Accounts · bill-to
A roofer orders the panel removal and reset. The homeowner books the service call. Same address, two different parties to invoice — SolarProjeX carries the bill-to on every job so nobody sends the invoice to the wrong one.
Solar contractors don't just bill homeowners. A roofing company orders a panel removal and reset ahead of a reroof; the homeowner separately books a service call for their own equipment. Both jobs happen at the same address, and getting the bill-to wrong means chasing the wrong party for payment or writing off work nobody agreed to pay for.
SolarProjeX tracks Accounts as their own entities — roofing companies, general contractors, and other referral partners — each with their own customers and jobs underneath them. Every job carries its bill-to explicitly, so a removal-and-reset billed to the roofer and a service call billed to the homeowner never get crossed, even on the same address.
How it works
Roofing companies and GCs are tracked as accounts with their own customers and jobs underneath, not folded into your customer list.
Each job carries who's actually paying — explicitly, not inferred from the address.
A roofer-billed removal and a homeowner-billed service call at the same address never get crossed.
See total customers, total jobs, and last activity for every partner account at a glance.
Roofing companies, general contractors, and other referral partners who bring you customers — tracked separately from the homeowners themselves, with their own job and customer history.
Yes — a reroof removal/reset billed to the roofer and a separate service call billed to the homeowner can both exist on the same address without conflict.
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