Run the work from lead to long-term service.
TrueSite connects the records your office, warehouse, sales team, and field crews use, so the project stays understandable as it moves forward.
Everything a solar company runs on, connected.
CRM & canvassing
Leads, follow-ups, appointments, door visits, interest, proposals, and signed versions.
Learn more →OperationsProjects & scheduling
Surveys, installs, inspections, service, crews, and the company calendar from canonical job records.
Learn more →MaterialsMaterials & inventory
Search stock, reserve and pack material, and load the van.
Learn more →ServiceMonitoring & service
Supported monitoring providers, normalized alerts, and service tickets.
Learn more →MigrationHistorical migration
Stage old customer folders, review evidence, resolve duplicates, approve imports.
Learn more →ReportingOperational reporting
Sales activity, work queues, turnaround, inspection outcomes, repair performance, and data quality.
Learn more →Fewer re-typed jobs.
The survey informs the proposal, the proposal informs the materials, and the install informs the Passport.
- One property record from lead to service
- Roles for managers, reps, warehouse, and crews
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.