Solar blueprint

The CRM built for solar installers.

Residential and commercial solar installers, battery specialists and renewable energy companies. This is the deepest blueprint in the system: surveys, designs, installs, warranties and rebate claims all become real records.

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Sound familiar?

01

STC rebates tracked in spreadsheets

Rebate values, registration numbers and audit trails scattered across files nobody can find at claim time.

02

Site surveys disconnected from quotes

The surveyor’s notes never reach the proposal, so quotes get re-keyed and mistakes creep in.

03

Installation crews double-booked

No single view of which crew is on which roof, so jobs slip and customers chase you.

The Solar blueprint

What installs when you pick Solar.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Solar Sales Pipeline

  1. 1New Lead
  2. 2Qualification
  3. 3Site Survey Scheduled
  4. 4Site Survey Completed
  5. 5Design & Proposal In Progress
  6. 6Proposal Sent
  7. 7Follow-up/Negotiation
  8. 8Contract Signed
  9. 9Permit Submitted
  10. 10Permit Approved
  11. 11Installation Scheduled
  12. 12Installation Completed
  13. 13Grid Connection/Metering
  14. 14Commissioned & Handed Over
  15. 15Warranty Registered

Custom fields on top of the standard ones

FieldType
System Size (kW)number
STC Rebatecurrency
Net Contract Valuecurrency
Roof Typedropdown
NMI Number (AU)text
CEC Installer Nametext

Starter catalogue one click seeds these as real products and services

  • 440W Solar Panel
  • 5kW Hybrid Inverter
  • Solar Install — 6.6kW
  • Solar Install — 10kW
  • Battery Add-On — 10kWh
  • Monitoring & Maintenance

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the Solar & Renewable Energy blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the Solar & Renewable Energy blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The Solar & Renewable Energy Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the Solar & Renewable Energy blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The Solar & Renewable Energy Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the Solar & Renewable Energy blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The Solar & Renewable Energy Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how solar installers actually work.

  • Dispatch board with crew and zone views for installation day
  • Survey data flows into the design, and the design into the quote
  • STC rebate value and registration tracked on the deal, deducted on the invoice
  • Review invites sent by an email or SMS sequence once the system is commissioned

Blueprints stack. Run Solar alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.

Related blueprints

Electrical6 stages · New Enquiry → Completed & Certified HVAC6 stages · New Enquiry → Completed Small builders7 stages · New Enquiry → Practical Completion

See all 25 blueprints →

Your solar workspace, live in about two minutes.

Choose Solar when you sign up and start the 21-day free trial. No card needed to look around.

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