Instead of a CRM and a quoting tool
Track leads and customers, and quote them without switching apps. Reps build accurate quotes from templates in minutes.
Replace your separate tools with one platform.
Most companies juggle a CRM, a quoting tool, e-signatures, scheduling, and spreadsheets. solarOS does all of it, so your team stops copying customer details from one app to the next.
What solarOS replaces
Instead of an e-signature app
Customers sign contracts on any device, right from the quote. Signing runs on Dropbox Sign, with no separate account to pay for.
Instead of project and permit spreadsheets
Projects and permits are tracked on the job, with their next step. The install waits until the permit is approved.
Instead of a scheduling app and paper forms
Drag jobs onto your crews' calendars. Techs see the job on their phone and fill out reports with required photos.
Instead of separate invoicing and payment apps
Bill each stage as it's finished, and let customers pay online. Invoices and payments sync with QuickBooks Online.
It also replaces
- Separate logins for Enphase, SolarEdge, Tesla, and FranklinWH monitoring
- A service inbox and a voicemail box full of requests
- Spreadsheets for maintenance plan billing
- Month-end reports built by hand
Questions contractors ask
Do we have to switch everything at once?
No. Start with the part that matters most, like quoting or service. Add the rest when you're ready.
Who moves our data?
We do. Our team brings over your customers, properties, systems, and maintenance plans.
Does it replace QuickBooks?
No. solarOS works with QuickBooks Online and keeps your invoices and payments in sync.
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.