Field map
Parcel lines, knock history, and territories on one map. One tap logs a knock, also offline.
The CRM for solar companies
Sales, customers, projects, and operations, all in one place. Your sales team, your office, and your crews work from the same records, and homeowners can follow their project.
How it works
A lead keeps its full history as it becomes an appointment, a deal, and an installed system.
Leads come in from the door, your web form, or the office. Each one starts its own record.
Pick an open slot on your team's calendar. The homeowner gets a confirmation and a reminder.
Sign the deal and move it through survey, design, and permits. Every step lands on its timeline.
Book the install day with your crew. The homeowner follows each step on their own page.
Product
Solar 360 runs just as well on a phone in the field as on a desktop in the office.
Parcel lines, knock history, and territories on one map. One tap logs a knock, also offline.
Each lead keeps its notes, its sits, and its status. Sits go into the free slots of your sales reps.
Board, list, and grid views of every deal. Each deal shows the gate that holds it: NTP, permit, or interconnection.
Commissions are tracked with each deal and update as it moves to install. Each rep sees their own.
Team channels, direct messages, and a room for each project. Push and email alerts when something needs you.
Leaderboards, badges, and contests for the floor. Training tracks with graded tests, and reports for each team.
In the field
Your reps keep knocking on streets with no signal. Each knock saves on the phone and syncs by itself when the phone is back online.
Outlines and owner details from public records, where they are available.
Sold, appointment set, not home, do not knock, and six more. One tap each.
Each knock records where it happened and how far it was from the door.
Draw the areas on the map and assign each one to a rep.
Roles
Access follows the role. Each person gets the records they need for their job, and no more.
Knocks doors, books appointments, and signs deals. Sees their own leads, deals, and commissions.
Leads a team. Sees the team's leads, appointments, and deals, with reports to coach it.
Runs each project after the sale and gives the jobs to the crews. Sees every project, but no money.
Runs the company. Sets up the teams, invites people, and manages the account.
An admin helps the owner with the settings, the members, and payroll. Billing stays with the owner.
Contractors get their own portal: their jobs, their install days, and their costs.
Homeowners follow their project and send messages to the team from one page.
Pricing
Book a demo to see Solar 360 at work, or send us your questions. We'll talk through how your company runs.
How to start
Book a demo, or log in if your company already uses Solar 360.