Home & Property
Solar Installers
The all-in-one platform to manage site surveys, installation jobs, equipment tracking, and service visits. Spend less time on admin and more time doing what you love.
Get started freeA solar job is not one appointment, it is a sequence: survey, quote, install, commission, and then a service relationship that lasts as long as the panels. Firms that treat it as a single sale lose the second half of the value. Clienteka keeps the whole sequence on one client, from the first survey to the fifth-year service.
Also known as: solar installer Β· photovoltaic installation Β· solar panel fitting Β· PV installer Β· solar energy company Β· renewables installer
How Solar Installers use Clienteka
Track survey, install and commissioning per site
Record which panels and inverter were fitted
Schedule crews across several jobs at once
Everything your Solar Installers business needs
Client Management
Keep detailed profiles for every Solar Installers client. Track preferences, visit history, and notes all in one place.
Appointment Scheduling
Manage all your Solar Installers appointments in one calendar. Avoid double bookings and reduce no-shows β you stay in control of the schedule.
Invoicing & Payments
Create professional invoices for your Solar Installers business. Track payments, issue credit notes, and stay tax-compliant.
Team Scheduling
Manage your Solar Installers team with schedules, leave tracking, and role-based access control.
Notes & History
Keep detailed notes for every Solar Installers client. Record preferences, history, and important details that matter.
Product & Inventory
Track products and supplies for your Solar Installers business. Get low-stock alerts and manage retail sales.
Common questions
Can I track a job through survey, install and commissioning?
Yes. Each stage is a booking on the same client, so the whole sequence reads in order on the profile rather than living across a quoting tool and a diary.
Can I record which equipment was fitted?
Yes. Panel and inverter models go on the visit as products or in the notes, so the specification of a site is available years later when it needs servicing.
How do I plan crews across several sites?
Each installer has their own calendar column and working hours, so a multi-day install and a one-day survey elsewhere are planned side by side without collisions.
Can I keep the customer relationship after the install?
Yes. The client stays on the system with the full install record, so a service visit years later starts from what was actually fitted rather than from scratch.
Can I invoice in stages?
Each completed booking issues its own invoice, and partial payments can be recorded against an invoice, so deposits and stage payments are both trackable.
Start managing your Solar Installers business today
Join service businesses that trust Clienteka to keep their clients happy and their operations running smoothly.