Switching from Aurora Solar, OpenSolar, JobNimbus, or a spreadsheet? We bring your customers, projects, permit history, sub roster, and commission plans. You stay focused on closing — we handle the move.
Solar data is more complex than a service CRM. We handle everything — not just a flat CSV dump.
Every contact, property address, utility account, HOA status, and note — imported verbatim from your current system.
Open deals, closed-won contracts, and project status brought across with stage history intact so your pipeline picks up where it left off.
Submitted permits, AHJ contacts, application numbers, and inspection status imported so your coordinator doesn't have to re-enter anything.
Every install crew, their trade licenses, COI documents, and insurance expiry dates loaded into the Subcontractor Hub before you go live.
Your current $/watt rates, tiered bonuses, dealer overrides, and rep splits configured in the commission engine before day one — no manual entry at go-live.
We wire up your existing GoodLeap, Mosaic, EnFin, Sunlight, or other lender APIs before you go live — your reps choose a product on day one, not day 30.
Every step is handled by our team — not a help-center article and a prayer.
Kickoff call with your team. We export from Aurora / OpenSolar / JobNimbus, import everything, and walk you through the audit.
AHJ profiles, commission plans, financing partners, sub roster, permit templates, and QuickBooks sync — all wired before training starts.
Sales team, permit coordinators, dispatch, and install crews each get a live session. Teams run a "test project" end-to-end before going live.
Real human on-call for go-live day. A dedicated success manager stays with your team for the first 30 days in Slack.
We've heard every horror story. None of them happen here.
We pull it from your current system. You don't sit there manually typing 400 homeowner addresses into a new platform.
If it takes 6 months to go live on a solar CRM, something is wrong with the platform — not the customer.
When something goes wrong, you get a real human — not a form, not a chatbot, not a "thanks for your feedback" auto-reply.
Month to month. If we're not making your shop better inside 90 days, leave. We don't lock you in with a 3-year agreement.
Onboarding is included. When you hire a new rep in May, training that rep is also included. No per-seat training add-ons.
Permit automation, the Hyperis homeowner app, Rex AI, QuickBooks sync, commission engine — all included. One price.
Book a 30-minute migration walkthrough. Show us your current tool and your data. We'll show you the plan — and what day 14 looks like.