What's new
We release improvements most weeks. Here are the latest.
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More ways to price and present quotes
Price items in tiers, add discount lines, set tax by template, and choose whether customers see every line, section totals, or one price.
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Project timelines
See templates and live projects on a calendar timeline, and add task checklists to templates.
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Territories and travel
Set home bases for people and crews, filter the schedule by territory, and price service calls by distance.
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A new help center
Step-by-step articles for every part of solarOS, at docs.solaros.io.
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Locations
Add your offices, warehouses, and pickup points, and send techs to the right one.
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Clearer solar pricing
Solar quotes explain each pricing decision and stay in step with the design.
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Permits and applications appear when needed
When a project reaches its permit or utility step, the record is created for you.
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Project previews on the board
Open any project from the board without losing your place.
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Better QuickBooks invoices
Customize the text on QuickBooks invoices and send customer addresses along with them.
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Territories on the map
Draw sales and service territories, and filter any list by territory.
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Service details follow the job
What a customer tells you in a service request carries into the quote, the project, and the tech's phone.
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Service status in the customer portal
Customers see the status of their service requests on their portal home page.
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Service categories
Customers pick a category when they request service, and requests go to the right person.
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Payment milestones in projects
Add a payment step to a project, and the next stage waits until it's paid.
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Zapier
Send leads to solarOS from any form or app that works with Zapier.
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Corrections and re-inspections
Track permit corrections, re-inspections, and plan set revisions on the record.
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AI template builder
Describe a job and get a ready-made quote, project, or report template to review.
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.