Get started Book a demo

See how solarOS would run your business.

In 30 minutes, we'll walk through one of your own jobs, from the first quote to the final invoice. Bring a job you've quoted or sold, and bring your questions.

What we'll cover

  1. Your business

    Tell us what you sell, who you sell to, and how your team runs a job today.

  2. The quote

    We build a quote from a template, with your pricing, financing, and payment schedule.

  3. The contract

    Your customer signs on their phone or computer. You'll see exactly what they see.

  4. The project

    Once the contract is signed, the project is ready with its permit and install steps. We schedule the install and show the tech's view on a phone.

  5. The invoice

    When a stage is done, we send its invoice, take a payment, and show the QuickBooks sync.

  6. Your questions

    Ask about service, monitoring, maintenance plans, moving your data, or pricing.

Who should join

Bring the people who would use solarOS most.

  • Owners who want to see how the whole business would run
  • Sales managers and reps who build quotes and proposals
  • Operations and service managers who run crews and schedules
  • Office and accounting staff who send invoices and keep the books

After the demo

  1. We set up your account

    We create your company's account and add your team, so you can try solarOS on your own jobs.

  2. Your templates are ready

    Your account starts with ready-made templates for quotes, projects, and field reports. Change anything you like.

  3. We move your data

    We bring over your customers, installed systems, and maintenance plans.