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For solar installers

Solar installer software

Lead response, project sequencing and customer updates through every wait.

Notifi responds to solar leads in minutes, runs assessment through interconnection on one record, and keeps the customer informed during the months when nothing visible is happening.

Iris · replied 2 minutes
Site assessment · 31 Foxglove Road
Consultant · Thursday, 4 PMQualified
Home service companies running on Notifi
AquaDryBill Glick PaintingKincy's Home RepairNorthlake LandscapesPersonal Touch House Cleaning
Backed byERA
Three businesses, one system

Residential, commercial and service are three different timelines

A homeowner signing in week one and switching on in month four, a commercial array with financing milestones, and a monitoring callout are not the same work.

Residential solar is a sale followed by months of silence

The customer signs, then waits while permits and interconnection grind on. They have made a large financial decision and heard nothing, which is exactly when they start reading cancellation terms.

Minutes-to-first-responseIris replies immediately, qualifies roof, ownership and utility, and books the consultation.
One project recordAssessment, design, contract, permit, install, inspection and interconnection linked.
Automatic milestone updatesThe customer hears at every stage without anyone remembering to call.
Permit trackingJurisdiction requirements, submissions and approvals held on the project.
Utility coordinationInterconnection steps tracked as dependencies rather than remembered.
Crew schedulingInstall dates reflecting permit reality rather than optimism.
Rebates and incentivesProgramme paperwork tracked so the customer claim does not stall.
Handover recordsCommissioning documentation held for the first service call.
The whole platform

Everything a solar business runs on, in one system

Lead response, project management, crew scheduling, the mobile app, GPS tracking, estimates, job costing, invoicing, payments and reporting on one customer record.

Front office
CRM and customer historyEvery customer, property, solar job, call recording, message and estimate on one record, so nobody starts a conversation from nothing.
Call tracking and attributionWhich marketing spend produced which booked job, tracked from the call through to the invoice.
Customer portalCustomers view appointments, approve estimates, pay invoices and see their solar history without calling the office.
Reviews and follow-upReview requests sent at close-out, and unsold estimates re-engaged rather than left to go cold.
In the field
Technician mobile appThe whole job in the technician's hand: history, equipment, checklists, photos, forms, estimates and payment, offline capable.
GPS and technician trackingLive technician location and travel time, so dispatch can see the day rather than phone around for it.
Job history on the propertyEquipment, past work, photos and declined recommendations held on the address rather than the job.
Price bookSystem pricing and adders applied consistently across consultants rather than per deal.
Sales and money
Estimates and proposalsMulti-option proposals with financing, built on site and converted to a job the moment the customer accepts.
Invoicing and paymentsInvoice built from the work performed, card taken at the door, deposits and progress billing where the work needs it.
Job costingLabour, materials and overhead against every solar job, so you know which work actually makes money.
Accounting syncQuickBooks and other accounting systems kept in step, so the office is not entering the same job twice.
Running the business
Scheduling and dispatchThe engine reads skills, capacity and the whole board to place a job, then re-solves the day when one runs long.
Reporting and dashboardsRevenue, conversion, capacity, response times and technician performance in one view, not eight exports.
Purchase ordersMaterials ordered against the job, received against the PO and costed back to the work.
Time on the jobJob time and travel captured from the mobile app, so what a job actually took is on the record.
The wait

Most of a solar project is waiting for somebody else

Between the contract and switch-on sit permits, structural review, utility interconnection and inspection. Two thirds of the calendar is spent waiting on third parties.

Cancellations do not come from the wait itself. They come from the silence during it, which is the one part entirely within your control.

Iris responds to new leads in minutes and keeps every signed customer updated through each stage, which is the cheapest cancellation prevention there is.

A solar project, mostly spent waitingSaleDesignPermitInstallUtilityTwo thirds of it is waiting. Iris keeps the customer told.
Questions

Solar installer software, answered

What is solar installer software?

Software that runs the operating side of a solar company: responding to leads, qualifying and booking consultations, managing the project from assessment through interconnection, scheduling crews, and billing. Notifi does that with an AI operator responding in minutes rather than days.

Is Notifi built for project work rather than service calls?

Yes. Solar runs as a multi-stage record with dependencies, owners and dates, not as a single appointment.

Can it keep customers updated during permitting?

Yes, automatically at each stage. Silence during the wait is the main driver of cancellations.

Does it handle service after install?

Yes, in the same system, with the full install history and warranty position on the property.

Can it track incentives and interconnection paperwork?

Yes, on the project as it happens rather than assembled later.

How fast does it respond to leads?

Iris responds immediately, at any hour. Solar leads go cold faster than almost any trade because everyone is chasing the same ones.

Is there a mobile app for crews?

Yes, with project records, equipment, checklists, photos and commissioning capture, and it works offline.

Is anything sold as an add-on?

No. Notifi is one platform with no add-on modules.

How long does implementation take?

Four weeks including data migration and training.

Does it work with QuickBooks?

Yes, invoices, payments and customer records sync.

See it against your pipeline

Bring a month of leads and signed projects and we will show you where the drop-off is.

Solar installers