Permit to PTO without the chaos.
Phases, tasks, crew assignments, permits, inspections, and documents -- structured around how solar projects actually move from sale to PTO. No more spreadsheets. No more missed inspections.
Built around the solar install lifecycle
Pre-configured phases that match how your projects actually move from sale to PTO.
Site Survey
Roof measurements, electrical panel assessment, shade analysis
Design
System layout, engineering drawings, equipment selection
Permitting
AHJ applications, plan review, approval tracking
Equipment
Order management, delivery tracking, staging
Installation
Crew scheduling, roof work, electrical connections
Inspection
Municipal inspection, re-inspection if needed
Interconnection
Utility application, meter swap, net metering setup
PTO
Permission to operate, system activation, monitoring setup
Solar-specific phases that match real install lifecycles
Pre-built project templates with phases that mirror how solar installations actually move: Site Survey, Design, Permitting, Equipment Ordering, Installation, Inspection, Interconnection, and PTO. Customize phases for your AHJ requirements and utility processes.
- Pre-built templates: Site Survey, Design, Permitting, Install, Inspection, PTO
- Custom phase creation for unique AHJ or utility requirements
- Phase dependencies so tasks unlock in the right order
- Phase-level status tracking with automatic progress calculations
Phase Tracking
Assign tasks to specific crews and track workload
Assign tasks to specific crew members across all active projects. See who is doing what, when, and where. Know when a roof crew is double-booked before it becomes a problem. Different crews handle different phases -- electrical crews handle interconnection, roof crews handle panel installation.
- Crew-level and individual task assignment
- Workload visibility across all active projects
- Double-booking detection before conflicts happen
- Specialized crew types: roof install, electrical, inspection, survey
Crew Management
Never miss a permit deadline or failed inspection
Log permit applications, track approval status by AHJ, schedule inspections, and attach documentation. When an inspection fails, log the reason and schedule the re-inspection. Every permit and inspection has a paper trail that survives employee turnover.
- Permit application tracking with AHJ-specific timelines
- Inspection scheduling with pass/fail/conditional status
- Re-inspection workflow with failure reason documentation
- Automatic deadline alerts before permits expire or inspections are due
Permits and Inspections
Every document in one project record
Upload site survey photos, engineering drawings, permit approvals, inspection reports, and interconnection agreements directly to the project record. Stop digging through email threads, shared drives, and text messages to find the right document.
- Drag-and-drop upload for photos, PDFs, and CAD files
- Document categorization: surveys, engineering, permits, inspections
- Version control so previous versions are never lost
- Secure sharing links for AHJ submissions and utility filings
Documents
Real-time project status across your entire portfolio
Dashboard views showing every active project by phase, status, and crew assignment. Filter by utility territory (ComEd, Ameren, Alliant, MidAm), AHJ, or crew. Know exactly which projects are blocked, which inspections are pending, and which are ready for PTO.
- Portfolio dashboard with phase-based project views
- Filter by utility, AHJ, crew, status, or date range
- Blocked project alerts with reason tracking
- PTO readiness checklist with missing document detection
Visibility
AI-generated daily briefings across all projects
The AI assistant generates daily project briefings highlighting blockers, upcoming deadlines, and tasks behind schedule. Operations managers get a single summary instead of checking 30 project boards every morning.
- Daily email briefing with project-level status summaries
- Blocker and risk detection with suggested resolutions
- Upcoming deadline previews for the next 7 and 14 days
- Tasks behind schedule surfaced with assignee and delay duration
AI Summaries
“Zero missed inspections since switching. Our PM used to track everything in a spreadsheet with 47 tabs. Now the whole team sees every project on one screen.”
Project Coordinator
Illinois Solar Installer
Track your first project from permit to PTO
Free to start. No credit card required. Import existing projects in minutes.
No credit card required. Free during beta.