Solar installers
Software for solar installers
TradeBurst helps solar companies manage longer sales cycles, build proposals with e-signature, schedule installs and keep homeowners updated through a customer portal.
Sound familiar?
- Solar deals take several conversations and documents to close.
- Permits, installs and inspections involve many steps and people.
- Homeowners want to know where their project stands.
How TradeBurst handles it
- Work the pipeline. Every lead, note, text and proposal revision stays in the CRM.
- Propose and sign. Build proposals from your price book, add a financing link and collect an e-signature.
- Schedule the install. Assign crews, share checklists and collect photos and daily logs.
- Keep homeowners informed. The customer portal shows status, documents and messages.
Features solar installers use most
Leads and CRM
TradeBurst's CRM captures leads from your website and phone, assigns them to reps, books appointments and tracks every deal through your pipeline until it's signed.
Learn moreProposals and e-signed contracts
TradeBurst creates proposals from your price book and collects electronic signatures on your own contract, change orders and completion forms.
Learn moreCustomer portal
The TradeBurst customer portal gives each homeowner their project status, documents, messages, invoices and warranty requests in one place, under your company's name.
Learn moreCommissions and reporting
TradeBurst calculates rep commissions from payments received, tracks installer payouts, and shows owners and managers sales, pipeline and job reports.
Learn moreFrequently asked questions
Can I track sales rep commissions?
Yes. Commissions and sales reporting are built in.
Can homeowners see their documents?
Yes. Signed proposals and other documents are available in the customer portal.
Other trades
Run your solar installers business on TradeBurst
14 days free on any plan. No credit card. Your website is live the day you sign up.