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up to 7 users
Full Sales Pipeline
Professional Proposals
Project Management
Mobile Field App
Priority Support
+ £20 per user
Advanced Lead Management
Custom Proposal Templates
Advanced Project Management
Xero Integration
Installer Team Management
MCS & DNO Compliance
API Access
24/7 Priority Support
Let us help answer the most common questions you might have.
Yes, Installa is purpose-built for solar PV installers — it's not a generic CRM adapted for solar. Every feature is designed around the unique workflow needs of solar companies, from lead management to 3D system design, electrical validation, and installation tracking. All terminology, workflows, and tools speak the language of solar installers.
Absolutely. Installa includes built-in tools to help you manage MCS certification requirements. You can generate MCS certificates, manage DNO applications, and store all compliance documentation in one central location. The system helps ensure nothing falls through the cracks with your regulatory obligations.
Our mobile app works on iOS and Android devices and is designed with field teams in mind. Installation crews can access job details, checklists, and design documents even with limited connectivity (offline mode available). They can upload photos, report issues, and mark tasks as complete in real-time, providing instant updates to the office team.
Installa offers a full REST API and webhook support, so you can connect it to your existing tools and automate workflows. You can also import leads and products via CSV and export reports for use in other systems. We're actively building more direct integrations based on customer feedback.
Most solar installers design their first system and send a proposal within their first session. Installa is designed to be intuitive from day one — no training required. Sign up in under a minute, import your leads via CSV, and you're ready to go. Our comprehensive help centre and video tutorials are available whenever you need them.
Absolutely. Installa is designed to grow with your business. Add team members as you hire, with role-based permissions to control who sees what. The platform handles increasing project volumes without performance issues, and features like team scheduling and workload management become even more valuable as your crew grows.
Join the growing community of solar installers who are closing more deals, reducing paperwork, and completing installations faster with Installa. Get your entire team on the same page - from sales to design to installation.
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