter fault in year six comes back to whoever installed it. We run our own service companies on software we built for ourselves, and the solar version puts these three pipelines on one record.
What a solar CRM has to track
Anything below that lives in a rep's inbox or a shared spreadsheet is a project that will stall unnoticed.
Bills, usage and proposal versions
The bills and usage on the prospect, every proposal version with its system size, equipment and the design it was drawn from, and the one the customer signed marked as the contract of record.
Site assessment findings
Roof measurements and pitch, shading observations, the panel's main breaker and bus rating, service entrance details, attic access and photos, so engineering starts from what is on the roof rather than the satellite guess.
Financing as its own stage set
Lender, product, application sent, approval, outstanding stipulations and funding, with a next action on every open item so the office sees which deals are waiting on a document.
Milestones with sent and answered dates
Design, engineering, permit, HOA, interconnection, equipment, install, inspection, meter and permission to operate, each with the date submitted, the date resolved, the contact at the agency and what they asked for.
Jurisdiction and utility notes that outlive the project
What each building department wants in a plan set, how each utility handles the interconnection application, who to call and typical turnaround, saved against the jurisdiction so the next project in that town starts ahead.
The installed system as a record
Module and inverter serials, racking, the monitoring account, battery details, warranties and the subcontractor if one did the install, with service tickets attached for the life of the system.
How we build it for a solar installer
Your stages, your utilities, your lenders and your commission plan, in accounts that belong to you.
Two boards on one record
A sales board first and a project board after it, with the customer, the proposal and the system shared between them, and reports that count days in each stage and dollars at each milestone.
Automatic homeowner updates at every milestone
When the permit is approved or the interconnection application is submitted, the homeowner gets a plain text or email saying what happened and what comes next, written by you once and sent by the system.
Commission rules tied to milestones
Reps paid on signing, on install or on permission to operate, with clawbacks for cancellations, calculated by the system from the project record rather than argued at month end.
Subcontractor and crew scheduling
Install crews, electricians and subcontractors each get a calendar and a limited login showing their jobs, the equipment delivered and the photos required before leaving the roof.
Service tickets that know the system
A monitoring alert or a homeowner's call opens a ticket on the installed system, with the serials, the warranty status and the original install photos already there.
Owner reporting
Proposals to signed by source and rep, cancellations by stage, days from signature to permission to operate by jurisdiction, backlog waiting on each agency, and margin per project.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for solar, answered.
How is this different from the solar-specific CRMs already on the market?
They are built for the average installer and priced per seat. A custom build fits one company: your lenders, your utilities, your milestone names, your commission plan, running in your own accounts, without seat licenses, and nothing goes dark if a vendor relationship ends.
Will our existing projects come across?
Yes. Customers, proposals, projects, serials and documents are exported, mapped to the new records and checked, and the two systems run side by side for a short period before the old one is retired.
Does it integrate with our design tool?
Where the tool offers an export or an API, the proposal data and the design file attach to the prospect automatically. Where it does not, the rep attaches the file and the system records the version.
Can the homeowner see their project status?
Yes, through a link that shows the milestones and what comes next without exposing anything else. Most installers find it cuts the status calls more than any other feature.
Custom CRM for solar. Owned by you.
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