Milestone invoices for installs
Solar invoicing software
Solar invoicing software for residential and small commercial installs. The deposit is paid with the signed proposal, the install and interconnection milestones each go out as their own invoice, and the finished system goes on the customer's record with its warranty.
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
“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.”
Solar milestone invoice example
The second milestone of a rooftop install, billed when the panels were mounted and wired.
Invoice
SO-0342
Milestone 2 of 3
Bill to
Tomasz Reilly
77 Brightwater Ln, Oviedo FL 32765
8.4 kW rooftop system, install
Milestone 2
Main panel upgrade, 200 A
1
Example with sample data
Contract, install, interconnection
Collect the deposit on the signed proposal, then send the install milestone and the final one after the utility approves interconnection, each as its own invoice on the project.
InvoicingPanel upgrades approved first
If the site visit finds the main panel too small, revise the proposal and the homeowner signs the upgrade before the crew orders it. Its lines then sit on the project.
Estimates and e-signaturesThe system on record
Inverter, panels and battery go on the customer as one system, recording each serial number, the install date and the warranty end, ready for the service call in year six.
Customer recordsInstaller hours against the bill
Installers log their hours on the project and permits go on as expenses, so you can see what an 8 kW job really cost before the last milestone is paid.
Time trackingInside the solar invoicing software
What it does
- Deposit with the signed proposalPaid online
- One invoice per milestoneOn the same project
- System records with warrantyInverter, panels, battery
- Labor and permit costsAgainst the project
What it doesn't do
- Loan and lease financingThrough your finance partner
- Incentive and rebate paperworkFiled separately
- Production monitoringUse the inverter's app
- System design and proposalsUse your design tool
Smarfle vs Service Fusion for solar
| Smarfle | Service Fusion | |
|---|---|---|
| Entry plan | Solo $19, 1 user | Unlimited users, quoted |
| Mid plan | Starter $99, 5 users | Unlimited users, quoted |
| Equipment or unit records per customer | Yes | Limited |
| Guided onboarding with an implementation contact | No | Yes |
| Answers your phone without a paid add-on | Yes | No |
Solar invoicing pricing
Milestone invoices and system records come with every plan, and Stripe's ACH fee stays at $5 or less on a big milestone.
Starter
Small teams adding tools and growth
$99/mo
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Most Popular
Professional
Growing service businesses
$199/mo
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
What solar installers ask about milestone invoices
Is there invoicing software for solar installers?
Can I bill solar projects in milestones?
Is the deposit credited automatically?
Can homeowners finance through Smarfle?
Where is the installed system kept?
Can I add a panel upgrade after the site visit?
Do installers see the contract value?
Can I track what each install cost?
Try solar invoicing software free
14 days with every feature on your real solar work. No credit card.