Job management for solar installers
Solar installer software to schedule site surveys and installation crews, keep permits and interconnection on track, and run your O&M contracts without the admin overhead.
From the first site assessment to the tenth annual service, every record stays with the system and the customer.
The operational challenge behind solar growth
Growing a solar business means keeping more projects moving at once. Between site surveys, permits, installations, inspections, utility interconnection and ongoing maintenance, admin is what slows everything down.
Renewable energy job management software like RAM Job Management keeps every stage in one place. Without it, more installs just means more of these problems:
Survey and installation crews out of sync
Site survey notes, roof measurements and system specs get lost between the surveyor and the install crew, and jobs arrive on site missing details.
Permits and interconnection paperwork running late
Commissioning data, inspection sign-offs and the utility interconnection application all need to be in order before a system can be connected. Paperwork filled in days later means customers waiting longer to switch on.
O&M visits managed on spreadsheets
Annual inspections, inverter checks and panel cleaning for hundreds of installed systems slip through when nobody’s reminded. Maintenance scheduling creates every visit for you.
Battery and heat pump jobs on separate systems
Solar PV, battery storage and heat pump installs each have their own paperwork. Running them on different spreadsheets means nothing lines up.
Customers chasing project updates
Between survey, design, installation, inspection, and interconnection, customers want to know what’s next, and the office has to call around to find out. Job tracking shows every project’s stage at a glance.
Progress payments delayed after sign-off
Deposits, progress payments and final invoices wait on paperwork coming back from site. On-site signatures and payments close that gap.
Key features of our solar job management software
From site survey to interconnection to O&M, the office and installation crews work from the same jobs, records and schedules.
Solar project management software
Site survey, design, permitting, installation and inspection are tracked as linked stages, not separate jobs, so each project moves smoothly from one step to the next.
Keep projects moving with:
- Site surveys and installs scheduled by crew, certification or availability
- Linked job stages from site survey through to interconnection
- Survey details, roof notes and system specs passed straight to the install crew
- A clear view of every crew’s upcoming jobs
Permit and interconnection paperwork completed on site
Capture installation records, commissioning data and customer sign-off before the crew leaves, so inspections and interconnection applications aren’t held up by paperwork.
Capture every install with:
- Commissioning results and system details recorded on site
- Photos of the array, inverter and wiring before and after work
- Customer signatures and closeout confirmation
- Records stored ready for inspections and the utility interconnection application
Solar asset management software
Keep panel and inverter serial numbers, warranties, commissioning records and service history against every system, so technicians know exactly what’s installed before they arrive.
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
Solar O&M software for maintenance contracts
Turn every installation into recurring revenue. Annual inspections, inverter checks and panel cleaning are created automatically, so installed systems stay serviced and customers stay with you.
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 site surveys, installations and inspections from one job management system. Clear job stages and real-time updates keep every solar project progressing without unnecessary delays.
Faster switch-on for customers
omplete commissioning records, inspection paperwork and customer sign-offs on site, so interconnection applications go in sooner and customers can switch on faster.
Better project visibility
Know exactly where every solar installation stands, from initial site survey through to interconnection and ongoing maintenance, with live updates from your team.
Grow recurring revenue
Solar O&M software that turns installs into maintenance contracts. Schedule recurring visits and build stronger long-term customer relationships.
Faster payments
Don’t wait for paperwork to come back to the office. Generate quotes, manage progress payments and invoice completed installations as soon as work is signed off.
Every system organized
The job management app gives technicians installation records, warranties and service history before every visit, linked to the right system and customer.
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
Solar job management software helps solar installers schedule site surveys and installations, track permits and interconnection paperwork, manage O&M contracts and invoice from one platform. It replaces spreadsheets and paper forms, so every project and installed system is recorded in one place.
Still running installs on paper? Our free job sheet template is a simple first step.
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. Technicians 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.
Klipboard Job Management handles the projects: site surveys, installs, permit paperwork and O&M. RAM also offers vehicle GPS tracking and dash cams as separate products, which you can use alongside it.
Scale your solar business without scaling your admin
Join solar, battery and heat pump installers using Klipboard to schedule projects, keep permits and interconnection on track, and grow recurring O&M revenue.