Door-to-Door Solar
Field selling is mobile, team-based, and relentless. Reps knock dozens of doors a day, set appointments on the sidewalk, and move on. But the tools most solar companies use were built for an office: deals get logged hours later from memory, territories live in a spreadsheet, and the moment a lead is sold, sales and operations stop sharing the same picture.
The result is familiar – double-knocked streets, “come back later” doors that never get a callback, appointments that never reach a closer, and a messy hand-off when it’s time to actually install. The pipeline you paid for ends up describing a fraction of what your team really did.
SaaSSolar closes that gap by putting the field, the close, and the install on one system.
Without live territories, two reps work the same block while others go uncovered.
“Callback” and “not home” outcomes get forgotten when they aren’t logged on the spot.
A set appointment is worthless if it never cleanly reaches a closer.
Once a deal is sold, a separate tool means re-entry, delays, and finger-pointing.
Draw and assign neighborhoods to individual reps so coverage is deliberate, not accidental. See who owns what at a glance and reassign areas in seconds as your team grows or shifts focus.
Reps capture a new lead, record the outcome, and add notes without breaking stride. It all syncs instantly to the same pipeline the office uses, so there’s no end-of-day catch-up and no lost doors.
Book a closer appointment right on the sidewalk and the system schedules it and notifies the right person. “Callback” and “not home” outcomes become follow-up tasks instead of forgotten doors.
A doorstep lead flows into the very same pipeline that runs site survey, design, permitting, installation, and interconnection. Sales and operations finally share one record - no re-entry, no hand-off gaps.
No bolting field tools onto a generic CRM. Canvassing, closing, and installation live together in SaaSSolar.
Map-based assignment and live coverage so reps never overlap.
Log doors, outcomes, and notes from any phone, synced instantly.
Clean flow from canvasser to closer to install crew.
One pipeline from the first knock to interconnection.
Every stage lives on the same record, so nothing is re-entered as a lead moves from the door to a finished install.
Rep logs the door and outcome from their phone.
Closer appointment booked and routed instantly.
Deal worked and closed in the same pipeline.
Survey, design, permits, and installation tracked.
Inspection and interconnection close the loop.
Assign and visualize coverage by rep so the team works every street once.
Not home, callback, appointment set, not interested - logged in a tap.
Qualified leads move cleanly between sales roles on one record.
Homeowners track progress; partners submit and follow leads.
Capture leads, dispositions, and notes from any phone in the field.
Book closer appointments at the door and route them automatically.
Field leads flow into survey, permitting, install, and PTO tracking.
API-first and Salesforce-ready to fit the tools you already use.
A door-to-door solar CRM adds field-sales tooling on top of a normal solar pipeline. Instead of only tracking deals, it lets canvassers work neighborhoods, log every door from their phone, set appointments on the spot, and hand qualified leads to closers - while managers see territory coverage and rep activity. A general CRM has none of this built in; SaaSSolar does.
Yes. Reps capture leads, record dispositions, take notes, and book appointments directly from a mobile device, and everything syncs to the same pipeline your office team uses - so there's no end-of-day data entry and nothing falls through the cracks.
You assign neighborhoods or territories to individual reps so two people never knock the same street. Coverage is visible at a glance, and you can reassign areas as your team grows or shifts focus.
Common outcomes like not home, callback, appointment set, and not interested - each captured with one tap. Those statuses drive follow-up so a 'callback' or 'come back later' door doesn't get forgotten.
Yes. A lead created at the door flows into the same pipeline that handles site survey, design, permitting, installation, inspection, and interconnection (PTO) - one record, start to finish, with no re-entry between sales and operations.
They can. Once an appointment is set, the lead hands off cleanly to a closer, and after the sale it moves into installation tracking - so the canvasser, the closer, and the operations team all work from the same record.
Most teams are running within days. Because the solar and field-sales workflows are built in, there's far less setup than a generic CRM, and we help import your existing leads during onboarding.
Book a free demo and we’ll show you SaaSSolar mapped to how your door-to-door team actually sells - from the first knock to switch-on.
