Business management

Guide to business management software for solar entrepreneurs


Solar entrepreneurs have many options when it comes to industry specific business software. The most comprehensive platforms try to integrate each step of the solar installation sales process into one. Here are the popular choices in the market that cover most or all of the needs of solar contractors.

Solar aurora

Aurora Solar’s bread and butter is systems design, but it also handles many other stages of the solar selling process. Installers will find robust site and electrical modeling, shading analysis and system design functions on this platform. Designers can drag and drop modules and BOS components into the software, or choose the automatic system designer.

Aurora performs comprehensive checks to ensure systems are up to the NEC standard, including string sizing, inverter power, fire code rollbacks and more. The platform also allows users to simulate power generation and generate loss diagrams to ensure the best system design.

Once the design is complete, teams can generate customizable selling propositions that include multiple financing options. Users can then submit shading reports for discounts and export necessary diagrams for approval.

What sets it apart: “One platform for all your needs, from lead capture and selling proposition, using AI-driven automation, precision and world-class customer support team. “

Cost: Aurora is a software based on a monthly or annual subscription with several packages. The most popular is the annual premium subscription of $ 220 / user / month.


Lead generation and follow-up

Other: Battery storage and backup sizing, API integration, sales quotes, contract management

Consider and commit to ENACT

Enact Systems offers two different applications: one for the solar business owner and one for the solar customer. The Envision platform is the back-end database for businesses. Teams use Envision to upload leads and view a live project dashboard. Project managers can then use high-resolution satellite imagery to create residential or commercial developments and analyze energy production for solar or storage projects.

Envision offers a 3D shading mode to help visualize project designs before tying everything into a custom proposal or contract. This step includes a detailed nomenclature with pricing per item and can integrate different financing structures such as loans, leases or PPAs. The platform also allows owners to generate forms and collect electronic signatures.

After the sale, the team can view analytics in the Envision app and integrate customers into the Engage app for their personal follow-up.

What sets it apart: “Our ENVISION proposal software generates complete 3D solar panel configurations with shading (with storage option), analysis of electric tariffs, prices and BOM details for a complete, highly customizable proposal. We have an integrated workflow module for project management and documents, crucial for scaling the operations team.

Cost: Three levels subscriptions, with the lowest option costing $ 239 / month for up to three users.


Lead generation and follow-up

Other: separate client application for performance monitoring, open to all UPS and storage brands (with installer logo)

Energy tool base

Energy Toolbase lists its advanced solar + storage proposal capabilities. This software could help installers looking to expand their solar + storage business.

ETB can quickly model utilization rates and energy storage. The software can also accurately calculate utility costs, energy savings, and project economics through its in-house utility pricing team. Once the calculations are complete, entrepreneurs can choose from a library of customizable templates or create their own from scratch.

What sets it apart: “ETB Developer is the smartest project modeling tool in the energy and solar energy storage industry and the only tool with an in-house utility pricing team to ensure the highest accuracy. in your financial analysis of projects. The software includes robust cash flow capabilities in transactions and incentives for your projects and can model projects in any state or market.

Cost: $ 150 / month for a user, the monthly price decreases as the number of users increases.


Lead generation and follow-up


Shape is a general sales CRM service that now offers a sales platform specific to solar energy. The solution’s lead database includes features such as automatic follow-up and other custom triggers. Electronic signatures can be collected directly from the app. Unique to other solutions, Shape allows teams to manage marketing projects such as automated drip campaigns and email newsletters.

Installers can also schedule appointments such as site surveys or meetings with customers from the app.

What sets it apart: “All-in-one solar sales software solution without the need to purchase or integrate other software. Proposal tool, dialer, electronic signature, SMS, lead management, advertising, customer portal and over 100 other features, all in one system. ”

Cost: $ 99 / month per user.


Lead generation and follow-up

Other: rating of prospects, advertising on prospects, customer portal, prioritization, dialer, SMS

To notice

Sighten’s CRM system allows entrepreneurs to create prospect profiles with easy address search that pulls data from utilities, incentives, local weather and typical energy consumption. Entrepreneurs can then set up a cash quote or any supported financing option, along with a side-by-side savings comparison. Then they can generate a customizable solar proposal that includes tax credits, discounts, feed-in tariffs, and more.

When the owner is ready to sign, contractors can email documents directly to the client for electronic signature. All sales and installation documents are centralized in the program.

Upon installation, Sighten helps teams track all project tasks, approvals, and operations through to completion.

What sets it apart: “Sighten is the only truly comprehensive solar software platform – one connection for your solar business, from lead to design to installation. In addition to solar power, we support the modeling of non-solar products including storage, energy efficiency, and electric vehicles. Sighten also integrates leading financing programs to facilitate the qualification and closing of transactions from the Sighten platform. “

Cost: The basic subscription is $ 199 per month for an unlimited number of users.


Lead generation and follow-up

Others: CRM, project management, storage, efficiency, electric vehicles, documents, electronic signature, API, C&I Solar


Solargraf presents a simple interface reminiscent of other team management platforms like Google. Business owners can create roles and permissions for all staff, import leads, and view active projects on a dashboard.

The software can generate customizable quotes using shading analysis data as well as mounting type, roof slope and panel angle information from the company’s proprietary algorithm. business. In the proposal, entrepreneurs can also offer several product and price options.

Once the project is sold, entrepreneurs can offer financing through Solargraf’s partners, order permits directly through their account and more.

What sets it apart: “Solargraf is extremely easy to learn and use, no designer is needed. Solargraf uses the latest HD images to generate clear and complete quotes with just a few clicks, while offering full distance selling capabilities and a robust list of features including financing and permit orders, making it a one stop shop. for installers looking to speed up their sales and quotation workflow, while also supporting the after-sales process.

Cost: The featherweight plan starts at $ 229 / month paid annually. Welterweight starts at $ 345 / month paid annually and the Heavyweight plan starts at $ 459 / month paid annually. Custom / enterprise solutions are also available.


Lead generation and follow-up

Other: Shading report commands, proposal as a service commands


SolarSuccess is a unique database that integrates many stages of the solar energy business cycle and enables the integration of third-party applications for anything that might be missing. Installers can manage accounting, inventory and project progress from the dashboard.

Team members can view instant updates on projects, view costs, sales, project schedules, status updates and more from the platform. Project milestones can automatically trigger accounting functions in the software. Users can forecast supply chain costs and view real-time equipment availability and pricing information for selected suppliers.

SolarSuccess also offers solar specific project templates for interacting with financiers and storing documents.

What sets it apart: “SolarSuccess is the most comprehensive business management software for solar installers. The largest number of support integrations are supported, including drone, solar proposition, real estate data, HOA data, AHJ data and more.

Cost: Volume pricing applies with module shades, but a combined price is $ 70- $ 140 / user per month.


Lead generation and follow-up

Others: Sales / CRM, project management, accounting, inventory management, asset management, service management, team collaboration

Investing in solar enterprise software can be daunting, but it will likely pay off quickly with streamlined operations and cost savings.