Try the workflows, not just the screenshots.
Work through a fictional solar job using TrueSite's actual survey and field-tool components, plus hands-on sales, operations, inventory, service, and property examples. Your changes stay in this browser session.
Open a working example.
Use the same fictional company and property as you move between screens. Reset the demo at any time.
Sales & CRM
Add a lead, change its stage, schedule a follow-up, and save notes.
Try CRM → HomeownerProposal
Adjust system price, utility bill, and production assumptions; see the visual respond.
Try proposal → FieldSite survey
Complete the real survey sections, including roof and electrical capture.
Try survey → OperationsDispatch jobs
Assign crews and advance jobs through TrueSite's status sequence.
Try dispatch → ScheduleCalendar
Browse the example job schedule by month.
Try calendar → ReportsAnalytics
Compare sales, technician, and installer counts from the example records.
Try analytics → MaterialsInventory
Receive, reserve, release, or use stock and watch available counts change.
Try inventory → DocumentsPlan sets
Select a local PDF and preview it with the example project.
Try documents → MigrationLegacy import
Stage and review a sample record, then see it appear in CRM.
Try import review → ServiceTickets
Create a service issue, dispatch a technician, and resolve it.
Try service → PropertySolar System Passport
Inspect the history, add a note, and try the local sharing switch.
Try Passport → Field toolsBending, Fill & Academy
Use the actual calculators and training components with example inputs.
Try field tools →Explore the full workspace below.
The tour is interactive. Example data is invented and resets when you close or reload the page.
Want to see your own workflow?
Request a guided walkthrough and we can show how TrueSite fits your team's jobs.