Every lead gets an owner
Leads from your website, ads, and referrals land in one list. Claim one and turn it into a customer and a deal.
Quote in minutes. Get contracts signed on the spot.
Build accurate quotes from templates, show the customer their options, and get the contract signed on their phone. When they sign, the project is ready for your install team.
From new lead to signed contract
Accurate quotes in minutes
Answer questions about the job, and the price updates as you go. Adders, discounts, financing, and incentives are ready to add.
Proposals customers understand
Design the system on roof imagery and show the customer their savings. Compare cash, loan, lease, and PPA options side by side.
Signed before you leave
When the customer accepts, the contract goes out and they sign on their phone. The signed copy is saved to the job.
Instant quotes on your website
For standard jobs, customers answer a few questions, see an accurate price, and can sign on their own.
What changes for a sales rep
| Before solarOS | With solarOS |
|---|---|
| Wait on the office for a price | Price the job yourself in minutes |
| Call the owner to approve a discount | Discounts follow the rules you set |
| Chase a signature by email for days | Get it signed before you leave |
| Explain the job again to the install team | The project starts from what you sold |
| Leads that go cold before anyone calls | New leads wait in one list until a rep claims them |
Questions contractors ask
Do reps see only their own leads?
By default, reps see their own leads and deals, and managers see the whole team. You can change this for any role.
Can reps give discounts without calling the owner?
Yes, within the rules you set. A discount can go through, go to a manager, or be blocked below your price floor.
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.