The CRM Built for Solar Service Companies

Run Your Entire Solar Business From One Platform

Quotes, repair orders, scheduling, invoicing, service plans, lead pipelines, and marketing — all in one place. Built by a solar service company, for solar service companies.

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Trusted by solar repair & maintenance teams across the U.S.

Everything You Need

One Platform. Every Workflow.

Stop juggling spreadsheets, paper tickets, and text messages. Sun Service CRM handles the full lifecycle from first contact to paid invoice.

📋

Quote Builder

Search-and-add labor and parts, auto-calculate totals, capture signatures on-site. On approval, auto-creates the repair order.

Sales

🔧

Repair Orders & Checklists

Field-ready checklists for 13+ service types. Track parts, log additional work, handle declined items — all from the truck.

Field Ops

📅

Drag-and-Drop Scheduler

Week and day views, tech availability, conflict detection. Drag unscheduled orders onto the calendar to book.

Field Ops

💳

Invoicing & POS

AR aging dashboard, quick-pay point-of-sale, warranty claims tracking. From unpaid to deposited in fewer clicks.

Sales

🛡

Service Plans

Sell annual maintenance plans. Track visits, renewals, expirations. Require plan acknowledgment at quote approval.

Sales

⚡

Multi-Pipeline Lead Tracking

Create unlimited pipelines — new clients, battery upsells, declined follow-ups, custom workflows. Bulk-import leads via CSV.

Marketing

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Battery Proposals

6-slide fullscreen presentation with product specs, investment breakdown, and on-screen signature capture. Close battery deals on the spot.

Sales

📊

Reports & Marketing

Revenue charts, lead source analytics, pipeline health, upsell opportunities, and declined-services follow-up — all live.

Marketing

👥

Team & Role Management

Admin, Manager, Technician, and Customer Service roles. Control who can edit the catalog, manage users, or access admin settings.

Field Ops

How It Works

Quote to Cash in 4 Steps

The workflow your team already follows — now automated, tracked, and connected.

Build a Quote

Search labor & parts, set quantities, attach a service plan. Send or present on-site.

Approve & Schedule

Customer signs on screen or verbal confirm. Repair order auto-creates, drag to schedule.

Complete the Work

Field checklists, parts tracking, additional work capture. All logged in real time.

Invoice & Get Paid

One-click invoice from the repair order. Track aging, accept payment, close the loop.

What Teams Are Saying

Built for the Field

"We went from sticky notes and spreadsheets to a real system in one afternoon. Quote to invoice takes us half the time now."

Operations Manager

Solar maintenance company, 4 techs

"The pipeline feature alone paid for itself. We're actually following up on declined services now instead of forgetting about them."

Owner / Lead Technician

Solo solar repair operation

"My techs can run the full appointment from their phone — checklist, parts, signature, done. No more paper tickets."

Service Manager

Regional solar service company, 12 techs

Simple Pricing

Plans That Scale With You

No per-user fees. No contracts. Cancel anytime.

Starter

$49 /mo

Up to 3 users
Quotes, repair orders, invoices
Drag-and-drop scheduler
1 pipeline
Basic reports
Email support

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