August 17, 2022


Business Activity

Guide to business management software for solar contractors

Solar contractors have quite a few alternatives when it arrives to business enterprise computer software specific to the marketplace. The most complete platforms attempt to integrate each and every phase of the solar sales-to-set up approach in one particular. Right here are the well known options on the industry that deal with most or all of the needs of solar contractors.

Aurora Photo voltaic

Aurora Solar’s bread and butter is system structure, but it also handles quite a few other ways of the solar profits system. Installers will come across sturdy web site and electricity modeling, shading examination and technique style and design functions on this platform. Designers can drag and fall modules and BOS factors into the computer software, or pick the automatic method designer.

Aurora conducts comprehensive checks to guarantee devices are NEC compliant, like string sizing, inverter electrical power, fire code setbacks and additional. The platform also enables users to simulate power creation and crank out loss diagrams to ensure the very best method design and style.

Soon after a style and design is done, teams can produce customizable profits proposals together with a number of financing solutions. People can then submit shade reviews for rebates and export the diagrams essential for allowing approval.

What sets it apart: “One system for all your requirements from guide capture to profits proposal, use of AI-pushed automation, accuracy and globe-course purchaser assist team.”

Charge: Aurora is a regular monthly or once-a-year membership-based software package with numerous programs. The most popular is the annual quality subscription $220/user/month.


Guide era and tracking

Other: Battery storage and backup sizing, API integration, sales prices, agreement management

ENACT’s Imagine and Engage

Enact Methods provides two diverse applications to the desk — just one for the photo voltaic enterprise operator and one particular for the photo voltaic buyer. The Visualize system is the back-stop databases for firms. Groups use Imagine to upload sales opportunities and view a are living undertaking dashboard. Job professionals can then use superior-resolution satellite illustrations or photos to produce residential or commercial layouts, and assess energy output for photo voltaic or storage tasks.

Visualize options a 3D shading method to help visualize venture layouts just before tying it all jointly in a custom made proposal or agreement. This step consists of thorough monthly bill-of-products with line-item pricing and can integrate diverse financing constructions like loans, leases or PPAs. The system also makes it possible for owners to produce kinds and acquire electronic signatures.

Just after the sale, the workforce can watch analytics inside the Visualize app and onboard clients to the Interact app for their personal checking.

What sets it apart: “Our Imagine proposal program generates total 3D layouts of photo voltaic with shading (with storage solution), electric fee evaluation, pricing and BOM particulars for a full proposal, which is highly customizable. We have an built-in workflow module for challenge management and paperwork, essential for scale-up of the functions group.”

Expense: 3 levels of subscriptions, the most affordable choice costing $239/month for up to a few users.


Guide technology and monitoring

Other: Independent customer application for monitoring functionality, open to all inverters and storage models (with installer’s brand)

Energy Toolbase

Energy Toolbase will make the record for its state-of-the-art solar + storage proposal abilities. This software package could help installers on the lookout to grow their photo voltaic + storage businesses.

ETB can immediately model time-of-use fees and energy storage. The software package can also exactly work out utility expenses, strength financial savings and project economics many thanks to its in-home utility price group. Once the calculations are full, contractors can choose from a library of customizable templates or make their possess from scratch.

What sets it aside: “ETB Developer is the solar and strength storage industry’s most smart undertaking modeling software and the only tool with an in-home utility premiums group to make certain the utmost accuracy in your monetary analysis of projects. The computer software features sturdy cashflow abilities in just transactions and incentives for your projects and can product initiatives in any state or market place.”

Expense: $150/thirty day period for just one user, with the regular cost decreasing as number of customers boosts.


Lead generation and tracking


Form is a general revenue CRM support that now features a photo voltaic-distinct income platform. The solution’s lead databases contains features like automated stick to-up and other custom triggers. E-signatures can be gathered straight from the application. One of a kind to other options, Shape lets groups to manage internet marketing assignments like automated drip strategies and e-newsletters.

Installers can also timetable appointments like web page surveys or client conferences from the app.

What sets it aside: “All-in-one photo voltaic product sales software program answer with out the will need to order or integrate any other application. Proposal instrument, dialer, e-signature, texting, direct administration, promoting, client portal and about 100 other capabilities all in a person program.“

Charge: $99/thirty day period per consumer.


Guide generation and tracking

Other: Guide scoring, guide promoting, shopper portal, prioritization, dialer, texting


Sighten’s CRM technique permits contractors to develop direct profiles with straightforward handle lookup that pulls info from utilities, incentives, nearby climate and typical power use. Contractors can then make estimates for cash or any supported financing option, along with a facet-by-side discounts comparison. Following, they can deliver a customizable solar proposal that includes tax credits, rebates, feed-in tariffs and a lot more.

When the home owner is ready to indication, contractors can email documents instantly to the shopper for e-signature. All income and install files are centralized in the software.

When it’s time for installation, Sighten can help teams monitor all job jobs, approvals and functions till completion.

What sets it apart: “Sighten is the only definitely thorough solar program system — a person login for your solar business from lead to structure to set up. In addition to photo voltaic, we assistance modeling of non-solar solutions together with storage, energy efficiency, and electrical motor vehicles. Sighten also integrates primary financing courses to make it straightforward to qualify and near deals from inside the Sighten platform.”

Price: Foundation subscription is $199 for each month for limitless buyers.


Lead era and tracking

Other: CRM, task administration, storage, performance, EVs, paperwork, E-Signature, APIs, C&I Solar


Solargraf options a easy interface which is reminiscent of other staff administration platforms like Google. Company entrepreneurs can generate roles and permissions for the full staff, import leads and perspective lively tasks on a dashboard.

The program can create customizable prices employing shading assessment facts as perfectly as mounting style, roof pitch and panel angle info from the company’s proprietary algorithm. In the proposal, contractors can also offer you numerous products and pricing possibilities.

When the challenge is bought, contractors can present financing by Solargraf’s partners, purchase permits straight by means of their account and a lot more.

What sets it aside: “Solargraf is incredibly easy to discover and use, no designer needed. Solargraf works by using the most up-to-date in High definition imagery to deliver slick and extensive quotes in a number of very simple clicks, when featuring comprehensive distant profits capabilities and a strong checklist of characteristics together with shading examination and shade stories, proposals with “good, greater, best” possibilities, simple funding and allow orders producing it a a person-prevent store for installers searching to speed up their profits and quoting workflow, although also using treatment of the publish-sale system.”

Charge: Featherweight strategy starts off at $229/month paid out yearly. Welterweight commences at $345/thirty day period paid annually and Heavyweight system commences at $459/month compensated yearly. Custom made/organization methods are also out there.


Lead era and monitoring

Other: Shade report orders, proposal orders as a services


SolarSuccess is a one database that integrates a lot of measures in the solar organization cycle and will allow third-celebration application integration for anything at all that could be lacking. Installers can take care of accounting, inventory and venture progress from the dashboard.

Workforce associates can look at fast updates on projects, look at costs, gross sales, challenge timelines, status updates and additional from the system. Task milestones can mechanically bring about accounting functions inside the software program. People can forecast source chain fees and look at serious-time products availability and pricing details for chosen suppliers.

SolarSuccess also features photo voltaic-specific job templates for interacting with financiers and storing documents.

What sets it apart: “SolarSuccess is the most complete company administration application for solar installers. The most significant range of supportive integrations are supported, including drone, photo voltaic proposal, authentic estate information, HOA knowledge, AHJ facts and extra.”

Price tag: Quantity pricing applies with module nuances, but a blended rate is $70 to $140/consumer for every month.


Direct era and monitoring

Other: Profits/CRM, undertaking management, accounting, stock administration, asset management, assistance management, group collaboration

Investing in solar company software package can be daunting, but it will possible pay out off quickly with streamlined functions and saved expenditures.