See your whole business at a glance.

Your home screen shows sales, cash, installs, and service for the week. Templates and pricing rules keep every job running your way, even when you're not there.

Owner's home screenSample data

What owners use every day

Numbers with the jobs behind them

See sales, cash, plans, and service side by side. Click any number to see the jobs, invoices, or customers that make it up.

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AnalyticsSample data

Pricing rules that protect your margins

Set a price floor for each template. Quotes below it go to a manager for approval, or can't be sent at all.

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Quote approvalSample data

Your process, built into templates

Quote and project templates hold the way you sell and build. New reps and project managers do it your way from their first job.

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Project templateSample data

Recurring revenue you can watch grow

Maintenance plans bill every month or year. Track plan revenue added and lost, and whether included visits get done.

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Recurring plan revenueSample data

Finished work gets billed

One list shows finished work that hasn't been invoiced, visits that didn't happen, and jobs ready to close.

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Job closeoutSample data

What changes for an owner

Before solarOSWith solarOS
Ask your project manager where a job standsEach job shows its next step
Learn your cash position when the books closeSee collections and overdue invoices anytime
Approve discounts over the phoneRules send low-margin quotes to a manager
Train new hires by having them shadow youNew hires follow your templates on their first job
Service calls that never get billedFinished work is ready to invoice

Questions contractors ask

Who sets it up?

We do it with you. Our team moves your customers and history, and builds your templates around how you work.

What does it cost?

Plans start at $79 a month, billed yearly. The pricing page lists what each plan includes.

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.