Operations That Stay Connected
Run jobs, crews, notes, files, reminders, assignments, and approvals from one shared operational record.
Built For Electrical Contractors
The all-in-one system for high-performing service pros.
Easy Install Solar CRM helps electrical contractors and service businesses run jobs, dispatch crews, manage timecards, control purchase orders, send invoices, track communication, use AI, and scale operations from one modern system. Built by people with 50+ years in the electrical service industry and 50+ years of software engineering experience.
Jobs
Timecards
Invoices
Messaging
AI Assistant
Built for electrical contractors and high-performing field service teams.
Grounded AI assistant with live CRM context and linked source records.
Jobs, scheduling, labor, purchasing, messaging, and billing in one workspace.
SaaS-ready platform controls for billing, onboarding, health checks, and support.
Search jobs, invoices, clients, and activity
36
Open jobs across live crews
12
Due-soon items needing attention
$84k
Invoice value waiting on follow-up
Client-ready updates
Give customers a cleaner view without exposing internal admin workflows.
Accounting visibility
See invoice readiness, PO spend, and labor context without waiting on manual recaps.
Solar Teams
Electrical Ops
Retail Rollouts
Service Crews
Why Teams Switch
One product for the work, the people, and the money around the work.
Easy Install Solar CRM is not a thin dashboard on top of disconnected tools. It is built around the operational lifecycle itself: create the job, assign the crew, track time, approve spending, communicate with stakeholders, invoice the work, and monitor the business without leaving the system.
Financial Visibility Without Guesswork
Tie timecards, purchase orders, invoices, and job profitability back to the actual work that created them.
Cleaner Team Communication
Keep office staff, field crews, subcontractors, and clients aligned through messaging, notifications, and job threads.
Built To Scale With You
Use automation rules, onboarding, backups, billing controls, and workspace operations when your business outgrows patchwork tools.
From Intake To Closeout
Built for how the day actually unfolds.
The CRM already has the operational pieces most electrical contractors end up stitching together manually. Jobs, files, purchasing, labor, messages, notifications, reporting, and AI all work from the same source of truth.
See the system as one operating rhythm.
Instead of bouncing between admin tools, chat, drive folders, accounting exports, and reminder lists, coordinators can stay inside one flow that keeps context intact.
1
Create and scope the job.
Capture due dates, addresses, attachments, client context, custom fields, and notes in the same job record.
2
Assign the right people.
Managers, subcontractors, and clients each get the right view and the right information for the work ahead.
3
Track labor and purchasing.
Timecards, purchase orders, approvals, and files stay anchored to the job instead of living in side systems.
4
Communicate and follow up.
Use messaging, notifications, workflow rules, and AI summaries to keep the team moving without losing context.
Feature Depth
The CRM already has the serious modules operators ask for.
These are not wishlist bullets. They are built into the product today and already wired into the broader workspace experience.
Everything around the job, in one place.
Easy Install Solar CRM keeps scheduling, notes, attachments, assignments, client context, due dates, and history attached to the same job instead of splitting it across disconnected tools.
- Job records that stay useful: Track scope, notes, attachments, due dates, urgent flags, and approvals in one operational view.
- Scheduling and recurring work: Use calendar views, drag-and-drop scheduling, recurring jobs, reminders, and workflow-driven follow-up.
- Role-aware access: Give admins, managers, subcontractors, clients, and field staff the right experience without losing job context.
- Map and dispatch visibility: See jobs geographically, coordinate teams faster, and move from planning to action without friction.
Built for how electrical service businesses actually run.
The system supports the daily handoff between office coordination, field execution, customer communication, and closeout.
- Timecards tied to real jobs: Track labor against work performed so payroll, job costing, and billing stay aligned.
- Attachments that carry proof: Store photos, documents, and signoff files directly on the job with who uploaded them and when.
- Messaging that stays contextual: Use general inbox messaging and per-job threads so conversations stay anchored to the work.
- Notifications with intent: Alert the right people for assignment changes, mentions, unread messages, due-soon work, and overdue jobs.
See labor, spend, and invoice status without waiting for manual recaps.
Field operations are only as strong as the financial clarity behind them. This CRM keeps the money side tied to the operational side.
- Purchase orders linked to jobs: Track material spending, approvals, and vendor context against the job that required it.
- Invoices and balance tracking: Keep invoice readiness, balance status, and client billing visibility in the same system.
- Reports with operational context: Export reports and PDFs from the same data model used by coordinators, managers, and finance.
- Profitability visibility: Reduce margin leakage by connecting time, spend, approvals, and billing to the same workflow.
Give teams faster answers without losing trust in the data.
The AI assistant is grounded in CRM records, and automation rules help teams follow through when priorities shift or deadlines get tight.
- Grounded CRM AI: Answer natural-language questions using live jobs, notes, dates, timecards, messages, and linked records.
- Explainable answers: Show why the AI answered the way it did and link back to the records it used.
- Workflow rules and reminders: Notify the right people when statuses change, due dates approach, or jobs go overdue.
- Recurring operational patterns: Automate repeated jobs, reminders, and follow-up sequences for crews and coordinators.
Grounded AI
Ask natural questions. Get operational answers with source context.
The AI assistant already works inside customer workspaces with role-aware visibility, usage controls, and linked record grounding.
- Ask about overdue invoices, urgent jobs, due dates, timecards, or recent activity.
- Return stronger summaries using live CRM data instead of generic assistant language.
- Show why the answer was given with linked records and response context.
Platform Ready
Launch as a real product, not just an internal tool.
Self-serve signup, billing operations, platform health, cPanel provisioning, onboarding, backups, domain routing, and workspace support are already part of the stack.
- Stripe and PayPal billing lifecycle tools
- Tenant operations, provisioning queue, and support workflows
- Platform health checks for SMTP, OpenAI, billing, backups, and cron
Plans
Choose the level of operational depth your team needs.
Every plan is built around the same core CRM. The difference is how much automation, AI, branding, and platform control you want layered on top.
Starter
A clean operational foundation for companies ready to replace spreadsheets, chat threads, and disconnected admin tools.
$149
per month
- Jobs, calendar, map view, clients, and subcontractors
- Timecards, purchase orders, invoices, reports, and PDF exports
- Messaging, notifications, file manager, and onboarding
- Shared workspace access with responsive desktop and mobile views
Professional
The best fit for high-performing electrical contractors who want stronger automation, AI, custom fields, and branded customer experience.
$349
per month
- Everything in Starter
- Grounded AI assistant with plan-based usage controls
- Workflow rules, recurring jobs, reminders, and richer notifications
- Custom domains or branded subdomains for a more polished experience
Scale
For larger service businesses and operators who need deeper platform tooling, support workflows, billing controls, and launch-readiness.
Custom
talk to sales
- Everything in Professional
- Advanced platform administration, support, health, and backup tooling
- Tenant operations, impersonation, provisioning queue, and billing lifecycle controls
- Priority implementation planning and custom rollout support
Ready To Replace The Patchwork?
See how Easy Install Solar CRM brings jobs, crews, invoices, and customer communication into one clean operating system.
The all-in-one system for high-performing service pros, built especially for electrical contractors. Built by people with 50+ years in the electrical service industry and 50+ years of software engineering experience.