Your Shop Desk
Solar · Custom Shop Desk CRM

A Custom CRM for Solar Installers

Signing a solar deal is the easy part. The months of permits and utility paperwork after it are where customers get nervous and cancel. Your desk keeps every step visible to your team and to the homeowner.

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A Shop Desk set up the way a solar business would run it
A Shop Desk set up the way a solar business would run it

Shown: Summit Crest Air and Electric, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Solar Words

Every solar project moves down the same line. We name each stop the way your crew already does.

  1. 01Lead
  2. 02Site Survey
  3. 03Proposal
  4. 04Signed
  5. 05Permits
  6. 06Install
  7. 07Paid

A solar project on your desk hangs off the home, the roof and the utility account.

So the card asks for what you actually need, and nothing a solar business would never fill in.

  • Utility and average bill
  • Roof condition and facing
  • System size
  • Panel and inverter count
  • Permit and interconnection status
  • Permission to operate date
Where it leaks

Where Solar Businesses Lose Work

The Long Quiet After Signing

Weeks go by between contract and install with no word. The homeowner reads a bad review online and wants out.

Leads Paid for and Never Called

Leads come in from ads and events and some never get a reply that day. By the time a rep calls, they already booked a consult elsewhere.

Survey Details That Get Lost

The surveyor notes a weak rafter or a full main panel, but design never sees it. The install crew finds out on the roof.

What we would build

Fitted to How You Already Work

  • Fast Replies to Every Lead

    New leads get a reply in your voice within moments, day or night, with a way to book a consult. Your reps see where each one came from.

  • A Survey That Travels With the Job

    Roof photos, panel photos and attic notes stay on the home. Design, permitting and the install crew all work from the same file.

  • A Tracker for Permits and the Utility

    Permit, interconnection and permission to operate each get a line with a date. Your office sees which jobs are stuck and on whose desk.

  • A Homeowner Page That Shows Progress

    The customer sees each step checked off with a short note from your team. That page answers the where are we question before they call.

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Questions

What Solar Owners Ask

Can homeowners see where their permit and utility approval stand?
Yes. Their customer page shows each step and when it moved. You choose what they see and what stays internal.
Can sales reps and install crews work in the same desk?
Yes. Reps see their leads and deals, crews see their install days and job cards. Each person gets the screens they need.
Will it calculate savings for my proposals?
The proposal shows the numbers your designer puts on it. The desk does not invent savings or make promises on your behalf.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Solar Business Runs

We will tell you honestly what a desk fitted to it would take.

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