We’ve got you covered:

• Obtain the proper education, licensing or certification requirements in your state to make you a qualified service provider of solar energy
• Build a solid business plan
• Determine your business entity and name, then register it
• Seek legal counsel to advise on any legal documents you may need, like a contract.
• Get insurance and research tax laws in your state
• Purchase materials you’ll need to execute the services you plan to provide
• Pick a solar management software like Houzz Pro that has the features you need today, but that will grow with you as your business grows.
• Begin promoting your business to find your first client

Solar business software is an online tool that helps solar energy dealers handle everything from lead management to designing, estimating, project management, invoicing and more. It is an umbrella term used to describe software that helps manage every part of a solar energy business by streamlining processes and optimizing workflows while preserving the client experience.

With so many solar energy dealers looking to digitize their business, there are many types of solar planning software available on the market today. When looking for a software that suits your needs, be sure to consider the following features:

• Lead Management: Any solar business software should help you better manage your lead pipeline. It should be easy to see the status of all leads quickly, easy to find and communicate with leads and simple to tap into old leads when business is slow.
• Project Management: Managing projects requires a ton of work, so your solar software should come equipped with tools that help you prioritize projects, delegate work, build schedules and more. By investing in a quality solar business software, you can set yourself up for smoother projects and better client experiences.
• Financial Tools: From getting paid on time to preparing for tax season, your solar management software should have robust, yet intuitive financial tools that encourage you to keep your finances organized without taking up too much of your time. Look for software with online payment tools to get paid faster or integrations to save time on double-data entry.

Houzz Pro’s solar panel software comes complete with all of these features and more. Try a demo to see for yourself. 

With a Houzz Pro membership for solar energy dealers, you’ll have access to solutions that help you find better clients:

• A premium profile on Houzz
• A complimentary business website
• Targeted local advertising
• Quality lead generation

You’ll also get the following tools that help you win the projects you want:

• Professionally branded estimates
• A CRM that helps you stay organized
• Simple email marketing tools
• Lightning fast takeoffs

We even help you manage projects with: 

• Real-time approval tracking and e-signatures
• Project profitability analytics

When it’s time to get paid, you’ll enjoy the convenience of:

• Online payment & invoicing tools
• Time and expense tracking
• Financial reports
• Integrations with Gmail, Zoom, QuickBooks Online and more

Subscribers of our solar business software get the full support of our customer support team. We’re available via chat, email or phone to help ensure you’re getting the most out of Houzz Pro. As a Stevie Award Winner recognized for Innovation in Customer Support we’re confident we can help you through any challenge. Need help figuring out how to integrate with your Quickbooks Online account? We’ve got your back. Need a tutorial of how to take a change order and convert it into an invoice? We’ll make it happen!