The solar installer CRM built for how US solar actually runs
Design the roof with Glow, quote it, track permits through PTO, and run install ops in one system. Built for US solar installers ready to scale, not retrofitted from a generic CRM.
No credit card needed. ISO 27001 certified.
Glow solar design, in limited release
Why solar installers outgrow generic CRMs
If any of these sound familiar, you are running solar ops on a tool that was never built for it.
Quoting takes too long. System specs get copied from the design tool into the CRM, then again into the proposal, and the numbers drift.
Permits and inspections live in spreadsheets. Generic CRMs have no idea of AHJ steps, interconnection or inspections, so nobody updates the homeowner.
Field crews can't see the design. The crew turns up with a printout of an old revision.
You bought 'all-in-one' and got 12 tools. ServiceTitan, Jobber, HubSpot and Salesforce were never built for solar, so it gets bolted on with custom fields.
What makes Payaca different for solar
One job at Quarry Ridge Solar & Storage, a demo installer, from signed proposal to install.
Multi-option proposals for solar + battery + EV
Homeowners pick solar only, solar plus storage or solar plus EV, then sign online from their phone. The deposit invoice is raised on the same project.
Permit and AHJ tracking that fits
Stages for permitting, interconnection, inspection and PTO, set up the way your towns and utility work. The install report is ready for the inspector and the homeowner.
Field-ready mobile app
Crews fill in the install record on iOS or Android, with photos and serial numbers, even where signal is patchy.
Solar design built in, with Glow. Glow is in limited release. Already design in OpenSolar? That integration still works. How Payaca does it →
A customer portal that closes the loop. Homeowners follow their project from proposal to PTO and pay deposits there. How Payaca does it →
Agent Dave, the AI built into Payaca. Ask for a project's status or this week's pipeline and he answers from your real data. He never sends anything to a customer. How Payaca does it →
How Payaca compares
Quick takes on the platforms US solar installers consider, with deeper comparisons if you want them.
Roofing CRM with solar bolted on
Enterprise service software, not solar workflow
Home services CRM, no solar design integration
Build-it-yourself, six months and a consultant later
Solar-specific, but lighter on quoting and proposals
Solar installer CRM FAQ
What is a solar installer CRM?
A solar installer CRM is a customer and project management platform built around the solar sales-to-install workflow. Beyond contact tracking, it handles solar-specific tasks: designing the system in the CRM or importing it from tools like OpenSolar, generating multi-option proposals (solar, solar plus storage, solar plus EV), tracking permits and AHJ inspections, scheduling install crews, and giving homeowners a portal to follow their project. Generic CRMs need heavy customisation to do these things; a solar installer CRM ships with them.
Why not just use Salesforce or HubSpot for a solar business?
Salesforce and HubSpot are powerful but generic. To run solar ops on them you typically need custom objects for systems, custom workflows for permits and PTO, and an integration partner to wire in OpenSolar. Most solar businesses end up paying Salesforce plus an implementation consultant, and still end up with a Frankenstein. Payaca ships with the solar workflow already built, so a 10-50 person installer is live in weeks rather than months.
Can I design solar in Payaca, or do I need OpenSolar?
You can design in Payaca. Glow, in limited release, designs the roof from your own catalogue and the design becomes the priced proposal on the same project. If you already design in OpenSolar, that integration still works and designs import into your proposals without re-keying.
How does Payaca handle US permits and inspections?
Permits and inspections live as pipeline stages in Payaca. You can build a workflow that mirrors your local AHJ process, for example, plan submission, plan check, building permit issued, electrical inspection, final inspection, PTO. Custom fields capture permit numbers and AHJ contacts. Automated reminders flag stages that have been sitting too long. Documents stay attached to the project so the install crew and the back office work from the same source of truth.
Is Payaca a good fit for a 10-person solar installer or a 50-person company?
Both, and you do not have to migrate when you hire. A 10-person installer typically runs the whole business in Payaca out of the box: quoting and proposals, the install pipeline, scheduling, the field app, and invoicing, replacing spreadsheets or a generic CRM. A 50-person installer runs the same platform with more structure on top: separate pipelines for residential and commercial projects, each with their own stages and required fields, an ops manager tracking install capacity and permit stages, field crews on mobile, and automations handling the handoffs between them. Current plans and what each one includes are on our pricing page at payaca.com/pricing/us.
How long does it take to switch from another CRM to Payaca?
Onboarding is guided and includes full data migration, workflow setup, and team training. We map your sales-to-install process, import your existing customer and project data, and train your team. You do not get handed a login and left to figure it out.
What does Payaca cost compared to ServiceTitan or Salesforce?
You can see current plans and what each one includes at payaca.com/pricing/us. ServiceTitan does not publish its prices, quotes per technician, and implementation typically takes months. Salesforce starts cheaper but adds up quickly with custom objects, integration fees, and consultant time. Most solar installers find Payaca lower total cost of ownership because the solar workflow is built in.
See Payaca built for your solar workflow
30-minute demo. We will tailor it to your install volume, design tools, and ops stack, not a generic walkthrough.
Run more than solar? See Payaca as field service software for clean energy installers.