Job management software for solar installers
Klipboard Job Management gives solar energy businesses the operational platform to scale installations without losing control of compliance or cash flow.
The operational challenge behind solar growth
Growing a solar business means keeping more projects moving at once. Between surveys, installations, customer handovers and ongoing maintenance, it's easy for delays and administration to slow everything down.
Solar job management software gives your office and installation teams complete visibility, helping every project progress from one stage to the next.
Survey and installation teams out of sync
Keep survey information, system specifications and installation schedules connected, so every project progresses smoothly from quotation to installation.
Documentation taking too long
Capture installation records, commissioning data and customer sign-off on site, reducing paperwork and speeding up customer handovers.
O&M visits managed manually
Automate recurring maintenance schedules and customer reminders, helping you keep every installed system serviced on time.
Battery and heat pump jobs disconnected
Manage solar PV, battery storage and heat pump installations together, giving your team one consistent process across every renewable energy project.
Customers chasing project updates
Give your office real-time visibility of every installation, making it easy to keep customers informed from survey through to completion.
Payments delayed after completion
Raise invoices as soon as installations are signed off, helping improve cash flow and reduce delays caused by manual paperwork.
Key features of our solar job management software
Klipboard's solar job management software helps you manage every stage of the installation journey. From surveys and scheduling to commissioning and ongoing maintenance, every team has the information they need to keep projects progressing.
Job scheduling for solar installers
Keep every solar installation moving by coordinating surveys, installations and commissioning visits. Job management software for solar installers gives your office complete visibility while keeping every team working from the latest project information.
Keep every installation moving with:
- Surveys, installations and commissioning visits in one schedule
- Jobs assigned by location, availability or expertise
- Live updates from engineers in the field
- Customer and project information before every visit
- Instant rescheduling when priorities change
Digital job sheets for solar installations
Complete solar installation records, commissioning data and customer handovers digitally while you're still on site. Solar job management software helps reduce paperwork and ensures every project moves smoothly to completion.
Capture everything needed for installation handover, including:
- Solar panel, inverter and battery specifications
- Commissioning data and meter readings
- Photos of completed installations
- Customer signatures before leaving site
- Documentation ready for customer handover
Solar asset management software
Every completed installation becomes part of a searchable digital record, giving engineers instant access to installation history, warranty information and previous maintenance before returning to site.
Manage every installed system with:
- Installation and commissioning records
- Equipment specifications and warranty information
- Previous faults, maintenance and engineer notes
- QR code asset tracking
- Complete service history for every customer
O&M contract management
As your solar energy business expands its operations and maintenance services, managing recurring contracts is just as important as completing installations. Our solar job management software helps you schedule recurring visits, track installed systems and keep every contract running smoothly.
Keep every maintenance contract on track with:
- Recurring O&M visits generated automatically
- Customer reminders before scheduled maintenance
- Complete service history for every installed system
- Faults and previous engineer notes available before every visit
- Future inspections planned in advance
What solar engery businesses get
Keep solar projects moving
Coordinate surveys, installations and commissioning from one schedule. With real-time updates and clear job visibility, every solar project keeps progressing without unnecessary delays.
Faster customer handovers
Finish every installation with confidence. Complete documentation, commissioning records and customer sign-offs on site, so customers receive accurate handover information sooner.
Better project visibility
Know exactly where every solar installation stands. Track progress from the initial survey through to commissioning and ongoing maintenance with live updates from your team.
Grow recurring revenue
Expand beyond installations with confidence. Manage solar operations and maintenance contracts, schedule recurring visits and build stronger long-term customer relationships.
Faster payments
Don't wait for paperwork to return to the office. Generate quotes, manage stage payments and invoice completed solar installations as soon as work is signed off.
Every system organized
Give engineers instant access to installation records, warranties and service history before every visit. Everything they need is linked to the relevant solar system and customer.
What our customers say
Why solar businesses choose Klipboard
Built for renewable energy
Trusted by 23,000 businesses
Fits the way you work
Designed for growth
Easy to use
Works with your business
See how Klipboard helps solar energy businesses keep projects moving from the first survey through to ongoing operations and maintenance.
Frequently asked questions from solar businesses
Yes. Survey visits, design sign off, installation, and commissioning can be tracked as linked stages within one job rather than separate records. This is one of the reasons solar installers use job management software in the first place, so the office can see where each stage is at, and field workers know exactly what's been done before they arrive on site.
You set up the maintenance schedule once per installed system — by visit frequency and service type — and Klipboard Job Management generates the jobs automatically ahead of each due date. Engineers are notified in advance, customers receive automated reminders, and every completed visit is logged against the system record.
Klipboard Job Management supports stage payment tracking against a single job, so deposits, materials invoices, and final completion payments are all linked to the same installation record. When the customer signs off the completed installation, the final invoice is generated from the job record and sent the same day.
Yes. Solar PV, battery storage, and heat pump installations can each have their own job templates and workflows, so different technologies are handled correctly within the same solar job management software.
Yes. Every visit, test result, and sign off is stored against the customer record, so a full compliance history can be pulled together in minutes rather than searched for across paperwork or email. This is especially useful for commercial and multi site customers during tenders and contract renewals.
Scale your solar business without scaling your admin
Join thousands of field service businesses using Klipboard Job Management to manage complex installation workflows, maintain compliance records, and build recurring revenue through O&M contracts.