Free 7-day trial · no credit card required

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.

Leads, quotes & invoices · Permits & install · Dispatch & live fleet · Paid before the truck leaves
SolarProjeX Mission Control with live job map and dispatch board

"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."

The strategic difference

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
  • Keep the specialist tools you actually want — design, accounting, monitoring — and drop the rest
See what it connects to →
CRM-native
Mobile-first
Live fleet tracking
Geofenced auto status
Required photo enforcement
Field + emailed payments
Automated review requests
White-label your domain

Sale through service, one platform

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

Sell the system, signed online New
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.
Thermal proposals, in your pipeline New
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.
Price the job on real numbers New
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.
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.

Run the job

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.
Permit numbers, filled in for you
Missing permit numbers get matched against a public-records corpus covering 405 jurisdictions in 32 states — by address, never by contractor name. Multiple permit types on one job, so a reroof carries the roof permit and the solar permit side by side.
A reroof is one job and two trips New
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.
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.
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.
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.

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.
Smart clock-in / clock-out
GPS-aware time tracking. Techs clock in at the job site, clock out when home — automatic, accurate, audit-ready.
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.
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.

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.
Every payment, on one page New
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.
Parts price book from real invoices New
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.
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.
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.
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.

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.
Service requests on a board New
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.
Texts file on the customer New
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.
Branded customer reports
One-click PDFs with your logo, photos, signatures, brand color. Plus public share links so customers can review instantly.
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.

The platform

Ask Photon, your in-app assistant New
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.
Monitoring, all in one place New
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.
Canvassing that doesn't stop at the lead New
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.
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.
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.
White-label your domain
Self-serve setup of app.yourcompany.com with auto-provisioned SSL. Your customers never see SolarProjeX.
Connect your stack
SunProjeX, Artemis, Aurora Solar, QuickBooks, Stripe, Enphase, SolarEdge, Slack — 20 integrations and growing, plus Zapier for 6,000+ more.
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.
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.

Mission Control

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
Mission Control dashboard
Job detail on mobile

Mobile-first

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

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.

  • 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

Fleet features are optional and available as an add-on. The rest of the platform works without them.

Live fleet view in Mission Control

Built for the work you actually do

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.

  • DHW service
  • PV takedown / putback
  • Pre-site survey
  • Battery install
  • Reroof coordination
  • Discovery audit

Techs can't mark a job complete until every required photo is captured.

No more billing disputes. No more AHJ rejections. The job isn't done until it's actually done.

  • 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
Jobs list on mobile

Payments

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

Reviews

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

Customer portal

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.

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.

Local rank grid
“solar panel repair” Sanford, FL · 5 mi radius · 7×7
#1 here You own the north end of town.
Invisible here Aim your next 10 review requests at this zip.
Top 3 4–10 11+ / not in pack
Rescans monthly

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.

Local rank grid · built in

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.

  1. 1
    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.”
  2. 2
    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.
  3. 3
    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
Run your first scan free → Same map Local Falcon sells as a subscription. Same fix, one platform, no agency retainer.

Proof it works

Running live at AllSolar Energy.

18,000+customer records
30,000+jobs completed
13trucks tracked live
26field techs
3,000+jobs run per year
1platform for all of it

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.

Before SolarProjeX: a sales tool, a separate ops tool, group texts, spreadsheets, and photos buried in personal phones. Now: one platform, where every job has a complete photo record, a closeout note, and a customer share link — automatically on close.

Abandoned system restored

★★★★★
"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."
Nathali B. · AllSolar Energy customer · Google Review

Previous companies kept canceling

★★★★★
"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."
Falisha O. · AllSolar Energy customer · Google Review

Full reroof takedown and putback

★★★★★
"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."

Shipped, not roadmapped

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.

  1. Aug 12

    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.

  2. Aug 12

    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.

  3. Aug 12

    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.

  4. Aug 11

    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.

  5. Aug 11

    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.

  6. Aug 11

    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.

  7. Aug 11

    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.

  8. Aug 10

    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.

  9. Aug 10

    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.

  10. Aug 10

    Sales estimates, and the SunProjeX connector

    Priced proposals for new systems with a branded PDF and online homeowner signature — plus a PV design import from Artemis, and a SunProjeX connector that brings signed solar pool heating and hot water proposals into the same pipeline.

Shipping continues weekly. Start a free 7-day trial →

Plays well with others

Connects to the tools you already use.

SolarProjeX runs your business on its own. These connect the specialist tools worth keeping — thermal design, PV design, accounting, monitoring, payments. Connect via webhook, CSV, or native integration, or use Zapier to reach 6,000+ more apps.

SunProjeXSized, signed thermal proposals land in the same pipeline as every PV sale.
QuickBooksCustomers, invoices and payments reconcile against your books. Read-only from this app.
StripeCard payments in the field and emailed pay links. Funds land in your own account.
TwilioTwo-way customer texting on your own number, with consent and quiet hours enforced.
GeotabLive truck positions, daily activity and geofenced clock-in against the job.
SolarEdgeProduction monitoring, credentials held encrypted where the platform has no API.
TigoThe same, for Tigo-monitored systems.
EcoFlowOcean Pro battery monitoring.
ArtemisDesign hand-off into the sales pipeline.
PermitSleuthPermit lookups against public records, filed onto the job.
Microsoft TeamsJob and alert notifications into a channel.
AnthropicPowers Ask Photon on your own API key.
CSV importBring customers, jobs and price lists in from whatever you run today.
SunbaseTwo-way sync for dealers still running it.

On the way. Listed because they are planned, and labelled because a logo on a marketing page reads as a promise. Nothing below connects yet.

ZapierComing soonReach 6,000+ apps without code.
XeroComing soonFor companies not on QuickBooks.
SlackComing soonNotifications into a channel.
SendGridComing soonAlternative outbound email.
Google DriveComing soonFile sync for customer documents.
DropboxComing soonThe same, for Dropbox shops.
EnphaseComing soonProduction monitoring.
EG4Coming soonBattery and inverter monitoring.
Aurora SolarComing soonPV design hand-off.
OpenAIComing soonAlternative provider for Ask Photon.
Google GeminiComing soonThe same.
ServiceTitanComing soonMigrate from it, or run alongside during a switch.
JobberComing soonThe same.
Housecall ProComing soonThe same.
JobNimbusComing soonThe same.
Service FusionComing soonThe 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.

Simple pricing

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.
Try it free for 7 days →
Monthly Annual — 2 months free

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.

STARTER

Owner-operators & small shops.

$149/mo

Up to 5 users · 100 GB storage

Every feature below, included.

Try it free for 7 days Skip trial · Subscribe now →
MOST POPULAR · CREW

The typical 5–15 tech crew.

$349/mo

Up to 15 users · 500 GB storage

Every feature below, included.

Try it free for 7 days → Skip trial · Subscribe now →
MULTI CREW

Multiple crews and departments.

$649/mo

Up to 30 users · 1 TB storage

Every feature below, included.

Try it free for 7 days Skip trial · Subscribe now →
COMPANY

A full solar company.

$999/mo

Up to 60 users · 2 TB storage

Every feature below, included.

Try it free for 7 days Talk to sales →
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 *
Call 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.
$29/mo
Monitoring & CRM Sync *
Solar production monitoring integrations (Enphase, SolarEdge and friends) and two-way synchronization with your CRM.
$29/mo
Fleet & GPS *
Vehicle map, daily truck activity and geofenced clock-in/out, sitting next to the jobs those trucks actually ran.
$29/mo
Remote E-signature
Send 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.
$29/mo
Video Meetings
Video calls and meeting chat for your team, running on our own servers rather than a Teams or Meet licence. Recordings and notes land on the job they were about.
$29/mo
Two-way Customer Texting *
Text customers from the job and from the customer record, on your own Twilio number, with consent and quiet hours enforced.
$29/mo
RANKING & REVIEWS

Reputation & Rank — $149/mo

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.