Design, price, and sign in one visit
Lay out the panels on roof imagery, show the savings, and get the contract signed on the customer's phone. Pricing rules protect your margin on each quote.
Residential solar, from first call to years of service.
Sell, design, permit, install, and service each job on one platform. Best practices come built in, so jobs keep moving and you get paid on time.
How a residential job runs
The project is ready when they sign
The signed quote becomes a project with its stages, work orders, and team. Each install follows your standard steps.
Permits, inspections, and utility approval
Track permits, inspections, and utility applications, including each round of corrections. Install work reaches the schedule only after the permit is approved.
Get paid at each milestone
Set the deposit and progress payments on the quote. Bill each stage as soon as it's done, and let customers pay online.
Sell a plan with the install
Offer a plan at the kitchen table, and again when the job closes. Plans bill every month or year, and monitoring alerts you when a system needs care.
Questions contractors ask
Can we show financing options on the quote?
Yes. Show cash, loan, lease, and PPA options on the quote, and choose how to handle dealer fees. Lender paperwork is tracked on the job.
How do we track utility approval?
Each job has a utility application with its status, dates, and any corrections. When it's approved, the work and payments waiting on it move ahead.
Will you help us set up our templates?
Yes. Our team builds your quote and project templates with you, based on how you sell and install today.
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.