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Installa is one platform for solar installers: enquiries, roof design in 3D with electrical checks, quotes, install scheduling and the compliance paperwork, all on the same job.
Free for one person. Every account starts with 60 days of the Team plan, and no card is needed.
Survey and 3D design with electrical checks.
Book the survey on the shared calendar. Find the address and lay the panels out on a 3D model of the roof, or draw the roof by hand where there is no model. Pick the panel, inverter and battery from your own list. The strings, the inverter and the battery are checked as you go.
Quotes and proposals.
The quote is built from the design, line by line, at your own prices. Send it as an online quote in your own brand, see when it has been opened, and let the customer accept it online. When they do, the job starts from it.
Enquiries, scheduling, paperwork and reporting.
Enquiries. Every enquiry has a name against it and a date to call back. Your home screen shows who is waiting and who has gone quiet.
Scheduling. Installs, surveys and crews on one calendar, with a warning when someone is booked twice. One click emails the customer their date, and again if it moves.
Paperwork. Each job keeps its list of compliance paperwork and the date each item is due. Jobs that have not moved for a fortnight show on your home screen.
Reporting. Sales, pipeline, sources and conversion.
Not a general CRM with solar bolted on. Installa is built around how a solar job runs.
Nothing to install. Design on the real roof from aerial data.
String sizing, panel and inverter compatibility and battery pairing, checked while you design.
The compliance items each job needs, with the date each one is due.
The job on the crew’s phone, ticked off as the work is done. The office knows how far along the install is without ringing anyone.
Priced from what you drew. The panels, the inverter, the battery and the cable runs in the design become the lines of the quote, at your prices. Nothing is copied across by hand, so nothing is left off.
Know what each job made. Record what the job really cost in materials, labour and subcontractors, and see it against what it sold for. The profit report shows which kinds of work pay.
See what is stuck. Every job shows the stage it is at and what has not been done yet: no install date, no approval from the network operator, paperwork overdue. You see it while it can still be put right.
One calendar. Installs, surveys and crews are booked in one place, with a warning when someone is booked twice. One click emails the customer when their date is set and again if it moves.
Each part of Installa exists to stop one of these.
The string that does not add up. The inverter that will not take it. Found on the roof, with the scaffold up and the customer watching.
The design is checked before it is quoted. See how
The enquiry nobody rang back. The customer who has to chase you for a date.
Every enquiry has a name and a next step against it. See how
The date moved and somebody did not hear. The note that was on a phone, not on the job.
One calendar and one job record for the office and the crew. See how
What did we promise them? Who changed that, and when? A year on, nobody remembers.
The history stays with the job.
Busy all year, and no clear idea which jobs made money and which cost you.
Quotes built line by line from the design, and what each job really cost set against it. See how
What goes where, how it connects, who is fitting it and when. Today most of that is in your head.
The design, the dates and the crew are all on the job. See how
Running several crews or branches? The problems are the same and the bill is bigger. Installa for larger installers
Put in one enquiry, draw the roof, check the design and send yourself the quote. Free for one person. Every account starts with 60 days of the Team plan, and no card is needed.
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