From the first enquiry to years after switch-on, every step below is a screen in the same product — each one handing its work to the next. No second login, nothing typed twice, no spreadsheet running alongside to keep it all straight.
A Facebook lead that waits in an inbox overnight is a lead someone else quoted. In SunLedger it lands in your pipeline the moment the form is submitted — named, assigned and ready to work.
The roof on screen is the real roof — one high-resolution aerial picture of the property, bought once, and every design there is drawn on it. Everything downstream hangs off what you draw.
Every grid application needs one, and most tools make you build it by hand from a palette of symbols. Yours comes off the design you already drew — strings, inverter, isolators and switchboard, arranged and labelled.
The proposal isn't a PDF you export — it exists the moment your design is a system, and it lives at one link that stays current until the customer signs it.
Most solar customers ask about the rest of the house next. In SunLedger every job can hold solar, a heat pump, air-cons and an EV charger: one design, one proposal, one signature.
An install pack is a few A4 pages built from the job itself — the roof they're standing on, the system they're fitting, and the site facts they'd otherwise ring you for.
Gmail and Outlook, read and sent from inside SunLedger — and the message you're reading is tied to the customer it's about, so the trail doesn't live in one person's inbox.
The certificates are usually the job nobody owns — a portal login, a folder of photos, a spreadsheet of serials. In SunLedger the claim builds itself off the job you already did, and the trade happens from the same screen.
The invoice is raised against the job it belongs to, and takes the customer, the line items and the rebate straight off the quote they signed — so getting paid doesn't mean opening a second product and typing it all again.
After switch-on, the system is your shopfront on that street for twenty years. SunLedger reads the fleet so you hear about a fault before the customer does.
The highest-volume call any installer takes is "where is my job up to". Send a link instead — your branding, their roof, and only what they should see.
Deals aren't usually lost to a better price. They're lost to a quote nobody chased and a lead that went quiet in a column. SunLedger does the chasing.
SiRe isn't a chatbot bolted on the side — she drives the same screens you do. Ask in your own words and watch the work happen on the canvas in front of you.
Already on another CRM?
We import your customers, leads and signed proposals — equipment specs and contract PDFs included — so day one on SunLedger starts with everything already in place, not an empty screen.
Try SunLedgerEvery step above happens inside the one product. The design becomes the quote, the quote becomes the job, and the job becomes the certificate claim — each one carrying the last one's numbers, so nothing is typed twice. Try it on a roof you're quoting this week.