Solar Project Managment

Included with
Sunbasedata all-in-one solar software

Seamlessly Launch Solar Project Files, Apply Task List, Track Engineering, HOA, Permits, NOCs, & Material Takeoff Lists..


Create & Assign Project Work Orders

Launch new projects for a customer with the click of a mouse.  Assign solar jobs to a specific user or crew.  Manage project status and view progress across visual job boards.


Keep Details Of Every Piece Of Your Projects

Have complete files with all the details of every project in one place that you can easily search anytime.  Track profits, commissions, job costing, billing, and performance.

SunbaseData Support

Benefit From Systems-Driven Operations

Turn you chaos into systematically coordinated processes, with automation bridging many tasks.  Standardize operating procedures to increase results. 

See Why 1000+ Project Managers, Engineers, & Solar Professionals Use SunbaseData As Their Solar Project Management Software..


About SunbaseData Solar Project Management Software

Our solar project management function comes with our all-in-one solar software.  One of the great things about the tool is it ties in directly to the CRM, so you can start a new project with a click.

Since our software is industry-specific, it’s simple & easy to implement systems and processes that work for solar companies.

Each project has it’s own project work order file within a customer or account record.  On project files there’s a suite of tools to help with various tasks that go into managing a solar project from contract to interconnect.

Our solar project management software can be implemented by small, mid-size, and enterprise companies.  SunbaseData is both easy-to-use & flexible to meet your needs.

Keep your projects neatly organized and systematically moving through the various stages of your installation and service operation. 

Increase your operational efficiency when managing projects with SunbaseData!

Solar Project Management Features

Tools For Tracking & Facilitating Installation & Services

Solar Project Info Management & Assignments

PV system installations can be complex and require keeping up with many important details from permits & engineering, homeowners associations, materials, assignments, job costing, documents, and more.  Check availability, schedule, and assign projects to specific crews or users.

Solar CRM
Tools For Solar Project Management Scheduling

Schedule Tasks, Projects, Due & Completion Dates

PV system installations can be complex and require keeping up with many important details from permits & engineering, homeowners associations, materials, assignments, job costing, documents, and more.  Check availability, schedule, and assign projects to specific crews or users.

Solar CRM
Tools For Tracking & Facilitating Installation & Services

Project & Service
Job Boards

Manage solar installation projects and service maintenance work from a central project dashboard.  Keep files sorted based off which stage of the process they’re in.  Trigger automation as files move from one stage to the next.  Set aging time frames for required file updates before getting flagged for review.

Solar CRM
Tools For Building Material Takeoff List

Solar Build of Materials Calculator

Input your specific formulas for how your calculate exact how much materials are needed for each solar project, then have MTO list generated by inputting a few project details.  Save time and energy when figuring out what goes into each solar project.

Solar CRM
Tools For Standardizing Systems & Processes

Task List

Build process milestone templates that can be assigned to a project or file.  You can assign tasks or default assign based on job role assignments, number of days till it’s due, and completion date.

Tools For Preliminary PV Installation Site Surveying

Site Surveys

Create and auto-fill site survey forms so that you can properly evaluate each project and what is needed to facilitate that installation.  Upload photos, signatures, and other job details to prepare before scheduling.

Solar Project Management
Tools For Taking Operations Paperless

Auto-Fill & E-Sign
Permits, NOCs & HOA Documents

Upload copies of solar permit applications, notice of commencements, and other documents needed.  Map and auto-fill documents to save time and duplicate entry.  Send for e-signatures or allow customers to sign right from mobile devices.  Once saved, access files as needed, or email to contacts.

Tools For ordering & pulling equipment & Materials

Purchase Orders & Inventory Parts

Create bill of materials purchase order forms and once approved email lists directly to your sales rep at suppliers.  When pulling materials or equipment for a job from warehouse inventory, use the phone app bar code scanner to identify and assign per project.

Tools For Improving Communication With Customers

Project Status Notifications Systems

Build communication campaigns that go out to customers using workflow automation as their project progresses across the various stages.  Cut back on the endless phone calls and emails and deliver a professional customer experience with great communication that you only had to step up once. 

Tools FoR High-Level Project Management

Project Manager View Tasks Dashboard

As solar companies expand it can become challenging for business owners & management to keep everything operating smoothly.  View all outstanding and recently completed tasks; drill down per user or by role to track each team member. 

Solar Project Management

Are your Operations Chaotic Due To Missing Systems & Processes?

Solar Sales Funnel

Create Systems & Tasks List Of Process Steps

Shift from reactively putting out fires, to proactively managing each tasks from start to finish using defined list.


Assign Jobs & Tasks Per User or Crew

Coordinate which tasks and deadlines belong to each user or crew based on role or specific assignment.


Streamline & Automate As Much As possible

Simple interfaces, instructional videos, and live support ensure each users success.

Have More Questions About SunbaseData Solar Project Management Software?

Let's Chat, Schedule A Call With Us.

See what other solar companies say about SunbaseData..

Once we got Sunbase in place, our sales team immediately experienced a jump in conversions just from the improved tracking. As we used it more, we saw patterns that showed us what gets the best results.

I’ve been in business for 25 years and always used paper, folders, and an office full of filing cabinets.  It’s incredible that technology makes it where I can walk around with everything on my phone.

Finally having the right systems to keep everything managed has been a huge factor in our company’s success.  I’ve personally seen my boss’s mood change from not carrying everything around with him all the time stressed out!

Sales & Marketing Director

Walter P.
Owner & Active Manager

Maria K.
Executive Assistant

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