The same roof, two different customers, two different invoices.
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 — roofer, builder, property management, HOA, realtor, vendor, and manufacturer — 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.
Typing an account as a vendor or manufacturer keeps it out of your roofer workflow specifically: a parts supplier or an equipment manufacturer never gets picked up by the office tools built for tracking roofer relationships, so a warranty email from your inverter manufacturer doesn't end up read as a roofer waiting on a callback.
What it does, point by point
- Accounts tracked separately from customers — roofer, builder, property management, HOA, realtor, vendor, and manufacturer, each with their own roster
- Every job carries an explicit bill-to, so invoices never go to the wrong party
- Removes & resets billed to the roofer, service billed to the homeowner, same address, no confusion
- Vendor and manufacturer accounts stay out of your roofer-specific tools automatically
- Account-level history: total customers, total jobs, last activity
- Scales to multi-crew, multi-department operations without the bill-to logic breaking down