Solar installation and O&M services

Two-way sync and automation for solar installation and O&M services.

Align approved customer scope, equipment identity, project handover and ongoing solar service records.

Equipment changes and ownership transitions leave sales, project, asset and billing records describing different versions of the installation.

Book a demo

Explore your process in a demo, or get our shared two-way sync architecture guide.

The platform, in operating order

Start with live data. Put it to work.

01

Two-way sync

Keep shared customer, order, and operational records aligned, with clear field ownership.

Explore two-way sync 02

Workflows

Move approved work between systems, assign exceptions, and confirm the result.

Explore workflows 03

AI agents (Genies)

Investigate cross-system questions, assemble the evidence, and prepare the next action.

Explore ai agents (genies) 04

EDI

Connect trading-partner documents to operational records and exception handling.

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Built around your operations

For teams managing more than one business model

US commercial solar installers and O&M providers with 100–1,000 employees that combine equipment supply, installation and service.

Equipment-change approval

Route proposed swaps through qualified review, commercial approval and the permitted purchasing or billing updates.

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O&M billing handoff

Connect performed work, applicable coverage and customer authorization before finance review.

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Solar project closeout

Assemble serial, completion and handover evidence against the final approved equipment scope.

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Your systems and records

Agree on ownership before automating actions

Record	Owner	Operating rule
Project customer	Finance	Verify the legal customer separately from the site coordinator.
Equipment scope	Qualified project owners	Preserve approved substitutions and final configuration.
Asset ownership	Account and contract owners	Use effective dates and retain historical billing relationships.
Handover packet	Project administration	Distinguish prepared, reviewed, delivered and accepted evidence.

HubSpot Acumatica Salesforce NetSuite Supabase HubSpot + Acumatica integration Salesforce + NetSuite integration

Panel, inverter and accessory procurement with partial shipments, backorders and warehouse versus project-site receiving.

Evaluate your next process

Find the right fit for your systems

Two-way syncHubSpot–Acumatica Two-Way Sync for Solar Installers
Connect solar sales opportunities to approved customer and project context.
Two-way syncSalesforce–NetSuite for Solar Installation and O&M
Keep solar asset, service and billing relationships aligned across ownership changes.
WorkflowsSolar Equipment Change-Order Workflows
Route equipment substitutions through technical review, customer approval and revised commercial handoffs.
AI agents (Genies)AI Project Closeout for Solar Installers
Assemble solar equipment identity and handover evidence against the final approved project scope.

Implementation and operating guides

Work through the details

Two-way syncSolar Installer Customer Handoffs: Align HubSpot Opportunities With Acumatica Project Accounts
Connect solar sales opportunities to approved Acumatica project customers without losing site, payer or scope identity.
Two-way syncSolar Fleet Ownership Changes: Align Salesforce Asset Owners With NetSuite Billing Customers
Handle solar asset ownership changes without moving historical service obligations or invoices to the wrong customer.
Two-way syncSolar Customer Portals: Connect HubSpot Milestones With Supabase Customer Access
Share verified solar project milestones through a customer portal with explicit site access and status ownership.
WorkflowsSolar Project Change Orders: Route Equipment Swaps Through Approval and Revised Billing
Route solar equipment changes through technical review, customer scope approval and a traceable billing revision.
WorkflowsSolar Service Visits: Route Confirmed Repair Completion Into O&M Billing
Connect solar O&M visit evidence to coverage and billing review without assuming every completed visit is chargeable.
AI agents (Genies)Genies for Solar Project Closeout: Assemble Serial Numbers, Completion Evidence, and Handover Records
Use Genies to prepare a solar project handover packet with traceable equipment and completion evidence.
AI agents (Genies)Solar Closeout Exceptions: Missing Serial Numbers, Changed Equipment, and Incomplete Handover Evidence
Resolve solar closeout evidence conflicts before marking a customer handover packet complete.
EDISolar Equipment Supplier EDI: Reconcile Panels, Inverters, and Partial Project Deliveries
Connect solar supplier documents to project equipment requirements and distinguish shipment, receipt and installation states.

Questions from solar installation and O&M services teams

Does an equipment substitution update the project automatically?

It should first pass the qualified and commercial reviews required for that change, then update the accepted scope through verified actions.

Can a customer ownership change move past invoices?

Historical financial ownership remains with finance's authorized process. Preserve prior relationships and approve future billing separately.

Can the portal confirm a projected milestone automatically?

A forecast date is not proof of completion. Publish the verified event from its owning process and keep estimates labeled.

Bring one real process

See how your records and handoffs fit together.

Bring the systems, record types, and exceptions your team handles today. We’ll scope the connections and actions, then walk through the path to a confirmed result.