Solar CRM Software That Closes Deals and Installs on Schedule
A solar sale takes months and a dozen touchpoints. Smarfle carries it through the site visit, install scheduling, milestone invoicing, and the referral follow-ups that lower your acquisition cost. From $19/month.
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
Everything a solar business runs on
Smarfle connects everything a successful local business runs on: website, Google Business Profile, call tracking, lead follow-up, CRM, review requests, payments, and recurring orders. One platform. Start with the solar workflows below.
Solar Scheduling Software
Site surveys, multi-day installs, post-install inspections. Solar scheduling is project-based, not service-call. Smarfle handles the project timeline + crew dispatch + the city inspection coordination.
Learn moreSolar Dispatch Software
Solar dispatch is project-based. Site survey + multi-day install + city inspection. Not service-call. Smarfle's dispatch board orchestrates the project + the crew.
Learn moreSolar Billing Software
Solar billing is project-based: deposit + milestone + final + monitoring contract. Smarfle handles all four phases with saved cards + ACH for the big numbers.
Learn moreSolar Invoicing Software
Multi-milestone project invoicing + monitoring contract auto-billing. Solar invoicing covers all phases. ACH preferred for big invoices.
Learn moreThe growth side, built in
Solar Call Tracking
Solar buyers research for months and call twice. Tracking keeps both conversations on the record, tied to the campaign that produced them.
Reviews & Google Business Profile
Reviews from real installs counter the industry's pushy-sales reputation, and a maintained Google profile anchors the credibility a five-figure sale needs.
Website & Lead Follow-Ups
Savings-estimate requests feed the CRM, and long follow-up sequences match the long solar decision cycle instead of giving up after one call.
Plans that grow with your solar business
All plans include a 7-day free trial. No credit card required.
Solo
Sole operators getting started
- 1 user
- Up to 100 clients
- 1 GB storage
- Public booking link + calendar
- Client management
- Work orders with photos
- Invoices + Stripe payments
- Activity log, tags, custom fields
- Mobile PWA + CSV import/export
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 200 clients
- 1 GB storage
- Everything in Solo
- Voice AI receptionist (usage-based)
- GMB rank tracking
- Search Console integration
- API access + webhooks
- Branded client portal
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
- AI work order summaries
- GBP Posts + Dashboard
- Workflows automation
- Website builder + AI content
Business
Multi-location operations
- Up to 30 users
- Up to 1,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Priority support
- Higher AI credit limits
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
Where solar businesses lose time and money
The day-to-day friction every solar owner recognizes.
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.
Milestone Payment Schedules
Site survey, permit, install, and PTO each trigger their payment automatically, matching cash to project progress.
Every solar call, handled your way
Your business number routes however you decide, and you can mix modes by schedule: forward to your phone during the day, switch to text-back or the AI after hours.
Plain forwarding
$0.04/min
Just rings your phone. Every call logged as answered or missed.
Forward with call tracking
$0.10/min
Rings your phone. Recorded, transcribed, summarized, and logged to the customer record.
Busy message + text-back
~$0.05/call
Plays your message, hangs up, and texts the caller. Replies land in your Inbox as leads.
AI receptionist
$0.25/min
The AI answers, qualifies the caller, and books the job. Great after hours if you want it.
Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.
How a solar install flows through Smarfle
From utility-bill consult to PTO — long projects with permits stay coordinated.
- 1
Lead from rate-rise calls
Web form, AI receptionist, or door-to-door referral. Utility bill attached, address captured.
- 2
Site survey + design booked
Calendar slot for the survey. Custom fields capture roof type, panel count target, utility, and HOA status.
- 3
Proposal + permit work tracked
Proposal built from line items, permits and interconnect agreements logged as expenses, contract signed via e-sign, deposit via Stripe.
- 4
Install + inspection coordinated
Multi-day install tracked with daily photos, job checklist for racking / panels / inverter / interconnect, time tracking per trade, and parts pulled from inventory.
- 5
PTO + invoice + monitoring + review
Final invoice on PTO via Stripe payment link, review request after first month of generation, maintenance reminders for annual inspection.
Same flow for every solar business, only the terminology and details change.
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.
The full solar toolkit, in detail
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.
Solar CRM Software for Sales + Install + PTO
Solar is unlike most field service businesses. The sales cycle is 30-90 days (with 5-7 touchpoints before close), the install is a 1-3 day event, and the permit-to-PTO timeline can stretch 60-120 days after the install. A real CRM for solar companies has to model all three layers together. Generic field-service CRMs only handle the install. Generic sales CRMs only handle the deal. Smarfle is solar CRM software built for the whole journey: lead capture from your bid form, contract + financing approval workflow, permit + interconnection tracking, install scheduling, and PTO milestone billing.
A solar CRM that owns lead capture through PTO billing, with permit + interconnection milestone tracking baked in, is what turns a 50-install-per-year shop into a 300-install operation without doubling the office team.
Lead-to-contract sales pipeline
Site assessment requested via website, AI receptionist captures the lead, sales rep gets dispatched, proposal generated from your template, contract signed via SMS, financing application kicked off. The best CRM for solar business consolidates all of this into one timeline per customer.
Permit + interconnection milestone tracking
Each project has its own permit status (submitted, approved, denied with revisions), inspection schedule, and utility interconnection timeline. Smarfle's solar CRM systems remind you when permits are about to expire or inspections are overdue, so projects don't stall in the permit queue.
Install crew + equipment dispatch
Install day requires the right crew, the right inverter + panel SKUs on the truck, and the right inspector booked. CRM for solar tracks crew availability, equipment inventory, and inspector bookings so install days run smooth.
Milestone billing aligned with finance partners
Most solar deals bill at contract (10%), install complete (60%), and PTO granted (30%). Solar finance partners often hold escrow until PTO. Smarfle handles each milestone invoice + tracks finance company payments alongside customer payments.
Solar CRM questions
Related industries
Other trades using Smarfle to run their book of business.
Electrical CRM
Solar is electrical work. Panel and inverter jobs run the same estimate, permit, and crew pipeline.
ExploreRoofing CRM
Panels mount on roofs. Roof condition and re-roof timing drive solar jobs, so the trades pair naturally.
ExploreGeneral Contractor CRM
Home-improvement project work with permits, financing, and multi-stage scheduling.
ExploreWhy businesses stay
A Florida company that treats you like a partner
We answer requests the same day. If your business needs a new feature, or an existing one changed, it gets built fast, often by the next day. Ihor Lavrenenko puts his name on this product: he has helped hundreds of local businesses grow, and Smarfle is how that experience shows up in your operation every morning.
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.
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