Solar installation and service software
DispatchMind runs a solar installation and service company from one place: calls and leads in, jobs on the schedule, the work on your team’s phones, then the invoice. Pick Solar installation and service when you sign up and it’s set up for your trade from the first screen. You can change any of it later.
Solar companies sell big installs, but the money that keeps coming is service. Panel cleaning, monitoring checks, troubleshooting and pulling panels when the roof gets redone. DispatchMind tracks every system you put in, the inverter and battery models at each address, and books the service visits that keep those customers coming back.
A typical solar installation and service job in DispatchMind
- A homeowner calls because the monitoring app shows the system is producing less, and Nellie books a service and troubleshooting visit.
- Your tech pulls up the address and sees the panel, inverter and battery models already on file from the install.
- The tech finds the issue, adds photos and notes, and builds an estimate for the repair that the customer signs.
- The repair is done on the spot, and the tech books a panel cleaning as a yearly service plan while there.
- The invoice goes out and the customer pays by card, and the job shows in your report by job type.
What solar installation and service owners tell us slows them down
Nobody remembers what was installed
Years later, a service call is slow if you do not know the gear. Equipment on file at each address keeps brand, model and install dates, so the tech shows up knowing the system.
Remove and reinstall jobs need timing
When a customer needs a new roof, panels come off and go back on around someone else's schedule. Keep both visits on one job and tag it Waiting on roof so it does not slip.
Cleaning and checks get forgotten
Panel cleaning and monitoring checks are easy repeat money. Recurring service plans create the visits ahead of time and route them in driving order.
Set up for solar installation and service from day one
Your job types
- Site survey
- System install
- Battery install
- Panel cleaning
- Service / troubleshooting
- Monitoring check
- Remove and reinstall (roof work)
- Estimate visit
The details you keep on each job
- System size (kW)
- Panel count
- Inverter
- Battery
- Utility company
- Permit #
- Permission to operate date
A checklist for the work
Install day: Roof and electrical photos before · Fall protection set · Panels and racking installed · Wiring and labels done · System powered and monitoring online · Roof and yard cleaned up · Customer shown the app
A starter price list
Your common items are already in your price book. You set every price; nothing is filled in for you.
- Site survey
- System install (quoted)
- Battery install (quoted)
- Panel cleaning
- Service call
- Remove and reinstall
Equipment on file
Keep what’s installed at each place, by type and brand (Enphase, SolarEdge, Tesla, REC, Qcells, Panasonic, SunPower, Canadian Solar and more).
Nellie knows the trade
Nellie is the assistant built into DispatchMind. On a solar installation and service account she knows how your customers talk and what to ask:
- New system, or service on one they have?
- Who installed it, and what inverter brand?
- Is the monitoring app showing an error?
- Best time window and the address?
What she treats as urgent: Burning smell, smoke or sparking from any part of the system; A panel loose or hanging off the roof.
What she never does: Never quote a price or savings the company hasn’t set; Never say a system is up to code, compliant or will pass an inspection: the licensed tech and the inspector decide that; Never tell anyone to open the inverter or disconnect boxes.
Everything else
- Jobs move through four plain steps: Submitted, In progress, Pending, Done pending approval. Your trade’s own steps are color tags you can sort by.
- Estimates and invoices from your price book.
- A tech app for your team, with what each person may see set by you.
- Reports and commissions worked out from your own jobs.
- Bring your customers and jobs over from the system you use now.
Solar installation and service software: common questions
Can I keep inverter and battery models on file for each customer?
Yes. Every address has an equipment list with brand, model and dates. Your tech sees it before walking up to the house.
Can I schedule recurring panel cleaning?
Yes. Set up a service plan, such as quarterly or yearly, and visits are created ahead of time. You can skip or move a single visit.
How do I handle a remove and reinstall job around a roof replacement?
Keep it as one job with two visits. Tag it Waiting on roof between the removal and the reinstall so it stays on your radar.
Can my installers close out a job and get the customer to pay on site?
Yes. Techs close out jobs in the iPhone app or any browser and take card payment through your own Stripe account. Money from a closeout can wait for your approval in Done pending approval.
Can I try DispatchMind for my solar company before paying?
Yes. You get a 14-day free trial with every feature turned on, Nellie included, and no card needed. After that it is month to month, so you can walk away any time.
Related trades
Try DispatchMind free for 14 days
Set up for solar installation and service. No card, month to month.