Contractor Business Software
Contractor Software Built for Solar, Roofing & Construction Teams
*Plans starting from $59/user/month
Built for: Solar Installers | Roofing Contractors | Construction Companies
CRM & Sales
Leads, customers, opportunities and follow-ups
Estimating & Proposals
Scope, pricing, estimates and customer proposals
Project Management
Schedules, teams, field work and delivery
Business Operations
Reporting, costs, workflow automation and visibility
Industry-Specific Contractor Software
One Platform.
Different Contractor Workflows.
Solar, roofing and construction companies may share similar business functions, but the way they sell, estimate and deliver work is different. Sunbase provides one configurable platform while supporting the workflows, terminology and project stages specific to each industry.
Solar Software
Run the full solar workflow in one system — canvassing and lead capture, system design and shading analysis, proposals and financing, permitting and utility interconnection, install tracking, and post-install monitoring.
Roofing Software
Work retail and insurance jobs from one platform — capture storm leads, pull aerial measurements and material takeoff, manage adjuster and supplement documentation, schedule inspections, and track crews to completion.
Construction Software
Manage bids and estimates, change orders, subcontractors, progress billing, and job costing for construction firms — with workforce coordination and financial tracking in one centralized platform.
Contractor Software
What Is Contractor Software?
Contractor software is a business management platform that helps contractors manage customer relationships, estimating, proposals, project delivery, field operations and business performance from one connected system.
Instead of using separate tools for sales, estimating, scheduling, project management and reporting, contractor software helps teams move information through the business as the work progresses.
Connect the Commercial and Operational Sides of the Business
Lead / Opportunity → Estimate → Proposal → Approved Work → Project Delivery → Completion → Business Reporting

Core Contractor Capabilities
Run the Contractor Workflow Across One Platform
Sunbase brings together the core systems contractors use to win work, price jobs, deliver projects and understand business performance without forcing every team into a separate tool.
From Opportunity to Completed Work
CRM & Sales → Estimating & Proposal → Project Management → Business Operations
01
CRM & Sales
Manage the commercial side of the business before work is approved.
Leads | Customers | Companies | Opportunities | Appointments | Follow-Ups | Sales Pipeline
02
Estimating & Proposals
Turn project requirements into structured pricing and customer-ready proposals.
Scope | Quantities | Labor | Materials | Cost | Markup | Proposal | Approval
03
Project Management
Coordinate approved work through planning, scheduling, field execution and completion.
Project Handoff | Scheduling | Teams | Tasks | Materials | Field Updates | Changes | Closeout
Connected Contractor Workflow
One Platform From Opportunity to Completed Work
From Opportunity to Completed Work
CRM & Sales → Estimating & Proposal → Project Management → Business Operations

Configurable Contractor Workflows
Configure Sunbase Around the Way Your Team Works
Contractor businesses do not all follow the same sales, estimating or project process. Sunbase can be configured around the stages, responsibilities and actions your team already uses.
Configure the Workflow
Stages | Owners | Required Actions | Approvals | Notifications | Automation

Contractor Software Integrations
Connect Sunbase With the Systems Your Business Already Uses
Contractor businesses often rely on accounting, communication, lead, document and industry-specific systems alongside their core operations. Sunbase can connect with supported tools so important information does not remain isolated across separate platforms.
Keep Information Moving Between Systems
Lead Source → Sunbase → Estimate / Project → Accounting / Documents / Industry Tools

Business Visibility & Reporting
See What Is Happening Across Sales, Projects and Operations
Sunbase brings key business information into one place so owners and managers can see what is moving, what needs attention and how work is performing across the business.
Move From Activity to Business Decisions
Sales → Work Won → Projects → Field Activity → Financial Performance

Why Sunbase
Built to Manage the Business Around the Work
Sunbase is designed for contractor businesses that need more than a standalone CRM, estimating tool or project-management system. It brings the commercial, operational and reporting sides of the business together while still allowing workflows to reflect the way each industry works.
One platform for the contractor business.
Configured around the industry and workflow behind the work.
One Contractor Platform
Manage sales, estimating, project delivery, field activity and business visibility without building the workflow around several disconnected systems.
Industry-Specific Workflows
Support the processes used by
Solar Installers, Roofing Contractors, Construction Companies
without forcing every business into the same terminology or project stages.
Configurable Around Your Process
Adapt the
Stages, Responsibilities, Approvals, Automations, Notifications and Project Workflows
around the way your team already operates.
Connect Specialist Systems Where Needed
Sunbase does not have to replace every specialist tool. Supported integrations, APIs and webhooks can connect the systems your business still needs.
Carry Information Across Teams
Keep important customer, estimate, project and operational information available as responsibility moves between
Sales, Estimating, Operations, Field and Management
Grow Without Rebuilding the Operating System
Start with the capabilities your team needs and expand the workflow as business requirements change.
Pricing & Implementation
Start With the Contractor Software Your Team Needs
Sunbase can be configured around the users, workflows and capabilities your business needs instead of forcing every contractor into the same software package.
Implementation Built Around Your Workflow
Review Current Process → Configure Sunbase → Connect Systems → Import Data → Launch Team
Implementation requirements can vary depending on existing data, integrations, workflow complexity and the capabilities being configured.
Capabilities
Configure CRM, estimating, project management, operations and other required modules.
Workflows
Set up stages, responsibilities, approvals and automation around your existing process.
Integrations
Connect supported accounting, communication, document and industry-specific systems where required.
Pricing
Plans start at $59/user/month.
Final pricing depends on:
Number of Users | Required Capabilities | Workflow Configuration | Integrations | Implementation
Start with the capabilities your team needs today and configure the platform around the way your contractor business operates.
See Sunbase in Action
See How the Contractor Workflow Works Inside Sunbase
The tools, support, and flexibility that solar, roofing, and construction businesses need to operate at their best.
01
All-in-One Solution
Runs your whole operation — canvassing CRM, solar design and roofing takeoff, proposals, crew scheduling, and job-level reporting — from one login instead of five disconnected tools.
02
Scalable for Any Size
Whether you're a mid-sized business or an enterprise, Sunbase offers flexible features to manage multiple users, projects, locations, and reporting at any scale.
03
Dedicated Support
With 24/7 support, Sunbase ensures quick issue resolution and helps optimize your platform usage to keep operations running smoothly — day or night.
Contractor Software FAQs
Questions Contractors Ask Before Choosing Business Software
What is contractor software?
Contractor software is a business management platform used to manage customer relationships, estimating, proposals, project delivery, field operations and business performance. It helps contractors keep information connected as work moves from the first opportunity through completion.
Who is Sunbase contractor software built for?
Sunbase is built for solar installers, roofing contractors and construction companies that need to manage sales, estimating, projects and operations across one configurable platform. Each industry can use workflows and terminology that reflect the way its teams actually work.
How is contractor software different from a CRM?
A CRM mainly manages leads, customers, opportunities and sales activity. Contractor software extends beyond the sale into estimating, proposals, project management, field operations, financial visibility and reporting, allowing customer and job information to continue through the delivery workflow.
How is contractor software different from project management software?
Project management software usually begins after work has been approved and focuses on schedules, tasks, teams and delivery. Contractor software connects that project workflow with the earlier CRM, estimating and proposal process and the later operational and financial information around the job.
Is Sunbase the same software for solar, roofing and construction companies?
Sunbase provides a common configurable platform, but the workflows can differ by industry. Solar teams may manage design, proposals, installation and PTO; roofing companies may manage properties, inspections, estimating and production; construction teams may manage bidding, preconstruction, procurement, field execution and closeout.
What contractor workflows can Sunbase manage?
Sunbase can support workflows across CRM and sales, estimating and proposals, project management, field activity, workflow automation, reporting and operational visibility. The exact stages and capabilities can be configured around the requirements of the business.
Can Sunbase replace all of the software a contractor already uses?
Not necessarily. Contractors may continue using specialist systems for accounting, design, measurements, suppliers, documents or other industry-specific functions. Sunbase can connect supported systems through available integrations, APIs, webhooks and custom workflows where appropriate.
Can Sunbase be configured around our existing process?
Yes. Sunbase can be configured around stages, responsibilities, required actions, approvals, notifications, automations and project workflows so teams do not have to adopt one fixed process for every type of work.
Can information move from sales into estimating and project management?
Yes. Sunbase is designed so relevant customer, opportunity, scope, estimate and project information can remain available as responsibility moves between sales, estimating, operations and project teams, depending on how the workflow is configured.
Does Sunbase support both office and field teams?
Sunbase can support workflows used by sales, estimating, project, operations and field teams. The information available to each team can be organized around its responsibilities, such as customer activity, project status, assigned work, documents, progress and operational reporting.
Can Sunbase connect with accounting, communication and other contractor systems?
Sunbase supports integrations and connection methods for different business systems. Depending on the platform, connections may use native integrations, APIs, webhooks, automation or custom integration work. Specific integration availability should be confirmed for the systems your company uses.
How much does Sunbase contractor software cost?
Sunbase plans start at $59/user/month. Final pricing depends on the number of users, required capabilities, workflow configuration, integrations and implementation requirements.
How long does it take to implement contractor software?
Implementation time depends on the complexity of the workflow, the amount of data being moved, required integrations and the number of teams involved. A typical implementation process includes reviewing the current workflow, configuring Sunbase, connecting required systems, importing data and launching with the team.
Is contractor software better than using separate CRM, estimating and project-management tools?
It depends on the business. Separate specialist tools can work well when information moves reliably between them. A contractor platform becomes especially useful when teams are repeatedly entering the same customer, estimate and project information into multiple systems or cannot easily see the complete status of the work.
Ready to Run Your
Contractor Business on One Platform?
Manage sales, estimating, projects, field operations and business performance from one configurable platform built for solar, roofing and construction teams.
Solar | Roofing | Construction
Configure Sunbase around the workflows, teams and systems your business already uses.
