A home screen for each role
Owners see the week. Sales sees the pipeline. Service sees open requests. Techs see their day.
See how your business is really doing.
Track sales, cash, recurring revenue, and team performance with dashboards that are always up to date.
Reports across the business
Sales
- Close rate
- New pipeline
- Leads that became deals
- Days to close
Cash
- Days to get paid
- Money owed to you
- Overdue invoices
- Revenue by payment type
Plans
- Recurring revenue
- New plans
- Cancellations
- Visits completed
Service
- Alerts handled
- Revenue from service
- Systems monitored
Team
- Time on site
- Jobs completed
- Work by project type
Click any number for the details
Each number links to the jobs, invoices, or customers behind it. Export any report to a spreadsheet.
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.