Solar and energy contractor software for leads, site visits, installs, documents, and service
Manage solar leads, site surveys, proposals, install schedules, documents, inspections, service calls, customer communication, and billing from one connected workflow.
Where Service Opus fits for Solar and Energy teams
Solar and energy contractors need a clean path from lead capture to site survey, proposal, install, inspection, and long-term service. Service Opus helps sales, operations, field crews, and finance share the same customer and project context.
What Solar and Energy Contractors need from their operating system
Service Opus is designed around the work that happens before, during, and after the field visit.
Track long sales cycles
Manage leads, activities, proposals, follow-up, approvals, documents, and conversion into scheduled work.
Coordinate installs
Plan site surveys, design handoff, permitting, equipment, crews, inspections, and customer communication.
Support service after install
Keep system details, warranty notes, service history, photos, and follow-up work tied to the customer.
Personalized workflows for Solar and Energy operations
Each workflow keeps customer, job, schedule, field, and billing context connected.
Lead and proposal workflow
Track source, status, tasks, site details, estimates, approvals, deposits, and next steps.
Document management
Attach site photos, designs, permits, interconnection documents, signatures, and closeout files.
Install project scheduling
Coordinate crew assignments, materials, inspections, milestones, and customer updates.
Service and warranty support
Schedule diagnostics, repairs, maintenance, issue follow-up, and customer communication.
Work Service Opus helps Solar and Energy teams manage
Use the same platform for urgent service, scheduled work, larger projects, and recurring customer relationships.
Residential solar
Lead intake, survey, proposal, install scheduling, inspection, activation, and service history.
Battery and energy upgrades
Add-ons, load details, options, approvals, equipment tracking, and install coordination.
Commercial energy projects
Multi-stakeholder projects, documents, phases, site contacts, and service follow-up.
Service and maintenance
Diagnostics, warranty work, monitoring follow-up, repairs, and recurring customer support.
How Service Opus maps to Solar and Energy work
Use the platform to connect the work your team sells, schedules, performs, documents, bills, and reviews.
Day-to-day improvements
- Connect lead management, quotes, documents, jobs, and customer history.
- Keep permitting, inspection, and closeout documents organized.
- Coordinate field work across surveys, installs, repairs, and service.
- Review pipeline, conversion, project status, and service demand.
Connected product areas
These Service Opus modules are especially relevant for Solar and Energy teams.
Best fit for Solar and Energy teams that want fewer handoffs
Service Opus is a strong match when solar and energy work depends on leads, quotes, documents staying aligned from customer intake through field execution, invoicing, and follow-up.
Use it to tighten
- Lead pipeline
- Site surveys
- Install scheduling
- Documents
Start with a practical rollout
- Import customers, sites, contacts, and recent solar and energy work history.
- Standardize the lead pipeline workflows your office and field teams repeat every week.
- Connect leads, quotes, documents into one review loop from intake through follow-up.
Solar and Energy software questions
Common questions from Solar and Energy teams evaluating Service Opus.
Can Service Opus handle lead pipeline for Solar and Energy teams?
Yes. Service Opus keeps lead pipeline, site surveys, scheduling, field notes, customer history, invoices, and follow-up connected for solar and energy contractors.
What parts of the product matter most for Solar and Energy businesses?
Leads, Quotes, and Documents are usually the starting points, then teams can expand into documents, reporting, inventory, agreements, or other modules as their workflow matures.
Can Solar and Energy teams use Service Opus for both service and project work?
Yes. Solar and Energy Contractors can manage urgent service, scheduled maintenance, estimates, phased jobs, customer communication, and billing from the same customer and job records.
How does Service Opus help owners see performance for Solar and Energy work?
Reports connect revenue, jobs, customers, technicians, materials, service types, and open follow-up so owners can see where solar and energy work is profitable or slowing down.
Ready to run Solar and Energy work from one system?
Start your 3-month Free Trial and map Service Opus to the way your team actually works.