Guide to Business Management Software for Solar Entrepreneurs

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Solar contractors have many options when it comes to industry-specific business software. The most comprehensive platforms attempt to integrate each step of the solar installation sales process into one. Here are the popular choices on the market that cover most or all of the needs of solar contractors.

Solar Aurora

Aurora Solar’s bread and butter is the system design, but it also handles many other steps in the solar sales process. Installers will find robust site and electrical modeling, shading analysis, and system design capabilities on this platform. Designers can drag and drop BOS modules and components into the software, or choose the automatic system designer.

Aurora performs comprehensive checks to ensure systems are NEC compliant, including string sizing, inverter wattage, fire code setbacks and more. The platform also allows users to simulate energy production and generate loss diagrams to ensure the best system design.

Once the design is complete, teams can generate customizable sales proposals that include multiple financing options. Users can then submit tint reports for discounts and export diagrams needed for permit approvals.

What sets it apart: “One platform for all your needs, from lead capture to sales proposal, using AI-powered automation, accuracy, and a world-class customer support team.”

Cost: Aurora is a monthly or yearly subscription based software with multiple plans. The most popular is the $220/user/month annual premium subscription.

Features:

Lead generation and follow-up

Other: Battery storage and backup scaling, API integration, sales quotes, contract management

ENACT’s Envision and Engage

Enact Systems brings two different applications to the table – one for the solar business owner and one for the solar customer. The Envision platform is the main business database. Teams use Envision to upload leads and view a live project dashboard. Project managers can then use high-resolution satellite imagery to create residential or commercial layouts and analyze energy production for solar or storage projects.

Envision offers a 3D shading mode to help visualize project designs before tying everything together in a custom proposal or contract. This step includes a detailed bill of materials with item pricing and can incorporate different financing structures such as loans, leases or PPAs. The platform also allows owners to generate forms and collect electronic signatures.

After the sale, the team can view analytics in the Envision app and onboard customers to the Engage app for personal follow-up.

What sets it apart: “Our ENVISION proposal software generates complete 3D solar energy diagrams with shading (with storage option), electric rate analysis, pricing and bill of materials details for a complete, highly customizable proposal. We have a workflow module integrated for project management and documents, crucial for scaling the operations team.”

Cost: Three tiers of subscriptions, with the lowest option costing $239/month for up to three users.

Features:

Lead generation and follow-up

Other: separate customer application for performance monitoring, open to all UPS and storage brands (with installer logo)

Energy Tool Base

Energy Toolbase makes the list for its advanced solar + storage proposition capabilities. This software could help installers looking to grow their solar + storage business.

ETB can quickly model utilization rates and energy storage. The software can also accurately calculate utility costs, energy savings and project economics through its in-house utility pricing team. Once the calculations are complete, contractors can choose from a library of customizable templates or create their own from scratch.

What sets it apart: “ETB Developer is the smartest project modeling tool in the solar and energy storage industry and the only tool with an in-house utility pricing team to ensure the utmost accuracy in your financial analysis projects. The software includes robust treasury capabilities in transactions and incentives for your projects and can model projects in any state or market.

Cost: $150/month for one user, with monthly price decreasing as the number of users increases.

Features:

Lead generation and follow-up

Other: Storage integrations with industry leading hardware vendors to model any storage equipment or system

Form

Shape is a general sales CRM service that now offers a solar-specific sales platform. The solution’s lead database includes features like auto-follow and other custom triggers. Electronic signatures can be collected directly from the application. Unique to other solutions, Shape allows teams to manage marketing projects such as automated drip campaigns and email newsletters.

Installers can also schedule appointments like site surveys or customer meetings from the app.

What sets it apart: “All-in-one solar sales software solution with no need to purchase or integrate any other software. Proposal tool, dialer, email signature, SMS, lead management, advertising, customer portal and over 100 other features in one system.“

Cost: $99/month per user.

Features:

Lead generation and follow-up

Other: Lead scoring, lead advertising, customer portal, prioritization, dialer, texting

Seeing

Sighten’s CRM system allows contractors to create prospect profiles with an easy address lookup that pulls data from utilities, incentives, local weather, and typical energy usage. Entrepreneurs can then do cash quotes or any supported financing options, as well as a side-by-side comparison of savings. Then they can generate a customizable solar proposal including tax credits, rebates, feed-in tariffs and more.

When the owner is ready to sign, contractors can email documents directly to the client for electronic signature. All sales and installation documents are centralized in the program.

At setup, Sighten helps teams track all project tasks, approvals, and operations through to completion.

What sets it apart: “Sighten is the only truly complete solar software platform – a connection for your solar business, from driving to design to installation. In addition to solar, we support non-solar product modeling including storage , energy efficiency and electric vehicles.Sighten also integrates leading financing programs to facilitate the qualification and closing of transactions from the Sighten platform.

Cost: The basic subscription is $199 per month for unlimited users.

Features:

Lead generation and follow-up

Other: CRM, Project Management, Storage, Efficiency, VE, Documents, E-Signature, API, C&I Solar

Solargraf

Solargraf features a simple interface reminiscent of other team management platforms like Google. Business owners can create roles and permissions for all staff, import leads, and view active projects on a dashboard.

The software can generate customizable quotes using shading analysis data along with mounting type, roof pitch, and panel angle information from the company’s proprietary algorithm. In the proposal, entrepreneurs can also offer several product and price options.

Once the project is sold, contractors can offer financing through Solargraf’s partners, order permits directly through their account and more.

What sets it apart: “Solargraf is extremely easy to learn and use, no designer required. Solargraf uses the latest HD images to generate clear, comprehensive quotes with just a few simple clicks, while offering full remote selling capabilities and a comprehensive list of features including shade analysis and shade reports, proposals with “good, better, best” options, simple financing and permitting orders, making it a one-stop-shop for installers looking to expedite their sales and quote workflow, while taking supports the after-sales process.

Cost: The Featherweight plan starts at $229/month paid annually. The welterweight plan starts at $345/month paid annually and the heavyweight plan starts at $459/month paid annually. Custom/Enterprise solutions are also available.

Features:

Lead generation and follow-up

Other: Shading Report Commands, Proposal as a Service Commands

SolarSuccess

SolarSuccess is a single database that incorporates many stages of the solar business cycle and allows third-party application integration for anything that might be missing. Installers can manage accounting, inventory and project progress from the dashboard.

Team members can view instant project updates, view costs, sales, project schedules, status updates and more from the platform. Project milestones can automatically trigger accounting functions in the software. Users can forecast supply chain costs and view real-time equipment availability and pricing information for selected vendors.

SolarSuccess also offers solar-specific project templates for interacting with financiers and storing documents.

What sets it apart: “SolarSuccess is the most comprehensive business management software for solar installers. The most supporting integrations are supported, including drones, solar proposals, real estate data, HOA data, AHJ data and more.

Cost: Volume pricing applies with module swatches, but a blended price is $70-$140/user per month.

Features:

Lead generation and follow-up

Others: Sales/CRM, Project Management, Accounting, Inventory Management, Asset Management, Service Management, Team Collaboration


Investing in solar business software can be daunting, but it will likely pay off quickly with streamlined operations and cost savings.

Updated to reflect expanded Energy Toolbase offerings on October 27.

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