Quotes from your own price book
Create templates for your common jobs, with your prices and options. Approval rules protect your margin on each quote.
One platform for HVAC, roofing, plumbing, and more.
solarOS runs leads, quotes, projects, scheduling, field work, billing, and maintenance plans for any trade.
The tools every trade needs
Projects that follow your process
Set the steps for each kind of job once. Each project follows them and shows its next step.
A field app for your techs
Techs see each job on their phone, fill out the report you require, and collect payment before they leave.
Invoices and online payments
Invoice at each milestone and let customers pay online. Invoices and payments sync with QuickBooks Online.
Maintenance plans that bring customers back
Sell maintenance plans, like a yearly tune-up, that bill every month or year. The visits each plan includes are tracked until they're done.
Work you can run on solarOS
- HVAC installs, repairs, and tune-up plans
- Roof replacements, repairs, and inspections
- Plumbing service calls and water heater installs
- Electrical upgrades and EV chargers
- Solar, batteries, and home energy upgrades
Questions contractors ask
Is solarOS only for solar companies?
No. Quotes, projects, scheduling, the field app, billing, and maintenance plans work for any trade. The solar tools are there if you need them.
Can we create our own job types and reports?
Yes. Add your own job types, and build field reports with the questions and photos each job needs.
Who builds our templates?
Our team builds them with you during setup. You can also describe a job, and AI drafts the template for you to review.
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.