Built for solar businesses

The operating system for modern solar teams

One platform to manage leads, projects, financing, and customer experience — designed for the way solar companies actually work.

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everything · job board
Job Board
Map
Schedule
Working10
On Hold22
Live
Job Review 8
Hartley, Theo - 5823
State: NH
Financier: Sungage
Utility: Eversource (NH)
System Size: 11.000 Kw
Gross PPW: 5.90
Net PPW: 3.84
Credit Expires: 178 days
Site Survey 42
Calloway, Iris - 4795
State: MA
Financier: LightReach
Utility: National Grid
System Size: 8.250 Kw
Gross PPW: 5.45
Net PPW: 3.20
Credit Expires: 142 days
Design 33
Whitman, Esme - 4761
State: NJ
Financier: Sungage
Utility: PSE&G
System Size: 9.600 Kw
Gross PPW: 5.75
Net PPW: 3.55
Credit Expires: 95 days
Installation 14
Birch, Linus - 4612
State: NY
Financier: LightReach
Utility: Con Edison
System Size: 12.480 Kw
Gross PPW: 5.95
Net PPW: 3.78
Credit Expires: 188 days

Already wired into the tools solar teams trust

GoHighLevel SiteCapture HelloSign Twilio SolarEdge Snoball Applause CallPilot LightReach Enerflo

Boost Efficiency

Automate repetitive tasks and streamline your workflow to close more deals faster.

Go Green Together

Track your environmental impact and help customers understand their contribution.

Secure & Reliable

Enterprise-grade security with 99.9% uptime to keep your business running smoothly.

Features

Everything You Need to Succeed

Powerful tools designed specifically for solar businesses to manage operations efficiently.

EBE Everything Bold Energy 35 members
Owner AV
Manager NB IC QP +1
Sales Rep MC SB TW JW +8
Installer WM LK RS FO +14

Role and Org Profile Management

Granular roles, permissions, and organization profiles. Model your team structure exactly the way it works in the real world.

Job #4682 · Calloway In progress
Survey
Design
Permit
Install
PTO

Project Tracking

Monitor every project from initial quote to final installation with customizable stages and milestones.

Active financiers 2 partners
L LightReach · PPA · Lease $32,400
S Sungage $28,900

Financial Integration

Connect with leading solar financiers and unify all your financing options inside a single workflow.

#install-team live
JR
Crew arriving 8:15 — 11.2 kW system, panels staged.
Copy. Inverter cleared inspection ✓

Team Collaboration

Real-time chat, task assignments, and instant notifications keep your entire team connected and productive.

Install Agreement Signed
Signed by Iris Calder

Document Management

E-signatures, secure file storage, and customer portal links. All your documents organized and accessible anytime.

Installs · this week +18%
M
T
W
T
F
S
S

Analytics Dashboard

Reporting on sales performance, installation metrics, and team productivity with actionable insights.

Product Tour

Real dashboards. Real data. Real teams.

From a 30,000-ft executive view down to per-rep performance — everything you need to run the business is one click away.

everything · executive dashboard
Overview
Pipeline
Operations
This quarter
Pipeline Value $8.42M +12.4%
Active Jobs 127 +8
Avg Cycle Time 63d −4.1d
Install Rate 94.2% +2.8%
Installs · last 6 months +18% YoY
Nov
Dec
Jan
Feb
Mar
88 Apr
Lead source 412 leads
Door knock
42%
Referral
28%
Web
18%
Partner
12%
Top reps · this quarter Live
1 QP Quentin Park 22 jobs $612k
2 MC Marin Cole 19 jobs $548k
3 SB Sloane Becker 16 jobs $471k
everything · sales performance report
REPORT

Sales Performance · Q2

Apr — Jun All teams Export
Sales RepJobsRevenueAvg PPWTrend
Quentin Park 22 $612,400 $3.42
Marin Cole 19 $548,200 $3.31
Sloane Becker 16 $471,900 $3.28
Hollis Pace 14 $398,750 $3.18
Theo Whitlock 12 $342,600 $3.24
Total · 5 reps 83 $2.37M $3.29
everything · schedule · this week
SCHEDULE

Apr 22 — 26 · 11 stops

All teams Week
Mon Apr 22
8:00a Site Survey Hartley Farm
2:00p Callback Atlas Holdings
Tue Apr 23
9:00a Install Brennan Estate
3:30p PTO check Maple Crest
Wed Apr 24
8:00a Permit walk Whitman, Esme
11:00a Install Cypress Ridge
3:00p Site Survey Sunset Pines
Thu Apr 25
10:00a Site Survey Lakeside Build
2:30p Team sync 5 reps
Fri Apr 26
8:00a Install Rivertown HOA
1:00p Service Birch, Linus
everything · job · J-2410
J-2410 Install Scheduled

Brennan Estate

4218 Linden Ave · Riverside, NJ
System9.6 kW
Contract$28.4k
Avg PPW$2.96
Site Survey Completed · 4d ago
Permit Submitted Approved · 2d ago
Install Scheduled Apr 22 · Crew B
PTO Approval Pending · utility
Recent activity
Asher Vale assigned crew 2h ago
Marin Cole uploaded permit yesterday
Built by David Williamson
CEO of Bold Energy, former CEO of Titan
I built this thing from the ground up using all of my experience in the solar industry — from the sales side, operations, procurement and installation.
David Williamson CEO, Bold Energy · Former CEO, Titan
Why solar pros choose us

Built for Solar Professionals

Generic CRMs slow solar teams down. Everything was forged in the field — by people who've stood on the roof, not just the spreadsheet. Every workflow, every integration, every keystroke earns its place.

  • 01
    Purpose-built for the solar industry Industry-native
  • 02
    Multiple financier integrations LightReach · Sungage · Concert
  • 03
    Real-time team collaboration Live presence
  • 04
    Comprehensive reporting & analytics Pipeline-aware
  • 05
    Mobile-friendly for the field On the roof
  • 06
    Dedicated support team Solar veterans
Integrations

Connected to the Tools You Already Use

Eleven native integrations across CRM, financing, signing, messaging, and monitoring — all wired into your job pipeline.

CRM

GoHighLevel

Deep CRM sync — contacts, opportunities, pipelines, and conversation history flow both ways.

Operations

SiteCapture

Site survey and inspection workflows with automatic project sync, document pulls, and webhook updates.

Documents

HelloSign

Contracts, change orders, and dealer agreements signed in-flow with full audit trail.

Messaging

Twilio

Two-way SMS, voice, WhatsApp, and video — every conversation logged against the customer.

Monitoring

SolarEdge

Production monitoring data fetched and surfaced inside the customer profile after PTO.

Referrals

Snoball

Customer referral and advocacy automation. Turn happy customers into your best lead source.

Customer Experience

Applause

Post-install satisfaction surveys and review collection that fire automatically on job completion.

Customer Experience

CallPilot

Video survey and feedback platform with secure webhook delivery into your job pipeline.

Financing

LightReach

Quote generation, contract management, and seamless sales representative licensing.

Financing

Sungage

Simple solar financing with competitive rates and fast approvals for residential projects.

Platform

Enerflo

Deal synchronization, milestone tracking, and complete project management integration.

Contact

Get In Touch

Have questions? We'd love to hear from you. Send us a message and we'll respond as soon as possible.

Contact Information

Reach out to our team for demos, support, or partnership inquiries.

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