For solar businesses
Solar maintenance software for installation and O&M
Solar service and maintenance management software
Field service management software (FSM) for solar installers: lead to quotation, each plant and inverter recorded with its warranty, and cleaning visits from the O&M AMC.
Everyday problems in solar businesses
- Surveys and quotes are slow and inconsistent
- After installation the customer is forgotten
- Panel cleaning visits are scattered across the city
- Warranty tracking for panels and inverters is a spreadsheet
What ServicePilot's solar maintenance software does
- Lead, survey and quotation flow
- Each plant and inverter as an asset with warranty
- O&M AMC with cleaning and service visits
- Route-friendly scheduling on the board
A solar sale is large and slow, and after it the customer goes quiet. The maintenance contract is both the safest revenue and the best way to hear about the next referral.
What the template sets up
- Services: panel cleaning and inverter service.
- Contract: a solar O&M AMC.
- Assets: rooftop plants and inverters with warranty.
From survey to quote
Use leads and site surveys to record roof and load details and prepare a quotation.
After installation
An O&M AMC plans cleaning visits through the year, with an inverter service on its own interval.
A rooftop plant
- Survey and quote.
- Install and record the plant as an asset.
- Start the O&M contract.
- Clean and service on schedule.
ServicePilot features solar businesses use most
- Leads & Site SurveysTrack enquiries, book a survey and convert a lead into a customer
- Quotations & SalesQuotations, sales orders and returns with GST on every line
- AMC ContractsAnnual maintenance contracts with plans, covered sites and a visit schedule
- Customers, Sites & AssetsEvery customer with their sites, contacts and the equipment you service
Frequently asked questions
Frequently asked questions
Solar panel cleaning, inverter service and a solar O&M AMC, with rooftop solar plant and solar inverter asset types.
Yes. Assets carry warranty information.
Yes. Quotations carry equipment and installation lines with tax.
See ServicePilot set up for solar
Book a short demo and we will walk through a week of contracts, visits and billing for a business like yours.
Book your free demo
See ServicePilot set up for your trade. Name and mobile are enough, and we will call you to fix a time.