Solar Installer CRM
Solar installation is complex work. Generic CRM platforms were built for simple sales cycles — not multi-stage installation projects with crews, permits, and equipment logistics.
Generic CRMs close the deal and stop. They have no concept of installation stages, crew days, system size, or milestone sign-offs that follow every solar project.
You're using WhatsApp or paper schedules to assign crews. No visibility into who's available, where teams are deployed, or how many jobs each crew can take on this week.
Applications, engineering drawings, utility agreements, inspection certificates — buried in email attachments and shared drives with no connection to the job they belong to.
Homeowners constantly calling to ask "where's my install?" With no customer portal, your team wastes hours on update calls that should be automatic.
Panels, inverters, and racking material across multiple warehouses — managed on a whiteboard or a shared spreadsheet that's always out of date by job day.
You're closing deals without knowing actual cost vs. revenue per job. No way to track which job types, crew teams, or regions deliver the best margins.
From the first lead to the final inspection sign-off, SaaSSolar tracks every stage of every solar installation job.
SaaSSolar gives every job a full installation timeline — from site survey and design to permit submission, installation day, inspection, and utility interconnection. Know exactly where every project stands at a glance.
Know who's in the field, who's available, and which jobs need crew today. SaaSSolar gives you a real-time crew board so you can assign, reassign, and dispatch without making a single phone call.
Every permit, engineering drawing, HOA approval, utility agreement, and inspection certificate is stored directly on the job it belongs to. No more hunting through email or shared drives — everything is one click away.
Generic project management tools like Monday.com, Asana, or Trello were built for software teams and marketing campaigns — not for companies managing rooftop installations, permit cycles, and field crews.
Capture leads from web forms, referrals, canvassers, and lead partners. Qualify and route them into your solar sales pipeline automatically.
Track every deal from first call through signed contract. Set follow-up tasks, log calls, and see which rep is closing the most deals this month.
Full installation lifecycle: survey, design, permit, install, inspect, interconnect. Every stage tracked with checklists, dates, and crew assignments.
Build daily crew schedules, assign teams to jobs, track field status, and log hours — without needing a separate scheduling app.
All permits, drawings, contracts, and inspection certs attached to each job. Full version history and one-click sharing with customers.
Give homeowners a branded portal to track their installation progress, sign documents, and view system information — no update calls needed.
Share job updates and commission data with referral partners, dealers, and sub-contractors through a dedicated, controlled portal view.
Track panels, inverters, racking, and other equipment across multiple warehouses. Allocate materials to jobs and get low-stock alerts.
Track revenue by job type, region, and crew team. Monitor on-time delivery rates, cost per job, and pipeline conversion from a single dashboard.
Solar companies that replaced generic PM tools with SaaSSolar are delivering more projects, on time, with less admin overhead.
No installation job stages or milestone tracking
No crew scheduling or field visibility
Documents scattered across email and Drive
Customers have no self-service progress view
Inventory tracked on a separate whiteboard
No way to see job profitability in real time
Constant data re-entry across systems
Full installation lifecycle with custom stages and checklists
Live crew board with field status and dispatch tools
All documents and permits stored on the job, not in email
Customer portal with live installation progress and document sharing
Inventory tracked by warehouse with job allocation
Revenue and margin reporting per job, region, and crew
Revenue and margin reporting per job, region, and crew
Whether you're a small residential crew or a multi-team commercial operation, SaaSSolar scales with your installation business.
Perfect for companies doing 10 to 200+ residential installs per month. Manage every homeowner job from lead to interconnection — with a customer portal they'll love.
Handle complex multi-phase commercial projects with multiple crews, long permit timelines, and detailed engineering document management all in one place.
Manage engineering, procurement, and construction workflows for large solar projects. Track sub-contractors, materials, milestones, and client approvals seamlessly.
Run crews across multiple cities, states, or regions. SaaSSolar gives you a unified view of all jobs and crews without the chaos of region-specific spreadsheets.
Sell through partners and install directly? SaaSSolar's partner portal and job management work together so dealers always know where their referral jobs stand.
Outgrown the spreadsheet phase? SaaSSolar is built to scale — add users, crews, and locations without losing the visibility and control you need to stay profitable.
Solar installation companies across North America use SaaSSolar to run more jobs, close more deals, and keep customers happy.
"We were losing permits in email chains and manually updating a spreadsheet after every stage. SaaSSolar fixed that overnight. Every job has its own timeline and every doc is exactly where it should be."
Operations Manager, Arizona Solar Group
"The crew board alone was worth switching. I can see exactly who's where and assign jobs in seconds. We cut our scheduling calls by about 80% and our on-time delivery went from 78% to 96% in three months."
Founder, SunPath Installations
"The customer portal is a game changer. Homeowners used to call us constantly asking for updates. Now they log in and see exactly where their installation stands. Our team is handling 40% more jobs with the same headcount."
CEO, Solaris Energy Solutions
SaaSSolar covers the full lifecycle — from lead capture and sales pipeline through installation job management, crew scheduling, permit tracking, and customer portal. It's built specifically for companies that both sell and install solar systems.
Yes. You can define your own installation stages — for example, Survey, Design, HOA Approval, Permit, Install Day 1, Install Day 2, Inspection, Interconnection, Complete — and build checklists for each stage to ensure nothing gets missed.
Absolutely. Residential jobs typically move faster with fewer documents. Commercial projects often have multiple crews, longer permit timelines, and more complex milestone tracking. SaaSSolar handles both within the same system.
Each customer gets a branded link to their own portal where they can see their installation stage, view and sign documents, and check key milestones. You control exactly what information they see and when. No app download required.
Yes. SaaSSolar includes a partner portal where you can grant role-specific access to sub-contractors, referral partners, or dealers. They see the information they need — without accessing your full CRM or internal data.
Most installation teams are up and running within one to two weeks. We help you map your existing installation stages, import your current job pipeline, and train your team. Dedicated onboarding support is included with all plans.
See how SaaSSolar helps solar installation companies manage more jobs, keep crews organised, and deliver on time — every time.
