CORE-01Available
Executive Dashboard
Lifecycle KPIs, revenue, backlog, cash, delivery risk and operational exceptions.
Module Registry
160 capabilities across 23 functional areas.
Explore the records, workflows and controls available across the Solar1 operating system.
- Capabilities
- 160
- Functional areas
- 23
Aurora integration is planned. Every capability is labeled with its current release status.
Explore curated workflow pagesCapability index
Find the operating capability you need.
Showing 160 capabilities across 23 functional areas.
CORE
Product Shell & Executive Control
One Solar1ERP experience across sales, delivery, people, finance and service.
CORE-02Available
Role-Based Workspaces
Focused workspaces for Sales, Design, Operations, Field, Procurement, Finance, People, Service and Executives.
CORE-03Available
Global Search & Command Palette
Find customers, deals, installations, documents and actions without navigating separate tools.
CORE-04Available
Customer & Installation Timeline
A unified history of CRM activity, designs, quotations, projects, permits, field work, invoices and service.
CORE-05Available
Next-Action Engine
Show the required next step, owner, deadline and blocker for every active record.
CORE-06Available
Company Settings & Preferences
Manage company defaults, branches, currencies, time zones, terminology and personal preferences.
ACCESS
Users, Roles & Security
Control who can see, create, approve and change every part of Solar1ERP.
ACC-01Available
User Management
Create users, assign employees, activate access and review account status.
ACC-02Available
Role Profiles
Bundle permissions for sales reps, designers, installers, managers, finance teams and administrators.
ACC-03Available
Granular Permissions
Control access by record type, action, field, company, branch, territory and ownership.
ACC-04Available
Branch & Territory Access
Restrict customer, project, stock and workforce records to authorized operating regions.
ACC-05Available
Audit Trail
Track approvals, edits, status changes, automation actions and sensitive record access.
ACC-06Available
Feature Entitlements
Manage plan-based capabilities using versioned entitlements instead of hidden one-off flags.
LEADS
Marketing, Lead Capture & Distribution
Capture, validate, enrich, score and route every inbound solar opportunity.
LEAD-01Available
Multi-Source Lead Capture
Receive leads from website forms, imports, referrals, call centers, marketplaces and campaign integrations.
LEAD-02Available
Lead Intake Validation
Validate consent, contact details, required fields and source-specific submission rules.
LEAD-03Available
Duplicate Detection
Detect matching people, organizations, addresses, customers and active opportunities before creation.
LEAD-04Available
Territory & Utility Enrichment
Identify service territory, utility, property type and basic solar eligibility from lead data.
LEAD-05Available
Lead Scoring
Score leads with explainable factors such as geography, ownership, bill data, usage and financing interest.
LEAD-06Available
Smart Assignment & SLA Recovery
Route by eligibility, capacity, language and working hours, then reassign missed speed-to-lead SLAs.
CRM
Sales CRM, Qualification & Follow-Up
Give solar sales teams a disciplined pipeline without exposing back-office complexity.
CRM-01Available
Sales Dashboard
Pipeline value, appointments, proposals, conversion, stale deals and rep performance.
CRM-02Available
Lead & Deal Listing
Filterable lead and deal views with ownership, priority, SLA and bulk actions.
CRM-03Available
Solar Pipeline Kanban
Move deals through solar-specific stages with required exit criteria and WIP controls.
CRM-04Available
Deal Detail & Activity Timeline
Calls, emails, notes, files, products, tasks and related solar records in one view.
CRM-05Available
Solar Qualification Panel
Capture ownership, utility bill, consumption, roof, electrical service, battery and financing preferences.
CRM-06Available
Appointments & No-Show Recovery
Schedule consultations and site visits with reminders, outcomes and automated recovery.
CRM-07Available
Follow-Up & Cadence Engine
Enforce a future next action, run cadence templates and escalate inactive opportunities.
CRM-08Available
Objections, Lost Reasons & Forecasting
Track objections, deal risk, close probability, loss reasons and manager forecasts.
SURVEY
Site Survey & Field Assessment
Capture complete, design-ready evidence from the property and electrical system.
SRV-01Available
Solar Site Registry
Maintain installation, billing, utility and geolocation details for every proposed site.
SRV-02Available
Survey Scheduling
Assign surveyors, dates, vehicles and visit types before or after the sale.
SRV-03Available
Mobile Survey Forms
Use configurable residential and commercial forms for roof, structural and electrical assessment.
SRV-04Available
Photos, GPS & Evidence
Capture geotagged photos, measurements, documents, notes and customer acknowledgements.
SRV-05Available
Survey Completeness Score
Block design requests when required fields, photos or measurements are missing.
SRV-06Available
Survey Report & Design Handoff
Generate a structured report and send verified site data into the design queue.
DESIGN
Solar Design & Energy Modeling
Manage manual and external design workflows without losing equipment or version history.
DSN-01Available
Design Request Queue
Assign design requests with site evidence, SLA, priority, provider and revision status.
DSN-02Available
Manual Design Summary
Record system size, equipment, production estimate, offset and assumptions without an external tool.
DSN-03Available
OpenSolar Integration
Create projects and import supported design, production, equipment and proposal outputs.
DSN-04Planned
Aurora Integration
Connect Aurora projects and retrieve supported design and pricing summaries.
DSN-05Available
PVsyst Import / Simulation Review
Import engineering results or run controlled specialist simulations for commercial projects.
DSN-06Available
Design Versions & Options
Compare revisions, cash/battery options, alternate equipment and superseded designs.
DSN-07Available
Equipment Mapping & BOM Snapshot
Map provider components to catalog Items and freeze the accepted bill of materials.
PROPOSALS
Proposals, Financing & Contracts
Turn an approved design into a clear, trackable and commercially controlled offer.
PRO-01Available
Proposal Listing
View every proposal by customer, version, amount, financing type and acceptance status.
PRO-02Available
Proposal Builder from Deal
Create a proposal from CRM Deal data, catalog Items, pricing and the selected design.
PRO-03Available
Cash & Financing Scenarios
Present cash, loan and other supported payment structures without duplicating the equipment scope.
PRO-04Available
Savings & Production Summary
Show system size, annual production, offset, assumptions, incentives and projected economics.
PRO-05Available
Branded PDF & Portal Preview
Render a fully branded proposal for download and secure customer review.
PRO-06Available
Send, View Tracking & E-Sign
Send proposals, record delivery and views, and connect a supported e-signature provider.
PRO-07Available
Proposal Version Comparison
Compare pricing, equipment, production and financing changes across revisions.
PRO-08Available
Contract, Acceptance & Cancellation
Record signed terms, deposits, cancellation windows, reasons and accepted commercial snapshot.
HANDOFF
Sales-to-Operations Handoff
Convert a signed solar sale into a complete, non-duplicated execution record.
HND-01Available
Handoff Readiness Checklist
Validate customer, site, contract, financing, deposit, design, utility, AHJ and equipment readiness.
HND-02Available
Customer & Address Matching
Match or create the customer record, contacts and billing/installation addresses safely.
HND-03Available
Quotation-to-Sales-Order Flow
Carry accepted items, quantities, pricing, taxes and deal context into the confirmed order.
HND-04Available
Project & Installation Creation
Create the execution Project and Solar Installation from the accepted commercial snapshot.
HND-05Available
Idempotent Handoff Runs
Record each handoff step, payload hash, result and retry without creating duplicates.
HND-06Available
Holds, Cancellations & Sunk Cost
Track blocked or cancelled sales and preserve survey, design and acquisition costs.
PROJECTS
Project Planning, Milestones & Change Control
Run each installation through evidence-based stages, dependencies and cost controls.
PRJ-01Available
Installation Project Dashboard
See lifecycle stage, schedule, blockers, cost, documents and responsible teams.
PRJ-02Available
Project Templates
Apply reusable residential, commercial, battery and branch-specific task structures.
PRJ-03Available
Stage & Milestone Management
Track survey, design, permit, procurement, install, inspection and PTO milestones.
PRJ-04Available
Readiness & Dependency Engine
Prevent scheduling or stage completion until required evidence and dependencies exist.
PRJ-05Available
Tasks & Work Packages
Assign structured work to teams with dates, priorities, checklists and approvals.
PRJ-06Available
Solar Change Orders
Control technical, commercial, inventory, permit and schedule impacts of post-sale changes.
PRJ-07Available
Schedule, Cost & Risk Baseline
Freeze the approved plan and compare actual progress, cost and forecast variance.
ENGINEERING
Engineering, Plan Sets & Technical Approval
Control drawings, reviews and approved-for-use technical packages.
ENG-01Available
Engineering Package
Group calculations, drawings, specifications and supporting documents by project.
ENG-02Available
Plan Set & Revision Control
Track revision numbers, disciplines, superseded files and current approved versions.
ENG-03Available
Review Comments & Redlines
Assign comments, resolve redlines and preserve reviewer decisions.
ENG-04Available
Technical Approval Gates
Require engineering approval before permitting, procurement or installation.
ENG-05Available
Equipment Substitution Review
Evaluate BOM, design, permit and interconnection impacts before approval.
ENG-06Available
Approved-for-Construction Snapshot
Freeze the exact package referenced by permitting and the installation work pack.
PERMITTING
AHJ & Permit Management
Standardize permit knowledge, packet preparation, submission and review.
PER-01Available
AHJ Directory
Store jurisdiction contacts, portals, service areas and submission methods.
PER-02Available
Permit Requirements Library
Version requirements, forms, fees, review windows and evidence sources.
PER-03Available
Permit Packet Builder
Assemble the required application, drawings, calculations and supporting documents.
PER-04Available
Submission & Fee Tracking
Record submission channel, dates, identifiers, fees and payment status.
PER-05Available
Plan Review Comments
Capture reviewer comments, ownership, due dates and required corrections.
PER-06Available
Resubmission & Approval
Manage revisions, resubmissions, approval documents and permit expiry.
PER-07Available
Requirement Change Impact
Identify active projects affected by a jurisdiction rule change.
INTERCONNECTION
Utility, Inspection & Permission to Operate
Track the utility journey from application through inspection, meter work and PTO.
INTC-01Available
Utility Directory
Maintain utility contacts, territories, portals, programs and application channels.
INTC-02Available
Interconnection Requirements
Version forms, technical rules, fees, timelines and program-specific requirements.
INTC-03Available
Application Packet
Build and validate the utility application package from approved project data.
INTC-04Available
Submission & Deficiency Tracking
Track identifiers, reviews, deficiencies, corrections and utility communications.
INTC-05Available
Inspection Scheduling & Results
Coordinate AHJ or utility inspections, outcomes, failures and reinspection.
INTC-06Available
Meter & PTO Tracking
Record meter exchange, commissioning evidence, approval and PTO documentation.
INTC-07Available
Installed-to-PTO Aging Dashboard
Surface installed projects delayed by inspections, utility action or missing evidence.
PROCUREMENT
Procurement & Vendor Management
Turn the accepted design into reliable material demand and controlled purchasing.
BUY-01Available
Supplier Management
Maintain supplier profiles, terms, contacts, lead times, performance and approved brands.
BUY-02Available
Material Demand from Design
Generate project demand from the accepted design, BOM and installation template.
BUY-03Available
RFQ & Supplier Comparison
Request quotes and compare price, availability, freight, terms and delivery.
BUY-04Available
Purchase Orders & Receipts
Create and track purchase orders, receipts, invoices and project attribution.
BUY-05Available
Shortage & Lead-Time Dashboard
Show material shortages and delivery risk against planned installation dates.
BUY-06Available
Approved Substitutions
Control alternate equipment with design, permit and compatibility checks.
INVENTORY
Inventory, Warehouse & Equipment Traceability
Control material from receipt through staging, truck, installation, return and service.
STK-01Available
Equipment Catalog & Technical Specs
Use the item catalog as the master for panels, inverters, batteries, racking and services.
STK-02Available
Warehouses, Staging & Truck Stock
Model branches, staging areas and controlled vehicle stock without duplicating inventory.
STK-03Available
Project Material Allocation
Reserve available material to installations without pretending it has physically moved.
STK-04Available
Solar Kits, BOMs & Loadouts
Prepare reusable kits, staged pick lists and crew loadout records.
STK-05Available
Barcode & QR Scanning
Scan equipment at receipt, loadout, installation, return and service.
STK-06Available
Serial & Installed Equipment Traceability
Trace serialized equipment from supplier receipt to customer site and warranty history.
STK-07Available
Returns, Scrap & Material Variance
Compare designed, issued, installed, returned and scrapped material.
FIELD
Scheduling, Dispatch & Installation Execution
Give operations and field crews one readiness-aware mobile workflow.
FLD-01Available
Crew & Skill Management
Build crews from qualified employees, licenses, certifications and availability.
FLD-02Available
Dispatch Board
Assign ready jobs using date, location, duration, skills, vehicle and material constraints.
FLD-03Available
Install Readiness Calendar
Show schedulable projects and blockers before dates are promised.
FLD-04Available
Mobile Daily Jobs
Provide technicians with today’s route, job details, contacts, documents and primary actions.
FLD-05Available
Travel, Arrival & Work Time
Capture start travel, arrival, work, breaks and completion as controlled time events.
FLD-06Available
Installation Checklists
Run roof, electrical, battery, commissioning, safety and cleanup checklists.
FLD-07Available
Issues, Punch Lists & Rework
Capture defects, blocked work, missing material, corrective tasks and rework cost.
FLD-08Available
Customer Signoff & Completion Pack
Collect signatures, final photos, installed serials and closeout evidence.
PEOPLE
HR, Payroll, Time & Workforce
Connect employees, attendance, skills, payroll and project labor without conflating them.
HR-01Available
Employee Directory
Manage employee identity, department, designation, manager and employment status.
HR-02Available
Recruitment & Onboarding
Track openings, applicants, offers, onboarding tasks and employee creation.
HR-03Available
Skills, Licenses & Certifications
Record training, expiry dates and eligibility for solar field work.
HR-04Available
Shifts, Attendance & Check-Ins
Manage schedules, attendance and location-aware employee check-ins.
HR-05Available
Leave & Expense Claims
Process leave, travel expenses, reimbursements and approvals.
HR-06Available
Timesheets & Project Labour Cost
Allocate employee time to deals, projects and tasks using controlled costing rates.
HR-07Available
Payroll & Payslips
Run salary structures, payroll entries, deductions, overtime and employee payslips.
HR-08Available
Labour Reconciliation & Capacity Forecast
Compare attendance, allocated time, payroll actuals, standard cost and future capacity.
FLEET
Fleet, Travel, Fuel & Maintenance
Connect vehicles and trip costs to employees, projects, maintenance and accounting.
FLT-01Available
Vehicle Registry & Assignment
Maintain vehicles, ownership, documents, responsible employees and crew assignments.
FLT-02Available
Vehicle Mileage & Odometer
Record mileage, fuel, service details and usage history.
FLT-03Available
Fuel, Tolls & Trip Expenses
Capture trip-related costs and route approved claims into accounting.
FLT-04Available
Maintenance Work Orders
Plan service, diagnose issues, issue parts and purchase unavailable spares.
FLT-05Available
Incidents, Fines & Charge Review
Document accidents, citations, responsibility and approved employee deductions.
FLT-06Available
Vehicle TCO & Telematics
Combine depreciation, fuel, maintenance, insurance, downtime and optional tracking data.
FINANCE
Accounting, Billing, Cash & Profitability
Connect revenue, materials, labor, purchasing and cash to installation economics.
FIN-01Available
Sales Invoicing & Payment Milestones
Invoice deposits, progress milestones, completion and other contract terms.
FIN-02Available
Accounts Receivable & Collections
Track outstanding balances, payment promises, aging and collection actions.
FIN-03Available
Purchasing & Accounts Payable
Control supplier invoices, approvals, payment terms and project attribution.
FIN-04Available
Expenses & Reimbursements
Categorize employee, vehicle, permit, travel and project expenses.
FIN-05Available
Project Budget & Committed Cost
Compare approved budget with purchase commitments and actual cost.
FIN-06Available
Forecast at Completion
Forecast final project cost and margin from actuals, commitments and remaining work.
FIN-07Available
Margin Waterfall & Cost per Watt
Measure proposal margin, installed cost, contribution, rework and cancellation loss.
FIN-08Available
Payroll Actual vs Standard Labour
Reconcile project timesheet costing with actual payroll without double counting.
PORTAL
Customer Portal, Documents & Notifications
Give customers a fully branded, reliable and controlled post-sale experience.
PRT-01Available
Branded Customer Portal
Provide a Solar1-branded portal with installer-specific domain, logo and messaging.
PRT-02Available
Customer Milestone Timeline
Translate internal stages into clear customer-safe progress updates.
PRT-03Available
Customer Action Requests
Request documents, signatures, payments, access or decisions with due dates.
PRT-04Available
Document Vault & Requests
Store required document types, versions, approvals, expiries and customer uploads.
PRT-05Available
Notification Delivery Tracking
Record provider ID, delivery, retry, bounce and failure for every customer message.
PRT-06Available
Email / SMS Templates & Preferences
Manage branded templates, channels, opt-ins and language preferences.
PRT-07Available
Support Ticket Hub
Give customers one place to raise and follow support requests.
PRT-08Available
White-Label Domain & SMTP
Use installer domains and sending identities without exposing upstream product branding.
SERVICE
Service, Warranty & System Upgrades
Maintain the installed system after PTO and convert service history into long-term value.
SVC-01Available
Installed System Registry
Maintain the final system configuration, site, commissioning and PTO record.
SVC-02Available
Installed Equipment & Warranty
Track models, serials, warranties, installers and replacement history.
SVC-03Available
Service Case Intake
Receive customer, monitoring and internal service requests with severity and entitlement.
SVC-04Available
Diagnostics & Monitoring Alerts
Ingest supported monitoring events and guide structured troubleshooting.
SVC-05Available
Service Work Orders & Dispatch
Assign technicians, parts, dates, time and customer communication.
SVC-06Available
Warranty Claims, RMA & Recovery
Manage manufacturer claims, returns, credits and recoverable service cost.
SVC-07Available
Upgrades, Expansions & Orphaned Systems
Create battery, EV, expansion and takeover opportunities without altering historical design.
ANALYTICS
Analytics, Data Quality & Automation Control
Manage the business from lifecycle exceptions rather than disconnected app reports.
ANL-01Available
Executive Lifecycle Dashboard
Track lead-to-PTO throughput, backlog, revenue, cash and service performance.
ANL-02Available
Funnel & Cohort Analytics
Analyze conversion, cycle time and cancellation by source, territory, rep and cohort.
ANL-03Available
Permit & Interconnection Aging
Surface jurisdiction and utility delays by owner, stage and root cause.
ANL-04Available
Project Margin & Labour Analytics
Compare budget, committed cost, actuals, labor efficiency and forecast margin.
ANL-05Available
Data Quality Scorecards
Find missing required data, stale records, duplicate identities and source-of-truth drift.
ANL-06Available
Automation Health & Retry Handling
Review failed automations, retry outcomes, ownership and resolution status.
ANL-07Available
Custom Reports & Scheduled Digests
Create role-specific reports and send recurring operational summaries.
INTEGRATIONS
APIs, Connectors & Data Exchange
Integrate external systems through observable, retryable and maintainable adapters.
API-01Available
Integration Registry
Manage connector type, credentials reference, direction, ownership and health.
API-02Available
Field Mapping
Map external fields and values into controlled Solar1 schemas.
API-03Available
Sync History & Retry Queue
Track every synchronization, failure, retry and resulting record.
API-04Available
Webhooks & API Tokens
Expose authenticated events and APIs with rotation, scope and audit controls.
API-05Available
Solar Design Connectors
Connect supported design, engineering and proposal platforms through provider adapters.
API-06Available
Payments & Communications Connectors
Integrate payment gateways, email, SMS, e-signature and support providers.
API-07Available
Import, Export & Migration Tools
Run validated bulk imports, exports, reconciliation and migration reports.
PLATFORM
Operational Readiness & Service Continuity
Keep every Solar1 workflow reliable, current and ready for customer work.
PLT-01Available
Customer Workspace Setup
Prepare customer workspaces with domains, operating preferences and implementation templates.
PLT-02Available
Workflow & Service Updates
Manage tested workflow improvements and customer-facing service updates.
PLT-03Available
Change Stages & Demonstration
Keep planning, validation, demonstration and live operating records separated as changes move into service.
PLT-04Available
Continuity Backups & Restore Testing
Protect operational records with encrypted backups and prove restoration through recurring drills.
PLT-05Available
Service Health & Alerts
Surface workflow delays, failed actions, response issues and service health alerts.
PLT-06Available
Safe Change & Recovery Control
Promote tested workflow changes, verify service health and recover safely when needed.
PLT-07Available
Customer Support & Incident Records
Link customer issues to the affected workflow, change, severity, owner and resolution.
PLT-08Available
Service Updates & Maintenance Windows
Publish customer-facing changes, known issues, maintenance and recovery updates.