Built for Solar Installers

Solar Installer Business Software

Surveys, MCS paperwork, and install scheduling for UK solar contractors.

Book solar surveys online, build system-sizing quotes with itemised panels and inverters, handle MCS-compliant documentation, collect deposits, and schedule your install crew. Designed for UK solar PV installers handling residential and small commercial systems from £6K to £25K.

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Sound familiar?

Common problems solar installers face every day.

Survey enquiries lost in email with no central pipeline

MCS paperwork scattered across folders and hard to audit

Quote revisions after surveys taking days to turn around

Install crews dispatched without the right panels or kit

Everything you need to run your solar installation business

Professional tools designed specifically for solar installers, all in one platform.

Online Booking

Let customers book appointments directly from your website or booking page. Syncs with your diary and sends automatic confirmations.

Quotes & Invoicing

Create professional quotes and invoices in seconds. Send as branded PDFs or interactive links. Track payments and chase overdue invoices.

Customer Management

Full customer history in one place. Appointments, quotes, invoices, communications, photos, and notes. Never lose context on a job.

Smart Diary

Manage your team's schedule with drag-and-drop diary. View by day, week, or month. Colour-coded by status with Google Calendar sync.

SMS & Email

Send appointment reminders, quote follow-ups, and marketing campaigns by SMS or email. Reduce no-shows and win more repeat business.

Route Optimisation

Plan the most efficient route for your team's daily jobs. Save fuel, save time, and fit more jobs into every day.

How Solar Installers use Pro-cess

Real workflows that save hours every week.

1

Online booking for free solar surveys directly from your website

2

System-sizing quotes with panel, inverter, and battery line items

3

MCS-compliant documentation stored against every installation

4

Install crew scheduling with van-load checklists

Explore Pro-cess features

Dive deeper into the tools that help solar installers run their business.

Quoting Scheduling Invoicing CRM Online Booking Route Optimisation Email Marketing See All Plans

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Design quotes, collect deposits, order units via Procurement, and schedule the install crew.

Bathroom Installers

Survey to sign-off in one platform. Quotes, deposits, fitter scheduling, and snag lists.

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Survey-to-install pipeline with deposits, FENSA records, and fitter scheduling.

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Frequently asked questions

Common questions about Pro-cess for solar installers.

Yes. Pro-cess is built for UK solar PV installers handling residential and small commercial systems. Book surveys online, build detailed system-sizing quotes with panels, inverters, and battery storage itemised separately. Handle MCS-compliant documentation, collect deposits via Stripe, and schedule install crews efficiently.
Yes. Every Pro-cess account gets a public booking page. Set up "Free solar survey" as a bookable service, share the link on your website, Google Business Profile, or paid ads. Enquirers select a slot and the surveyor's diary fills automatically. SMS confirmations go out without you touching anything.
Yes. Attach MCS certificates, building regulations notifications, and warranty documents to every installation. Everything is searchable by customer, address, or postcode. When audit time comes, pulling compliance records takes minutes rather than hours.
Yes. The product catalogue lets you maintain your full range of panels, inverters, optimisers, and battery storage with pricing. Build quotes by selecting products and entering quantities. Customers see transparent breakdowns of hardware vs labour vs scaffolding, which builds trust for high-ticket installs.
Yes. Solar PV installs sync to Xero and QuickBooks Online with VAT handled at the correct reduced rate that applies to energy-saving materials. Deposit, progress, and balance payments each reconcile against the installation job.
Yes. Build 3kW, 4kW, and 5kW options in the same quote as separate sections, or send three linked quotes so the customer can see payback on each. It's a genuine differentiator for solar sales where homeowners are almost always weighing system sizes.

Plans from £20/user/month

Start with a 14-day free trial, no credit card required. When your trial ends, choose the plan that fits your solar installation business.

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