Every solar CRM was built to sell systems. This one was built to service them.
Diagnose with an AI master technician, price from a real flat-rate labor guide, then schedule, fix, invoice and get paid, all in one system. Quotes, pipelines and homeowner proposals are here too, for when a fix turns into a sale. Built by a solar service company, for solar service companies.
Built around the equipment you service, and the processors you take payments with
One login for every workflow
Every screen below is the real product, running on demo data.
Drag-and-drop scheduling the whole crew can see
Week, day and agenda views, a colour per tech, conflict detection and personal-calendar busy blocks. Drag an unscheduled order onto the calendar and it's booked.
- Jobs at the same time sit side by side, never stacked
- Works on a phone, from the truck
- Sales-order and technician calendars
A guided phone flow for every field visit
Six steps on the tech's phone: arrive, photos, health check, repair, plan and wrap-up. Every screen says what's next, so a newer tech runs the visit like a senior one.
- AI reads the equipment nameplate from a photo, for the tech to confirm
- Nothing is repaired until the homeowner approves the price
- Step-by-step guided repair, timed against book hours
- Service-plan recommendation and on-screen sign-off
Quotes signed on site. Invoices paid by card.
Search and add labor and parts from your price book, capture a signature on screen, and an approved quote becomes the repair order with no retyping. Invoices track deposits, aging and card payments.
- Live totals as you add line items
- Approved quote → repair order, automatically
- Pay links, deposits and payment plans
A portal for every homeowner
One private link shows energy flow, equipment and warranties, visits, invoices and service plans, with Dr. Volt™ for questions. A request lands in your queue and on the homeowner's record.
- Your company's name, logo and photo
- Switch a link off at any time, even one already sent
- Says when each reading was taken, never fakes "live"
Design on the real roof, priced from your catalogue
Look up the roof with Google Solar imagery, start from an array sized to the homeowner's bill, then tap panels on or off. System size, production, price and savings move together.
- Your panels, inverters, batteries and chargers, at your prices
- No tax credit assumed: the price shown is the price paid
- Solar, battery or both, into a proposal the homeowner can sign
Price every job fairly, with no more guessing
154 flat-rate operations across 12 systems, each with book hours and a skill tier, priced at your shop rate. GPS-stamped on-site time builds your own field average, which you adopt only when you judge it's earned.
An AI master technician on every screen
Tap the Dr. Volt button anywhere in the app. Answers come from the SunService Repair Guide™ and Labor Guide™, with each value badged for where it came from. Inside a repair order it already knows the job.
- Diagnostics across inverter and battery brands
- Labor-time guidance for the quote
- Included on every plan
Watch Dr. Volt™ walk the whole job
From quote to schedule to repair order to invoice, your AI master technician breaks down the Sun Service workflow, start to finish.
Quote to cash in four steps
Build the quote
Labor and parts from your book, with a service plan attached.
Approve & schedule
The homeowner signs, you assign the date and tech, and the repair order is created.
Do the work
The guided phone flow, checklists, photos and parts, all logged as it happens.
Invoice & get paid
One-click invoice, card payment, and aging you can see at a glance.
Top-tier teams are required, not hoped for
Every company and employee certifies for their role before the platform unlocks. You get a team homeowners can trust, and a six-tier career path that keeps your best techs.
- Role certifications built into onboarding
- Solar Intern to Master Technician
- Verifiable credentials, renewed every two years
The technician ladder, as it appears in the CRM
- 01SunService Solar Intern
- 02Apprentice Technician
- 03Technician I
- 04Technician II
- 05Senior Technician
- 06Master Technician
Three plans. No per-seat fees.
Starter for service, Growth for service plus sales, and Enterprise with the add-ons bundled. No long-term contracts, onboarding included, and Dr. Volt™ on every plan. Tell us how you work and you get a written quote, usually within one business day.
Book a demo
A walkthrough of the full platform and a quote for your team.