Site surveys to inspection day
Solar scheduling software
Solar scheduling software for the long road from consultation to permission to operate. Homeowners book a site survey online, install days are set for the installer crew once permits clear, and the utility inspection date is tracked on the project so the final visit lines up.
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.”
Site surveys booked online
Consultation mode lets homeowners book a site survey. Questions about roof age, the main panel and recent electric bills arrive with the request, along with a photo of the meter.
Online bookingInstall days after permits
Once the permit is issued and equipment is on hand, book the install as one job per day for the installer crew, and the homeowner hears the dates.
Calendar schedulingInspection and interconnection
A project checklist tracks permit approval, the city inspection and the utility's permission to operate, so the team knows which step each system is waiting on.
Job checklistsPanel cleaning reminders
Set a six- or twelve-month reminder after the install. Homeowners are texted and emailed when a cleaning or system check is due.
Maintenance remindersService visits on the system
Inverter alerts book as service calls tied to the installed system, showing the technician its model and warranty ahead of the visit.
Customer recordsWhat the solar scheduling software covers
What it does
- Site survey bookingConsultation mode
- Install days by crewOne job per day
- Permit and inspection checklistOn the project
- Cleaning and check remindersAny interval
What it doesn't do
- Utility interconnection trackingChecklist step only
- Permit portal integrationSubmit permits yourself
- Crew capacity forecastingRead the calendar
- Customer picks the installerAssigned by you
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 |
| Job scheduling and dispatch | Yes | Yes |
| Equipment or unit records per customer | Yes | Limited |
| Guided onboarding with an implementation contact | No | Yes |
Solar scheduling pricing
Survey booking, install scheduling and system reminders are in every plan; ten installers and staff fit on Professional.
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 →
Questions installers ask about survey and install days
Is there scheduling software for solar installers?
Can a survey be booked from our website?
What about installs that take two days?
Can I track permits and inspections?
Does it track utility interconnection?
Can homeowners be reminded about panel cleaning?
Can service calls show the installed system?
Are homeowners told the install dates?
More solar software
Scheduling for related trades
Try solar scheduling software free
14 days with every feature on your real solar work. No credit card.