Sales & installation operations platformLeads, proposals, design, permits, crews, inspections, PTO, funding and commissions — one record per homeowner, from the first knock to the last payment.
Every lead, appointment and proposal in one pipeline your whole sales team works from.
Leads, opportunities and projects on one board, by stage, rep, office and source. Lead scoring shows who to call first.
Send, track views and collect signatures. Once a lender approves a payment, that number is stored and shown as approved — never recalculated over.
Consults and site surveys on a shared calendar, with booking windows and capacity you control.
Click-to-call and texting with consent and STOP handling built in. Call recording is a company setting, off by default.
Required paperwork is checked before a deal can move to Contract. Admin overrides record who and why.
Homeowner-facing messages and the customer portal follow each customer’s language.
Hand-offs happen in the record, so nothing waits on someone remembering to send an email.
Design requests with due dates, usage and roof notes, routed to the right designer by your rules.
Requirements and timelines per permit office, with suggested updates your team approves before they apply.
Keep each utility’s interconnection forms in one library and attach them to the right projects.
Surveys, installs, inspections and service on one calendar, with crews, routes and today’s snapshot.
Equipment on every project, purchase orders with approval thresholds, and job costing with price-per-watt and margin.
A company-wide list of callbacks and warranty claims, so nothing reported after install is lost.
Order a crew’s day by distance, and see jobs on hold and jobs waiting on parts in their own tabs.
Receive against purchase orders, transfer stock between locations, handle returns, scan barcodes, print labels and see what needs reordering.
Installer licenses and certifications tracked with expiry dates, so nobody is sent out uncertified.
Turn on a roofing division with its own CRM, takeoff, material orders, crews, proposals and P&L.
The money side is built in, not bolted on — and it is the part that makes reps stay.
Per-rep plans, redline floors and splits. Lines are voided, never silently deleted, so the history always adds up.
Each company sets its clawback policy. Clawbacks are tracked in a ledger and offset against future pay.
A W-9 is requested automatically before anyone is paid, and net-paid amounts flow to 1099s.
Milestone invoices, change orders that update the contract and the invoices, and protection against paying twice.
Compare actual revenue and margin against budget month by month, with a cash-flow view.
Sell service plans with an annual price and renewal date, and log every service visit against the plan.
Sales partners get their own branded login with their team, referrals, commissions and reports — and see only their own deals.
Invoices and payments sync to QuickBooks Online with role-checked connect and disconnect.
An executive overview, operations and sales intelligence, KPI definitions and a report library — in your company’s time zone.
Live app screens from a demo solar company — no mock-ups.
Every Hyperis Solar app runs on the same data, so adding one never means re-keying anything.
Field operations & team app
Keep advisors, surveyors and field teams connected to the same project data without exposing the full back office.
Customer, referral & rewards app
Give homeowners one branded place for project updates, documents, appointments, production and support — and turn customers and community advocates into an organized referral channel.
No. It is built for any company that sells and installs its own systems. Offices, regions and roles scale up when you add them; a single-office installer uses the same product without the extra layers.
Yes. We import your customers, projects and pipeline during onboarding, and imports can be undone if something comes across wrong.
They get their own apps — Solar Ambassador for homeowners and Field Command for the field — running on the same data as Command Center, so nobody re-keys anything.
Yes. A company can require two-factor sign-in for every staff login.
A 30-minute walkthrough with someone who knows solar. Bring your questions — we’ll show you the real screens, not slides.