Solar Installation Software — From First Knock to PTO
AI proposals closeable at the door, LightReach and Sungage financing in every quote, and full permit-to-PTO project management. One platform for the complete solar installation lifecycle.
See It in Action
Every Stage of Solar — Sales Through PTO — in One Platform
D2D sales pipeline
Solar-specific CRM with D2D pipeline stages — lead, appointment, proposal sent, financing approved, signed. Rep leaderboards, automated follow-up sequences, and manager visibility into every deal across the full team without chasing updates.
AI solar proposals at the door
EasyQuote generates accurate solar proposals with system sizing, ITC modeling, good-better-best options, and LightReach or Sungage monthly payment options — on a tablet, closeable before you leave the driveway. Battery storage add-ons included.
Financing built into every quote
LightReach, Sungage, GoodLeap, and Arcadia financing options are embedded directly inside every solar proposal. Customers see total cost and monthly payment side by side. Approval status tracks in the sales pipeline and project record automatically.
Permit-to-PTO project tracking
Every solar installation milestone tracked in one place — site survey, design, permit filing, permit approval, equipment delivery, installation crew, final inspection, utility interconnection, PTO. Auto-created from the signed proposal with all system specs pre-loaded.
Close Solar Jobs Before Leaving the Driveway
The window to close a solar sale is on the first visit. The longer a homeowner has to wait for a follow-up proposal, the more competitors enter the conversation. SubcontractorHub's EasyQuote gives reps everything they need to close on the spot — system options with accurate ITC-adjusted pricing, battery storage add-ons, and LightReach or Sungage monthly payment options on the same screen.
When a homeowner signs, the platform creates a multi-stage installation project automatically — site survey, design, permit, installation, and PTO milestone tracking starts immediately with all system specs from the proposal pre-loaded. No re-entry. No "what system did they sell?" emails to the install coordinator.
See EasyQuote Live
Full Permit-to-PTO Visibility Without Spreadsheets
Solar installation is a 6–14 week process with a dozen handoffs — design approval, permit filing, permit approval, equipment arrival, install crew scheduling, final inspection, utility interconnection, and PTO. Each milestone affects financing disbursement and customer satisfaction. Most solar companies track this in a combination of spreadsheets, group texts, and tribal knowledge.
SubcontractorHub replaces that stack with a single project board. Every job shows current milestone status, financing disbursement stage, crew assignments, and permit tracking in one place. Managers see the full installation backlog at a glance — and customers can be updated with accurate status without anyone playing phone tag.
Book a DemoBuilt for Solar Installation Companies Ready to Scale
SubcontractorHub works best for solar installers with an active D2D or in-home sales team who need their proposals, financing, and installation project management to work together — not as separate tools that create re-entry and handoff failures.
Talk to the TeamYour reps follow up with proposals instead of closing on the first visit
Financing (LightReach, Sungage, GoodLeap) is how customers pay but it's not in your proposal
Permit tracking and PTO management live in spreadsheets and group texts
Sales and ops are disconnected — install coordinators don't know what was sold until a rep emails them
You want to increase battery storage attach rates with better on-site add-on quoting
You also do roofing or HVAC and want one platform for all trades
Common Questions
What is solar installation software?
Solar installation software manages the full lifecycle of a solar installation business — from D2D lead capture and on-site AI proposals to embedded financing, permit-to-PTO project management, and invoicing. Unlike general field service tools, solar installation software covers the specific milestones, financing structures, and permit requirements of the residential solar industry.
What features should solar installation software have?
Look for: a D2D CRM for pipeline management, AI-powered proposals with ITC modeling and battery storage quoting, embedded financing (LightReach, Sungage, GoodLeap, Arcadia) at point of sale, multi-stage project tracking from site survey through PTO, permit tracking, and a manager dashboard showing both sales pipeline and installation backlog in one view.
What is the best solar installation software in 2026?
SubcontractorHub is the best solar installation software for D2D and in-home sales organizations — it connects AI proposals, embedded financing, and permit-to-PTO project management in one platform. For engineering-first workflows or large commercial solar, Aurora Solar or OpenSolar may fit the design-led process better.
How does solar installation software handle financing?
SubcontractorHub embeds LightReach, Sungage, GoodLeap, and Arcadia directly inside solar proposals — customers see monthly payment options alongside the system price at the point of sale. Financing approval status tracks in the sales pipeline, and the funded amount flows into the project record so project management always reflects the correct payment source and milestone disbursements.
Can solar installation software track permits and PTO?
Yes — SubcontractorHub tracks every solar installation milestone from site survey through utility interconnection (PTO): design, permit filing, permit approval, equipment delivery, installation crew, final inspection, and PTO. Each milestone is linked to financing records so funding releases align with project progress.
Ready to Run Your Solar Business on One Platform?
Book a demo and see how SubcontractorHub's AI proposals, embedded financing, and permit-to-PTO project management work together from first knock to final PTO.
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