Invoicing & collections
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.
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, contract values sync from your CRM so the numbers match, and a dedicated collections board rolls up every unpaid balance in one place. The office stops guessing and starts working a real list.
The money model
The deal is set and the job is scheduled. The contract value comes straight from your CRM.
The bill goes out from the field or the office. The job flips state the moment it is sent.
Payment lands and reconciles to the job. Paid in full triggers the next step automatically.
Anything outstanding rolls onto the collections board so the office works a real list, not a hunch.
Yes. Invoices can be created and sent from the job site on the same device the tech runs the job on.
Contract values sync from your connected CRM so the invoice matches the signed deal without manual re-entry.
A live collections board rolls up every Owed balance across crews, with a separate board for roofing and subcontractor collections.
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