The right form for the job, every time.

A generic checklist misses what solar techs actually need to capture.

Field service forms built for HVAC or general home services don't ask the right questions for a PV install, a solar pool heat diagnostic, or a permit final inspection. Techs either skip fields that don't apply or miss ones that do.

SolarProjeX ships 13 solar-specific starter templates — PV install, DHW service, PV takedown/putback, pre-site survey, battery install, reroof coordination, discovery audit, and more — or your team can build a custom form with conditional logic so fields only appear when they're relevant. Multiple forms can stack on one work order for a visit that covers more than one job type, and required fields and photos gate the job from being marked complete until they're captured.

• 13 solar-specific starter templates, ready to assign to a job type
• Build custom forms with conditional logic — fields show only when relevant
• Stack multiple forms on one work order for multi-line service calls
• Required fields and photos block completion until they're captured
• Versioned templates with a draft/publish workflow, so a form can be revised without breaking jobs already using it