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The best solar installer software in 2026

Solar is a long, high-ticket sale followed by a milestone-heavy install: survey, contract, permit, install, inspection, and interconnection. We compared platforms solar installers use to sell, track projects, and get paid.

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  1. 1. RevCore Pro

    Our pick

    Best for residential installers who close in the home

    An interactive in-home presentation with tiered system options and monthly payment math, survey and install photos on the job, and deposit and milestone payments in one login. It does not design systems or offer financing today.

    $249 to $899/mo flat, seats includedStart for free

  2. 2. JobNimbus

    Best for solar installers who also do roofing

    An exteriors CRM that lists solar among its trades, with boards and automations for production, supplier ordering, and financing options on every plan. Pricing is quoted and texting needs an add-on.

    What it does well

    • Deep exterior trades toolset: EagleView and HOVER ordering, plus ABC Supply, SRS and QXO ordering
    • SumoQuote proposals with Good/Better/Best options built in
    • Payments, financing, QuickBooks and API access included on every plan

    Watch for

    • No published pricing, so you need a sales call to know the cost
    • Two-way texting requires the Engage add-on
    • Lower tiers cap boards, automations and integrations

    Pricing: Sales-quoted tiers by user count, with optional add-on bundles. JobNimbus pricing, plan by plan

    Quote requiredRevCore Pro vs JobNimbus

  3. 3. Ingage

    Best presentation layer for solar sales teams

    Offline interactive presentations with page-level rep analytics for coaching. It does not run CRM, estimating, scheduling, or payments, and Suite needs 5 or more users.

    What it does well

    • Purpose-built interactive presentation builder with offline presenting
    • Page-level presentation and rep analytics for sales coaching
    • Content distribution across teams, dealers and franchise networks

    Watch for

    • No CRM, estimating, scheduling, texting or payments
    • Annual platform fee is not published
    • 5 user minimum on Ingage Suite

    Pricing: Per user per month plus an annual platform fee. Ingage pricing, plan by plan

    Free (provided by manufacturer); Suite from $90/user/monthRevCore Pro vs Ingage

  4. 4. CompanyCam

    Best for site survey and install photo documentation

    Timestamped, GPS-tagged photos, reports, and checklists that work offline and sync later. It is not a CRM and adds a per-seat subscription on top of your main system.

    What it does well

    • Photo documentation depth: timestamps, GPS tags, annotations, timelines and reports
    • Works offline in the field and syncs later
    • Integrates with most roofing and field service CRMs

    Watch for

    • Not a CRM: no pipeline, scheduling calendar or customer texting
    • Adds a per-seat subscription on top of your main system
    • Proposals capped at 5 a month on Crew

    Pricing: Tiered monthly plans with included users and a per-user fee for extra users. CompanyCam pricing, plan by plan

    From $79/mo (Core, 1 user)RevCore Pro vs CompanyCam

  5. 5. Salesforce

    Best for large installers that need heavy customization

    Field Service adds scheduling, dispatch, and a technician app to Salesforce with deep customization and AI scheduling. Every user needs a paid annual license, and setup usually needs an admin or partner.

    What it does well

    • Deep customization on the Salesforce platform
    • AI scheduling and route optimization on the Dispatcher license
    • Offline technician app with quoting and payment in the field

    Watch for

    • Every user needs a paid license billed annually, plus a Service Cloud license
    • Portal, digital messaging and several field tools are separate purchases
    • No trade-ready Good/Better/Best or in-home presentation out of the box

    Pricing: Per-user licenses, billed annually, on top of at least one Service Cloud license. Salesforce Field Service pricing, plan by plan

    From $175/user/mo (billed annually)RevCore Pro vs Salesforce

  6. 6. HubSpot

    Best for solar marketing and inbound lead nurture

    Deep inbound marketing, email, and sales reporting from a free CRM. No crew scheduling, job tracking, or in-home presentation, and quotes and SMS need higher hubs or add-ons.

    What it does well

    • Deep inbound marketing: email, content, SEO, forms and automation
    • Free CRM to start, with a clear upgrade path
    • Strong sales tooling on Professional: sequences, forecasting and custom reporting

    Watch for

    • No crew scheduling, dispatch, job tracking or change orders
    • Quotes need Revenue Hub Professional or Enterprise seats, and SMS needs Marketing Hub Professional plus an add-on
    • Per-seat pricing and onboarding fees add up for crews

    Pricing: Per-seat pricing by hub and tier, with onboarding fees on Professional and Enterprise. HubSpot pricing, plan by plan

    From $0/mo (free tools, up to 2 users)RevCore Pro vs HubSpot

Side by side

Starting price, pricing model, and trial for every pick, from each vendor's own pages.

The best solar installer software in 2026: picks compared side by side
ToolStarts atPricing modelFree trialExtra users
RevCore Pro$249/moFlat plans, 3 to 15 seats included14 days, no card$49/mo per seat
JobNimbusQuote requiredSales-quoted tiers by user count, with optional add-on bundles14-day free trial, no credit card required.Not published
IngageFree (provided by manufacturer)Per user per month plus an annual platform feeNo free trial listed; Ingage offers demos.Starting at $90/user/month on Ingage Suite.
CompanyCam$79/moTiered monthly plans with included users and a per-user fee for extra usersFree trial available; no credit card required to sign up.$34/mo per additional user on monthly billing, or $29/mo billed annually.
Salesforce$175/user/moPer-user licenses, billed annually, on top of at least one Service Cloud license30-day free trial listed for Service CloudEvery license is priced per user per month
HubSpot$0/moPer-seat pricing by hub and tier, with onboarding fees on Professional and EnterpriseFree CRM tools for up to 2 users, no credit card requiredPaid tiers are priced per seat

How we ranked this list

We weighted in-home selling, milestone tracking, photo documentation, payments, and total cost for a residential solar installer. Competitor facts and prices come from each vendor's public pricing and product pages, checked in September 2026 (JobNimbus: its June 2026 pages, the latest we could verify). Where a vendor does not publish a price we say Quote required rather than repeat third-party estimates. RevCore Pro is our own product, so we say plainly where another tool is the better fit. None of the tools on this list designs arrays or models production, and RevCore Pro does not offer homeowner financing today, so most installers pair their CRM with a solar design and financing platform.

Frequently asked questions

What is the best CRM for solar installers?

For residential installers who close in the home, RevCore Pro is our pick because the presentation, project records, and milestone payments share one login. JobNimbus fits installers who also do roofing and exteriors, and Salesforce fits large installers with an admin. See how RevCore fits solar at /trades/solar.

Does RevCore Pro design solar systems?

No. RevCore Pro does not design arrays, run shade analysis, or model production. Most installers keep a dedicated solar design tool and bring the system options and pricing into the RevCore presentation and job.

Does RevCore Pro offer solar financing?

Not today. Homeowner financing is on the RevCore roadmap. The presentation can show monthly payment math, but loans run through your existing financing partner.

How much does solar CRM software cost?

HubSpot has a free CRM for up to 2 users, CompanyCam starts at $79/mo for 1 user, RevCore Pro at $249/mo with 3 seats, and Salesforce Field Service at $175 per user per month billed annually plus a Service Cloud license. JobNimbus is quote only, and Ingage Suite starts at $90 per user per month plus a platform fee.

How do solar installers track permits, inspections, and interconnection?

Most use pipeline stages or boards for each milestone with photos and documents attached. RevCore Pro keeps survey, permit, inspection, and install records on the job file, and JobNimbus uses boards and automations for production tracking.

What should solar installer software include?

Lead capture, an in-home presentation with clear system options, e-signatures, milestone tracking from survey to permission to operate, photo documentation, and deposit and milestone payments. Design and financing usually come from dedicated solar tools alongside the CRM.

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