SOLAR INSTALLATION SOFTWARE
Run your solar installation business without losing surveys, projects and follow-up between messages and the schedule.
Klusaro brings solar customers, site addresses, surveys, installation jobs, crews, task lists, quotes, invoices, forms and follow-up into one connected workspace—built for small solar installation companies.
- Keep every customer, site address and solar project together
- Schedule surveys and assign the right installer or crew
- Store access notes, roof details, photos, documents and project tasks
- Turn solar enquiries into surveys, installations, quotes and invoices
- Use one system from first request to completed handover
Plans start at €19/month. Payment card required for the 14-day trial.
A SOLAR INSTALLATION WORKFLOW, NOT JUST A LEAD LIST
From incoming solar enquiry to completed installation.
01. Capture the solar enquiry
Receive a lead or booking request and create or match the customer and site-address record.
02. Schedule the site survey
Add the property address, preferred time, access details, initial requirements and the surveyor or installer responsible.
03. Prepare and deliver the project
Keep survey notes, roof photos, measurements, agreed tasks and relevant documents attached to the job.
04. Quote, invoice and hand over
Create the quote or invoice you need and keep the next solar-project action visible.
BUILT FOR SMALL SOLAR INSTALLATION COMPANIES
The operational centre behind surveys, installations and project handover.
Solar work can move through enquiry, site survey, quotation, preparation, installation, documentation and follow-up. Klusaro connects the customer, site, job, task list, assigned crew and next action instead of leaving each stage in a different tool.
BEST FOR
Solo solar installers
Keep customers, surveys, installation jobs, quotes and invoices organised without building a complicated office system.
BEST FOR
Small solar installation teams
Coordinate installers, crew assignments and project tasks while keeping the owner or office user in control.
BEST FOR
Residential rooftop solar
Manage homeowners, property addresses, survey details, installation tasks, photos and follow-up in connected records.
BEST FOR
Commercial and multi-site installations
Keep business contacts, sites, access instructions, project documents and assigned solar work connected.
THE COMMON SOLAR-INSTALLATION PROBLEM
The project has several stages. The information often does not stay together.
A solar installation company may handle new enquiries, site surveys, quotations, equipment decisions and active installations at the same time. Margin and customer confidence suffer when survey details are missing, responsibilities are unclear, documents are scattered or a completed project waits too long to be invoiced.
- Customer and site-address details live in messages, contacts and spreadsheets
- A roof photo, access note, survey measurement or customer requirement is hard to find later
- The owner must remember which surveyor, electrician or installation crew owns each stage
- A promising solar enquiry is discussed but never becomes a properly scheduled survey or project
- Quotes, survey photos, project notes, documents and invoices are stored separately
- Permits, approvals, equipment dependencies and handover follow-up rely on one person’s memory
KLUSARO’S ROLE
Give every solar installation project one operational home.
Klusaro centres the workflow around the customer, site address and job record. The office can see what needs to happen, while the assigned installer or crew receives the relevant address, survey notes, project details, photos and tasks without searching through unrelated messages.
Less copying: customer, site and project information stays connected.
Fewer missed details: survey notes, measurements, photos and documents remain with the work.
Clearer ownership: surveys, preparation and installation stages can be scheduled and assigned.
Better follow-up: quotes, invoices, notifications and next actions share the same workflow.
EXAMPLE SOLAR INSTALLATION WORKFLOW
One connected path from solar enquiry to completed project and revenue record.
The exact process can vary between residential rooftops, commercial systems, battery add-ons, upgrades and multi-stage projects, but the operational records remain connected.
01
Capture the customer
A lead or booking form collects the request, contact details, site address, initial goals and available property information.
02
Create the survey job
The request becomes a job with the site address, timing, access details, survey requirements and relevant customer record.
03
Schedule and assign
The owner or office user schedules the survey or installation stage and assigns the appropriate installer or crew.
04
Prepare the project
Tasks, site notes and documents keep measurements, roof photos, access instructions, equipment notes and project requirements together.
05
Install and update
The installer or crew updates the job through the operational workflow instead of letting progress, blockers and completed tasks disappear into chat history.
06
Quote, invoice and hand over
Quotes, invoices and notifications support the next action after survey, approval, installation, commissioning or handover.
MOST RELEVANT KLUSARO MODULES
Use the modules that support a multi-stage solar installation workflow.
Klusaro includes all modules on every plan. The plan limits determine capacity; the software is not split into separate feature add-ons.
Customers and jobs
CRM, Jobs & Scheduling, Workers & Teams and Tasks connect the customer, site address, assigned people and complete project work.
Enquiries and bookings
Lead Forms and Booking Forms collect solar enquiries, survey requests, battery add-ons, upgrades and commercial projects into the workspace.
Commercial documents
Quotes & Estimates and Invoices & Payments support the path from requested work to a revenue record.
Execution and follow-up
Documents, Automations and Notifications keep survey photos, approvals, site files and repeatable next actions connected to the work.
SOLAR INSTALLATION USE CASES
Different sites and project stages. The same connected records.
These examples describe how Klusaro organises the work. They do not imply specialist features such as solar-system design, shading or yield calculation, structural engineering, grid applications, permitting, certification, equipment procurement or monitoring.
USE CASE
Residential rooftop installations
Capture the enquiry, create the customer and site record, schedule the survey, assign the installer and keep the resulting quote, project documents and invoice connected.
USE CASE
Site surveys and pre-installation checks
Keep the customer, property, roof notes, measurements, photos, access details and responsible surveyor connected.
USE CASE
Battery storage and system upgrades
Organise add-on enquiries, site information, compatibility notes, tasks, documents and the assigned installation team.
USE CASE
Commercial and multi-site solar projects
Keep business contacts, multiple sites, access rules, survey records, project notes and assigned crews connected.
USE CASE
Multi-stage installation projects
Use jobs, tasks and documents to organise survey, preparation, installation and handover stages while keeping ownership and next actions visible.
USE CASE
Small crew coordination
Give the owner or office user a clear schedule while installers focus on assigned surveys, installation stages, sites and relevant tasks.
WHO USES KLUSARO
The owner sees the operation. Each installer sees the relevant project work.
Klusaro supports different roles around the same customer, site and job records, helping a solar company move beyond one shared phone, scattered survey documents and one overloaded owner.
Owner or administrator
Configures the workspace and sees the commercial and operational overview.
Office user
Works with customers, jobs, documents, quotes, invoices and forms.
Manager or scheduler
Coordinates surveys, schedules, crew assignments and project tasks.
Solar installer or crew member
Works with assigned jobs, tasks, statuses and relevant customer, site or project information.
HONEST PRODUCT FIT
What Klusaro helps with – and what it does not replace.
A useful industry page should make the boundary clear. Klusaro is an operational workspace for small service companies, not every specialist system a solar installation business may use.
KLUSARO HELPS ORGANISE
- Customers, contacts and site addresses
- Solar surveys, installation jobs, project stages and crew assignments
- Site notes, measurements, access instructions, photos and documents
- Residential, commercial, battery, upgrade and survey requests
- Quotes, estimates and invoices
- Notifications, automations and follow-up
KLUSARO DOES NOT CLAIM TO REPLACE
- Payroll and wage calculation
- Full accounting or tax software
- Route optimisation and fleet tracking
- Solar design, CAD, shading, irradiation and energy-yield calculation software
- Structural calculations, equipment procurement and warehouse inventory management
- Grid applications, permitting, certification, incentive and monitoring platforms
Use those tools alongside Klusaro when the business requires them.
KLUSARO PRICING
Start with the capacity your solar installation business needs.
Every plan includes all Klusaro modules. Choose according to the number of users, workers and the operating capacity required.
SOLO
€19/month
- 1 user
- 1 worker
- All Klusaro modules
- For a solo solar installer
TEAM
€59/month
- Up to 5 users
- Up to 10 workers
- All Klusaro modules
- For a small solar installation team
BUSINESS
€179/month
- Higher user limits
- Higher worker limits
- All Klusaro modules
- For a growing service company
SOLAR INSTALLATION SOFTWARE FAQ
Questions solar installation companies ask before switching systems.
Is Klusaro only for large solar installation companies?
No. The Solo plan is designed for one user and one worker, while Team and Business increase capacity for companies with more office users and installers.
Can I keep survey photos and site details with the project?
Yes. Notes, tasks, photos and documents can remain connected to the relevant customer, site and job. Klusaro should not be presented as solar-design, shading, yield-calculation or structural-engineering software.
Can installers see their assigned surveys and installation work?
Klusaro is designed so workers can use assigned jobs, tasks, statuses and relevant customer, site or project information, while owners and office users keep the wider operational overview.
Can customers submit solar and battery enquiries online?
Yes. Klusaro includes lead forms and booking forms for collecting residential, commercial, battery, upgrade and site-survey requests into the workspace.
Does Klusaro create quotes and invoices?
Klusaro includes Quotes & Estimates and Invoices & Payments modules as part of every plan.
Can Klusaro organise a project with survey, installation and handover stages?
Yes. Jobs, tasks, notes and documents can keep the stages and next actions connected. Klusaro does not automatically design the solar system, submit grid applications or generate compliance certificates.
Does Klusaro replace solar design, grid, certification, inventory, accounting or payroll software?
No. Klusaro supports operational and invoicing workflows, but it should not be presented as solar design, yield calculation, grid-application, certification, equipment inventory, accounting, tax or payroll software.
Is there a free trial?
Yes. Klusaro offers a 14-day trial and currently requires a payment card to start it.
SOLAR INSTALLATION STARTS WITH ONE CONNECTED WORKSPACE
Put the next enquiry, survey, installation stage and follow-up in the same system.
Start with a 14-day trial and choose the plan that matches the current size of your solar installation business.