Back office for solar & sustainability
Solar feasibility to permission-to-operate, coordinated through one office.
Residential solar feasibility, system design, permit and utility-interconnection paperwork, panel maintenance, and home-efficiency retrofits — with all electrical installation performed by licensed partners coordinated through the project.
Configured for Solar & Sustainability
Not generic software. Your trade's operating system.
The configured pack runs this trade from desktop prequalification through assessment, design, permitting, licensed install, inspection, and permission-to-operate, then keeps the customer on annual cleaning and performance checkups.
Honest feasibility first
Desktop prequalification with aerial imagery and 12-month bill review filters out poor-solar-access sites before anyone schedules a visit, and customers get a straight works-or-doesn't assessment.
Licensed-partner coordination
Panel wiring, inverter tie-in, and main-panel upgrades are performed by licensed electrical partners; Your Deputy holds the schedule, the paperwork, and the single point of contact.
Paperwork tracked to PTO
Building and electrical permits plus the utility interconnection application are filed and tracked, with honest ranges on review times and the customer told exactly when the system may be switched on.
Your workflow pack
Every phase configured before you log in.
Your back office ships with these phases built for Solar & Sustainability — tasks, checklists, and QA gates included.
Intake & Scheduling
Captures the address, 12-month electric usage from a bill upload, roof age and type if known, and goals — bill reduction, EV charging, or backup.
Quote & Approval
Line-item proposal after the on-site assessment: equipment, licensed-partner labor, permits, interconnection fees, with incentives shown as a separate net-cost calculation — never a firm price from satellite imagery alone.
Assessment & Design
On-site roof, shading, and service-panel assessment feeds a custom design: panel layout, stringing, inverter selection, and a production model sized to actual usage plus planned loads.
Permits & Interconnection
Building and electrical permit applications with design drawings, then the utility interconnection filing — each tracked through review with proactive updates at every step.
Commissioning & Efficiency
System energized after written permission to operate, production verified against the model, monitoring set up with a plain-English orientation — plus audit-driven efficiency retrofits with payback math.
QA & Closeout
Every gate documented before invoicing: assessment pack, design pack, permit approvals, PTO letter, inspection sign-offs, and commissioning readings verified against the model.
Invoicing & Review
Milestone-based invoicing with an incentive documentation packet for the customer's tax advisor, a 30-day production check-in, and enrollment in the annual cleaning and performance-check plan.
Quoting, our way: Consultation and assessment are free or low fixed fee, credited on signing. Firm project quotes only after the on-site assessment — satellite prequalification is not a quote — with production figures presented as modeled estimates, never guarantees.
How a job flows
From first call to paid invoice.
No-pressure consultation
The customer books a free consultation and gets education first: realistic numbers on cost, what the 30% federal tax credit does, and what net metering in PA actually pays.
Honest site assessment
The assessor documents roof, shading across the year, 12 months of bills, and the main panel — then gives a straight answer: the site works, doesn't work, or works if something changes.
Line-item design proposal
A custom system design with panel layout, projected production, equipment specs, financing options, and incentive math — realistic, not best-case, estimates.
Permits and utility, tracked
Permits and the interconnection application are filed with updates at each step, and the honest caveat that permits and the utility set the pace — typically 8 to 12 weeks to permission to operate.
Coordinated install and inspection
Licensed electrical crews install while Your Deputy coordinates scheduling, access, and daily cleanup; building and utility inspections are scheduled and any corrections handled.
Permission to operate and handoff
Once the utility grants written permission to operate, the system is energized, monitoring is set up on the customer's phone, and annual cleaning and performance checkups keep it producing.
Proof on every job
Evidence your customers can see.
Every Solar & Sustainability job carries photo and documentation standards — dispute prevention built into the workflow.
- ✓ Assessment pack: roof photos of all planes, shading analysis output, labeled panel photos, and the 12-month bill summary — attached before any design is approved.
- ✓ Design pack: panel layout drawing, equipment spec sheets, and the production model checked against actual utility usage.
- ✓ Permit and interconnection pack: submitted applications, jurisdiction approvals, utility interconnection approval, the PTO letter, and meter approval.
- ✓ Install pack with daily progress photos, inspection sign-off sheets, and commissioning readings verified against the model.
Our boundary, stated plainly: Production figures are modeled, weather-dependent estimates — never guaranteed — and permit or utility timelines are given as honest ranges, because jurisdictions and utilities set the pace.
Pricing
One recovered job a month pays for it.
Your Deputy tiers for Solar & Sustainability: Per-project system quotes after the on-site assessment; panel cleaning and efficiency checkups on flat per-visit or annual plans.. Same platform, configured for how solar & sustainability work gets billed.
Launch
Owner-operators & 1–2 person shops
$499 one-time onboarding · $1,790/yr annual
- Branded client portal on your subdomain
- Online booking page + Solar & Sustainability intake form
- Digital quotes/proposals with e-sign
- Invoices + online payment
- Review engine (auto requests after paid jobs)
- 1 niche workflow pack
- Unlimited staff seats
- Email support
Growth
Growing shops with crews (3–15 people)
$999 one-time onboarding · $2,990/yr annual
- Everything in Launch, plus:
- Full niche OS: dispatch board, crew mobilization checklists, arrival/departure logging
- Automations: quote follow-up drip, past-due dunning, QA gates, seasonal re-engagement
- Crew checklists & SOP library
- Reputation + referral engine
- Service recovery: callback, billing & warranty inboxes
- Subcontractor packet: credentials, availability, offboarding
- Priority support
Scale
Multi-crew / multi-territory operators
$1,499 one-time onboarding · $5,490/yr annual
- Everything in Growth, plus:
- Territories & capacity rules, resource reservations
- Advanced reporting: weekly reconciliation, monthly acceptance review
- Custom integrations (webhooks to your tools)
- Quarterly ops review with us
- Dedicated success contact
End of shift
Your competitors are one missed call away from your customer.
Put your back office on autopilot. Complete the intake, take a 45-minute launch call, and we handle the build from there.
Illustrative sample report — what your end-of-day looks like with Your Deputy on the job.