“My solar panels had been turned off since August, even though I owned them, and I wasn't sure how to get everything working again. Thanks to Ben working his magic, my panels are now up and running.”
Your whole solar company, on one platform.
From the first lead to the last warranty claim. Quotes, permits, install, dispatch, photos, fleet, payments and reviews — all in one system of record. It replaces the pile of tools you're paying for now.
Most solar companies run the sale in one tool, the install in another, and the service in a group text. Nobody owns the whole customer.
One platform.
Not a stack of them.
SolarProjeX is the complete system of record for the customer and the job — lead, quote, permit, install, service, warranty, payroll, money. Not a layer bolted onto a CRM, and not another subscription next to the four you already have. We migrate your customers, jobs and history in, and SolarProjeX becomes the record of truth on day one.
- ✓We migrate your customers, jobs and history in — webhook, CSV or native import
- ✓One record from first contact to final warranty claim — nothing rekeyed between systems
- ✓Design Studio builds the roof and the proposal natively — connect only what's genuinely left: accounting, equipment monitoring, fleet hardware
Everything the job needs, start to finish.
From the first lead and the signed proposal to the permit, the install, the paid invoice and the Google review — SolarProjeX handles every step on one platform. Every capability below has its own page. Open the ones that matter to you.
Win the work
A pipeline that follows up for youNew
A daily sweep drafts the next follow-up on any lead that's gone quiet — your rep edits and sends it, nothing goes out on its own. A sold demo converts to a customer automatically, and the pipeline report credits each stage to whoever actually worked it.
Open the page →From satellite photo to signed proposalNew
Design Studio builds the roof from real satellite imagery, lays out panels with true collision checks, prices against your own equipment registry, and turns it into a proposal — protected by the same frozen-terms system as a sales estimate.
Open the page →An AI receptionist answers every callNew
Checks your real hours and routing, transfers the right call to the right person with a private briefing first, and takes a clear message when nobody's available. Every call recorded, transcribed, and filed automatically.
Open the page →Sell the system, signed online
Sales estimates for new systems — priced properly with adders, discount and dollars per watt, sent as a branded PDF, and signed by the homeowner from their phone. No login, no app, no chasing a scanned page back.
Open the page →Thermal proposals, in your pipeline
Pool heating and hot water are sized on surface area, occupants and loop type — not watts. The SunProjeX connector brings the sized, signed thermal proposal into SolarProjeX, so it forecasts and reports alongside every PV sale.
Open the page →Price the job on real numbers
Parts at what you actually paid, labor at the rate payroll will actually pay, and a trip charge that covers the first hour. Your team quotes all day. Cost and margin stay owner-only.
Open the page →Call Desk, worked daily
A scored outreach queue with click-to-call on your own phone. Check in on the customers you already have, correct stale records, and turn service calls and upgrades out of a base you already own.
Open the page →Run the job
Your engineering firm, on one boardNew
Stamped plans without a shared inbox. Each firm gets its own no-login portal, intake auto-fills from the job and your presite forms, and a real needed-by date is computed from the roof finish date — not a guess.
Open the page →Does this county need a permit? Stop guessingNew
A researched directory of removal-and-reset requirements across every Florida county — PV, pool heat, and hot water. Each answer shows its source, and a confirmed answer carries who verified it and when.
Open the page →One list, everything that's actually yoursNew
A unified daily worklist pulled live from dozens of sources — parts, closeouts, quotes, permits, A/R — scoped to what each person is actually responsible for, plus a filtered inbox for service, quote, and roofer mail.
Open the page →Permit board
Every permit, every AHJ, every stage — applied, issued, inspection, final — with the real date it moved and who moved it. Stop calling the county to find out where you stand.
Open the page →Permit numbers, filled in for you
Pick your state and the counties you work in — every AHJ inside them comes with it, county departments and self-permitting cities alike. A nightly scan then matches missing permit numbers on your jobs by address, never by contractor name. Store your portal logins where a portal needs one; most need none. Matches surface for review, and accepting one records the number without moving your board. Multiple permit types on one job, so a reroof carries the roof permit and the solar permit side by side.
Open the page →A reroof is one job and two tripsNew
Take the array down, wait for the roofer, put it back. Each trip keeps its own crew, its own form and its own date — so a putback reports in the month it was worked, and a job waiting on a roofer never reads as stalled.
Open the page →RMA & warranty board
Track failed panels, inverters and optimizers from claim to replacement. Linked to the work order, with labor reimbursement tracked so you actually collect it.
Open the page →Live dispatch + tech map
Mission Control shows every job and tech in real time. Color = tech, shape = status. Auto-zoom to fit your active jobs.
Open the page →Custom forms per job type
Pick from 13 solar starter templates (PV install, DHW service, reroof, permit final) or build your own with conditional logic. Unanswered required questions say so, and the camera brings you back to where you were.
Open the page →In the field
In-app camera with auto-GPS
Photos capture location, time, and tech automatically. Burst mode, sample overlays, instant upload — even on spotty cell signal, and an iPhone HEIC arrives as a picture people can actually see.
Open the page →Smart clock-in / clock-out
GPS-aware time tracking. Techs clock in at the job site, clock out when home — automatic, accurate, audit-ready.
Open the page →Live fleet tracking
See where every truck is, geofenced against the job it is supposed to be at. A truck day is measured in your own timezone, and rolling down the road is not counted as no activity.
Open the page →Team Chat, built in
Crew and office in one thread, tied to the job. Direct messages stay sealed. No second app, no personal phone numbers.
Open the page →Know what's actually on the truckNew
Techs count their own truck from the phone on count day. Restock orders draft per vendor from what's actually low — your team places them, nothing orders itself.
Open the page →Get paid
Get paid in the field
Built-in invoicing with Stripe. The customer signs and pays on the spot — or gets an emailed pay link with Apple Pay, Cash App, Klarna, and more. Paid status lands on the job itself. No more 30-day collections chase.
Open the page →Every payment, on one pageNew
Card, check and accounting-booked payments in one read-only view, with processor fees recorded so a card payment shows what you actually kept. It reports money. It never closes it — that stays a person's decision.
Open the page →Parts price book from real invoicesNew
Import distributor invoices and build a price book from what you actually paid. Per-hundred and per-thousand pricing handled properly, so a part never books at a hundred times its cost and poisons every quote built on it.
Open the page →Know who's actually paying
Removes and resets billed to the roofer, service billed to the homeowner — on the same address. Open a roofing account and see every invoice on it, and what is genuinely still open.
Open the page →Reconciliation engine
Cross-checks jobs, invoices and payments and surfaces what doesn't line up. At our own shop it found 620 discrepancies worth $1.08M on the first run.
Open the page →Payroll paysheets
A rate catalog per job type, weekly paysheets built from the jobs your techs actually ran, and a payroll dashboard for the office. Approve, export, done.
Open the page →Keep the customer
Branded customer portal
Your customers get their own account for equipment, documents, warranties, receipts, appointments and live production — under your brand, on your domain. Fewer calls to the office.
Open the page →Service requests on a boardNew
A request from the portal lands somewhere it can be owned, worked and closed — not in whichever inboxes happened to get the email. Open requests stay visible until somebody finishes them.
Open the page →Texts file on the customerNew
A homeowner's reply lands on their record where the whole office can see it, instead of in one person's phone. Consent is enforced per recipient, and quiet hours mean nobody gets a 2am message.
Open the page →Branded customer reports
One-click PDFs with your logo, photos, signatures, brand color. Plus public share links so customers can review instantly.
Open the page →Reviews on autopilot
When a job closes paid in full, the customer automatically gets a review request — smart follow-ups, business-hours sending, Google, BBB, and SolarReviews links. Watch your rating climb from the built-in dashboard.
Open the page →The platform
Ask Photon, your in-app assistant
Staff ask a question and get an answer from your own written procedures and the job in front of them. When something is not documented, it says so — a confident wrong answer about your own process costs more than none.
Open the page →Photon reads the closeout before you approve itNew
A separate Photon capability — reads the tech's notes, forms and booked service as text before approval, flags what doesn't line up, and backs every judgment with a real quoted excerpt. Advisory only; your office still approves every job.
Open the page →Monitoring, all in one place
One catalog of monitoring links per system, map and table views, and encrypted credentials for the platforms that never opened an API — plus a proper consent flow for taking over a homeowner's account.
Open the page →Canvassing that doesn't stop at the leadNew
A field app, five-question qualification at the door, and a leaderboard — feeding the SAME pipeline the office works, not a second one. Commission computed on the real sale and the real install, plus a built-in training academy.
Open the page →Build your own reports
Report Designer: pick your fields, filters and grouping, save it, share it. No ticket to us, no CSV export into a spreadsheet you rebuild every month.
Open the page →Roles, permissions, audit trail
Custom roles per company, a toggleable permission matrix, and per-person control right down to a single menu item. Complete-gating with required fields and photos.
Open the page →White-label your domain
Self-serve setup of app.yourcompany.com with auto-provisioned SSL. Your customers never see SolarProjeX.
Open the page →Connect what you can't replace
No PV design hand-off, no separate CRM — Design Studio and the pipeline are native. QuickBooks, Stripe, Twilio, Geotab, SolarEdge and more connect what's actually left, plus Zapier for 6,000+ more.
Open the page →Visual workflow automation
Build automations on a drag-and-drop canvas — no code. A job hits a status, SolarProjeX fires the next step: assign, notify, update, escalate.
Open the page →Built for thermal as well as PV
Solar pool heating and hot water are first-class here, not an afterthought bolted onto a PV product — equipment models, guided diagnostics and job types that match the work.
Open the page →Training tied to what the job usesNew
Illustrated lessons, completion tracking, and manager sign-off — plus your own reference files, gated by role and by what each person can actually use in the app.
Open the page →See what the ad spend is actually producingNew
Campaign, call, and lead performance in one owner-level dashboard, instead of reconciling three separate systems by hand.
Open the page →Know where every job stands. Without calling anyone.
When the truck arrives on-site, the job flips to In Progress automatically. No tap required. When the tech leaves, it's flagged for closeout. Your board stays current without anyone touching it.
- Geofenced auto-status — job flips In Progress when the truck arrives on-site
- Three layouts: Board, Split, Map
- Color-coded by tech, shape-coded by status
- Live SSE updates — no refresh needed
- TV mode for the office screen
Built for the truck.
Techs work from their phone. Photos, forms, signatures, time tracking — all designed for one-handed use on the rooftop.
- Works on iOS, Android, and web
- Burst-mode in-app camera
- One-tap status updates
- GPS-tagged photos with thumbnails
- Push notifications for assignments and schedule changes — no SMS fees
Fleet-aware. Not fleet-required.
If you run company trucks, SolarProjeX tracks them. If you don't, skip this section.
Connect your fleet and every truck becomes a unit of work. Live GPS positions, geofenced auto clock-in when the truck rolls, auto clock-out when it returns home. Your techs never touch a timesheet.
Fleet features are optional and available as an add-on. The rest of the platform works without them.
- Live truck positions on the dispatch map
- Auto clock-in when truck arrives at job site
- Auto clock-out when truck returns to home base
- Daily truck cards: start/end time, distance, hours
- Driver assignment by name — auto-matched, manually overridable
- Integrates with Geotab
Stop building forms from scratch every time.
Templates built for real solar work — installs, service calls, surveys and takedowns alike. Pick one, assign it to a job type, and techs know exactly what to capture on every visit.
- Conditional fields (show only when relevant)
- Sample photos per field — show techs what to capture
- Required fields enforced before status → Complete
- Versioned templates with draft / publish workflow
Techs can't mark a job complete until every required photo is captured.
Get paid before the truck leaves the driveway.
The tech invoices on-site, the customer signs and pays on the phone. Customer not home? Email a pay link they can settle from anywhere. Every payment reconciles automatically, and the receipt files itself against the job and the customer.
- On-site card payment with signature capture
- Emailed pay links — Apple Pay, Cash App, Klarna, Afterpay, Amazon Pay
- Completion gate — a job can't close with an open balance
- Every payment that arrived on one page, with processor fees recorded
- Powered by Stripe — funds land straight in your account
Every happy customer becomes a Google review.
The moment a job closes paid in full, SolarProjeX asks for the review — then follows up at 3 and 7 days, during business hours only. You stop chasing reviews. They just show up.
- Automatic ask when the job is complete and paid
- One ask per customer per 90 days — never spammy
- Google, BBB, SolarReviews, EnergySage — the customer picks the site
- Local rank heatmap — see where you rank on the map, block by block
- One-line website widget with your live rating and review wall
Give the customer an account. Get your phone back.
Every "what's on my roof again?" call is a call your office didn't need to take.
Solar Home is the homeowner side of SolarProjeX, wearing your name. Your customers get a real account for the solar on their roof — equipment, documents, warranties, receipts, appointments, service history and live production — under your brand, on your domain. It reads straight from SolarProjeX, so there is nothing to keep in sync.
- Requests, not bookings — a service request lands in your queue; nothing schedules itself
- Customer equipment corrections go to an approval queue, never straight into your record
- Live production where the equipment reports it — with the reading's real age, never a fake "right now"
- Solar pool heating and hot water are first-class, not bolted on to a PV screen
- Referrals with consent captured up front, and review requests that feed your rank map
- Sign-in by email or text code — no password to lose
- Takes no money and holds no card, ever
- Runs on yourcompany.mysunhub.com until your own domain is ready
Running in production today. Included on every plan, your own domain included, and we set it up with you.
“solar panel repair”
Built into SolarProjeX at /reviews → Heatmap. Real Google Places data, rescanned monthly. Animation shows the climb to all #1 as reviews land in the weak zips; grid is illustrative.
Stop renting your ranking.
Reputation agencies and rank-tracking tools charge solar contractors $300 to $2,000 a month to run this exact scan and “manage” your Google ranking. That map is built into SolarProjeX, and so is the tool that fixes the red zones. The map diagnoses. The platform treats.
Read this one: you own the north end of town at #1. Drive south and you vanish, where a competitor holds the top spot in nearly every red block. That’s real revenue walking to someone else, and now you can see exactly which blocks.
- See the red zones.
The grid ranks you on Google Maps at every point in your service area, so you know exactly which neighborhoods are soft. No vague “improve your SEO.”
- Aim your reviews there.
The built-in review engine requests a Google review from every paid-in-full customer. Aim those requests at the customers you already have in the red zips and fresh, verified reviews land right where the map says you need them.
- Rescan and watch it climb.
The grid re-runs monthly, so you watch red cells work their way toward the pack over time. Same map, greener each pass. That’s the scoreboard the agencies never let you see.
| Rank agency | SolarProjeX | |
|---|---|---|
| The rank-grid map | $300–$2,000/mo to see it | Included |
| Fixes the weak zips | Retainer, no clear mechanism | Auto review requests |
| Who owns the data | They do | You do |
| Cancel and it stops | Map goes dark | You keep the reviews |
Running live at AllSolar Energy.
AllSolar Energy runs one of the most active solar operations in the Southeast. 26 techs, 13 company trucks, and 18,000+ customers — sold, permitted, installed, dispatched and closed out through SolarProjeX every day, at more than 3,000 jobs a year.
“I had to let go of two previous companies, including the original installer — they kept canceling appointments or I couldn't get through. AllSolar has been amazing. They were able to diagnose some of my problem without coming out and then quickly fix the issue to restore power.”
“I want to thank Jacob and his team for all their great work helping us get the panels down and back up. Thank you for your professionalism and no-mess-around work ethic. What was a nightmare became a great experience.”
Built against a live solar company, every week.
SolarProjeX is written by a solar contractor for their own operation, then shipped to everyone. Here is what went live in the last week of August 2026 — all of it running in production today.
Reroof jobs keep both trips straight
A removal and a reinstall are one work order and two visits — separate crews, separate forms, separate dates — and a putback now reports in the month it was actually worked. Technicians see that a roofing account is being billed; which roofer stays office information, stripped before it leaves the server.
Portal service requests land on a board
A homeowner's request from the customer portal now arrives somewhere it can be owned, worked and closed — with existing requests backfilled onto the board rather than left behind in an inbox. Active portal users are flagged on the customer record so staff know what the person on the phone can already see.
Discounts you can actually type
A discount is a real negative line on an invoice or quote, capped at a percentage you set, so it shows on the customer's copy and in your own margin instead of disappearing into a rounded total.
Ask Photon, and a manual that cannot go stale quietly
An in-app assistant answering from your own documented procedures and a job's own notes, over a written manual filtered to each person's role. Topics are fingerprinted against real screen labels, so documentation that no longer matches the product is flagged — or withdrawn — automatically.
Every payment that arrived, on one page
Card, check and accounting-booked payments in one read-only view, with what the processor kept recorded against the payment. The automatic closer was deliberately removed: closing money is a person's decision.
Monitoring accounts, map and table
One catalog of monitoring links per system with map and table views, encrypted credential storage for the platforms that never opened an API, and a proper consent flow for taking over a homeowner's monitoring account.
Texts file on the customer, not in a pocket
A homeowner's reply lands on their record for the whole office, and the alert opens the conversation itself. Consent is evaluated per recipient, and quiet hours stop a silenced alert becoming a 2am message.
Price a job on what it really costs
Parts from your own price book at what you actually paid, labor at the rate payroll will genuinely pay, and a trip charge that covers the first hour. Your team prices the work; cost and margin stay owner-only.
A parts price book built from real invoices
Distributor invoices import from email or portal CSV, and unit cost is derived from the line extension against quantity shipped — so a part billed per hundred never books at a hundred times its cost and poisons every quote built on it.
Sales estimates, and the SunProjeX connector
Priced proposals for new systems with a branded PDF and online homeowner signature, plus a SunProjeX connector that brings signed solar pool heating and hot water proposals into the same pipeline.
Connects to the tools you already use.
SolarProjeX runs your business on its own — including PV and thermal design, so there's no design tool to wire in. These connect what's actually left: accounting, equipment monitoring, fleet hardware, payments. Connect via webhook, CSV, or native integration, or use Zapier to reach 6,000+ more apps.
Sized, signed thermal proposals land in the same pipeline as every PV sale.
Customers, invoices and payments reconcile against your books. Read-only from this app.
Card payments in the field and emailed pay links. Funds land in your own account.
Two-way customer texting on your own number, with consent and quiet hours enforced.
Live truck positions, daily activity and geofenced clock-in against the job.
Production monitoring, credentials held encrypted where the platform has no API.
The same, for Tigo-monitored systems.
Ocean Pro battery monitoring.
Permit lookups against public records, filed onto the job.
Job and alert notifications into a channel.
Powers Ask Photon on your own API key.
Bring customers, jobs and price lists in from whatever you run today.
Two-way sync while you migrate off it.
Production monitoring, credentials held encrypted where the platform has no API.
Battery and inverter monitoring.
On the way. Listed because they are planned, and labeled because a logo on a marketing page reads as a promise. Nothing below connects yet.
Reach 6,000+ apps without code.
For companies not on QuickBooks.
Notifications into a channel.
Alternative outbound email.
File sync for customer documents.
The same, for Dropbox shops.
Alternative provider for Ask Photon.
The same.
Selling solar pool heating or hot water? The SunProjeX connector brings the sized, signed thermal proposal straight into your pipeline — so a thermal sale is forecast and reported alongside every PV sale.
Every plan gets every feature. You pay for the size of your team.
No feature ladder. A five-truck shop and a sixty-person company run exactly the same software — the only thing that changes is how many people are on it and how much storage you need.
Every plan starts with a 7-day free trial. No credit card required. Try the whole platform, then pick your size.
Pick by headcount, not by feature list. Most installers land on Crew — built for the typical 5–15 tech operation. Outgrow it and you move up a size, never up a feature set.
Need more seats? Add them any time — we never block a hire. Additional field user $19/mo, additional office user $29/mo.
Pay annually and get 2 months free. Same plan, one invoice, no fine print.
Included on every plan. Starter to Company, identical.
Nothing on this list is gated behind a bigger tier. If it exists in SolarProjeX, a $149 account runs it.
* requires a customer-supplied outside account, hardware, or API key · † included, but needs your own setup (rates, rules, templates, permissions)
Run the work
- Unlimited work orders
- Customer database & complete job history
- Scheduling & dispatch
- Full Mission Control · Live technician map
- Mobile field application
- Required photo & completion enforcement
- Custom solar forms †
- On-site customer signatures & time tracking
- Permit Board † · RMA / Warranty Board †
- QA Review · Knowledge Base
Sell & get paid
- Leads, deals & sales estimates, signed online by the homeowner
- Invoicing & job costing
- Field payments * · Pay by link *
- Reconciliation Engine †
- R&R board · Accounts & bill-to management
- Branded customer reports · Report Designer †
- Review requests †
- Customer Portal for your homeowners *
- Website lead widget *
Run the company
- Team Chat & Daily Tasks · Crew Leaderboard
- Pay Sheet Tracking † · Per-job crew pay rates & payroll export
- Visual workflow automation †
- Advanced roles & permissions †
- Advanced operational reporting †
- Ask Photon, on your own AI provider key *
- White-label domain * · Custom branding
- Unlimited standard integrations *
- API access & webhooks
- Onboarding help, data migration & priority support
Six packs you add only if you want them. $29 each, on every plan.
These are the pieces plenty of shops genuinely don't run, and the ones with an outside account or hardware behind them. A pack is never bundled into a bigger tier to force an upgrade, and it costs the same on Starter as it does on Company. Add or drop one any time from Billing.
Call Center *
$29/moCall Desk outbound queue with scripts, dispositions and commissions, click to call, and the inbound call tracking board. Calls go out on your own line — no SolarProjeX calling-minutes charge.
Monitoring & CRM Sync *
$29/moSolar production monitoring integrations (Enphase, SolarEdge and friends) and two-way synchronization with your CRM.
Fleet & GPS *
$29/moVehicle map, daily truck activity and geofenced clock-in/out, sitting next to the jobs those trucks actually ran.
Remote E-signature
$29/moSend any document out for signature and get it back signed, in house: your own templates, field placement, bulk send and an audit certificate. No DocuSign or BoldSign account and no per-envelope fee. Signing a quote or invoice online is included on every plan — this is the pack for everything else you need signed.
Video Meetings
$29/moVideo calls and meeting chat for your team, running on our own servers rather than a Teams or Meet license. Recordings and notes land on the job they were about.
Two-way Customer Texting *
$29/moText customers from the job and from the customer record, on your own Twilio number, with consent and quiet hours enforced.
Also a la carte: additional field user $19/mo · additional office user $29/mo · additional 500 GB storage $19/mo · custom integration, quoted separately. Geotab devices, installation, cellular service, and other outside fleet costs are billed directly by the vendor, not through SolarProjeX.
Reputation & Rank
Local ranking heatmap zip by zip, scheduled Google Business Profile posts, and review targeting, for one Google Business Profile*. It is priced against what it replaces: hiring a local SEO agency to do this runs several hundred a month, and most of them send you a report instead of doing the work. This runs inside the system your crews already use, on your own Google account, and the reviews it chases come off jobs you actually finished. Additional profiles are $49/mo each.
See how ranking works →Secure payments processed by Stripe. Cancel anytime from your billing settings.
Stop juggling spreadsheets, texts, and paper forms.
Bring your whole crew onto SolarProjeX in under an hour. Setup wizard included. We walk you through it.
Start your 7-day free trial → No credit card required. Cancel anytime.