An install is not one job, it is seven waits — survey, engineering, the utility, install day, inspection, PTO, live. Most of them are somebody else's queue. This tracks all of them, tells you which one a job is stuck in, and works out whether it made money.
Site survey, engineering and permits, utility submission, install day, city inspection, permission to operate, system live — as shipped. Every one of them is editable per company, because no two jurisdictions run the same sequence.
When a system sale routes here from an approved recommendation, the survey is required and the job will not advance without it. The block is logged on the record, so it is visible rather than merely enforced.
Each stage has a normal duration, and a job that has sat well past it gets flagged — with the days on the clock, not a vague warning. Missing surveys, unmet code checks and a missing PE seal before install day are flagged the same way.
Link the vendor bills you actually received and they roll into material cost, alongside labour and commission, against the contract value. Margin is shown as a percentage and colour-banded, so a job going wrong looks wrong.
A stage change can email and text the homeowner a full timeline with a percentage complete — and whether each message sent or failed is written to the record. Bulk updates ask before they go out.
Requirement lists per authority and per utility, with real entries for Rocky Mountain Power, PacifiCorp and Dominion out of the box, and your own added per company.
Included on Growth and Enterprise, not Starter. Linking vendor bills needs the Accounts Payable add-on.
Get a personalized demo of Sun Service CRM for your team.