Online Booking
Let customers book appointments directly from your website or booking page. Syncs with your diary and sends automatic confirmations.
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.
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
Every feature in the box, framed for the way solar installers actually work.
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 and quote follow-ups by SMS or email, and marketing campaigns by 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.
For our full feature list and package pricing, view our pricing page.
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.
Also used by
Other businesses in the same category running on Pro-cess.
Kitchen Fitters
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.
Double Glazing Installers
Survey-to-install pipeline with deposits, FENSA records, and fitter scheduling.
EV Charger Installers
Online booking, standard packages, OZEV paperwork, and recurring inspections.
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, with Xero. Connect your Xero account from the integrations page, bring your existing contacts in as customers, and push an invoice across when you want it in the ledger. It is a button, not an automatic feed. Deposit, progress and balance payments are all tracked against the installation job in Pro-cess. Check the VAT treatment in Xero before you approve, since reduced-rate work on energy-saving materials is a call for you and your accountant.
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 £30/month
14 days free, no card needed. Pick a plan any time during the trial and slide straight into paid without missing a beat.