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Solo: Built for the close

The premier in-home sales software, built for home service companies

Winning more jobs starts with a better sales process. Solo gives your reps everything they need to present options, answer questions, offer financing, and close the job during the appointment. It’s one platform that helps every rep deliver a consistent experience for homeowners—from the first conversation to a closed deal.

Efficiency is the difference between winning and losing a sale

Homeowners often decide who they trust before they decide what they’re buying. A polished sales experience—delivered quickly and effectively—helps your team stand out while making it easier for customers to say yes.

Your competitors make a better first impression

First impressions are everything. If your competition is showing up strong, they’re the company homeowners will choose to work with.

Homeowners expect answers right away

Questions can’t wait until tomorrow. Homeowners are looking for the information they need to make a decision while you’re with them at the kitchen table.

Too many tools slow everyone down

Jumping between quotes, financing platforms, and documents interrupts the conversation and gives homeowners a chance to doubt if they’re making the right call.

Every sales rep has a different process

When every rep has their own approach, every customer gets a different experience—and that experience may not always be ideal.

Solo Studio: Everything your sales team needs during the appointment

With Solo Studio, everything your reps need for a successful sales appointment is available in one platform, so they can stay focused on the homeowner instead of switching between tools.

Interactive sales presentations

Guide homeowners through products, pricing, and recommendations in a presentation built for in-home sales—not static slides.

Visual product options

Show product images, designs, and options that help homeowners understand what they’re buying before making a decision.

Fast estimate and pricing creation

Receive estimates and quotes within one hour—and make adjustments on the spot—so homeowners can compare options without waiting for revisions.

Integrated financing

Present financing alongside pricing so homeowners can review payment options as part of the conversation.

Electronic documents and signatures

Complete documents and collect signatures before leaving the appointment.

Adders and upsells

Present upgrades as part of the overall proposal, giving homeowners the opportunity to compare options before they decide.

See it in Action

One platform + one workflow = a better sales experience

Consistency creates better buying experiences. Solo provides a more consistent buying journey for homeowners while making it beyond easy for reps to close deals—fast.

1

Prepare before the appointment

2

Deliver an interactive sales presentation

3

Create the proposal

4

Answer question and overcome objections

5

Present financing options

6

Complete documents and signatures

Solo Studio is built for growing home service companies

Created on the foundation of thousands of real sales conversations, Solo Studio is designed for the way your home services team sells. Your reps gets the industry-specific tools and workflows they need—without changing the way they already work.

Solar Studio

Present custom solar proposals, designs, financing, and documents in one buying experience, designed for in-home sales.

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Roofing Studio

Guide homeowners through roofing options with interactive presentations, quoting tools, and financing built into every appointment.

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HVAC Studio

Help homeowners compare systems, review pricing, and move forward—without leaving the presentation.

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Battery Studio

Present battery storage alongside the rest of the project so homeowners can evaluate every option in one conversation.

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Why owners and sales managers choose Solo

As your team grows, consistency is harder to maintain. Solo gives every rep a proven sales process while giving owners and managers better visibility into every appointment.

Create consistent sales experiences

Create consistent sales experiences

Every homeowner should receive the same professional experience, no matter which rep walks through the door. Solo helps standardize presentations while leaving room to personalize recommendations.

Improve close rates

Improve close rates

Removing friction from the buying experience helps homeowners make decisions with fewer delays and less back-and-forth.

Shorten the sales cycle

Shorten the sales cycle

When designs, quotes, financing, and signatures happen during the same appointment, projects can move forward with ease.

Train new sales reps faster

Train new sales reps faster

New hires spend less time learning multiple systems and more time executing a repeatable sales process.

Give every rep the confidence to sell

Give every rep the confidence to sell

A consistent presentation helps reps stay focused on the homeowner instead of wondering what comes next.

Rely on a platform trusted by home services companies

Rely on a platform trusted by home services companies

Solo’s industry-leading platforms have earned the trust of home service providers across the country.

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Explore more platform features

Solo brings together the tools home service sales teams need throughout the buying process. Explore the platform features that help reps deliver a more consistent sales experience from the first conversation to the signed agreement.

Estimating software

Create interactive quotes that combine pricing, financing, documents, and signatures in one buying experience.

Integrated financing

Present financing options during the proposal instead of treating them as a separate conversation.

Digital documentation

Complete required documents electronically and collect signatures before the appointment ends.

Solutions by industry

Every Solo Studio is tailored to the way specific home service industries sell, giving teams the workflows and content that fit their business.

Frequently Asked Questions

What is in-home sales software?

In-home sales software gives sales reps the tools they need to present products, build estimates, create designs, offer financing, complete documents, and close jobs during customer appointments.

How is Solo different from a CRM?

A CRM helps manage customer information and sales pipelines. Solo focuses on the appointment itself, giving reps everything they need to guide homeowners from presentation to signed agreement.

Can Solo replace multiple sales tools?

Absolutely. Solo combines presentations, estimates, financing, documents, and electronic signatures into one platform, reducing the need to switch between separate applications during an appointment.

Can sales reps update pricing during appointments?

Yes! Reps can adjust pricing, proposal options, and financing while meeting with homeowners, making it easier to compare choices and answer questions in real time.

Are we limited to certain financing partners?

Solo supports multiple industry-leading financing providers, giving contractors the flexibility to work with the partners that best fit their business.

Can the sales experience be customized and branded to our company?

Yes. Solo can be customized with your company’s branding, products, pricing, and sales content so every appointment reflects your business.

How difficult is it for our sales reps to learn the software?

Solo is designed for in-home sales teams, making it easy for new and experienced reps to learn a consistent sales process without juggling multiple systems.

See Solo in-home sales software in action