Best CRM software for solar installers: how the options actually compare
A practical comparison of CRM and field service software for solar installers, and where each option falls short.
Ben Clarke
4 August 2026
23 articles tagged with Solar
A practical comparison of CRM and field service software for solar installers, and where each option falls short.
Ben Clarke
4 August 2026
When a full-export G99 connection would be refused or need reinforcement, an export limitation scheme (ENA EREC G100) keeps the job alive. Here is how it works and how to track it across a busy install schedule.
Jamie Duncan
24 July 2026
July's Clean Flexibility Roadmap update sets dates that will reach installers' quotes: minimum standards for smart batteries later in 2026, a Smart Readiness EPC metric in 2027, and a landlord deadline in 2030. What to do about each.
Matt Franklin
14 July 2026
What an MCS-certified solar installer has to produce by commissioning sign-off - MIS 3002 evidence, IEC 62446 tests, the EIC, DNO notification, MID registration within 10 working days, and a handover pack that unlocks the customer's SEG application.
Jamie Duncan
2 July 2026
G99 rejections delay solar installations by weeks. These are the most common causes of failed applications - and what to fix before you submit.
Jamie Duncan
29 June 2026
A practical breakdown of where UK solar installer margin is won and lost - from survey to DNO energisation. Covers the real cost of quoting, MCS and DNO admin, on-site overruns, and how growing installers protect 20% margins as volume scales.
Jamie Duncan
15 June 2026
HubSpot wins solar, heat pump and EV installers on the way up - and loses them as soon as the install team starts using it. Five patterns we keep seeing in migration calls.
Matt Franklin
28 May 2026
Mid-sized UK installers spend two engineers a year maintaining a bespoke CRM that handles maybe 60% of the workflow. The other 40% is on spreadsheets. Here's what's actually being paid for, and why the build never catches up to MCS, DNO and BUS V5.
Matt Franklin
27 May 2026
Decision-stage migration guide for UK clean-energy installers leaving HubSpot. What imports cleanly, what doesn't, what HubSpot stays good at, and how to sequence a 4-week cutover without losing project history.
Matt Franklin
25 May 2026
Pipedrive works well for the sales pipeline but stops at the deal-closed line. For UK solar, heat pump and battery installers, that's where the real work begins. A side-by-side workflow walkthrough: lead, quote, DNO, MCS, BUS, install, handover.
Jamie Duncan
22 May 2026
Salesforce, HubSpot, and ServiceTitan weren't built for clean tech. Here's what happens when installers switch to a purpose-built platform.
Matt Franklin
4 April 2026
The UK government's 拢15 billion Warm Homes Plan is the biggest home upgrade programme in British history. This is the operational guide for growing installation businesses - what it means for your pipeline, accreditations, and operations through 2030.
Jamie Duncan
16 March 2026
Ben Clarke, Account Executive at Payaca with 10+ years in field service management, explains why solar businesses keep abandoning Salesforce and generic CRMs - and what actually works instead.
Ben Clarke
10 March 2026
A comprehensive guide to the software solar installation businesses use, from CRMs and field service tools to design platforms and compliance systems. Covers what to look for at every stage of growth.
Ben Clarke
11 February 2026
Where is solar energy headed? From perovskite cells to agrivoltaics, we cover the technology, policy, and market trends shaping the future of solar power in the UK and globally.
Felix Rusby
6 February 2026
String inverters vs microinverters: which should you recommend? An installer-focused comparison covering cost, performance, shading, monitoring, and when to use each.
Felix Rusby
5 February 2026
Proven solar marketing strategies for installation businesses. Learn how to generate quality leads through SEO, social media, referrals, and content marketing.
Ben Clarke
15 January 2026

Payaca now handles commissioning applications for G98 and G99 installations. Complete the full DNO compliance workflow from initial application to final energisation approval.
Jamie Duncan
13 August 2025

This article compares different types of solar technology that are available to choose from.
Felix Rusby
8 August 2024

Breaks down how solar panels are recycled and some of the challenges involved in the recycling process. This article covers specific examples from the UK as well as predictions about where the industry is headed.
Felix Rusby
26 July 2024

MCS accreditation is not legally required to install solar panels or heat pumps, but it significantly limits available work opportunities. Learn why MCS certification matters for your renewable energy business.
Felix Rusby
1 July 2024

Understanding the global solar panel supply chain - from raw materials to final assembly. Learn where components originate and what this means for the industry.
Felix Rusby
24 June 2024

Discover everything you need to know about qualifying as a PV solar installer, including training time, cost and industry insights.
Felix Rusby
5 January 2024