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Connect your stack

Plays well with the tools you already use.

SolarProjeX doesn't ask you to rip out your CRM. Connect via webhook, CSV, or a native integration — or reach 6,000+ more apps through Zapier. Sunbase syncs two-way; everything else imports once and runs inside SolarProjeX.

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Field ops software that replaces your CRM is a much bigger ask than one that sits on top of it.

Ripping out an existing CRM is expensive, risky, and slow — years of customer history and sales pipeline live there. SolarProjeX doesn't require it. It runs the field-ops side of the business — dispatch, forms, payments, paysheets — and connects to the systems already tracking your sales pipeline and your books.

Native integrations cover 19 and growing: Sunbase, Service Fusion, Housecall Pro, Aurora Solar, QuickBooks, Slack, Geotab, Stripe, EG4, Enphase, SolarEdge, EcoFlow, and more. Sunbase syncs two-way, so changes flow both directions. Everything else either syncs on its own schedule or imports once and runs natively inside SolarProjeX from there. Zapier extends that reach to 6,000+ additional apps for anything not natively supported.

  • 19+ native integrations and growing — CRM, accounting, monitoring, fleet, payments
  • Sunbase syncs two-way; most others import once and run natively
  • Zapier connects to 6,000+ additional apps
  • Webhook and CSV options for systems without a native integration yet
  • Solar production monitoring integrations: SolarEdge, Enphase, Tigo, EG4, EcoFlow

What connects

Your stack, plus SolarProjeX running the field.

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19+ native integrations

Sunbase, QuickBooks, Aurora Solar, Geotab, Stripe, Slack, and more, ready to connect.

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Sunbase two-way sync

The one integration that flows both directions, keeping CRM and field ops in step.

6,000+ more via Zapier

Anything not natively supported can still connect through Zapier's app catalog.

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Monitoring integrations

SolarEdge, Enphase, Tigo, EG4, and EcoFlow production data flows into the same platform.

Frequently asked questions

Do we have to replace our CRM to use SolarProjeX?

No — SolarProjeX runs the field-ops side of the job and connects to your existing CRM, most commonly Sunbase, which syncs two-way.

What if our tool isn't natively supported?

Connect via webhook or CSV, or reach it through Zapier's catalog of 6,000+ apps.

More SolarProjeX built for solar

Field paymentsCard, pay-by-link, and payout to your bank Invoicing & collectionsContract lifecycle and a live owed board Customer reportsBranded PDF plus a secure share link Dispatch & schedulingMission Control board and live tech map Payroll & paysheetsRate catalog and payroll sheet sync SolarProjeX vs JobNimbusSolar service vs a roofing CRM SolarProjeX vs ServiceTitanSolar-native vs enterprise HVAC software SolarProjeX vs Housecall ProSolar-native vs generic home services SolarProjeX vs JobberSolar operations vs generalist SMB software Call Desk & customer dialerScored outbound queue, click-to-call, and automatic call logging Solar thermal operationsSPH & DHW equipment tracking with guided tech diagnostics Features matrixSolarProjeX vs traditional PV-only field service software Permit boardPermit status by AHJ, stage, and the tech who moved it Permit number auto-matchPublic-records matching across 405 jurisdictions, by address SunHub customer portalBranded homeowner portal — equipment, documents, live production RMA & warranty boardFailed-equipment claims tracked from submission to reimbursement Bill-to managementMulti-account billing — roofers, GCs, and homeowners on the same address Report DesignerBuild, save, and share custom operational reports Reconciliation engineCross-checks jobs, invoices, and payments — surfaces what doesn't line up Team ChatJob-linked messaging for crew and office, built into the platform GPS photo captureAuto-GPS, auto-timestamp, burst mode, sample overlays Custom forms per job type13 solar starter templates, conditional logic, required-photo gating Smart clock-in / clock-outGPS-aware time tracking, audit-ready by default Roles, permissions, audit trailCustom roles, a toggleable permission matrix, complete-gating White-label your domainSelf-serve custom domain with auto-provisioned SSL Reviews & rank trackingAutomatic review requests plus a built-in local rank heatmap Visual workflow automationNo-code, drag-and-drop automation canvas Fleet trackingLive GPS, geofenced auto clock-in/out, optional Geotab integration SolarProjeX vs Service FusionSolar-native vs a generalist trade FSM

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