From site survey to grid commissioning
Run every install from survey to commissioning in one place — quote, take a deposit on the job, put a certified installer on the roof (Essentials and up), work the commissioning checklist (Essentials and up), and bill in stages through the portal (Essentials and up).
✓ No card required · ✓ Invoiced by bank transfer
This your pipeline?
Solar is long jobs, staged money and MCS paperwork — a spreadsheet loses track of all three.
Surveys stuck in limbo
A survey turns into a quote turns into nothing, because no one chased it. Quotes track their own opens and expiry, so warm leads don't go cold in the inbox.
Uncertified hands on the roof
Put an installer without the right qualification on an MCS job and the sign-off is worthless. The dispatch guard (Essentials and up) blocks anyone who doesn't hold the ticket.
'What did we fit here?'
Come back for a fault two years on and no one knows the panel count, inverter model or battery. Every property carries its own system record (Essentials and up).
Quote the system, take a deposit, hold the slot
Build the quote from your price book (Essentials and up) — panels, inverter, battery, scaffold, labour — with VAT per line. The customer accepts online, you take a deposit on the job to secure the install, and the job moves down the pipeline with its opens and expiry tracked.
- Price book for panels, inverters, batteries and labour
- Online acceptance with open and expiry tracking
- Deposits on jobs to secure the install date
Only a qualified installer lands on the roof
Keep every installer's qualifications and cards in a register with expiry alerts (Essentials and up). Where a job needs a specific ticket, the dispatch guard stops you assigning anyone who doesn't hold it — and the board checks for double-bookings while you're at it.
- Certification register with expiry alerts
- Dispatch guard blocks unqualified assignment
- Double-booking checks on the scheduling board
Every array on record, panel to battery
Register the installed system against the property (Essentials and up) — panel make and count, inverter, battery, serials and warranty — with a service history that grows on every visit. Come back for a fault or an upgrade knowing exactly what's on the wall.
- Asset register per property, with serials and warranty
- Full service history built up over every visit
- Multi-site owners kept under one record
Work the commissioning checklist on the roof
Give every install a commissioning checklist the crew works through on site (Essentials and up) — string tests, isolators, labelling, handover — and capture the customer's signature on the completion sheet at handover. It runs in any phone browser, so there's no app to install.
- Job checklists for commissioning and handover
- Signed completion sheets captured on site
- Runs in any phone browser — no app to install
Bill in stages, get paid by card link (Essentials and up; connect your own Stripe or PayPal)
Invoice a deposit, a start payment and a commissioning balance as the job hits each stage, each with a Stripe or PayPal card link. Automatic reminders chase late payers and the aged-debtors view shows who still owes — while the customer tracks it all in the portal (Essentials and up).
- Staged invoices with card-payment links
- Automatic overdue reminders + aged-debtors view
- Customer portal to view, accept and pay
Built-ins solar firms lean on
From roof survey to grid, in one place
Try Field 2 Service free for 14 days — quote an install, log a system, run the commissioning checklist. No credit card required.
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