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.
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.
See sales, cash, plans, and service side by side. Click any number to see the jobs, invoices, or customers that make it up.
Set a price floor for each template. Quotes below it go to a manager for approval, or can't be sent at all.
Quote and project templates hold the way you sell and build. New reps and project managers do it your way from their first job.
Maintenance plans bill every month or year. Track plan revenue added and lost, and whether included visits get done.
One list shows finished work that hasn't been invoiced, visits that didn't happen, and jobs ready to close.
| Before solarOS | With solarOS |
|---|---|
| Ask your project manager where a job stands | Each job shows its next step |
| Learn your cash position when the books close | See collections and overdue invoices anytime |
| Approve discounts over the phone | Rules send low-margin quotes to a manager |
| Train new hires by having them shadow you | New hires follow your templates on their first job |
| Service calls that never get billed | Finished work is ready to invoice |
We do it with you. Our team moves your customers and history, and builds your templates around how you work.
Plans start at $79 a month, billed yearly. The pricing page lists what each plan includes.
Book a 30-minute demo. We'll run one of your real jobs through solarOS, from the quote to the invoice.