One record for the whole job.
TrueSite connects the people and paperwork around a solar project — so the survey informs the proposal, the proposal informs the materials, and the install informs the service call.
- STA 0+00Canvass & CRMDoors, follow-ups, appointments
- STA 1+00Proposal & signItemized proposals, e-signing
- STA 2+00Site surveyGuided capture, QA review
- STA 3+00Install & QACrews, verified arrival, review
- STA 4+00MaterialsStock, QR picking, van loading
- STA 5+00Monitor & serviceAlerts, tickets, dispatch
- STA 6+00PassportThe record after the job
Use what you need. Everything shares one record.
Availability depends on your company’s subscription and enabled workflows.
Sales & CRM
Canvassing, follow-ups, appointments, proposals, and e-signing.
Learn more →ServiceService & Monitoring
Tickets, monitoring connections, alerts, and fleet.
Learn more →MaterialsInventory & Materials
Catalog, suppliers, QR locations, stock, reservations, fulfillment.
Learn more →PeopleTeam Operations
Calendar, crews, credentials, analytics, payroll groundwork.
Learn more →RecordSolar System Passport
Property-centered history of systems, equipment, and service.
Learn more →ToolsField Tools & Academy
Conduit bending, conduit fill, and training lessons.
Learn more →Built around the property.
Start from the property, not a spreadsheet row.
A persistent Property record can hold several systems and jobs. The street address helps discovery and matching, but the record does not disappear when a job closes.
- Installed assets tied to a system on the property
- Projects and service tickets attach to the same record
- Passport events accumulate over time
Bring your design-tool plan sets with you.
Upload plan sets from Aurora Solar or your design tool of choice and link them to the project and property. TrueSite stores and shares them; it does not design them.
- Private, company-scoped storage
- Linked to the project and property
- Available to the crews who need them
Bring the old customer folders forward.
Stage historical folders, keep the source files, review extracted evidence, resolve possible duplicates, and approve canonical imports.
- Source files preserved
- Duplicate review before anything becomes canonical
- Human approval on every import
The right view for each role.
Company managers, project managers, salespeople, surveyors, warehouse staff, and field workers each work from the view built for them.
- Restricted salesperson accounts see only assigned work
- Sensitive writes run through server-side transactions
- Super-admin access is scoped to the company being served
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.