Solar operations platform

Run every solar job on one line — first knock to last service call.

TrueSite connects sales, surveys, proposals, installation, QA, materials, monitoring, and service around one property record, so your office, warehouse, and crews stop re-typing the same job.

Job · 142 Alder Way
142 Alder WaySurvey submitted · QA approved
Survey
Proposal v2Finalized · signed by invited customer
Signed
MaterialsPicked · staged · loading van 2
Fulfillment
Install — ThursdayCrew B · verified arrival required
Scheduled
PassportEquipment & photos attach to the property
Ready
Illustrative example
The platform

One connected record, not seven disconnected tools.

Sales

From the first knock to a signed proposal.

Company managers run canvassing maps, follow-up queues, appointments, itemized proposals, and built-in customer e-signing, with salespeople seeing only their own work.

  • Canvassing map with visit history, interest, and do-not-knock enforcement
  • Proposals with revisions, PDF export, and signed records
  • Restricted salesperson accounts
Canvassing map
Follow-up · Today 2:00 PMAppointment · assigned salesperson
Today
Do-not-knock respectedLater visits to that address are blocked
Enforced
Illustrative example
Surveys & installs

Capture the work once, at the job site.

Structured survey forms, private project photos, roof and site map markup, QA review, and verified-arrival timing keep evidence attached to the right job.

  • Return work for correction, approve, and keep timestamps
  • Reusable company forms
  • Plan sets uploaded from your design tool, linked to the project
Survey · 88 Ridgeline Dr
Roof & site mapPins for MSP, subpanel, meter
Captured
Electrical conditionsPhotos, ratings, notes
Captured
QA reviewReturned for one missing photo
Review
Illustrative example
Materials

Know what is on the shelf, and what is on the van.

Every stock change is recorded as a movement with an idempotency key, so a double tap or a retry can never count twice.

  • Location QR labels that carry only a permanent ID
  • Reservations against jobs
  • Warehouse pick, staging, and van loading
Location label · print preview
Main Warehouse › Rack 2
LOC-7K2QX9F
Main Warehouse › Electrical › Rack 2

The code holds only the permanent location ID — never quantities, job details, or homeowner information — so a printed label never goes stale.

Illustrative label with a real, scannable code.
Service

Turn a monitoring alert into a dispatched ticket.

Connect supported monitoring providers, verify the issue against the equipment on file, and dispatch a tech with the property’s history in hand.

  • Service tickets tied to the property and system
  • Enphase and SolarEdge connections plus a safe simulator
  • GPS-checked repair arrival
Service tickets
Open
No productionProperty · Hillcrest
Inverter fault codeProperty · Maple Ct
Dispatched
Monitoring offlineTech assigned · Thu
Resolved
Loose conductorPhotos attached
Breaker replacedPassport event
Illustrative example
Passport

A record that stays useful after installation.

A persistent property record holds systems, installed equipment, evidence, and service history — with permission-aware, revocable sharing.

  • Installed assets and serial evidence
  • Service timeline and controlled sharing
  • No claim of title, government, or legal proof
Solar System Passport
142 Alder WayPassport
Property record · 1 solar system · 1 battery
Installed assetsPanels, inverter, battery — model & serial evidence
Documents & photosSurvey, install evidence, warranties
Service timelineInstall · inspection · repair
SharingRedacted view · revocable link
Illustrative example
Field Tools

Built for the person holding the bender.

Conduit Bending Pro lays out marks for offsets, saddles, kicks, concentric bends, and full runs. Conduit Fill checks occupied area. The Academy puts short lessons where crews already work.

  • Bender library with calibration for your own bender
  • Reverse-bend reading from the opposite end
  • Every result labeled a layout aid that requires review
See the Field Tools
Conduit Bending · Offset
Mark 1Mark 230°rise
Bend type
Two-bend offset
Rise
6 in
Angle
30°
Distance between marks
12 in
Shrink
1½ in
Requires review Layout aid
Illustrative example. Bend results are layout aids that always ask for a qualified review.

See TrueSite running on a real job.

Tell us about your operation and we will walk you through the modules that fit — using your own workflow, not a canned script.

Request a Demo