Lead qualification
Capture property, usage, goals, ownership and project readiness before booking a survey.
Software for solar and renewable installers
Connect renewable energy sales, surveys and installations
Manage solar PV, battery and complementary technology from qualified lead to commissioned system. Keep designs, equipment, teams, evidence and customer communication connected.
Built around your operation
Solar & Renewables
Create a reliable handover from technical sale to compliant installation.
CRM and enquiries
Quotes and approvals
Scheduling and field teams
Invoices and reporting
What gets in the way
Built for the pressure points solar and renewable energy installers know well
01
Lead qualification and technical survey information often live in different systems
02
Design revisions, equipment and installation dates must remain aligned
03
Commissioning evidence and customer handover require complete records
One connected system
Software that fits your work, not the other way round
Every capability is connected to the same customer, site and commercial record, so your team works from current information.
Technical surveys
Record roof, electrical, access, shading, plant and installation constraints in one template.
System proposals
Present equipment, expected outcomes, options, assumptions, deposits and next steps clearly.
Installation coordination
Schedule scaffold, electricians, roof teams, equipment and customer milestones together.
Commissioning packs
Collect serials, test results, photographs, certificates, warranties and handover confirmation.
Aftercare
Manage support, maintenance, monitoring issues and future customer opportunities.
From lead to paid
One clear workflow for every job
- 01
Qualify
Confirm the property and customer are suitable for a technical survey.
- 02
Design
Turn accurate site information into an approved system proposal.
- 03
Install
Coordinate specialist trades, equipment and milestones.
- 04
Handover
Complete commissioning evidence and start a structured aftercare relationship.
The result
Fewer handover gaps, more predictable installations and a complete customer record beyond commissioning.
Related industries
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