Manage leads, scheduling, installations, documentation and compliance in one clear workflow.
SolarFlow can be adapted to your workflow
Lead & enquiry
Capture new enquiries and keep customer information together from the start.
Site survey
Schedule and assign the site survey, with the team able to access the job details they need on-site.
Design & proposal
Complete the system design in OpenSolar or Pylon, prepare the proposal and send it to the customer for review.
Scheduling
Once the job is ready to progress, assign the installation to the appropriate team and identify scheduling clashes.
Install
Follow the required installation steps and capture photos directly in the app, even when working offline.
Grant & ESB
Documentation is prepared at the right stage of the project, using information already captured in SolarFlow.
Certification & documentation
Generate the documentation for the completed installation.
Ongoing customer management
Keep customer and installation records in one place for future support, follow-ups and additional services.
See what's happening across your business in real time, without pulling reports.
Every enquiry in one place, from first contact to signed contract.
Plan site surveys and installations around your available teams and schedules.
Guide installers through the required steps and photos on-site.
Use information already entered into the system to help prepare SEAI and ESB documentation.
Keep installation certificates and documentation together in one complete, traceable pack.
Log, prioritise and track faults and rework through to completion.
Connect SolarFlow with the tools your team already uses.
Give each team member the right access and support for their role.
Manage your team in the same system as your work, with a clear audit trail when you need it.
Order installation QR codes through SolarFlow and link them to the relevant installation documentation.
