Suprata for solar installers

Solar installs, from site visit to signed proposal to service plan

A solar job has a long road between the first call and the day the system is on. Suprata keeps the proposal, the paperwork, the install crew and the payments on one job. After the install, the system becomes a service customer you keep.

Start tonight Book a demo
Set up in minutesOffice, phone and tabletCustomize as far as you need
Installer setting a black solar panel on a shingled roof under a blue sky
An estimate with priced lines, the starting point for each option on a solar proposal.

Sound familiar?

What a normal week looks like without the right system

We hear these from solar installers all the time. Here is what Suprata does about each one.

We do a site visit, send a proposal, and then lose track of who signed and who is still thinking about it.

Each proposal shows when it was opened, and the customer signs online and pays the deposit when they accept.

Every install has a pile of documents: the signed contract, roof photos, the utility paperwork. They end up in five places.

The document library anchors every file to the account or the job, with search and secure share links.

Install day needs the right crew, the right panels and the right inverter on the truck.

Crews are scheduled on the calendar and dispatch board, and panels and inverters are tracked in stock and on purchase orders.

Once the system is on, we never hear from the customer again until something breaks.

A service agreement can schedule yearly checkups and cleanings, and the installed equipment stays on the account with serial numbers.

What runs your day

The parts of Suprata that fit solar installers

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability. These are the pieces that matter most to you.

Suprata Suite module

Suprata Estimate

System options go out on one proposal with a deposit rule for install jobs.

See Estimate Suprata Suite module

Suprata Contract

Signed agreements, roof photos and permits stored on the job and shared by secure link.

See Contract Suprata Suite module

Suprata Schedule

Site visits and multi-day installs on one calendar for every crew.

See Schedule Suprata Suite module

Suprata Inventory

Panels, racking and inverters received on purchase orders and tracked to the job.

See Inventory Suprata Suite module

Suprata Subscribe

Yearly checkup plans that create the visits and bill on their own.

See Subscribe Suprata Suite module

Suprata Message

Shared job notes and texts keep the homeowner posted between the site visit and the switch-on.

See Message

A day in the life with Suprata

One ordinary day, start to finish

Here is how the work flows when every call, job, booking and payment lives in one place.

  1. 8:00 am

    Install day

    A three-person crew heads out with the panel count and inverter model already on the job.

  2. 9:30 am

    Site visit

    A sales tech photographs the roof and the electrical panel and adds them to a new job.

  3. 11:45 am

    Proposal out

    The office sends two system sizes on one proposal. The homeowner opens it twice before lunch.

  4. 2:00 pm

    Signed and deposited

    The homeowner picks the larger system, signs and pays the deposit, and the job is marked won.

  5. 3:30 pm

    Update shared

    The install lead shares a photo of the finished array with the customer from the job page.

  6. 5:00 pm

    Service plan

    The finished system's serial numbers are saved to the account, and a yearly checkup agreement is started.

See it on screen

Real Suprata screens

Sample data, real software. Every screen below comes straight from Suprata.

An estimate with priced lines, the starting point for each option on a solar proposal.
An estimate with priced lines, the starting point for each option on a solar proposal.
A signed agreement on a tablet, captured on the customer's roof or kitchen table.
A signed agreement on a tablet, captured on the customer's roof or kitchen table.

Questions we hear

Straight answers

Asked by solar installers before they switch.

From the help center

Can we collect a deposit when the customer signs?

Yes. Set a deposit rule for install jobs, such as a percentage of the total. Accepting the proposal creates a deposit invoice and takes the customer to pay.

Read: Good / Better / Best proposals — let the customer choose

Does Suprata file permits or utility paperwork?

No. It keeps those documents with the job, but filing happens with your town and utility.

Read: Uploading and organizing documents

Can we track the equipment we installed?

Yes. Installed equipment is recorded on the customer's account with serial, model and install date, and every later service visit adds to its history.

Read: The Asset Lifecycle: Receive, Assign, Maintain, Bill, Retire

Can we sell a yearly service plan?

Yes. A service agreement sets the visits, the price and the renewal, and creates the jobs on its own.

Read: Creating a Service Agreement

Something else? Call 888-494-4335, email hello@suprata.com or ask “Does Suprata do this?”

Ready when you are

Buy it tonight. Be running in minutes.

Start with Suprata Suite on your own, or let our team set it up around the way your solar business works.

Start tonight Book a demo
Or call 888-494-4335