Partner Management
SaaSSolar's partner portal lets you manage lead gen partners, sales partners, and installation subcontractors — each with their own access, their own view, and complete transparency for your master company. You decide who sees what.
Not every partner is the same. SaaSSolar lets you define the role — and that role controls exactly what the partner can see, submit, and do inside their portal.
Lead gen partners get a clean, simple form to submit homeowner or business leads. After submission, they can see exactly what stage their lead is at — and whether they've earned a commission — without seeing any other data in your system.
The master company controls access for every partner individually. Assign a role, and that role determines data visibility automatically. Want a sales partner to see proposals but not financials? Set it once. Want a subcontractor to see only their assigned jobs? Done. No overlap, no data leaks.
When you assign a job to an installation partner, they get access to exactly what they need: the site address, system specs, schedule, and a place to log their progress and upload photos. They never see lead data, customer financials, or your pricing.
Commission disputes waste time and damage partner relationships. SaaSSolar tracks every commission automatically — tied to the deal, the partner, and the conversion event. Partners see their earnings in real time. You see a clean payout ledger ready for processing.
Partners trust you more when they can see their own data clearly. You trust partners more when you can see everything they do. SaaSSolar is built for both.
Every lead submitted, every stage logged, every commission earned — it all flows into your master dashboard. No activity is hidden from the master account, ever.
A lead gen partner from one roofing company can never see leads from another partner. An installation subcontractor can't see your pipeline or pricing. Total separation is enforced automatically.
Every login, every lead submission, every stage update, every photo upload is logged with a timestamp. You have a complete audit trail for every partner relationship.
Promote a lead gen partner to a sales partner. Restrict an installation partner's access mid-project. Role changes take effect immediately with no downtime.
When a partner relationship ends, remove access in one click. Their data history stays in your system; they simply can no longer log in. Clean, immediate, and final.
Because partners can see their commission status in real time — and the calculation is tied directly to deal outcomes — disputes essentially disappear. Both sides see the same number.
Solar businesses use the partner portal in ways that match how their actual partner relationships work in the field.
A solar installer partners with 8 local roofing companies. Each roofing company is set up as a Lead Gen partner. They submit homeowner referrals during roof jobs, track whether those leads converted, and see their $500–$800 commission per closed deal — all in their portal.
A solar company works with a regional sales organization that manages its own reps. The sales org is a Sales Partner — they run the full sales cycle in their own portal view, submit proposals, and earn a percentage commission. The master company retains full visibility without micromanaging.
A solar company in Phoenix subcontracts all installs in Tucson to a local crew. That crew is an Installation Partner — they see only the jobs assigned to them, log progress, upload photos, and get paid per job. The master company controls the customer relationship and pricing entirely.
A growing solar EPC uses all three role types simultaneously — a network of lead gen referrers feeding the top of funnel, an in-house sales team, and two regional installation subcontractors. Everything is tracked and managed in one SaaSSolar account with no overlap between partner groups.
Yes. The three role types — Lead Gen, Sales, and Installation — are the standard templates. You can customize the access permissions within each role, and you can assign any combination of permissions to a specific partner if their arrangement is unique.
Yes. Lead gen partners can submit as many leads as they have, one at a time, through their portal. There's no limit on the number of leads a partner can submit per day or month.
Yes. The partner portal is mobile-responsive. Installation partners access it from their phone's browser and upload photos directly from the field, just like your own crew does in SaaSSolar.
You set the commission rate or flat fee when you create or configure a partner. When a deal connected to that partner's lead is marked as won, the commission calculates automatically and appears in both your dashboard and the partner's portal. You control when it's marked as paid.
No hard limit. You can add as many partners as your business needs — lead gen contacts, sales organizations, or installation subcontractors — under one SaaSSolar account.
Yes. You can assign multiple roles to a single partner organization if their relationship with your company covers more than one function. Each role's access is controlled independently.
See how SaaSSolar's partner portal gives you full control over every partner relationship — lead gen, sales, and installation.
