Best CRM for Solar Installers (2026)
We tested the best CRM and project management tools for solar installation companies. Here's which platforms manage proposals, permits, and installation timelines.
| # | Software | Best For | Score | Price | |
|---|---|---|---|---|---|
| 1 | Jobber | Solar installers wanting installation workflow management. | 4.4 | $39/mo | Details |
| 2 | ServiceTitan | Large solar operations with multiple installation crews. | 4.2 | $150/mo | Details |
| 3 | Housecall Pro | Small solar teams (1-5 people) getting organized. | 3.9 | $49/mo | Details |
Why Solar Installers Need Specialized Software
Solar sales involve complex proposals with financing options, utility savings calculations, and permit management. Your CRM needs to handle long sales cycles, detailed proposals, permit tracking, and installation project management.
How We Chose These Tools
We evaluated tools based on: proposal and financing management, permit tracking, project management, customer communication, and integration with solar design tools.
Jobber manages the installation workflow for solar companies — scheduling, crew dispatch, invoicing, and client communication throughout the project lifecycle.
Pros
- +Project scheduling for installations
- +Crew dispatch and tracking
- +Client communication automation
- +Online portal for project updates
Cons
- −No solar-specific proposal tools
- −No financing integration
- −No permit tracking
Best For
Solar installers wanting installation workflow management.
Skip If
You need proposal building with financing — dedicated solar tools exist.
Pricing: Core at $39/mo. Connect at $119/mo. Grow at $199/mo. All billed annually. 14-day free trial.
ServiceTitan gives larger solar operations enterprise-grade project management — multi-crew dispatch, detailed reporting, and customer lifecycle management.
Pros
- +Enterprise project management
- +Multi-crew dispatch
- +Detailed reporting and analytics
- +Customer lifecycle tracking
Cons
- −Premium pricing
- −Not solar-specific
- −Long implementation
Best For
Large solar operations with multiple installation crews.
Skip If
You're a small solar company — Jobber is more practical.
Pricing: Custom pricing only — contact sales for a quote. Typically starts at $150-250+/mo depending on company size and modules. No free trial.
Housecall Pro is the simplest option for small solar teams — basic scheduling, invoicing, and client management to get organized quickly.
Pros
- +Simple scheduling for install jobs
- +Easy invoicing on completion
- +Online booking for consultations
- +Review automation
Cons
- −No solar-specific features
- −Limited project management
- −Basic estimating
Best For
Small solar teams (1-5 people) getting organized.
Skip If
You need project management for complex multi-phase installs.
Pricing: Basic at $49/mo. Essentials at $129/mo. MAX: custom pricing. All billed annually. 14-day free trial.