How does Planfix keep the whole solar lifecycle in one place?

Planfix connects intake, installation, and service in one governed workspace. Every lead, survey, permit, installation task, and ticket sits in a single history. Teams work from their own boards, but the data is shared. That is what makes handoffs clean and reporting reliable.

Can field crews work from mobile?

Yes. Crews can receive tasks, read comments, upload photos, and close checklists from phones. You control which fields they see. If they send information back through messengers or email, Planfix can still turn it into structured data.

Can we show clients installation or service progress?

You can give customers a Client Dashboard that shows only what you share: task status, documents, photos, and comments. It does not require full licenses. This way you prove work was done and reduce inbound questions.

Why not just use a CRM or spreadsheets?

CRMs and spreadsheets break when you add permits, geodata, and service history. Planfix adds installation projects, map-based tasks, status sets, and AI agents in the same system. You still get reports, audit logs, and automations, so solar operations stay predictable.

Solar installers - leads, installation, service

Keep Solar Predictable From Lead to Long-Term Service

Every web form, marketplace lead, partner referral, call, and messenger message lands in the right flow the first time. Site address, roof data, photos, BOM, permits, installation tasks, and service tickets stay in one record.

Automation in Planfix

One Intake for All Channels

Normalize leads from forms, messengers, PBX calls, and email into one governed task.

Conditional Boards

Planner shows sales, install, and service by rules so teams see only relevant work.

Client Dashboard

Share install progress, documents, and service outcomes with customers securely.

AI Agents for Solar Data

Dataminer and Summarizer extract address, serials, and next steps into fields.

Start With the Fastest Win

Turn email, web form, messenger, and PBX calls into tasks automatically. You get one intake for all leads and service requests with no code and clear ownership from day one.

Connect channels

See the Full Context in One Task

Operators and service managers open a task and see lead source, address on the map, survey photos, permits, installation date, devices, and who did the job. No retyping, no chasing teams for details.

Tasks on map

If This Sounds Familiar

Unaligned leads

Leads arrive from different places and never look the same.

Field notes in messengers

Crews keep photos and notes in chats and you lose audit trail.

Clients want proof

You need to show what was done month later for service.

1. Capture and Qualify Solar Leads

2. Run Installation Projects

3. Service and Maintenance

1. Capture and Qualify Solar Leads

Turn every channel into a task so you stop losing leads.

AI Dataminer pulls address, contact, and roof notes into fields.

Planner shows leads by status and source for sales teams.

Client Dashboard exposes selected items to the customer.

Structure the data

2. Run Installation Projects

Create install from deal with templates so tasks are not missed.

Use location fields and map views to send the right crew.

Track permits and utility steps with status sets and rules.

Use Project Totals to see labor, materials, and overdue work.

Install templates

3. Service and Maintenance

Turn any client message into a service task automatically.

Technicians see serials, photos, and commissioning checklist.

AI Summarizer keeps a running brief of what was agreed.

Reports show SLA and service volume per customer.

Build service reports

Make Adoption Easy for Solar Teams

No-code fields, status sets, and transition rules mirror your stages. Mobile tasks, comments, and photos work out of the box. Client Dashboard shows only what you share, without extra licenses.

Set up access

Project Totals

See costs, labor, and overdue work across all installs in seconds.

Status Sets

Define transitions for permits, utility, install, and service tickets.

Planner Views

Day, hourly, and map views help dispatch installers faster.

Why Planfix Instead of Other Tools

Generic CRMs stop at the deal. Planfix continues with installation, permits, location data, and service history in the same place. Chats become tasks with SLAs. Spreadsheets become real boards, reports, and audit trails so operations can scale.

Build your solution