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Accounts · bill-to

Know who's actually paying, every time.

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.

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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 — 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.

  • Accounts tracked separately from customers — roofers, GCs, and referral partners 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
  • Account-level history: total customers, total jobs, last activity
  • Scales to multi-crew, multi-department operations without the bill-to logic breaking down

How it works

The bill-to travels with the job, not with a guess.

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Accounts, not just customers

Roofing companies and GCs are tracked as accounts with their own customers and jobs underneath, not folded into your customer list.

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Bill-to on every job

Each job carries who's actually paying — explicitly, not inferred from the address.

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Same address, right invoice

A roofer-billed removal and a homeowner-billed service call at the same address never get crossed.

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Account-level view

See total customers, total jobs, and last activity for every partner account at a glance.

Frequently asked questions

What counts as an "account" in SolarProjeX?

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.

Can the same address have two different bill-to parties?

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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