Customers
Customer names, contact information, customer type, and address for residential and commercial accounts.
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.
Every role starts from the same installed system.
Manage customer intake, project sizing, commercial scope, permits, and installation handoffs.
Track monitoring assets, warning/offline status, and warranty claims after commissioning.
Coordinate scheduled dates, crew leads, panel counts, inverter models, completion dates, and blocked work.
The public page preview uses the same structure as the production product pages.
See the live workspace ↓Customer names, contact information, customer type, and address for residential and commercial accounts.
System size, contract value, delivery status, start date, target completion, customer, and site assessment links.
Roof type, shade score, estimated system size, assessment date, status, and customer relationship.
Crew lead, schedule, completion date, panel count, inverter model, status, and linked solar project.
Asset type, serial number, install date, current status, latest output, and linked solar project.
Claim date, issue type, priority, claim status, estimated cost, and monitoring asset relationship.
Start quickly without blocking the path to production operations.
Use roles and workspace permissions to let different teams operate from the same app.
Data lives in typed tables with views, forms, references, and audit-friendly history.
Proto workflows can be connected to the schema and adapted after install.
Use the app through UI workflows or API surfaces as your implementation matures.
Use AI as an operating layer over the same records your team uses.
Checks incomplete records, highlights stale work, and keeps the app ready for action.
Uses Proto workflows and app data to move routine steps forward with an audit trail.
Turns operational data into summaries that managers can review without exporting the app.
A connected operating model for solar project teams.
Open the workspace ↗Start from a working system instead of a blank canvas.
A practical rollout path from first click to real team usage.
Create the app, inspect the included schema, and open the first records.
Rename fields, add missing views, and connect the first Proto workflow.
Move real work through the app and refine reports from production usage.
Invite more teams, connect APIs, and standardize the operating model.
The catalog app is a source. Your install is a separate app copy.
Install creates a separate app for your workspace rather than editing the catalog source.
Records, schema changes, and workflow actions stay tied to your workspace history.
Start from the catalog app, then connect APIs, Proto workflows, reports, and team-specific screens.
The published app copy is installed into your workspace with its schema, views, forms, and configured starting data according to the publication settings.
Yes. The installed app is yours to edit. You can change tables, fields, views, permissions, workflows, and reports.
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.
The installed workspace is a separate, editable app copy.
From the same catalog neighborhood.
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