From lead to PTO without losing a deal in the gap.
HudsonWorks for solar installers handles the long, multi-month sales-to-install lifecycle: residential and small-commercial PV, batteries, EV chargers. Track designs, contracts, permits, and milestones — without the spreadsheet sprawl that kills margins on every job.
The solar workflow, end to end
- 1Lead intake (web, referral, partner)
- 2Design review + proposal
- 3Contract signing (your DocuSign account)
- 4Permitting + site visit
- 5Install + commissioning
- 6PTO + customer handoff
What you get
Long-cycle pipeline
Custom statuses for new lead → contract sent → permits approved → install complete → PTO. Stages don't slip through the cracks.
Subcontractor coordination
Assign electricians, roofers, and inspectors to project phases. Field crews see their tasks in the mobile app with GPS-tagged time entries.
Generic proposals + your DocuSign
Drop-in proposal templates with line items and discount catalog. Send for signature with your own DocuSign account — we never touch the customer's contract.
Manual payment tracking
Record customer deposits and final payments by hand — no Stripe lock-in. Every InvoicePayment is an audit trail.
Run more than one trade? Plumbing and Roofing are first-class too.
Ready to get out of spreadsheet hell?
Talk to us about HudsonWorks — Standard $800/mo, Premium $1600/mo.