Close More Solar Deals and Install on Schedule
Long sales cycles and permit delays kill solar revenue. Smarfle keeps every project moving from site assessment through final inspection so nothing stalls.
23
8
$47,200
4
Martinez Residence
10kW Roof Mount Installation
Chen Family Home
Site Assessment
Willowbrook HOA
Commercial Ground Mount
Davis Property
Battery Storage Add-On
Sound familiar?
Leads Go Cold During Long Sales Cycles
Solar sales take weeks or months. Between the initial consultation and signed contract, prospects go quiet because nobody followed up on time. By the time you call back, they signed with someone else.
Permit Status Is a Black Hole
Every jurisdiction has different timelines and requirements. Tracking which permits are submitted, approved, or stalled across dozens of active projects means constant phone calls to the permitting office and frantic spreadsheet updates.
Installation Crews Show Up Without Complete Info
Roof type, panel layout, electrical specs, and HOA restrictions live in different emails and documents. Crews arrive on site missing critical details, causing delays and return trips that eat your margins.
Built for solar businesses
Not a generic CRM. Every feature is tailored to how solar companies actually work.
Pipeline Tracking from Lead to Power-On
Every prospect moves through defined stages: consultation, site assessment, proposal, contract, permitting, installation, inspection. You see exactly where every deal stands at a glance.
Automated Follow-Up Sequences
Schedule SMS and email reminders at key milestones. Leads get nudged before they go cold, clients get updates when permits move, and crews get notified when a site is ready for installation.
Site Assessment Documentation
Attach roof photos, shading analysis notes, electrical panel specs, and measurements directly to the work order. Everything the install crew needs is in one place before they leave the shop.
Project-Based Invoicing with Milestones
Bill deposits at contract signing, progress payments before installation, and final invoices after inspection. Each milestone generates its own invoice automatically.
Client Portal with Project Timeline
Homeowners log in to see their project status, uploaded documents, permit updates, and invoices. Fewer status calls for your team, more confidence for the customer.
Is Smarfle the right fit for your solar business?
We built this for a specific type of business owner. Tap each one that sounds like you.
We built this for you if...
Tap the ones that resonate
This probably isn't for you if...
And that's okay
Full Project Lifecycle in One System
From the first phone call to the final inspection, every document, photo, permit status, and payment lives on one project record. Pull up any job and see the complete history without searching through emails or shared drives.
Everything your solar business needs
Three ways Smarfle transforms how you operate, get paid, and grow.
Project Stage Pipeline
Every job moves through defined stages from consultation to power-on. Your dashboard shows exactly how many projects sit at each stage so nothing gets stuck.
Site Assessment Documentation
Sales reps upload roof photos, shading analysis, panel layout sketches, and electrical panel specs directly to the project record from the field.
Crew Assignment with Install Specs
Assign installation crews to projects with all technical details attached. Crews open the work order and see everything they need before arriving on site.
Permit and Inspection Tracking
Log permit submission dates, approval status, and inspection results on each project. Filter your board to see which permits need follow-up today.
Plans that grow with your solar business
All plans include a 7-day free trial. No credit card required.
Starter
Solo operators & small teams
- Up to 3 users (1 owner + 2 techs)
- Up to 100 clients
- 1 GB storage
- Unlimited work orders & invoices
- Client portal
- Scheduling calendar
- Reports & analytics
- Review requests
- Voice AI receptionist (usage-based)
Professional
Growing service businesses
- Up to 10 users
- Up to 500 clients
- 3 branch locations
- 5 GB storage
- Everything in Starter
- AI email & SMS drafts
- GMB rank tracking
- Voice AI receptionist (usage-based)
Business
Multi-location operations
- Up to 30 users
- Up to 1,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Priority support
- Voice AI receptionist (usage-based)
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
Solar CRM questions
Ready to run your solar business from one place?
Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.
7 days free · No credit card · Cancel anytime