The office
Sales, operations, and accounting see the whole job: the quote, the schedule, permits, invoices, and payments.
One platform for your whole business.
solarOS connects every part of your business. Enter a customer's details once, and use them on quotes, contracts, projects, and invoices from then on.
Everyone sees what they need
The office, the field, and your customers each get their own view of the same job.
The field
Techs see their schedule, job details, checklists, and what to collect on site.
Your customers
Customers see their proposal, contract, system, bills, and service requests in their own portal.
What happens automatically
- When a lead becomes a customer, their details are saved once and used everywhere.
- When a customer signs, the project and its work orders are created.
- When a stage of work is finished, its invoice is ready to send.
- When a payment comes in, the next stage of work can begin.
- When a system has a problem, you get an alert and can send a tech.
- When a maintenance plan includes a visit, it's tracked until it's done.
Sell, build, get paid, and service
Four parts of your business, one platform.
Win more work
Capture leads, build quotes, design systems, and get contracts signed.
Deliver quality work
Run projects, permits, scheduling, and field work together.
Collect faster
Invoice at each milestone, take payments online and on site, and sync with QuickBooks.
Keep customers for life
Monitor systems, handle service calls, and sell maintenance plans.
Works with your other tools
Connect solarOS to the software you already use.
Integrations
QuickBooks, Stripe, the major monitoring brands, Slack, Zapier, and more.
Open API
69 API endpoints for your customers, jobs, schedules, and service requests.
Webhooks
Get notified the moment something changes, with 72 kinds of events.
Explore each part of solarOS
They all work together.
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.