Sales and design teams
Manage leads, qualification, appointments, site information, design requests, proposals, and what was promised to the customer.
- Pipeline and forecast
- Verified site data
- Accepted scope
The operating system for solar installers and EPCs
Run your entire solar business from one connected system.
Solar1 brings sales, design, permitting, interconnection, procurement, field operations, finance, and service together—so projects move faster, margins stay visible, and every team works from the same source of truth.
From first lead to installation, PTO, and long-term service, every customer and project stays connected.
Sales CRMProposalsPermitting & AHJInstall opsJob costingMilestone invoicingInventoryHR & crews
One connected platform
Everything your solar company needs to sell, deliver, and support projects.
Replace disconnected CRMs, spreadsheets, project boards, and accounting handoffs with connected modules built around the complete solar lifecycle.
The cost of fragmentation
Your solar business should not depend on disconnected tools.
A lead starts in one platform. Site information lives in a spreadsheet. Permit updates are buried in email. Installation teams rely on messages, and finance sees the real project cost only after the work is nearly complete.
01Disconnected records
Sales, operations, and finance work from different versions of the same customer and project.
02Missed handoffs
Site, design, contract, and equipment information disappears between departments.
03Delayed installations
Projects reach the schedule before permits, materials, crews, or approvals are ready.
04Invisible margins
Labour, purchasing, rework, and expenses appear too late to protect profitability.
Focused by department
Every department gets the right workspace without creating another data silo.
Salespeople should not navigate accounting screens. Installers should not complete complicated administrative forms. Finance should not search project comments to understand cost. Solar1 keeps each workspace focused while the customer, project, and financial record stays connected underneath.
Workflow configuration
SalesDeliveryFinance
LeadDesignInstallService
CustomerProjectEconomics
Operations and field teams
See project stages, blockers, permits, materials, assigned work, mobile instructions, checklists, and required field evidence.
- Install readiness
- Clear ownership
- Field completion
Finance and leadership
Monitor billing, purchasing, labour, committed costs, delivery risk, cash, backlog, and project margin without rebuilding reports.
- Project economics
- Delivery risk
- Business visibility
Single source of truth
One customer. One project. One source of truth.
Sales sees what was promised. Design sees verified site information. Operations sees what is ready and blocked. Field teams see what must be completed. Finance sees revenue, committed cost, labour, and actual margin.
Explore all modulesConnected lifecycleLead to service
Shared customer and project recordEvery stage carries the context forward
Customer, site, design, commercial, delivery, cost, equipment, and service information stay connected.
LeadCustomer, site, qualification, and ownership
DesignSurvey evidence, equipment, production, and proposal
DeliveryApprovals, materials, crews, tasks, and cost
PTO & serviceInspection, activation, equipment, and warranty history
Connected workflow
The information entered once keeps working across the business.
Sales information supports the survey. Survey data supports design. The accepted design supports the proposal, project, materials, delivery, PTO, warranty, and future service. Exact connections are confirmed for each implementation.
Plan the connection points. Scope CRM, inventory, finance, crew, and document systems during assessment before claiming any connector is live.
Why Solar1
Explore all modules Move more projects forward without adding operational chaos.
Built around how solar projects actually move.
Generic CRMs stop at the contract. Solar1 connects sales to permitting, delivery, PTO, and long-term service.
Explore this areaKnow what is moving, what is blocked, and what it is costing.
See readiness, overdue approvals, material constraints, crew capacity, customer updates, and margin risk before they grow.
Explore this areaConfigured around your operation—not the other way around.
Map your stages, roles, data, integrations, and training so every department starts with a workspace it can use.
Explore this areaOne solar operating system
Replace disconnected tools with one solar operating system.
Give sales, operations, field teams, and finance one reliable view of every customer and project—from lead to PTO and beyond. Your demo includes a brief workflow review so we can focus on the stages that matter to your company.