All your leads in one list
Leads from your website, ads, and referrals come in automatically. Each one has an owner, so someone always follows up.
Keep track of every lead and customer.
See your leads, customers, and deals at a glance, and give each lead an owner who follows up.
Lead to customer in one click
When a lead is ready, turn it into a customer and a deal. Their contact details come with them.
A full profile for each customer
See contact details, properties, systems, jobs, and invoices together. When someone else pays, like a landlord or HOA, bill them directly.
Customer history in one timeline
Calls, emails, notes, and tasks appear on the customer's timeline, so anyone can pick up where a teammate left off.
Territories on the map
Draw sales territories on a map and assign them to your reps.
Also included
- A sales pipeline from new lead to won deal
- Saved views and filters for your lists
- Search across customers, jobs, and quotes
- Duplicate cleanup that keeps all the history
- Lead sources and campaigns, so you know what's working
Questions contractors ask
Can we bring our existing customers?
Yes. Our team moves your customers and their history over during onboarding.
Can leads come straight from our website?
Yes. Connect your website form directly, or use Zapier to bring in leads from other apps.
Can reps see only their own leads?
Yes. Roles and permissions control what each person sees.
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.