Sunscape · Your Solar OS
Your Solar OS, From Lead To PTO.
A CRM and project management platform built for solar installers. Every lead, proposal, permit, and utility filing tracked in one pipeline your whole team works from.
Solar-specific fields out of the box, AHJ requirements built in, and the EnergyScape services team one click away.
See every project, pipeline, and lead source at a glance.
Pipeline value, project source, and stage analytics update in real time — so your team always knows exactly where every deal stands.
- Live pipeline value & total project count
- Project source breakdown by channel
- Stage-by-stage project funnel tracking
Generic CRMs track deals. Sunscape tracks projects.
A signed contract is the middle of a solar job, not the end. Sunscape was built by the team that runs surveys, plan sets, permits, and PTO every day, so the pipeline keeps going after the sale.
Built for the full job
Lead, proposal, survey, design, permit, install, inspection, and PTO live on one project record. Nothing is re-keyed between tools.
AHJ data inside the record
Jurisdiction and utility requirements sit on the project, pulled from the same database our permitting team files against.
Services one click away
Order a survey, plan set, stamp, permit, or interconnection from the project. The work comes back to the same record.
Every project record in one place — files, contacts, and status.
One platform from first lead to permission to operate.
Sales, design, permitting, and utility interconnection run on a single record, so your team stops chasing spreadsheets and homeowners see progress as it happens.
Book a demoHow it works.
Guided onboarding, your process configured in, your team live.
Book a demo
Walk through Sunscape on your own pipeline, stages, and markets.
Onboard
Set up your company, users, and markets through guided onboarding.
Configure
Stages, fields, automations, and proposal templates built around how your team already works.
Go live
Leads and active projects move in. Your team works from one pipeline from day one.
Plug in services
Order surveys, plan sets, stamps, permits, and PTO from the project whenever you need them.
One platform. Two more behind it.
Use Sunscape on its own, or run the whole job through the ecosystem.
Sunscape
Where the job is tracked
CRM and project management from lead to PTO, with AHJ data and a homeowner dashboard built in.
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SiteScape
Where the site is captured
Book a survey, a vetted technician captures to your checklist, and the package lands on your Sunscape project.
Explore SiteScape
EnergyScape
Where the work gets done
Proposals, plan sets, PE stamping, permitting, and interconnection, delivered back to the same record.
See servicesA sales CRM versus a solar OS.
The homeowner stops calling. The project keeps moving.
Every status your team updates in Sunscape shows up on the homeowner's dashboard. They see where the job stands, what happens next, and who to reach, without a single phone call to your office.
- Live timeline from contract to PTO
- Documents in one place: proposal, permit, inspection
- Named contacts for every stage
- Updates driven by the pipeline, not by hand
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Site survey
Complete -
Plan set and engineering
Complete -
Permit
Approved -
Installation
Scheduled -
Inspection
Next -
Permission to Operate
Pending
Everything a solar team runs on.
Lead management
Capture, assign, and follow up on every lead. Source, stage, and owner visible at a glance, nothing lost in an inbox.
Automated proposal generation
Branded proposals generated from the project data your team already entered. Revisions stay on the record.
Advanced project tracking
Every job on one board by stage, with milestones, owners, and aging so stalled projects surface before the homeowner calls.
Workflow automation
Tasks, handoffs, and status updates triggered by stage changes. Your process runs the same way on every job.
Integrated AHJ
Setbacks, code editions, submission format, and utility requirements attached to the project from 15,000+ AHJs and 1,000+ utilities.
Built-in communication
Messages, notes, and updates between sales, ops, field crews, and the homeowner, kept on the project instead of scattered across threads.
Homeowner dashboard
The homeowner sees timeline, next step, documents, and contacts in real time. Fewer "where's my system" calls to your office.
Advanced custom reports
Pipeline, cycle time, conversion, and revenue by stage, rep, or market. Build the view your leadership actually reviews.
Solar-specific fields
System size, modules, inverters, roof type, utility, and AHJ are native fields, not custom workarounds bolted onto a sales CRM.
Solar job integrations
Surveys from SiteScape, plan sets, stamps, permits, and PTO filings from EnergyScape land straight on the job.
Enhanced system integrations
Connect Sunscape to the tools already in your stack so data moves once.
PV labels ordering
Order code-compliant PV labels and placards from the project, matched to the system on the record.
Experience the future of solar management.
Claim your exclusive demo and see CRM and site surveys work together on one record.
Frequently asked questions
Still have a question?
Can't find the answer you're looking for? Send us an email and we'll get back to you as soon as possible.
Contact usA CRM and project management platform built for solar installers. It tracks every job from the first lead through Permission to Operate, with solar-specific fields and AHJ data built in.
A sales CRM stops at the signed contract. Sunscape keeps going through survey, design, permit, install, inspection, and PTO, on the same project record.
No. Sunscape works on its own. Ordering surveys, plan sets, stamps, permits, or PTO from the project is always optional.
A dashboard with the project timeline, the next step, their documents, and who to contact. It updates as your team moves the job through the pipeline.
Yes. Stages, fields, automations, and proposal templates are configured around how your team already works during onboarding.
Yes. Active leads and projects move in during onboarding so your team starts from one pipeline.
The same database our permitting and plan set teams file against every day: 15,000+ AHJs and 1,000+ utilities, updated as rejections come back.
See the pricing page, or book a demo and we will walk through the plan that fits your team.