Solar software from site survey to service calls

Keep long sales cycles moving with follow-ups, capture site surveys in the field, and send system quotes homeowners can approve online.

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Solar

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Sound familiar?

What solar owners tell us

Sales take months

A homeowner gets interested, then goes quiet for six weeks. Without follow-ups, half the leads just fade.

Survey details get lost

Roof pitch, shading, panel photos and meter location end up in five different places.

After install, we disappear

Customers call about a dead inverter and we don't have their system details handy.

How ServFlo helps

Automatic reminders and campaigns keep in touch with homeowners who haven't signed, so leads don't go cold.

Survey checklists capture roof, shading, electrical service and photos on site, even with no signal on the roof.

Quote a few system sizes side by side, let the homeowner sign online, and take the deposit by card or ACH.

Panels, inverters and batteries are stored on the property with serials and install dates, ready for service calls.

Something else on your mind? Ask us and a person will answer.

Can I keep a lead warm for months?

Yes. Requests and quotes stay open as long as you need, with automatic follow-ups and campaigns to keep in touch.

Can I build a site survey checklist?

Yes. Create checklists with the fields you need, and techs fill them in the app with photos.

Can I sell maintenance after install?

Yes. Offer a maintenance plan on autopay with scheduled cleaning and inspection visits.

More trades we serve

Add your services, invite your crew and send your first quote this afternoon. No card needed to explore, no contract.