Disconnected Tools Are Slowing You Down
Most solar teams are still stitching their workflow together from half a dozen apps, emails, spreadsheets, and one-off tools. Every handoff—from lead generation to proposal, and from site design to installation—creates an opportunity for miscommunication, delay, or costly rework. And when systems don’t speak to each other, it’s your people who pay the price.
- Reps spend more time entering data than actually pitching.
- Designers and installers get incomplete specs.
- Managers lose visibility and scramble to put out fires.
The result? Friction, wasted time, frustrated teams, and lost deals.
Why Integration Isn’t a Perk—It’s a Performance Multiplier
Solo brings the entire sales-to-install process into one connected environment. Instead of passing information from system to system (and hoping nothing gets lost), your team works from a single source of truth. Every stakeholder—from sales to ops to the homeowner—gets aligned from day one.
With Solo:
- Reps generate beautiful, accurate proposals with ease with PitchDeck™.
- Designers build from real site data and approved layouts.
- Project managers get live pipeline insights and cleaner handoffs.
- Homeowners experience fewer delays and more confidence in the process.
In 2024 alone, the U.S. solar industry installed nearly 50 GW of capacity—a 21% increase from 2023—accounting for 66% of all new electricity-generating capacity added to the grid (SEIA). That kind of rapid growth puts even more pressure on teams to operate efficiently. But most are still stitching their workflow together…
Why We’re Evolving Into the Marketplace the Solar Industry Needs
The future of solar sales isn’t just better tools. It’s an ecosystem. Solo is building the infrastructure to serve as the connective layer between everyone involved in residential solar.
This shift is rooted in two big needs we’re hearing loud and clear from the field:
1. Teams want more control: Growing solar businesses are looking to manage proposals, site designs, and financing in-house, without needing to file tickets or wait for a callback. Our move toward a SaaS-style experience gives teams the access and flexibility they want, while still offering fully managed support when needed.
2. The market needs a connector: Solo is increasingly serving as the hub, linking not just proposals and designs, but also installers, lenders, sales reps, and operations teams in one cohesive workflow. This isn’t just a convenience. It’s becoming a competitive necessity.
What It Looks Like in Practice: One Platform, Multiple Wins
With Solo, your team isn’t just using another tool—you’re aligning your entire process under one roof.
The key features powering this shift:
- PitchDeck™ Proposals: Deliver visual, customizable proposals with built in financing options.
- Integrated Site Design: Share real-time specs and layouts are shared across all teams instantly.
- Embedded Financing Connections: Present loan and TPO options directly inside the proposal.
- Pipeline Tracking: Track shared updates, project milestones, and CRM-ready notes effortlessly.
Instead of jumping between emails, spreadsheets, and screenshots, every part of your process flows—from lead to install—with one source of truth.
How the Platform Delivers a Connected Experience
What does this actually look like in the field? It means fewer silos and more synced-up success across every role. A rep builds a proposal in PitchDeck using real-time data and incentives. That same data flows directly into the design stage—no manual re-entry, no errors. Financing integrations are embedded within the experience, empowering homeowners to make decisions quickly and with confidence.
Project details are tracked and shared across departments through one CRM-integrated dashboard, eliminating dropped balls and blind spots. Installers receive precise, verified specs that reduce redlines, minimize delays, and boost efficiency.
Solo isn’t just software—it’s a system that makes collaboration second nature.
Want to see what a connected solar experience looks like?
It starts with one proposal and one system that finally brings your whole team together.