See Which Installs Are Stuck With Solar Business Software
Inspection and the utility can hold a finished install for weeks. Procured shows who has each job, so you call the homeowner before they call you.
From Signed Deal to Turn-On, Home by Home
A solar job runs from the first quote to a warranty call years later. Procured follows each home the whole way.
Utility Delays Logged on Every Stuck Job
The Patel job passed inspection 2 weeks ago. It still waits on the utility's permission to operate (PTO). Mark it On Hold with the filing date, and you can answer when the homeowner calls.
- Flip a job to On Hold at inspection → you see what's stuck
- Note the date you filed with the utility → you know when to chase
- Filter by On Hold each Monday → call homeowners before they call you
- Note who's holding it up: town, utility or you → no guessing
- Photo the signed inspection card → the proof stays with the job
- Complete the job when PTO comes in → it leaves your open list
- Open job history → every status change has a date
Money Down Before the Panel Order Goes In
Panels and an inverter for a 9 kW job cost thousands before you're paid. Write the deposit into the quote, so signing means paying. The balance invoice comes from the finished job.
- Write the deposit into the quote → the homeowner pays when they sign
- Order panels after the deposit lands → your own cash stays put
- Invoice the balance from the completed job → line items carry over
- Offer bank transfer on the balance → less lost to card fees
- Log a homeowner's check → the balance updates
- Check what each homeowner still owes → no balance slips past PTO
- Add a late main panel upgrade to the final bill → extras get paid
Add a Battery Option to the Same Quote
The homeowner has 3 proposals on the fridge. Yours shows panels alone and panels plus a battery, side by side. You see when they open it, and they can sign from their phone.
- Save panels, inverters and racking in the price book → lines price themselves
- Offer panels only or panels plus battery → the homeowner picks
- Save a template for your common system size → new quotes start filled in
- Spot the Viewed tag on the proposal → call while it's fresh
- Resend the proposal after a quiet week → it's the one they reread
- Attach a screenshot of the roof layout → they see their own house
- Let them ask for changes in the quote link → no phone tag
Book Surveys, Installs and Inspections by Crew
A survey takes an hour. An install takes 1-3 days on the roof, then the electrician ties it in. Book each visit for its full length, and see every crew side by side.
- Block the install across its roof days → the crew's week is clear
- Drag an install to Thursday when rain hits → the crew sees it
- Put surveyors and installers in team view → open days are easy to spot
- Color code surveys, installs and service calls → see which days are roof days
- Assign the electrician for tie-in day → they get notified
- Have installers punch in on roof day → you see labor hours per array
- Move the Garcia survey by voice → no typing with gloves on
Steady Service Work From Orphaned Systems
The Lopez family's installer closed, and their inverter shows an error code. They find your site and send a request with a photo of the screen. You quote the diagnostic fee and book the visit.
- Add a service request form to your site → stranded homeowners find you
- Get a photo of the inverter's error screen → bring the right part
- Quote the diagnostic fee up front → no free truck rolls
- Make the accepted diagnostic quote a job → Tuesday's visit is set
- Note old and new part numbers → the swap is on record
- Quote panel detach-and-reset for re-roofs → roofers send you work
- Bill the inverter swap before leaving → paid by card that day
Survey Photos and Serial Numbers in One Place
Five years from now, a warranty call comes in on the Kim house. The roof photos, panel label and inverter serials sit on that job. You start the claim with facts, not a ladder.
- Shoot roof planes on the survey → design without a second trip
- Photo the main panel label → size the breaker before install day
- Type inverter and optimizer serials in the notes → warranty claims start faster
- Add before and after roof photos → answer leak questions with proof
- Log racking and conduit used → material cost matches the job
- Keep one client profile per home → a service call years later has history
- Attach a photo of the signed agreement → no hunting through email
Try It Free for 14 Days
Use solar business software free for 14 days and start booking jobs and sending invoices from day one.
Terms an Owner-Installer Can Read Between Roofs
Permit and utility delays already tie up your cash. Procured's terms won't add to that.
Built for Installers Who Climb the Roof
If you sell it, climb the roof and wire the tie-in yourself, Procured fits. Sales-heavy and design-heavy shops will need other tools too.
| Procured Is For | Procured Is Not For |
|---|---|
| Most jobs are home rooftops, done by 1-3 install crews | You need array design, shade reports or production modeling |
| You sell, survey and install, with no separate permit team | You want permit and interconnection packets filed from the app |
| Most homeowners pay cash or bring their own loan | You bill in milestones or wait on lender draws |
| You take service calls on systems you didn't install | You want alerts pulled from inverter monitoring apps |
| Your paperwork happens at night, after you climb down | You pay door-to-door reps commissions and track canvassing turf |
| You add batteries to arrays you or others installed | You need warranty claims and panel stock handled in one system |
| You're done tracking installs on a whiteboard and in texts | Your work is utility-scale farms or a 100-rep sales floor |
What Is Solar Business Software?
Solar business software holds a solar company's quotes, job status, crew calendars and invoices. For a small installer, that means one record per home. It runs from the signed contract to PTO and on to later service. Procured covers that side, but it doesn't design arrays or file permits.
Common Questions
Do I still need a solar design tool?
Is Procured the kind of tracker that tilts panels toward the sun?
Can I quote a system per watt?
Can my crew use the app up on the roof?
Does it work as solar CRM software for a small sales team?
Will homeowners get status updates while they wait on PTO?
Can solar project management software bill a third payment at install?
Will Procured work with my bookkeeping?
Is solar business software worth paying for when it's you and a helper?
Can I test it on a few live jobs before spring?
Ready to Grow Your Solar Business Software Business?
Join thousands of field service professionals who trust Procured to run their business.