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Solar operations software

Solar operations software, feature by feature.

A comparative look at what SolarProjeX covers natively versus what a PV-only or generic field service tool typically leaves for you to bolt on.

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"Solar software" usually means PV software. This is the gap.

Search for solar CRM or solar field service software and most results are PV-focused: production monitoring for panels, install-day job types, and little else. That's fine if PV is the whole business. It's a gap if you also run solar pool heating, solar hot water, a call desk working your customer base, or a crew getting paid off what they actually completed in the field.

The table below is a factual comparison, not a marketing claim — every row on the SolarProjeX side reflects a feature that ships in the product today. Traditional PV-only field service software is described in general terms, since capability varies vendor to vendor.

Where a solar-native, thermal-aware platform actually differs

 SolarProjeXTraditional PV-Only FSM
Native outbound Call Desk / dialerYes — scored queue, click-to-call, retry ladder, all logged to the customer recordNot typically — calling is left to a separate dialer tool with its own contact sync
Solar thermal (SPH / DHW) as a system typeYes — pool heating and hot water tracked with thermal-specific fields and guided diagnosticsRare — most PV-only tools have no thermal equipment model at all
Fleet & GPSYes — live tech map, geofenced auto clock-in/out, optional Geotab integrationVaries — often a separate fleet product bolted on
Crew paysheetsYes — rate catalog per job type, weekly paysheets built from jobs actually run, office approval and exportNot typically — payroll is exported to a third-party tool with manual matching
Multi-crew accounts & bill-to managementYes — accounts and bill-to relationships for multi-crew, multi-department operations (Multi Crew plan)Varies by vendor tier
Permit trackingYes — dedicated Permit Board tracking status by jurisdictionRare as a dedicated board
RMA / warranty trackingYes — dedicated RMA / warranty board tied to the job and equipmentRare as a dedicated board
Payment completeness gatesYes — a job cannot close with a balance owed unless a manager overrides it; partial payments and unpaid-close alerts are built inVaries — closeout and payment status often live in separate systems
Branded customer portalYes — SunHub, a homeowner portal under your own brand and domain, reading live from the same platformRare — most tools send emailed reports, not a live customer account
Production monitoring integrationsYes — SolarEdge, Enphase, Tigo, and moreSometimes — usually PV-only where present
Built by a working solar contractorYes — built and run by a solar contractor operating since 1999Usually not — most solar FSM tools are built by software companies, not solar operators

This comparison describes SolarProjeX's own shipped features against general characteristics of PV-only or generic field service software, based on how those categories of tools are typically marketed and scoped. It does not name or compare against any specific competitor product. Verify current capability with any vendor before deciding.

Frequently asked questions

What makes a field service tool "solar-native" versus "PV-only"?

PV-only tools model production monitoring and install job types for photovoltaic systems but usually have no equipment model for solar pool heating or hot water, and no built-in outbound calling or lead-revival workflow. A solar-native, thermal-aware platform treats PV, SPH, and DHW as equally first-class.

Do I need a separate dialer tool for outbound calling?

Not with SolarProjeX. Call Desk is a built-in scored outbound queue with click-to-call on your own phone line — there's nothing separate to buy or integrate.

Is this comparison against a specific competitor?

No — it compares SolarProjeX's real, shipped features against the general shape of PV-only or generic field service software as a category, not any single named product.

More SolarProjeX built for solar

Field paymentsCard, pay-by-link, and payout to your bank Invoicing & collectionsContract lifecycle and a live owed board Customer reportsBranded PDF plus a secure share link Dispatch & schedulingMission Control board and live tech map Payroll & paysheetsRate catalog and payroll sheet sync SolarProjeX vs JobNimbusSolar service vs a roofing CRM SolarProjeX vs ServiceTitanSolar-native vs enterprise HVAC software SolarProjeX vs Housecall ProSolar-native vs generic home services SolarProjeX vs JobberSolar operations vs generalist SMB software Call Desk & customer dialerScored outbound queue, click-to-call, and automatic call logging Solar thermal operationsSPH & DHW equipment tracking with guided tech diagnostics Permit boardPermit status by AHJ, stage, and the tech who moved it Permit number auto-matchPublic-records matching across 405 jurisdictions, by address SunHub customer portalBranded homeowner portal — equipment, documents, live production RMA & warranty boardFailed-equipment claims tracked from submission to reimbursement Bill-to managementMulti-account billing — roofers, GCs, and homeowners on the same address Report DesignerBuild, save, and share custom operational reports Reconciliation engineCross-checks jobs, invoices, and payments — surfaces what doesn't line up Team ChatJob-linked messaging for crew and office, built into the platform GPS photo captureAuto-GPS, auto-timestamp, burst mode, sample overlays Custom forms per job type13 solar starter templates, conditional logic, required-photo gating Smart clock-in / clock-outGPS-aware time tracking, audit-ready by default Roles, permissions, audit trailCustom roles, a toggleable permission matrix, complete-gating White-label your domainSelf-serve custom domain with auto-provisioned SSL Reviews & rank trackingAutomatic review requests plus a built-in local rank heatmap Integrations19+ native integrations, plus Zapier for 6,000+ more apps Visual workflow automationNo-code, drag-and-drop automation canvas Fleet trackingLive GPS, geofenced auto clock-in/out, optional Geotab integration SolarProjeX vs Service FusionSolar-native vs a generalist trade FSM

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