The platform
Nine modules. One operating system.
Everything a solar business runs on, from the first lead to the final payment, built as one connected system so jobs, money and evidence move through a single base.
Every lead in one place, from first enquiry to paid.
Your website funnel, quote-comparison site emails, partner imports and webhooks, and Facebook and Google lead forms through Zapier or Make all land on one board, with a duplicate check on every intake. Leads that arrive with their campaign and ad show in the Leads report, so you can see which ads turned into sales.
One pipeline, from first enquiry to paid.
New lead
Ad lead form
Website funnel
Quote site email
Quote issued
Quote viewed
Quote sent
Install booked
Crew booked
SMS confirmed
- Hosted lead funnel for your own website, with spam scoring that quarantines instead of losing
- Quote-comparison site emails picked up automatically, and Facebook and Google lead forms brought in through Zapier or Make
- Duplicate review queue with side-by-side compare, merge and undo
- Role-scoped kanban board with per-user card layouts
- Every hand-entered lead records its source, and stale leads expire after six weeks without contact
Quote straight from the design.
Draw the system on aerial imagery of the actual roof, with per-panel shading and voltage rise calculated to AS/NZS 4777.1. The quote is priced from the design, so nothing is retyped between the two.
Quotes priced straight from the design.
- A standards checklist stops an incomplete electrical design from being sent
- Battery quotes from the solar a customer already exports: type it off their bill and RUNBASE models what a battery would keep
- Optional hourly simulation across a full year: the house first, the battery from surplus, then export
- Optional high-resolution aerial captures, ordered per site and aligned to the basemap
- Single-line diagram and pre-install job sheet pack generated from the design
- Compare up to three options in one link, each held at its sent price
- E-signature in person, or by a sign-later link with a one-time code
Drag a job onto a crew. Everything else follows.
A crew-by-day schedule board where Ready-to-Book jobs are dragged into place. Booking moves the job forward, conflicts and leave clashes warn before they bite, and the customer gets an SMS confirmation.
One board for crews, capacity, leave and bookings.
Crews × days: drag Ready-to-Book into place
- Teams and runsheet: per-job, per-day staffing with one crowned leader per day
- Capacity loadboard with per-crew daily meters and weekly utilisation
- Map view of every site, with operational zones that tag jobs by postcode
- Self-serve absences for leave, sickness and training, plus company closures
- Installer leaderboard: points per panel and battery kWh, minus confirmed callbacks
- Month and day calendar with conflict warnings, on desktop and phone
Evidence checked before the job can close.
An installer app that keeps working offline and scans serials in bulk. It checks every photo's GPS and timestamp, enforces the selfie order and flags any photo taken away from the site before an installation can be marked complete.
Every compliance photo checked on upload.
- Offline-first: today's jobs cached, photos and signatures queued until there's signal
- Install-day camera: the viewfinder stays open for every shot a roof or install photo section takes, each one uploading as you go or queued until there's signal
- Bulk barcode scanning for panel, inverter and battery serials, with duplicates refused
- Photo requirements set per company, not hard-coded
- SWMS with per-worker signatures and draft recovery
- NSW CCEWs lodged with Building Commission NSW straight from the job, by the job's own electrician
- Electrical certificates filed on the job, with evidence kept for five years
- DER registration status recorded at post-install, with VPP set-up tracked on the post-install checklist
Track your STCs end to end.
Solar and battery STCs calculated from the design and locked at install so nothing drifts. Our audit team checks every claim, then it is lodged with the REC Registry and tracked through to approval.
Solar and battery STCs, tracked end to end.
Solar and battery claim
- Calculated from the design
- Locked at install
- Checked by our audit team
- Lodged to the REC Registry
- Approved
- Certificate lock: counts and prices freeze the moment the job is installed
- Registry bulk-upload file generated per job
- Evidence ZIP sized under the registry's upload limit, with photo data kept
- Registry approval emails matched to jobs, plus a daily registry sync
- Trade tracking shows how many of a job's certificates have sold
- External auditor access with no financials, and every view logged
The finance application lives inside the job.
Payment plans on the quote, from cash to fully financed. Lender approval emails are matched to the job automatically, an invoice is raised and emailed on signing, and every payment sits on a per-job ledger.
Approval email in. Job moves itself forward.
Job ledger
- Xero integration: an invoice raised in Xero on signing, or a deposit invoice at signing and the final once post-install actions are done
- Payments recorded in Xero flow back to the job's ledger, and cash taken on site is sent to Xero
- Lender approvals emailed to your capture address move the job forward automatically
- Three clean exits: lender declined, customer withdrew, conditionally approved
- Client payment ledger rolled up to the board and dashboard
- Outstanding-documents checklist with a ready-to-send reminder email
Stock reserved to the job, ordered to the shortfall.
Stock across every warehouse on one movement ledger, reserved per job with pick lists. Purchase orders to your suppliers are pre-filled from what's short, and deliveries are receipted on the shed floor from a phone.
Every stock movement on the ledger.
Pick list for this job
- Job reservations release on completion and top up as stock arrives
- Purchase orders per brand with send, dispatch, partial receive and PDF
- Two-stage deliveries with over-supply and damage flags, plus back-orders
- Supplier pick lists arrive by email, deduplicated, with an exceptions inbox
- Discrepancy register with write-offs, and a reorder-by-manufacturer view
The numbers, in your inbox before you ask.
Six scheduled report packs emailed on your cadence and in your timezone, with live dashboards for the pipeline, revenue and where your leads come from.
Six report packs, on your schedule.
- Daily sales and service digests, plus weekly sales, service, trading and rep qualify packs
- CSV on every report, PDF on the weekly packs
- Revenue by month and team, with revenue projections
- Leads report by channel, campaign and ad, with the lead-to-sale rate for each
- Recipients re-checked at every send
After the install, the job keeps its history.
A service board with your own stages and ticket types. Callouts are booked on the same grid as installs, comments carry @mentions and attachments, and the customer record shows every visit.
Callouts booked on the same board as installs.
Service board
Callouts share the install schedule
- Drag a ticket onto Site Visit Required and it becomes a booked callout
- Priority and stalest-first sorting so nothing sits forgotten
- Watchers, attachments and a full activity log on every ticket
- Service history lives on the customer record, next to their jobs
Also on the base
The rails underneath every module.
Calls, texts & email
A softphone in the browser with recorded, consented calls, plus inbound SMS and per-job email threads on your own sending domain. Every contact lands on the job.
Pricing & catalogue
Your own prices on CEC-listed panels, inverters and batteries across 241 product brands, with margin tiers, versioned pricing rules and a profit projection on every quote.
Security, roles & support
Company data kept separate in the database, role-based access with a per-company access matrix, five-year locked evidence retention, in-app training videos and a built-in bug and feature tracker.
Ready to run it all?
See the platform on your own jobs, your own volume, your own numbers.
A 15-minute walkthrough on your numbers