Start fast
You don't begin with a blank screen. Your team starts quoting and scheduling with templates that already work.
Proven processes, ready on day one.
Every solarOS account starts with the templates, checklists, and workflows that successful solar and trades companies use. Adjust them to fit the way you work.
What's ready when you start
- Quote templates for installs and service calls
- Project templates with every step of an install
- Field reports for visits, inspections, and installs
- Customer emails for quotes, contracts, invoices, and appointments
- Payment reminders that go out on schedule
- Monitoring alerts with sensible starting settings
- Roles and permissions for everyone on your team
- Service request forms and categories
Why it matters
Work the same way every time
Templates and checklists keep each job on the same steps, no matter who's on it.
The same quality as you grow
As you add people and territories, your processes stay the same, so the quality of your work stays high.
We set it up with you
Our team helps you shape your templates, pricing, and workflows during onboarding, so solarOS fits the way you already work.
Your pricing
We build your price lists, discounts, and approval rules into your quote templates.
Your process
We map your install and service steps into project templates.
Your team
We set up roles so everyone sees what they need.
See it on your own jobs
Book a 30-minute demo. We'll run one of your real jobs through solarOS, from the quote to the invoice.