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Invoicing & collections

Invoice from the job site. See every dollar owed.

Generate the invoice where the work happens, track it through a clear contract lifecycle, and open one board that shows exactly what is still outstanding across every crew.

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Know what you have billed and what you are owed, in real time.

Solar service revenue leaks in the gap between finishing work and getting paid. SolarProjeX gives every job a clear money state so nothing falls through: Contracted when the deal is set, Invoiced when the bill goes out, Collected when payment lands, and Owed for anything still outstanding.

Techs raise the invoice from the field against the contract value already on the job, so the numbers match without anyone reconciling two systems, and a dedicated collections board rolls up every unpaid balance in one place. The office stops guessing and starts working a real list.

  • Create and send invoices from the job site
  • Clear contract lifecycle: Contracted, Invoiced, Collected, Owed
  • Contract value lives on the job itself, so totals stay consistent end to end
  • A live collections board shows every outstanding balance
  • Roofing and subcontractor collections tracked on their own board

The money model

One clear status for every job.

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Contracted

The deal is set and the job is scheduled. The contract value is already on the record — nothing is copied across from another system.

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Invoiced

The bill goes out from the field or the office. The job flips state the moment it is sent.

Collected

Payment lands and reconciles to the job. Paid in full triggers the next step automatically.

Owed

Anything outstanding rolls onto the collections board so the office works a real list, not a hunch.

Frequently asked questions

Can techs invoice from the field?

Yes. Invoices can be created and sent from the job site on the same device the tech runs the job on.

Where do the contract totals come from?

Contract values sync from your connected CRM so the invoice matches the signed deal without manual re-entry.

How do I see everything that is unpaid?

A live collections board rolls up every Owed balance across crews, with a separate board for roofing and subcontractor collections.

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