Software for solar installers — from roof survey to net-metering handover
A small solar firm sells a system, not a visit: a survey, a designed array, panels and an inverter that arrive on schedule, an authority connection process, and payments staged across all of it. The paperwork that carries that — the proposal with its payback story, the staged invoices, the handover pack the client's facility team needs — is what InstaJack organises.
How is solar work won and quoted?
The quote is a small engineering document: panel count and wattage from the roof survey, inverter size, mounting and cabling, and the connection route — in Dubai, the Shams Dubai net-metering path through DEWA is the standard story for grid-tied rooftops. Clients compare proposals on system size, the equipment named, and the payment shape as much as on price, so the quote that itemises the kit and states the stages reads as the professional one.
In InstaJack the proposal is a price-book quote like any other trade's: your panels, inverters and per-kWp installation lines priced once, reused on every roof, and sent on WhatsApp with the survey photos attached.
How do phased payments run on a solar job?
Solar cash flow is front-loaded: panels and inverters are most of the cost and are bought before a single rail is fixed. Sound jobs therefore run an advance on signing (which orders the kit), a delivery or installation milestone, and a balance on connection and handover — deposits and milestones working exactly as the deposit pattern describes, sized to the equipment order rather than to a polite percentage.
Where a main contractor or developer is the client, the same work drops into progress claims with retention — the app carries both shapes, and the quote states which one the job is before anyone signs.
What paperwork does a solar firm drown in?
Three piles: the authority file (application, single-line diagram, equipment datasheets, inspection and connection documents), the equipment trail (warranties for panels and inverter, serial numbers per roof), and the client handover (system manual, monitoring access, cleaning and maintenance guidance). Lose the second pile and a warranty claim in year three becomes archaeology.
InstaJack's job record holds the documents and photos against the job itself, so the roof's file — survey, install photos, serials, certificates — is retrievable by client name, not by which engineer's phone took the picture.
Getting started honestly: there is no solar starter book
InstaJack ships starter price books for its eighteen core trades; solar is not one of them, so there is no ready-made solar book to inherit. What you get instead is the honest mechanic: build your book from your own supplier prices — your panels, inverters, mounting and per-job rates — and it stays yours, priced the way you actually buy. Everything else — quotes, staged invoices, claims, retention, the client book — works from day one.
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Asked often, answered straight.
Is InstaJack built for solar EPC firms?+
For the installer end of the market — rooftop and small commercial systems sold and fitted by small firms — yes: proposals from your own price book, staged payments, claims and retention where a contractor is the client, and a document trail per roof. Utility-scale EPC project controls are a different tool class.
Does it handle the Shams Dubai / DEWA process?+
It holds the paperwork — applications, diagrams, datasheets and connection documents filed against the job — and the payment stages around them. The submission itself is made to the authority through its own channels; no app can file it for you.
Can I quote per kWp?+
Yes — price-book lines can be per kWp, per panel, per item or per job, so a proposal can mix a per-kWp installation rate with named equipment lines.