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SPM 6 capabilities connected Install the published app Copy the reviewed Energy & Utilities starting point into your workspace.

Energy & Utilities

At a glance Published facts and operating context. Who it’s for Every role starts from the same installed system. Application structure The public page preview uses the same structure as the production product pages. What’s inside 6 capabilities in the published starting point. Scale and support Start quickly without blocking the path to production operations. Operational assistance Use AI as an operating layer over the same records your team uses. How it works A connected operating model for solar project teams. Comparison Start from a working system instead of a blank canvas. Rollout A practical rollout path from first click to real team usage. Technical proof The catalog app is a source. Your install is a separate app copy. FAQ Common questions.
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Features
Energy & Utilities
At a glance Who it’s for Application structure What’s inside Scale and support Operational assistance How it works Comparison Rollout Technical proof FAQ
SPM Open the live workspace Install the Solar Project Management starting point.
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Energy & Utilities

Solar Project Management READY

Run solar EPC delivery from the first customer assessment through installation, monitoring, warranty, and service follow-up. Track project value, system size, crews, assets, and claim status in one installable workspace.

Start free See live preview
Live Preview
Solar Project Management · Published starting point
ERP•AI
Overview CustomersSolar ProjectsSite AssessmentsInstallationsMonitoring AssetsWarranty Claims
Energy & UtilitiesSolar Project Management
01
CustomersCustomer names, contact information, customer type, and address for residential and commercial accounts.
02
Solar ProjectsSystem size, contract value, delivery status, start date, target completion, customer, and site assessment links.
03
Site AssessmentsRoof type, shade score, estimated system size, assessment date, status, and customer relationship.
04
InstallationsCrew lead, schedule, completion date, panel count, inverter model, status, and linked solar project.
05
Monitoring AssetsAsset type, serial number, install date, current status, latest output, and linked solar project.
06
Warranty ClaimsClaim date, issue type, priority, claim status, estimated cost, and monitoring asset relationship.
Install Solar Project Management
Product snapshot

Solar Project Management at a glance.

Schema
14Tables included in the app
Workflow starters
2Workflow starting points
Views
14Operational screens
Forms
13Entry points for users
Ready reports
4Analytics and summaries
Suggested roles
4Suggested roles and scopes
Built for

The teams that need this app.

Every role starts from the same installed system.

  • Solar EPC teams

    Manage customer intake, project sizing, commercial scope, permits, and installation handoffs.

  • Post-install support

    Track monitoring assets, warning/offline status, and warranty claims after commissioning.

  • Installation crews

    Coordinate scheduled dates, crew leads, panel counts, inverter models, completion dates, and blocked work.

What you get

Views, records, and workflow controls.

The public page preview uses the same structure as the production product pages.

See the live workspace ↓
Application structurePublished
ERP•AI
OverviewOperational dashboardCore recordsWorkflow control
Tables3Installed starting point
01
Operational dashboardTrack active work, exceptions, owners, and recent activity from the same workspace.
02
Core recordsWork from filtered, grouped, and role-aware table views instead of static templates.
03
Workflow controlUse Proto to model the real process around the data after installation.
At a glance

What’s inside.

Customers

Customer names, contact information, customer type, and address for residential and commercial accounts.

Solar Projects

System size, contract value, delivery status, start date, target completion, customer, and site assessment links.

Site Assessments

Roof type, shade score, estimated system size, assessment date, status, and customer relationship.

Installations

Crew lead, schedule, completion date, panel count, inverter model, status, and linked solar project.

Monitoring Assets

Asset type, serial number, install date, current status, latest output, and linked solar project.

Warranty Claims

Claim date, issue type, priority, claim status, estimated cost, and monitoring asset relationship.

Built for scale

Structured enough to grow with the team.

Start quickly without blocking the path to production operations.

  • Multi-user by default

    Use roles and workspace permissions to let different teams operate from the same app.

  • Structured records

    Data lives in typed tables with views, forms, references, and audit-friendly history.

  • Workflow-ready

    Proto workflows can be connected to the schema and adapted after install.

  • API-accessible

    Use the app through UI workflows or API surfaces as your implementation matures.

Operational assistance

Assistants that work inside the app.

Use AI as an operating layer over the same records your team uses.

Assistant queueReady
01
Data steward

Checks incomplete records, highlights stale work, and keeps the app ready for action.

02
Workflow runner

Uses Proto workflows and app data to move routine steps forward with an audit trail.

03
Reporting helper

Turns operational data into summaries that managers can review without exporting the app.

Workflow handoff

From assessment to lifecycle support

A connected operating model for solar project teams.

Open the workspace ↗
  1. 01
    Capture customer and assessmentStore customer contact details, roof type, shade score, estimated system size, and assessment status.
  2. 02
    Plan and deliver the projectTrack solar project name, system size, contract value, status, start date, target completion, and linked assessment.
  3. 03
    Run installation workAssign crew leads, schedule field work, record panel count and inverter model, then close out install status.
  4. 04
    Support the installed systemMonitor asset status, output, serial numbers, warranty issues, priorities, claim cost, and claim closure.

Blank setup vs a published app.

Start from a working system instead of a blank canvas.

ConsiderationBeforePublished app
Starting pointBeforeBlank app, spreadsheet import, and manual setup.Published appPublished app copy with schema, views, forms, and defaults.
WorkflowBeforeProcess lives outside the system.Published appProto workflows can run beside the records they operate on.
IterationBeforeChanges require rebuilding the system from scratch.Published appEdit fields, views, permissions, and workflows after install.
AccessBeforeShared credentials or duplicated sheets.Published appWorkspace users, roles, and app-level permissions.

Install, adapt, operate, scale.

A practical rollout path from first click to real team usage.

  1. Day 1Install

    Create the app, inspect the included schema, and open the first records.

  2. Week 1Adapt

    Rename fields, add missing views, and connect the first Proto workflow.

  3. Month 1Operate

    Move real work through the app and refine reports from production usage.

  4. Quarter 1Scale

    Invite more teams, connect APIs, and standardize the operating model.

Workspace-safe by design.

The catalog app is a source. Your install is a separate app copy.

App copy isolation

Install creates a separate app for your workspace rather than editing the catalog source.

Audit-ready changes

Records, schema changes, and workflow actions stay tied to your workspace history.

Open extension path

Start from the catalog app, then connect APIs, Proto workflows, reports, and team-specific screens.

FAQ

Common questions.

What gets installed with Solar Project Management?+

The published app copy is installed into your workspace with its schema, views, forms, and configured starting data according to the publication settings.

Can I change the app after installing it?+

Yes. The installed app is yours to edit. You can change tables, fields, views, permissions, workflows, and reports.

Solar Project Management

Install the published starting point. Adapt it to your operating model.

Solar Project Management helps solar EPC and operations teams manage residential, commercial, and retrofit projects from customer intake through site assessment, project costing, installation, monitoring, warranty, and service follow-up. It includes customer records, assessment data, solar project budgets and system sizes, installation crew work, monitoring assets, and warranty claims so teams can track delivery and lifecycle support in one workspace.

Start free See live preview

The installed workspace is a separate, editable app copy.

Energy & Utilities

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