The CRM built for solar installers.
Residential and commercial solar installers, battery specialists and renewable energy companies across Australia. Install the Solar & Renewable blueprint and CatchaCRM pre-builds your pipeline, fields and catalog — then runs your quotes, invoices, jobs and follow-ups in the same flat-priced system.
Sound familiar?
STC rebates tracked in spreadsheets
Rebate values, registration numbers and audit trails scattered across files nobody can find at claim time.
Site surveys disconnected from quotes
The surveyor’s notes never make it into the proposal, so quotes get re-keyed and mistakes creep in.
Installation crews double-booked
No single view of which crew is on which roof, so jobs slip and customers chase you.
What installs the moment you pick it.
Pipeline stages
- Lead Captured
- Site Survey Scheduled
- System Design & Proposal
- Finance & Contract Signed
- Installation Scheduled
- STC Rebate Submitted
Custom fields
- System Size (kW) — number
- Inverter Brand — dropdown
- STC Rebate Value — currency
- Rebate Registration # — text
Starter catalog
- 6.6kW Jinko Premium System
- Fronius Primo 5.0-1 Inverter Upgrade
- Tesla Powerwall 3 Storage Battery
Every item flows into quotes, invoices and deal values automatically.
Built for how solar & renewable actually works.
- Dispatch board with crew and zone views for installation day
- Quotes with client-facing online approval — survey data flows straight in
- STC rebate value and registration tracked on every deal
- Review invites fire automatically when the system is commissioned
Plus everything in CatchaCRM
Quoting & invoicing with GST and BAS-ready reports, bank feed reconciliation, dispatch board, support tickets, email & SMS comms hub, AI writing tools, workflow automation and multi-tenant security — one flat price from A$39/month, users included.
Blueprints are stackable — run Solar & Renewable alongside any other template in the same workspace, and swap anytime without losing records.
Your solar & renewable workspace, live in ~2 minutes.
Pick the Solar & Renewable blueprint during signup and start the 21-day free trial — no card required to look around.