Let AI handle the busywork.

solarOS uses AI to build templates, read utility bills, draft replies, and spot problems early. Your team gets more time for customers.

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Template Assistant

Draft · nothing is saved until you save it

Make a battery retrofit template: Powerwall 3, optional second battery, backup gateway, permit and utility steps.

Drafted a quote template with 4 questions and 6 lines, and a project template with 5 stages. The second battery is priced as an adder. Review before saving.

Battery retrofit4 questions · 6 lines · 5 stagesChecked

Ask for changesSave template

AI template assistantSample data

Build templates by describing them

Describe a job, like a battery retrofit, and get a ready-made quote and project template to review.

Your Company Solar DashboardMonitoringSalesOperationsAccountingAnalyticsSettings Search

Templates

Residential solar + storageBattery retrofitPanel cleaningService callCustom work

Residential solar + storagePublished · version 4 · used on 38 open quotes

Edit draft

Quote

Panel count
Roof type
Main panel upgrade
Battery
Financing

Agreement

Installation agreement
Homeowner, co-owner
Company countersigns

Payments

30% at project start
60% at install complete
10% at utility approval

Project

Site survey
Design and planset
Permit
Install
Inspection
Utility
Closeout

Quote and project templatesSample data

Read utility bills in seconds

Upload a bill, and solarOS pulls out the usage for your proposal.

Month	kWh
Oct	912
Nov	1,040
Dec	1,188
…	…
Annual	12,996

Reading a utility billSample data

Draft replies to customers

Get suggested replies to customer emails and texts, ready to edit and send.

Email previewSample data

Spot problems early

Monitoring flags systems that need attention and customers who would benefit from an upgrade.

Battery sales opportunitySample data

You stay in control

AI suggests, and your team decides.
Nothing AI writes goes out until someone on your team approves it.
Code checks on permit plans are rule-based, so results are consistent.

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.