How Simply Solar built a thriving service business.
Simply Solar installs solar and batteries in Northern California. With solarOS, they turned years of past installs into a growing service business with steady monthly income.
- Company
- Simply Solar
- Based in
- Petaluma, California
- Work
- Residential solar, batteries, service, and maintenance plans
- Uses
- Quotes, projects, scheduling, field app, invoicing, QuickBooks, service, monitoring, and maintenance plans
| Service revenue | $0 → $1.5MTo confirm |
|---|---|
| To respond to a service request | WeeksDaysTo confirm |
| To turn around a service quote | DaysMinutesTo confirm |
The challenge
After years of installs, Simply Solar had hundreds of customers with systems on their roofs. When something went wrong, customers called or emailed, and finding a system's history meant digging through old files.
There was no simple way to sell ongoing care, schedule it, and bill for it. Sales, projects, and billing each lived in a different tool.
What they did
Simply Solar moved its maintenance plan customers onto solarOS, connected QuickBooks, and sent its website leads straight into solarOS.
Now customers request service online. Each request is sorted and assigned as it arrives, then turned into a quote or a scheduled visit. Techs finish every visit with a report and photos, and the office sends the invoice the same day.
Monitoring shows how each customer's system is doing, so the team often fixes problems before the customer notices.
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.