From residential rooftops to commercial installations, manage sales, permits, installations, and monitoring with software built for solar contractors.
Record roof measurements, shading notes, and system details with photos on every job
Schedule site visits, installs, and inspection dates, and assign crews from the dispatch board
Manage panel, inverter, battery, and mounting hardware inventory across warehouse and trucks
Send tiered good-better-best estimates customers approve and sign online
Handle change orders with customer approval and keep warranty notes and service history on every install
Manage leads, follow-up tasks, and every customer interaction in the built-in CRM
Focus on profitable solar installations and services. ThePocketBoss helps you maximize margins in the growing renewable energy market.
High-ticket installations with strong margins
Large-scale projects with recurring revenue
Premium add-on service with excellent profits
Complete energy solutions at premium pricing
Specialized installations with higher rates
Recurring service agreements
Retrofit existing systems for added revenue
Complementary high-margin service
Pro Tip: Track your complete project costs including soft costs. Successful solar contractors improve margins by optimizing both equipment procurement and installation efficiency.
Comprehensive features designed for residential and commercial solar contractors.
Yes. ThePocketBoss is an all-in-one contractor platform that fits solar businesses well: CRM for your sales pipeline, tiered proposals with e-signature, scheduling for installs and inspections, equipment inventory, change orders, and a customer portal covering the project from lead to final invoice.
You can schedule permit milestones and inspection dates on the calendar with reminders, keep application details and reference numbers in job notes, and attach photos and documents so the whole history lives with the project.
Yes! Manage your solar business from lead and proposal through installation and ongoing maintenance. Track leads and follow-ups in the CRM, assign installation crews from the dispatch board, and schedule recurring maintenance visits.
ThePocketBoss does not include solar-specific ROI or incentive calculators. You can present financing details, incentives, and projected savings as line items and notes in your proposals, and use the built-in contractor profit calculators to make sure your own pricing is profitable.
Keep complete project documentation in one place: photos, signed estimates, approved change orders, and job notes. When an inspector or a warranty claim asks what was done and when, every install has a clear record.
Join leading solar contractors who've streamlined their operations with ThePocketBoss. Start your free trial today.
No contracts. No setup fees. Cancel anytime.