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

Abonnemang börjar på 19 €/månad. Betalkort krävs för 14-dagars provperiod.

A SOLAR INSTALLATION WORKFLOW, NOT JUST A LEAD LIST

From incoming solar enquiry to completed installation.

01. Capture the solar enquiry

Ta emot en lead- eller bokningsförfrågan och skapa eller matcha kund- och platsadressposten.

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.

BÄST FÖR

Solo solar installers

Keep customers, surveys, installation jobs, quotes and invoices organised without building a complicated office system.

BÄST FÖR

Small solar installation teams

Coordinate installers, crew assignments and project tasks while keeping the owner or office user in control.

BÄST FÖR

Residential rooftop solar

Manage homeowners, property addresses, survey details, installation tasks, photos and follow-up in connected records.

BÄST FÖR

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.

  • Kund- och webbplatsadressuppgifter finns i meddelanden, kontakter och kalkylblad
  • 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

KLUSAROS ROLL

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.

Bättre uppföljning: offerter, fakturor, aviseringar och nästa åtgärder delar samma arbetsflöde.

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

Fånga kunden

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

Schemalägg och tilldela

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.

MEST RELEVANTA KLUSARO-MODULER

Use the modules that support a multi-stage solar installation workflow.

Klusaro inkluderar alla moduler i varje abonnemang. Abonnemangsgränserna avgör kapaciteten; programvaran är inte uppdelad i separata tilläggsfunktioner.

Kunder och jobb

CRM, Jobs & Scheduling, Workers & Teams and Tasks connect the customer, site address, assigned people and complete project work.

Förfrågningar och bokningar

Lead Forms and Booking Forms collect solar enquiries, survey requests, battery add-ons, upgrades and commercial projects into the workspace.

Kommersiella dokument

Offerter och uppskattningar samt fakturor och betalningar stöder vägen från begärt arbete till en intäktsregistrering.

Utförande och uppföljning

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.

ANVÄNDNINGSFALL

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.

ANVÄNDNINGSFALL

Site surveys and pre-installation checks

Keep the customer, property, roof notes, measurements, photos, access details and responsible surveyor connected.

ANVÄNDNINGSFALL

Battery storage and system upgrades

Organise add-on enquiries, site information, compatibility notes, tasks, documents and the assigned installation team.

ANVÄNDNINGSFALL

Commercial and multi-site solar projects

Keep business contacts, multiple sites, access rules, survey records, project notes and assigned crews connected.

ANVÄNDNINGSFALL

Multi-stage installation projects

Use jobs, tasks and documents to organise survey, preparation, installation and handover stages while keeping ownership and next actions visible.

ANVÄNDNINGSFALL

Samordning av små besättningar

Give the owner or office user a clear schedule while installers focus on assigned surveys, installation stages, sites and relevant tasks.

VEM ANVÄNDER 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.

Ägare eller administratör

Konfigurerar arbetsytan och ser den kommersiella och operativa översikten.

Office-användare

Arbetar med kunder, jobb, dokument, offerter, fakturor och blanketter.

Chef eller schemaläggare

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.

ÄRLIG PRODUKTPASSNING

Vad Klusaro hjälper till med – och vad det inte ersätter.

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 HJÄLPER TILL ATT ORGANISERA

  • Kunder, kontakter och webbplatsadresser
  • Solar surveys, installation jobs, project stages and crew assignments
  • Site notes, measurements, access instructions, photos and documents
  • Residential, commercial, battery, upgrade and survey requests
  • Offerter, uppskattningar och fakturor
  • Aviseringar, automatiseringar och uppföljning

KLUSARO GÖR INTE HÄSPÅST PÅ ATT ERSÄTTA

  • Löneberäkning och löneutbetalning
  • Komplett bokförings- eller skatteprogramvara
  • Ruttoptimering och flottspårning
  • 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

Använd dessa verktyg tillsammans med Klusaro när verksamheten behöver dem.

KLUSARO-PRISSÄTTNING

Start with the capacity your solar installation business needs.

Varje plan inkluderar alla Klusaro-moduler. Välj utifrån antalet användare, anställda och den driftskapacitet som krävs.

SOLO

19 €/månad

  • 1 användare
  • 1 arbetare
  • Alla Klusaro-moduler
  • For a solo solar installer

TEAM

59 €/månad

  • Upp till 5 användare
  • Upp till 10 arbetare
  • Alla Klusaro-moduler
  • For a small solar installation team

FÖRETAG

179 €/månad

  • Högre användargränser
  • Högre arbetsgränser
  • Alla Klusaro-moduler
  • För ett växande serviceföretag

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.

Skapar Klusaro offerter och fakturor?

Klusaro inkluderar moduler för offerter och uppskattningar samt fakturor och betalningar som en del av varje 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.

Finns det en kostnadsfri provperiod?

Ja. Klusaro erbjuder en 14-dagars provperiod och kräver för närvarande ett betalkort för att starta den.

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.