Solar installer software
Solar has the longest gap in the trades between sale and revenue. Between the signature and the install sit the survey, the engineering, the permit, the utility interconnection and the inspection — any of which can stall for weeks. WorksiteBase keeps that pipeline visible per project, so a job stuck at the utility for a month is something you notice rather than something you discover.
- Permit and interconnection status scattered across inboxes
- Projects stalling for weeks without anyone noticing
- Site survey findings not reaching the install crew
- Install dates promised before approvals exist
- Incentive paperwork assembled from several places
The whole pipeline on one board
Survey, engineering, permit, interconnection, install, inspection — each project sits at a visible stage with a date and an owner.
// Job pipeline
Lead
2Bathroom remodel
Miller residence · Aurora
Fence install
Lincoln Elementary
Estimate
2Heat pump replacement
Bergman residence · HVAC
$17,991
New construction wiring
Harmon Builders
$8,450
Job
2Roof replacement
1420 Linden St.
$34,200
Office repaint
Prairie Family Dentistry
$4,980
Closeout
1HVAC maintenance
Bergman Law
$1,240
From first contact to closeout — every job in one view.
Survey findings reach the crew
Roof condition, panel capacity and obstructions recorded on site and attached to the job, so install day holds no surprises.
// Time tracking · Tue, Jul 21 · South crew
7:00a–4:30pPaver patio — Garcia residence8.5 h
7:00a–4:30pPaver patio (2nd tech)8.5 h
9:15a–1:15pPlate compactor (rental)4.0 h
Job total21.0 h
T&M ticket #T-88Garcia residence
520 sq ft pavers set · extra 6" excavation (T&M)
signed off on site
Customers who stop calling for updates
The customer sees the stage their project is at. Long timelines are tolerable when they are visible.
// Campaign · Spring AC tune-up reminder
Segment · Email + postcard
Customers · no service in 12 months
Recipients
47 customers
5appointments
$1,900booked value
Recurring · sends itself every year
Common questions
- Can I track permits per jurisdiction?
- Yes, with their own status and dates per project.
- Does it handle commercial as well as residential?
- Yes, including progress billing on larger installs.
- Can I see where projects are stuck?
- Yes — that is the main point of the pipeline view.