Getting started is easy.
Our team sets up your account, moves your data, and trains your people, so you can start running jobs quickly.
How onboarding works
Tell us about your business
We learn how you sell, build, and service today.
We set up your account
Your company details, team, and settings are ready before you log in.
We move your data
Customers, systems, and maintenance plans come over from your current tools.
We build your templates with you
Quotes, projects, and reports are shaped around how you work.
Your team learns solarOS
Guided walkthroughs and live training get everyone comfortable.
You're up and running
Start quoting, scheduling, and billing, with our team a message away.
What we can bring over
- Customers and contacts
- Properties and installed systems
- Maintenance plan customers
- QuickBooks customers and invoice history
- Leads from your website and other tools
Questions contractors ask
How long does it take?
Most of the work happens on our side. It depends on how much data you're bringing over, and we'll give you a clear plan on the first call.
Will it interrupt our business?
No. You keep working in your current tools until you're ready to switch.
Do we need IT staff?
No. solarOS runs in the browser and on phones, and our team handles the setup.
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.