solarOS Feature List
Search for what you need, or browse by part of the business.
Sell
- Lead trackingAll your leads in one list, with source and owner
- Lead to customer in one clickTurn a lead into a customer and a deal
- Sales pipelineSee each deal and where it stands
- Customer profilesContact details, properties, jobs, and history together
- Billing contactsSend invoices to a landlord, HOA, or financing company
- Activity historyCalls, emails, notes, and tasks on each customer
- Sales territoriesDraw territories on a map and assign them
- Quote templatesBuild quotes in seconds from templates
- Automatic pricing rulesPrices update as your rep fills in the job details
- Adders and discountsStandard extras and discounts, applied the same way every time
- Financing optionsShow loan, lease, and cash options on the quote
- Incentives and rebatesAdd tax credits, rebates, and SRECs to quotes
- Approval rulesQuotes below your margin go to a manager first
- Payment schedulesSet deposits and progress payments on the quote
- Price display optionsShow each line, section totals, or one price
- Solar layoutDesign panel layouts on satellite roof imagery
- Production estimatesHour-by-hour production modeling with shading
- Bill savingsShow the customer's bill before and after solar
- Battery sizingPlan backup power and battery savings
- Solar proposalsA clear proposal with savings, financing, and incentives
- AI roof layout Coming soonDraft a roof layout automatically from imagery
- E-signatureCustomers sign contracts on any device
- Contract templatesFill contracts automatically from the quote
- Online quotingCustomers get a real price on your website
Build
- Automatic project setupProjects and work orders are created when the contract is signed
- Project templatesEach job follows the steps you set
- Next stepsEach project shows what needs to happen next
- Payment milestonesThe next stage starts when the payment arrives
- Change ordersAdjust the contract and keep the customer informed
- Project board and mapSee projects by stage or on a map
- AutomationsCreate tasks and send notices automatically
- Project timelinesSee projects on a calendar timeline
- Permit trackingPermits from submitted to approved
- InspectionsInspection results and corrections, on record
- Utility applicationsTrack interconnection and other approvals
- Permit plan setsCreate permit-ready plan sets with code checks
- Permit submission Coming soonSubmit permits and utility applications from solarOS
- Dispatch boardDrag jobs onto your crews' calendars
- Route mapSee each tech's day on a map
- CrewsSchedule a whole crew at once
- Appointment reminders Coming soonTexts and emails before every visit
- Field appSchedule, job details, and checklists on the phone
- Field reportsRequired photos, notes, and signatures on each visit
- Payment in the fieldTake card, bank, or check payments on site
- iPhone and Android apps Coming soonNative apps that work offline
- Job closeoutReview reports and bill finished work
- Materials and returnsOrder materials and track warranty returns
- Inventory and purchasing Coming soonTrack stock and send purchase orders
Get paid
- Milestone invoicingInvoices are ready as each stage is finished
- Online paymentsCard, bank transfer, Apple Pay, and Google Pay
- Payment remindersPolite reminders go out until the invoice is paid
- Billing reportsRevenue, collections, and unpaid invoices
- QuickBooks syncInvoices and payments sync with QuickBooks Online
Service
- Online service requestsCustomers request service from your website
- Service trackingEach request has an owner, a priority, and a due date
- Status updatesCustomers check the status of their request anytime
- Two-way texting Coming soonText customers about their service request
- Fleet monitoringProduction for the systems you monitor
- Smart alertsGet alerted to outages, low output, and more
- Weather filteringCloudy days don't trigger false alarms
- Performance reportsSend customers a branded report on their system
- Upgrade opportunitiesSpot customers who'd benefit from a battery or more panels
- Maintenance plansMonthly or yearly plans that bill automatically
- Plan sign-up pageCustomers buy plans online
- Included visitsTrack the visits each plan includes
- Free trial offersOffer free months to new plan customers
- Customer portalCustomers see their system, documents, and bills
Run your business
- DashboardsSales, cash, service, and team performance
- Recurring revenue reportsTrack plan growth and cancellations
- Customer emailsQuotes, invoices, and updates sent from your name
- Shared inbox Coming soonCustomer emails in one team inbox
- Texting and calls Coming soonText and call customers from solarOS
- Slack alertsJob and payment updates in your Slack channels
- Equipment recordsPanels, inverters, and batteries, with serial numbers
- Product catalog31,700 solar products, kept up to date
- AI template builderDescribe a job and get a ready-made template
- AI suggested replies Coming soonDraft answers to customer messages
- Roles and permissionsControl what each person can see and do
- Activity logSee each settings change and who made it
- Single sign-on Coming soonSign in with your company account
- API and webhooksConnect solarOS to your other systems
- ZapierSend leads from thousands of apps
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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.