Best Software for Solar Installation Companies in 2026

Residential solar installation is one of the most workflow-complex trades in construction. A single residential solar project starts with a sales call, moves to a site survey (roof photos, shading analysis, electrical panel assessment), then design, then financing approval, then permit submission, then installation, then inspection, then utility interconnection, then Permission To Operate (PTO), and finally post-install system monitoring. Along the way the customer touches federal tax credit paperwork (30% ITC), possibly state rebates, possibly SRECs, and a 20-25 year performance warranty that must be tracked and honored.

This guide compares the five platforms solar installation companies most commonly evaluate in 2026: Aurora Solar, Enerflo, ServiceTitan, Jobber, and Deelo. The solar-specialist tools, the general contractor tools, and how each handles the 90-to-180 day project arc that defines residential solar.

Deelo's approach for solar: CRM for leads and customers, Projects for the 90-180 day install arc with milestone tracking, Docs for the site survey form and financing paperwork, Invoicing for deposit and final payment, Field Service for install-day dispatch, and Marketing for nurture campaigns on the multi-month sales cycle.

Each solar deal becomes a Project with a configurable template: Lead → Site Survey → Design → Proposal → Signed Contract → Financing Approval → Permit Submitted → Permit Approved → Materials Delivered → Install Scheduled → Install Complete → Final Inspection → Utility Interconnection Application → Meter Swap → PTO Received → System Active. Each stage has an owner, target date, and the system surfaces stuck stages on the dashboard.

Site survey lives as a Docs form with structured roof measurements, tilt, azimuth, shading notes, electrical panel details, and required photo uploads. Custom fields on the project capture system size (kW DC), module count and model, inverter model, battery attachment (if any), and estimated production in kWh per year.

Financing and rebate math: the proposal template merges system size × production per watt × retail utility rate to estimate year-1 savings, applies the 30% federal ITC, adds applicable state rebates as custom inputs, and calculates payback period and 20-year savings. For financed installs, loan terms and monthly payment are captured for comparison.

Permit tracking uses custom status fields on the project: AHJ name, permit number, submitted date, review date, approval date, final inspection date. Automation rules send alerts when any stage exceeds its target duration (e.g., permit review > 21 days triggers a follow-up task).

PTO milestones carry separate status fields. The customer portal shows progress — always a welcome touch during the 90-180 day wait that often sours solar customers on the experience.

Post-install monitoring is handled through integrations: the inverter manufacturer's monitoring API (Enphase Envoy, SolarEdge) can webhook production data into Deelo, and underproduction thresholds can trigger warranty-triage tasks.

At $19/seat/month, a solar company with 10 users runs at $190/month. Compared to Aurora Solar + CRM + project management stack at $300-500/month, Deelo is the cost-efficient path. Many solar shops pair Deelo with Aurora specifically for design while running everything else in Deelo.

Aurora Solar is the industry-standard design platform. LiDAR-based remote design, shading analysis accurate to within a few percent of on-site measurement, accurate production modeling, and polished proposal generation make it the go-to for solar design teams. Many installers use Aurora even if their CRM or project management is on a different platform.

Aurora's focus is design and proposal, not full-scope business management. You will still use a separate CRM for leads, a project management tool for the 90-180 day install arc, an accounting layer for invoicing, and often a field service tool for install-day dispatch. Pricing starts around $159/month and scales with seats and features.

Enerflo is positioned as an end-to-end solar business platform: lead management, design integration (often with Aurora), financing integration, permit tracking, install scheduling, and post-install monitoring. For solar installers who want a solar-native platform that covers the full lifecycle, Enerflo is a serious contender.

Pricing is variable and typically quote-based, often at the enterprise tier. Implementation is moderate and the platform is most attractive to installers doing 200+ installs per year where the solar-specific workflow depth earns the price.

ServiceTitan has added solar-specific configurations and is used by large multi-service contractors who do solar alongside HVAC or electrical. Dispatching, reporting, and commercial workflows are strong. Solar-specific design and rebate tooling is thinner than Aurora or Enerflo, so most ServiceTitan-solar shops use Aurora for design and ServiceTitan for operations.

Starting at $300+/mo per user on annual contracts, ServiceTitan is economically justified at 20+ installers or multi-trade shops crossing $10M+ revenue.

Jobber is not well-suited to residential solar. The 90-180 day project arc with 15+ milestones across 4-6 stakeholders exceeds what Jobber's job model handles cleanly. Solar shops that start on Jobber typically outgrow it within a year and move to Enerflo, ServiceTitan, or a custom stack including Deelo.

Small solar installer, 20-100 installs/year: Deelo + Aurora. Deelo runs CRM, project arc, and invoicing; Aurora handles design. Lowest cost, highest coverage.

Mid-size installer, 100-300 installs/year: Deelo + Aurora, or Enerflo. Enerflo if you want a solar-native end-to-end platform; Deelo + Aurora if cost control matters.

Large installer, 300+ installs/year, multi-state: Enerflo or ServiceTitan + Aurora. At this scale, solar-native or enterprise FSM pays back.

Solar as one trade in a multi-trade contractor: ServiceTitan + Aurora, or Deelo if cost-sensitive.