Quote templates with automatic pricing
Create templates for each kind of job. Pricing rules and approval limits catch mistakes and low prices before a quote goes out.
Run your whole business on one platform.
solarOS brings sales, projects, field work, billing, and service together for solar and trades companies. Proven processes come built in, so your team starts with what works.
A 30-minute demo on one of your own jobs.
- Deposit receivedInstall ready to schedule · Ruiz residence
- Work order createdInverter offline · Mbeki residence
- Invoice synced to QuickBooksINV-1042 · 4 seconds ago
Works with the tools you already use
Tesla
QuickBooks
Stripe
Google
Dropbox Sign
Slack
Zapier
The whole customer journey
solarOS runs your entire business, from the first call to years of service.
Capture every lead
Leads from your website, ads, and referrals land in one list, ready for your team to follow up.
Quote in minutes
Build accurate quotes from templates with automatic pricing rules.
Get contracts signed
Customers review and sign on any device. The signed contract is saved to the job.
Track permits and approvals
Follow each permit, inspection, and utility approval until it's done.
Run a smooth install
The project is set up the moment the contract is signed. The crew goes on the schedule once the permit and deposit are in.
Get paid on time
Invoice at each milestone. Customers pay online by card or bank transfer.
Handle service calls
Take service requests online, get alerts when a system needs attention, and send a tech.
Earn recurring revenue
Sell maintenance plans that bill automatically and keep customers coming back.
Best practices, built in
Your account starts with proven templates for quotes, projects, and field reports. Change them to fit how you work.
Project templates that keep jobs on track
Each project follows the steps you set, so your team always knows what's next.
Field reports with required photos
Techs finish each visit with the photos, notes, and signatures you require, so the office has everything it needs.
Keep earning after the install
Every system you install needs care for decades. solarOS helps you sell that care, deliver it, and get paid for it.
Monitor your customers' systems
See how each system is performing, with updates every 15 minutes and alerts when something's wrong.
Sell maintenance plans
Offer monthly or yearly plans that bill automatically through your own Stripe account.
Send the right tech
Schedule a visit from an alert or a service request.
Get paid faster
Send invoices as soon as work is done, and let customers pay online.
Milestone invoicing
Set deposits and progress payments on the quote. Each invoice is ready as soon as its stage is complete.
Payment in the field
Techs can collect payment on site by card, bank transfer, or check.
QuickBooks sync
Invoices and payments sync with QuickBooks Online, so your books always match your jobs.
Ten years in the making
solarOS grew out of more than a decade of running solar and trades businesses, with complex projects and large crews. It's proven at the companies we built and at the companies running on it today.
Built from real-world experience
Each feature solves a problem contractors run into every day.
Proven at any scale
From a single crew to many territories, the same platform runs the work.
Always improving
solarOS keeps adapting as the industry changes, so your business runs on the newest tools and best practices without switching software.
One platform instead of many
Most companies juggle a CRM, a quoting tool, e-signatures, scheduling, spreadsheets, and more. solarOS brings it all together.
CRMLeads, customers, and dealsProposal softwareQuotes and solar proposalsE-signature appContracts signed from the quotePermit spreadsheetPermits, inspections, and approvalsScheduling app and whiteboardScheduling and dispatchPaper formsField reports with photosInvoicing appInvoices and online paymentsMonitoring loginsMonitoring for all your systems
Explore the platform
The tools work together, so information flows from one step to the next.
See solarOS in action
Book a 30-minute demo. We'll show you how solarOS would run your business, using your own jobs.