END-TO-END PLATFORM TO MANAGE YOUR SOLAR INSTALLATION BUSINESS

Customer Management

Generate customizable proposals and close contracts

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Solar Design & Project Energy Calculations

Solar Design & Project Energy Calculations

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Financing Options

Compare financing options and apply direct with lenders

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Operations & Workflow Management

Manage installation teams, schedule work and delegate tasks to scale your business

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CUSTOMER MANAGEMENT

Generate Custom Proposals & Close Contracts
  • Operate a Customer Management
  • Dashboard Import Leads & Contacts
  • Generate Pipeline Reports & Export to Excel or PDF
  • Customize Multiple Proposal Formats
  • Upload Custom Contract Templates
  • Sign Electronically for Documents
  • Manage Documents on the Cloud
  • Manage your Team’s Access Privileges
  • Integrate with Salesforce or Zoho CRM
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SOLAR DESIGN & ENERGY CALCULATIONS

Design Accurate Savings & Engage Your Customers
  • Layout Solar Panels on Roof & Ground
  • Complete Both Residential and Commercial Projects
  • Configure Your Own Hardware Options and Manage Project Costs
  • Select Utility Rates and Analyze Bill Savings
  • Tiered vs. Time-Of-Use Analysis
  • Upload Interval Data or Monthly Bills
  • Engage With Multiple Meter Analyses and Net Metering Scenarios
  • Import Onsite Shading Data from Solmetric Suneye or Other Tools
  • Import Solar Production Data from PVSyst or Other Tools
  • Leverage High-Resolution Images from Eagleview
SEE IT IN ACTION

PROJECT FINANCING OPTIONS

Configure Financing Options & Apply Directly Through the Platform
  • Select Your Preferred Financing Providers
  • Finance Residential and Commercial Projects
  • Choose Between Multiple Options: Loan, Lease, PPA and PACE
  • Configure Your Fees, Rates, and Term Options
  • Configure Incentives and Tax Credits
  • Configure Sales Tax
  • Configure SREC Options
  • Configure Combo-Financing
  • Evaluate the Impact of Interest Deductions and Taxes
  • Evaluate Project IRR and Payback
  • Live API Integrations with Multiple Fund Providers
TAKE IT FOR A TEST DRIVE

OPERATIONS & WORK FLOW MANAGEMENT

Manage Your Sales and Installation Teams
  • Configure Multiple Workflows for Your Teams
  • Apply for Permit Packages
  • Configure Actions, Documents, and Checklists
  • Set-Up Automatic Email Alerts for Managers
  • Automate Delegation of Tasks within Your Team
  • Track Time Taken to Complete Projects
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SEIZE THE OPPORTUNITY

Streamline your operations and increase your revenue.