Job management software for solar energy businesses
Schedule survey visits and installation crews, capture MCS documentation on site, and manage your ongoing O&M contracts without the admin overhead.
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
Demand for solar PV, battery storage, and heat pump installations has accelerated sharply over recent years, and the businesses installing them are taking on more jobs, more engineers, and more compliance obligations than ever before.
The operational challenge isn't winning the work. It's managing the full job lifecycle, from initial survey through to MCS certification, DNO notification, and ongoing maintenance, without the wheels coming off on the admin side. When you're running multiple installation crews across different sites, the gaps start to show quickly.
Survey-to-installation coordination breaking down
Roof surveys, design sign-off, scaffolding, and installation crew scheduling all needing to align, with no single system holding it together.
MCS documentation incomplete or delayed
Microgeneration Certification Scheme records not captured at the point of installation, leading to delays in customer handover packs and potential certification gaps.
DNO applications and grid connection paperwork managed manually
Notifications to distribution network operators tracked on spreadsheets or via email, with no centralised record.
Battery storage and heat pump jobs managed separately
Businesses offering multiple technologies running different processes for different job types, with no consistent workflow.
O&M contracts not tracked systematically
Annual maintenance visits and warranty inspection schedules managed ad hoc, with renewals missed and revenue left unclaimed.
Invoices delayed by paperwork
Installation sign-off not captured digitally, meaning completion certificates and customer handover documents take days to produce and invoicing falls behind.
From first survey to ongoing maintenance, in one system
Solar energy businesses aren't just installers. Once a system is commissioned, you often carry responsibility for its performance over years through O&M contracts, warranty inspections, and reactive callouts when generation drops or battery faults occur.
Klipboard Job Management gives you one platform to run the full job lifecycle, from scheduling survey visits through to logging the tenth annual maintenance check, with every record stored against the system and the customer.
Job scheduling for installation crews
Coordinating a solar installation involves more moving parts than a standard trade job. A roof survey needs to happen before design sign-off. Scaffolding access needs to align with the installation crew's availability. Electricians need to follow the panel installers. Getting the sequence right — and visible to everyone — is where paper-based and phone-based scheduling consistently falls apart.
Klipboard Job Management's scheduling tools give you a live view of every engineer and crew, with the ability to manage multi-stage jobs in sequence and adapt when access dates shift or materials are delayed.
Key features:
- Live scheduling dashboard showing every crew's status, location, and upcoming jobs
- Multi-stage job management so survey, design review, installation, and commissioning are tracked as linked steps rather than separate jobs
- Drag-and-drop rescheduling when access windows change, with instant updates sent to engineers on the mobile app
- Automated customer notifications confirming survey and installation dates, reducing inbound queries to the office
MCS documentation and installation records
MCS certification requires solar PV installers to produce a certificate for every domestic installation, covering system specification, component details, test results, and installer sign-off. Getting that documentation right, at the point of installation rather than days later, is the difference between a clean customer handover and a compliance problem.
Klipboard Job Management's digital job sheets let installation engineers capture all MCS-relevant information on the mobile app while they're still on the roof. Custom templates cover the fields specific to solar PV, battery storage, and heat pump installations, so engineers complete the right form for each job type.
Capture on site, every time:
- System specification records including panel make, model, wattage, inverter details, and battery storage capacity
- Test results, commissioning data, and meter readings recorded at the point of installation
- Photos of the completed array, inverter installation, metering setup, and consumer unit connections attached to the job record
- Customer signature collected on screen before the crew leaves the site
- MCS certificate data ready to export for submission and customer handover packs
O&M contract scheduling and asset management
For solar businesses building a recurring revenue stream through operations and maintenance contracts, the challenge is managing dozens or hundreds of installed systems — each with its own service schedule, warranty terms, and performance history — without someone manually tracking every due date.
Klipboard Job Management stores every installed system as a digital asset, with full installation records, service history, and upcoming visit dates linked to the property and the customer. Annual inspection schedules run automatically, so nothing lapses without a deliberate decision to pause it.
Track and manage every installed system:
- Complete installation record stored per system, including all components, commissioning data, and warranty documentation
- Annual O&M visits and periodic inspection schedules set once and generated automatically when due
- Automated reminders sent to customers ahead of each maintenance visit, reducing no-access callouts
- Fault and callout history logged against each system so engineers arrive on site knowing what's happened before
- QR code labels for inverters and battery units, so engineers can scan and access full system records on site
Quoting and invoicing for solar installations
Solar installations are high-value jobs, and the gap between completion and invoice sent can be significant if your process relies on engineers returning paperwork to the office. Klipboard Job Management closes that gap by generating the invoice from the digital job record the moment an installation is signed off.
Survey visits can produce a professional branded quote on the same day, sent directly from the engineer's phone. Once accepted, the quote converts to a job with all the specification detail already attached.
Get quotes out faster and installations invoiced sooner:
- On-site quoting during the survey visit, with full system specification included and the quote sent to the customer immediately
- Stage payments supported, so deposits, supply invoices, and final completion payments are all tracked against the same job
- Same-day completion invoicing triggered when the customer signs off the installation on site
- Integration with QuickBooks and Xero so job data flows straight into your accounts without manual input
- Card payments accepted on site via Stripe, Apple Pay, or Google Pay
What solar engery businesses get
Multi-stage installation jobs in one view
Survey, design review, installation, and commissioning tracked as a connected sequence, with every stage visible to the office and the crew.
MCS documentation captured at point of installation
System specs, test results, photos, and customer sign-off recorded on the mobile app before the crew leaves the site. No chasing engineers for paperwork afterwards.
O&M contracts that manage themselves
Annual maintenance visits scheduled automatically, customers notified in advance, and every completed service logged against the installed system.
A growing asset register across your customer base
Every installed system tracked with full history, so your business holds the service knowledge even as your team grows.
Faster quotes, fewer lost jobs
Surveys produce same-day quotes. Installations produce same-day invoices. No paperwork bottleneck between the job and getting paid.
Works on site with or without signal
The mobile app runs offline, so job records are completed accurately in rural locations or properties with poor connectivity, syncing automatically when back in range.
Real companies, real results
Why solar businesses choose Klipboard
Support that understands field service complexity
Industry-leading reliability
Flexible templates for every job type
Lifetime training and support
Transparent pricing
Seamless integration
We understand how solar businesses operate. Whether you're managing installations, servicing existing systems, or responding to maintenance requests, our software helps you schedule jobs, manage engineers, and keep every project on track.
Frequently asked questions from solar businesses
Engineers complete installation records on the mobile app on site, capturing system specifications, test results, commissioning data, and customer sign-off in a format aligned to MCS documentation requirements. All records are stored securely against the installation and can be exported for MCS certificate submission and customer handover packs.
Yes. Klipboard Job Management supports multi-stage job workflows, so survey visits, design sign-off, installation, and commissioning are tracked as linked stages of the same job rather than separate records. The office has visibility of every stage, and engineers know exactly where each job stands 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.
Yes. Klipboard Job Management supports multiple job types with separate templates for each technology. Solar PV, battery storage, and heat pump installations each have their own forms and workflows, all managed within the same platform.
Yes. The app works offline and syncs automatically when connectivity is restored. Engineers can complete installation records, capture photos, and collect customer signatures in any location, with no disruption to the job 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.
Scale your solar business without scaling your admin
Join thousands of field service businesses using RAM to manage complex installation workflows, maintain compliance records, and build recurring revenue through O&M contracts.