Keep every project on track.

Projects are set up automatically from the signed quote, with the steps your team needs to finish the job the right way.

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Ruiz residence8.4 kW solar + Powerwall 3 · PRJ-0418

Permit

Do nextUpload corrected electrical sheetPermit correction round 1 · due ThuOpen permit

ProjectSample data

Set up from the signed quote

The project, its stages, and its work orders are created when the customer signs. The job details come straight from the quote.

Project previewSample data

Each project shows its next step and what it's waiting on.

Work

Ruiz residence · 7 stages

Step	State	Waiting on
Upload corrected electrical sheet	Do now	—
Install · 2 days	Up next	Permit approval
Schedule final inspection	Waiting	Install
Interconnection application	Scheduled	Submitted Sep 20
Deposit (30%)	Done	—
Countersign agreement	Needs you	Owner

Project stepsSample data

Build templates with your steps. Add simple rules so a step only appears when the job needs it, like a main panel upgrade.

Project templateSample data

Add payment steps, so the install is scheduled only after the deposit arrives.

Waiting on a depositSample data

See all your projects as a list, a board by stage, or pins on a map.

Project boardSample data

Can we change a project after it starts?

Yes. Add, move, or remove steps at any time.

Do customers get updates?

Yes. Customers get an email when the project starts, reaches a new stage, and finishes.

Book a 30-minute demo. We'll run one of your real jobs through solarOS, from the quote to the invoice.