---
title: "Solar installation and O&M services | Stacksync"
description: "Align approved customer scope, equipment identity, project handover and ongoing solar service records."
canonical: https://www.stacksync.com/industry/construction/solar-installation-service
last_modified: 2026-09-21
---

Solar installation and O&M services

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

> For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md

![Solar installation and O&M services systems connected through Stacksync two-way sync: HubSpot, Acumatica, Salesforce, NetSuite, Supabase](https://www.stacksync.com/images/industry-heroes/icp-solar-installation-service-800.webp)

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](https://www.stacksync.com/book-a-demo)

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

Make shared records dependable

Connect customer and asset context, route approved equipment changes, and assemble closeout and service-billing evidence.

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

The platform, in operating order

## Start with live data. Put it to work.

01

### [Two-way sync](https://www.stacksync.com/two-way-sync)

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

Explore two-way sync

02

### [Workflows](https://www.stacksync.com/workflow-automation)

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

Explore workflows

03

### [AI agents (Genies)](https://www.stacksync.com/ai-agents)

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

Explore ai agents (genies)

04

### [EDI](https://www.stacksync.com/edi)

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

Explore edi

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.

[Explore workflows ↗](https://www.stacksync.com/workflow-automation)

### O&M billing handoff

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

[Explore workflows ↗](https://www.stacksync.com/workflow-automation)

### Solar project closeout

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

[Explore Genies ↗](https://www.stacksync.com/ai-agents#genies-job-icp-solar-installation-service)

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](https://www.stacksync.com/connectors/hubspot) [Acumatica](https://www.stacksync.com/connectors/acumatica) [Salesforce](https://www.stacksync.com/connectors/salesforce) [NetSuite](https://www.stacksync.com/connectors/netsuite) [Supabase](https://www.stacksync.com/connectors/supabase) [HubSpot + Acumatica integration](https://www.stacksync.com/integrations/acumatica-and-hubspot) [Salesforce + NetSuite integration](https://www.stacksync.com/integrations/netsuite-and-salesforce)

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 sync [HubSpot–Acumatica Two-Way Sync for Solar Installers](https://www.stacksync.com/use-case/hubspot-acumatica-solar-installers)

  Connect solar sales opportunities to approved customer and project context.
- Two-way sync [Salesforce–NetSuite for Solar Installation and O&M](https://www.stacksync.com/use-case/salesforce-netsuite-solar-om)

  Keep solar asset, service and billing relationships aligned across ownership changes.
- Workflows [Solar Equipment Change-Order Workflows](https://www.stacksync.com/use-case/solar-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](https://www.stacksync.com/use-case/genies-solar-project-closeout)

  Assemble solar equipment identity and handover evidence against the final approved project scope.

Implementation and operating guides

## Work through the details

- Two-way sync [Solar Installer Customer Handoffs: Align HubSpot Opportunities With Acumatica Project Accounts](https://www.stacksync.com/blog/solar-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 sync [Solar Fleet Ownership Changes: Align Salesforce Asset Owners With NetSuite Billing Customers](https://www.stacksync.com/blog/solar-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 sync [Solar Customer Portals: Connect HubSpot Milestones With Supabase Customer Access](https://www.stacksync.com/blog/solar-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.
- Workflows [Solar Project Change Orders: Route Equipment Swaps Through Approval and Revised Billing](https://www.stacksync.com/blog/solar-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.
- Workflows [Solar Service Visits: Route Confirmed Repair Completion Into O&M Billing](https://www.stacksync.com/blog/solar-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](https://www.stacksync.com/blog/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](https://www.stacksync.com/blog/solar-closeout-exceptions-missing-serial-numbers-changed-equipment-and-incomplete-handover-evidence)

  Resolve solar closeout evidence conflicts before marking a customer handover packet complete.
- EDI [Solar Equipment Supplier EDI: Reconcile Panels, Inverters, and Partial Project Deliveries](https://www.stacksync.com/blog/solar-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.

[Book a demo](https://www.stacksync.com/book-a-demo)

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