Solar operations features

Follow one solar project record from first inquiry through service.

Explore the records, decisions, and handoffs Solar1 can map with your team during a workflow assessment. Start with the operational problem that is costing the most attention today.

Book an assessment See the platform approach

Operating record

01Customer and siteIdentity, context, evidence
02Commercial decisionScope, proposal, agreement
03Delivery controlReadiness, ownership, exceptions
04Financial contextCost, billing, profitability

Feature map

Start where the workflow breaks.

Each area opens into three focused capability pages with records, roles, implementation checks, and related workflows.

Solar Sales CRM

Give sales teams a clear path from first inquiry to an operations-ready customer record, with evidence and ownership defined at each stage.

For sales representative and sales operations manager.

Explore solar sales crm

Project operations

Coordinate delivery around stage evidence and cross-department ownership, while keeping schedule dates separate from proof that work is ready or complete.

For project manager and operations coordinator.

Explore project operations

Design and proposals

Keep technical and commercial assumptions traceable from the site visit through the proposal version accepted for delivery.

For site surveyor and solar designer.

Explore design and proposals

Permitting and PTO

Organize regulatory work around effective requirements, controlled submissions, deficiency loops, and evidence-backed approvals.

For permit coordinator and interconnection coordinator.

Explore permitting and pto

Field operations

Give dispatchers and crews a focused daily workflow tied to project readiness, approved scope, field evidence, and accountable follow-up.

For dispatcher and crew lead.

Explore field operations

Inventory and procurement

Protect the physical inventory ledger while giving project teams a clear view of demand, shortages, substitutions, kits, and installed equipment.

For procurement specialist and warehouse lead.

Explore inventory and procurement

Finance and profitability

Give finance and operations a controlled project baseline and a traceable view of cost, billing, forecast, and margin decisions.

For finance manager and project manager.

Explore finance and profitability

Customer and service

Extend the project record into clear customer communication and accountable service without exposing internal operational or financial detail.

For customer success representative and service coordinator.

Explore customer and service

Implementation-led

A feature matters only when the surrounding handoff works.

Every feature is scoped around the records, owners, and decisions it needs to carry across the operating workflow.

01
Assess
Start with the system your team already trusts
Map the current tools, project records, owners, approval paths, and exceptions before changing how work moves.
02
Configure
Shape Solar1 around real handoffs
Define stages, fields, permissions, notifications, and role views around the workflow your team actually runs.
03
Validate
Test representative projects before rollout
Walk through sample jobs, edge cases, acceptance checks, and reporting needs before broader operational use.
04
Enable
Train by role, then expand with control
Confirm owners, training notes, operating rituals, and review cadence so the team knows what changed and why.

Next step

Choose one workflow to examine first.

Bring the current records, owners, approvals, exceptions, and tools. The assessment turns them into a reviewable rollout boundary.

Book an assessment