From lead to PTO without losing a deal in the gap.
HudsonWorks for solar installers handles the long, multi-month sales-to-install lifecycle: residential and small-commercial PV, batteries, EV chargers. Track designs, contracts, permits, and milestones - without the spreadsheet sprawl that kills margins on every job.
The Solar workflow, end to end
Each step has its own data model - no information lives only in someone's inbox.
What you get
Built specifically for this trade - not a generic CRM with a coat of paint.
Long-cycle pipeline
Custom statuses for new lead → contract sent → permits approved → install complete → PTO. Stages don't slip through the cracks.
Subcontractor coordination
Assign electricians, roofers, and inspectors to project phases. Field crews see their tasks in the mobile app with GPS-tagged time entries.
Generic proposals + your DocuSign
Drop-in proposal templates with line items and discount catalog. Send for signature with your own DocuSign account - we never touch the customer's contract.
Manual payment tracking
Record customer deposits and final payments by hand - no Stripe lock-in. Every InvoicePayment is an audit trail.
Run more than one trade? HVAC, Plumbing, and Roofing are first-class too.
Ready to leave spreadsheet hell?
Standard $800/mo. Premium $1,600/mo. 30-day pilot, refundable. Cancel anytime.