The CRM that runs an array from assessment to handover.
The site assessment, the design, the permit and interconnection paperwork, the install day, the commissioning and the service visits afterwards all sit on one job — with a batteries-and-backup page on your website. Daybook speaks solar.
Solar is a project trade, and the app was built for project work: a lead, a site visit where somebody stands on the roof and reads the meter, a layout drawn to the planes that will carry it, a permit and an interconnection application, a win, a day or two on site, an inspection, a commissioning and a monitoring login. Not a template with a different noun in the headline: solar has its own job types, its own checklists, its own quoting words, its own price list and its own website — and every screen that used to say brick or stone says array, module or inverter to a solar installer.
The one that earns its keep is the site assessment & design notes form. It is what the layout gets written against: where the array goes and on which planes, the age and covering of the roof, what shades it, what the service and the meter can carry, how the crew and the panels get up there — and a required field for a year of the customer’s own usage, taken off their own utility account. At the far end, the commissioning & handover form records what was tested, whether the inspection passed, what the utility paperwork is doing, and what the owner was actually handed: the monitoring login, the as-built layout, the shut-down card at the inverter.
The solar & renewable energy toolkit.
On top of everything Daybook does for every trade — the full list is here — solar & renewable energy gets its own tools.
Quotes built from your own equipment list
The assessment and the layout drawing, the building and electrical permits and the interconnection application as their own lines, modules by the each, string, hybrid and micro-inverters, optimisers and rapid shutdown, rail, flashed L-feet and clamps, ground racking per panel, PV wire and conduit, batteries, backup sub-panels and EV chargers, install labour per panel, trenching per foot and crew days — quote from your own price list, with your own numbers on it.
A solar price list, ready to price
Site assessment, system design, structural review, permits, interconnection and net-metering paperwork, inspection attendance; all-black and silver-frame modules, inverters and optimisers, isolators, monitoring gateways, racking, hooks, ballast, critter guard and snow guards; batteries, changeover and EV chargers; panel and ground-array install labour, commissioning and testing, trenching, footings, crane and lift; array cleans, fault-finding call-outs and inverter replacements — a labelled starter list on day one, with your own prices on it.
Checklists written for installersCrew and up
A site assessment & design notes form with shading, roof age, service capacity and a year of usage as required fields; an install day & roof briefing with the wind, the crew, the layout chalked to the drawing and the mounting and wiring plan; and a commissioning & handover that blocks the job from closing until the strings are recorded, the inspection answered and the owner signed — attached to every job automatically.
Quotes and paperwork in your words
Rooftop install, ground-mount array, battery, backup & EV, off-grid & cottage, service & monitoring, commercial & agricultural — the job types, the examples and the document preview all speak solar, down to a quote line that reads Rooftop array — 18 panels set & wired.
Tags for who sends you the work
Referral, a neighbour who already has your array, the home show and the builder or renovator as marketing sources; rooftop, ground mount, battery & backup, off-grid, service and commercial as job specialties; homeowner, acreage / farm, builder and commercial as client tiers — seeded on day one, yours to edit.
AI that knows the trade
Array and module, roof plane, azimuth and pitch, shading, string, inverter and optimiser, racking and L-foot, interconnection, commissioning, monitoring, critical loads, off-grid — drafts and job summaries use an installer’s vocabulary, and the auto-classifier files a job as a rooftop install, a ground mount, a battery, an off-grid system, a commercial array or a service call on a system that is already up.
A solar website, live day one.
Your account starts with a real solar site template — a batteries-and-backup page included — edit it in the app, and the quote-request form asks where the panels would go and what the property uses in a year before it drops the lead straight into Daybook.
Edited in the app — photos and changes live when you press Publish
A batteries-and-backup page, written for installers
Quote-request form that mints a real lead
Bring your own domain — we set it up with you
Start where a solar job starts — on the roof.
Your own numbers beat any feature list — write up one assessment, put the design, the paperwork and the equipment on the list, and see the quote come out of it.
