Preserve the installed asset
Keep the equipment and site identity stable while approved ownership relationships change.
Solar installation and O&M services
Salesforce–NetSuite for Solar Installation and O&M
Connect Salesforce customer and asset context with approved NetSuite billing and project records. Solar installation and O&M teams can preserve equipment history while tracking current ownership, contacts and agreement relationships. Effective-dated changes keep future service context distinct from historical invoices and authorizations.
An ownership or property-management change updates one system while service and billing still use the old relationship.
Explore your process in a demo, or get our shared two-way sync architecture guide.
When this fits
Built for this operating problem
US commercial solar installers and O&M providers with 100–1,000 employees that combine equipment supply, installation and service.
Separate future and historical billing
Finance controls the new customer relationship and the treatment of existing financial records.
Show the current service obligation
Return verified agreement and customer context to account teams without assuming a transfer automatically assigns coverage.
The process, end to end
Follow the work across systems
a commercial solar property changes owners. Dispatch needs a new site contact, account management needs the new relationship, and finance must retain invoices issued to the previous customer. The connection preserves all three meanings.
Scope your implementation
Bring these details to the demo
- Asset and site identifiers
- Ownership effective dates
- Agreement-transfer review process
- Customer and financial field ownership
Review current platform pricing alongside the records, volume, and actions in your process. Use your own operating baseline to evaluate the economics.
Explore your process in a demo, or get our shared two-way sync architecture guide.
From foundation to action
One connected operating process
01
Two-way sync
Keep shared customer, order, and operational records aligned, with clear field ownership.
Explore two-way sync 02Workflows
Move approved work between systems, assign exceptions, and confirm the result.
Explore workflows 03AI agents (Genies)
Investigate cross-system questions, assemble the evidence, and prepare the next action.
Explore ai agents (genies) 04EDI
Connect trading-partner documents to operational records and exception handling.
Explore ediGo deeper
Implementation guides for your team
- 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.
- 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.
- 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.
Explore all solar installation and O&M services integration and automation guides ↗
Common evaluation questions
Does an owner change create a new asset?
The physical asset generally keeps its identity; ownership is a separately reviewed relationship.
Can past invoices move automatically?
No blanket transfer is implied. Financial corrections require the authorized finance process.
Can this support ongoing O&M after installation?
Yes, when the mapped customer, asset and agreement records support the service handoffs you want to improve.
Where does a solar O&M provider begin with Stacksync when Salesforce and NetSuite hold the customer and asset records?
Begin with two-way sync so the Salesforce asset, site and ownership relationship match the NetSuite billing customer under a reviewed effective date. When that holds across a real ownership change, add workflows to carry confirmed repair completion, coverage and customer authorization into a finance review queue. Genies follow for closeout, gathering serial and completion evidence against the approved scope for your project owners to check. EDI comes last, for supplier purchase lines and partial equipment deliveries that arrive as documents, not synced records.
