Why SolarDesk

You Could Stack Six Tools Together.Or Run Your Company on One System.

CRM + design tool + proposal app + scheduler + texting + time clock — or one platform built for solar.

Six Months In, the “Stack of Tools” Looks Like This.

Leads die between apps. The note from the door never makes it into the CRM.
Pricing gets re-typed. One fat-fingered number costs you a margin you never see.
Handoffs are email chains. And email chains drop things.
Nobody knows the per-job profit. The data lives in six places, and none of them talk.
The “cheap” stack isn’t cheap. Every subscription quietly got upgraded — and you’re still the glue.

SolarDesk Isn't a Bundle of Tools.It's One System. One Database. One Login.

The pin your rep drops at the door becomes the lead. The lead becomes the 3D design. The design becomes the proposal — priced automatically. The signature locks the contract, triggers the install schedule, notifies the crew, generates the material order, feeds the crew's clock-ins into payroll, and produces the invoice.

Step 1

Pin dropped at the door

Step 2

Lead created automatically

Step 3

3D design on the real roof

Step 4

Proposal — priced automatically

Step 5

Signature locks the contract

Step 6

Install scheduled

Step 7

Crew notified + materials ordered

Step 8

Clock-ins feed payroll

Step 9

Invoice produced

No exports. No re-typing. No “did anyone tell the crew?” One unbroken flow.

Picture Your Company 90 Days From Now.

One dashboard in the morning.

You open one screen and see every lead, every deal, every install, and every crew — not six tabs and a group chat.

7:00pm signature. 7:01pm dispatch.

A customer signs in their kitchen, and before your rep reaches the truck the install is scheduled, the crew is notified, and the material order exists.

You know the margin before you sign.

Per-job profitability — equipment, labor, permits, acquisition — is computed on the design, not discovered in a spreadsheet three months later.

Reps sell. They don't do data entry.

Nothing is re-typed between systems, because there's only one system. The pin is the lead is the design is the contract.

Onboarding a new hire is one login.

Not six accounts, six passwords, and a week of 'which tool do we use for that?'

“It Looks More Expensive.” It Isn't — Because It Replaces Everything.

Compared to any single tool, sure. But you're not buying a single tool — you're already buying six, each upgraded past its cheap intro tier, plus the hours somebody spends gluing them together. Compared to the fully upgraded stack, SolarDesk is the cheaper way to run your company.

The Stack of Tools

CRM…upgraded for custom pipelines

Solar design tool…upgraded for permit-ready output

Proposal & e-sign tool…upgraded for more envelopes

Scheduling app…upgraded for team calendars

Texting platform…upgraded for shared inbox

Time-clock app…upgraded for payroll exports

+ the hours every week spent moving data between them

Six bills. Six logins. Zero connections.

SolarDesk

One subscription.

CRM, 3D design, proposals & e-sign, scheduling, texting, time clock, payroll review, inventory, and billing — one system, one database, one bill.

One bill. One login. Everything connected.

See pricing →

Everything the Stack Did — Already Inside.

CRM & Pipeline

Replaces your generic sales CRM

3D Solar Design

Replaces your standalone design tool

Proposals & E-Sign

Replaces your proposal + signature tools

Simulation & Battery

Replaces production modeling add-ons

Financing Pipeline

Replaces lender portals and paper apps

Scheduling & Dispatch

Replaces your scheduling app

Communication Hub

Replaces your texting + email tools

Mobile Field & Installer Apps

Replaces your canvassing app

HR & Payroll Review

Replaces your time-clock app

Billing & Profitability

Replaces spreadsheets and guesswork

Inventory & Ordering

Replaces the warehouse whiteboard

See the Whole Flow — Lead to Paid Invoice — in 30 Minutes.

Book a live demo and we'll walk a real job through the entire system: pin, lead, design, proposal, signature, schedule, crew, payroll, invoice. No pressure, no contract — just see it work.

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