Survey techs and install crews

Solar dispatch software

Solar dispatch software for installers juggling surveys, installs and service. Site survey techs get their visits in drive order, install days go to crews tagged for roof work and electrical tie-ins, and inverter service calls fit between installs on the board.

A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.

  • From $19/month
  • 14-day free trial
  • Same-day US support
Natalia, Pink Upholstery Cleaning
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
Natalia, owner of Pink Upholstery Cleaning, Orlando, FL
Solar dispatch board in Smarfle with survey, install and service columns for the day
Crew columns on the board, pictured with an HVAC company's schedule.

Survey routes

A survey tech's roof and panel inspections follow the shortest drive, and new surveys are slotted in wherever the extra drive is smallest.

Route optimization

Crews with the right certifications

Tag installers with NABCEP, electrical license or battery storage training, and require tags on the services, so tie-ins go to licensed people.

Team and skills

Install days on the board

Each install crew's column shows its projects by day. When a permit slips, move the install to a later date and drag another ready project into that crew's column.

Dispatch board

Service between installs

Inverter alerts become service calls linked to the system, so the technician sees the inverter model and warranty before going up.

Customer records

Photos from the roof

Crew leads photograph racking, conduit runs and the finished array, which the office needs for inspection and interconnection paperwork.

Mobile app for the field

Solar dispatch software at a glance

What it does

  • Survey routes by drive timeBuild Route inserts
  • NABCEP and electrical tagsWarning on mismatch
  • Install crew columnsDrag when permits slip
  • System details on service callsInverter and warranty

What it doesn't do

  • Permit status gating dispatchCheck before assigning
  • Crew size per installOne crew lead per job
  • Equipment staging by jobNote it on the project
  • Live crew trackingStatus taps instead

Smarfle vs Service Fusion for solar

SmarfleService Fusion
Entry planSolo $19, 1 userUnlimited users, quoted
Mid planStarter $99, 5 usersUnlimited users, quoted
Job scheduling and dispatch Yes Yes
Equipment or unit records per customer Yes Limited
Answers your phone without a paid add-on Yes No

Solar dispatch pricing

Survey routes, certification tags and system records come with all plans; Professional fits ten installers.

Solo

Sole operators getting started

$19/mo

  • 1 user
  • Up to 500 clients
Start Free Trial

Starter

Small teams adding tools and growth

$99/mo

  • Up to 5 users (1 owner + 4 techs)
  • Up to 2,000 clients
Start Free Trial

Most Popular

Professional

Growing service businesses

$199/mo

  • Up to 10 users
  • Up to 5,000 clients
Start Free Trial

Business

Multi-location operations

$349/mo

  • Up to 30 users
  • Up to 10,000 clients
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →

What solar companies ask about crews

Is there dispatch software for solar installers?

Yes. Surveys are routed, installs go to certified crews and service calls fit between.

Can electrical tie-ins go only to licensed installers?

Yes. Require the electrical tag on those services.

Does it hold installs until permits clear?

No. Check permit status before assigning an install day.

Can I list the crew members on an install?

No. The install is assigned to its crew lead only.

Do service techs see the system details?

Yes. Linked calls show the inverter model and warranty.

Can crews upload install photos?

Yes. Racking, conduit and array photos stay on the project.

Can survey visits be routed?

Yes. Surveys are sequenced for the shortest drive.

Can I see crews live?

No. Crew leads tap statuses through the day.

Try solar dispatch software free

14 days with every feature on your real solar work. No credit card.