Features
Everything you need to run your solar service business — from work orders to customer feedback.
Work Order Management
Work Order Creation
Create and manage work orders with customer details, location, scheduling, and technician assignment.
Scheduling Calendar
Visual calendar view to see all scheduled work orders at a glance. Drag and drop scheduling.
Customer Confirmation
Track whether customers have confirmed their appointments before technicians are dispatched.
Customer Scorecards
Send feedback surveys to customers after job completion. Collect ratings on quality, professionalism, value, and timeliness.
Forms & Templates
Custom Form Templates
Build custom forms for site surveys, inspections, installation checklists, and more. Drag and drop form builder.
Conditional Field Visibility
Show or hide form fields based on previous answers. Create dynamic, intelligent forms.
Digital Signatures
Capture customer signatures directly on forms for approvals and sign-offs.
Mobile & Field
Mobile-First Technician Experience
Simplified mobile interface designed for field technicians. Check in/out, complete forms, capture photos.
Mobile Image Upload
Capture before/after photos directly from the field. Supports multiple photos per field.
Image Geo-Coding
Automatically tag photos with GPS coordinates to verify work location and create audit trails.
Offline Support
Continue working without internet. Forms and data sync automatically when back online.
PWA / Home Screen App
Install as a native-like app on iOS and Android directly from the browser.
Estimates & Pricing
Estimate Creation
Build professional estimates with line items, quantities, and pricing. Solar-specific pricing units.
PDF Estimate Generation
Generate branded PDF estimates to send to customers. Professional formatting with your logo.
Pricing Library
Maintain a library of standard pricing items for quick estimate creation.
Properties & Customers
Property Management
Store customer properties with addresses, contacts, and property details for quick work order creation.
Residential & Commercial
Categorize properties as residential or commercial for reporting and workflow customization.
Team & Reporting
Team Management
Invite team members, assign roles (admin, technician), and manage permissions.
Reporting Dashboard
Track work order status, technician productivity, form completion rates, and geographic distribution.
Estimate-to-Job Conversion
Track your sales pipeline from estimate to accepted to completed work order.