Sunbase Solar Software Features
Our all-in-one software platform includes a full suite of tools available to manage everything from lead to closed project.
Sunbase Feature Set
Seamlessly organize and access prospect and customer records, track communication history, and manage tasks from any device to streamline your sales workflow.
End-to-End Solar Project Management
Manage every phase of a PV installation, from site audit to completion. Use unified tools for scheduling and milestones.
Integrated Financial Tracking
Monitor project profitability, track invoices, and manage accounts payable/receivable to ensure healthy cash flow.
Automated Solar Lead Capture
Instantly sync leads from your website and campaigns into your Solar CRM. Ensures fast response times for every new opportunity.
Mobile D2D Canvassing
Equip your field team with GPS tracking and a mobile tool to log prospects and schedule appointments instantly.
Interactive Solar Proposals
Generate stunning web proposals with integrated PV designs, financing, and secure e-signature for quick closing.
Real-Time Solar Inventory
Track all components, from panels to batteries. Use automated reorder alerts to prevent project delays and control costs.
Automated Bill of Materials (BOM)
Instantly generate precise, costed materials lists directly from your design. Eliminate manual errors in procurement.
Customizable Project Kanban Boards
Gain clear visibility into your entire pipeline. Use drag-and-drop boards to keep sales and installation teams aligned.
Integrated Time Tracking & Job Costing
Simplify payroll and accurate project billing. Staff clock in/out via the app, assigning labor to specific solar projects.
Centralized HR & Commission
Manage employee profiles, team scheduling, and utilize a smart, transparent commission algorithm for sales compensation.
Built-in Onboarding & Training
Deliver essential product knowledge, sales pitches, and documentation directly in the platform for consistent staff performance.
Helping Businesses Grow
You're tired of complex CRM tools. But you want to simply streamline operations. So it's time you meet Sunbase.
Our mission is to provide service-based companies with the most advanced and affordable tools to manage their business operations more effectively and profitably.
See all of your jobs in one visual display.
Making sure that no job is lost or forgotten about. You can even use the job board on your morning sales meeting making sure everything is humming along.
GPS Tracking & LiveMap
See all active appointments, service calls for the day on the map Can change the status of the driver and the vehicle will change colors Easily switch territories and recenter the map
Attach Files to a Record
This function streamlines sharing directly from the field with the office associated with the customer or the job. This tool makes tracking everything and associating it with the right job or customer easier than ever.
Proposal Generator
Using this tool, users can load templates of their custom proposals and the system will auto-fill the template with the relevant customer details including attachments as necessary with a single click.
