Software for solar and energy retrofit installers
In retrofit work the paperwork is the project. Rebates, financing, permits and inspections all have to line up in a specific order, and a job that gets installed before a grant is approved can turn a profitable project into an argument.
Financed big-ticket sales. The sale does not close until a credit decision does. Most software vendors understand the quote or the credit file. We work on both.
Sub-niches covered: Residential and commercial solar, Heat pumps and HVAC electrification, Insulation and building envelope, EV charging installation, Energy audits and modelling, Battery storage and backup power.
You likely have this problem if:
Rebate rules are known by whoever learned them last.
Financing, permits and scheduling block each other silently.
A completed install has an unclaimed rebate sitting on it.
Customers were quoted net of a rebate that was not yet confirmed.
Inspection milestones are tracked in a folder rather than on the project.
What breaks operationally:
Rebate programs each have different evidence and sequencing rules, tracked by whoever learned them last.
Financing approval, permit issuance and install scheduling are managed in three places and block each other silently.
Post-install inspection and rebate claim submission slip, so money sits unclaimed for months.
Customers are quoted on a net-of-rebate price before the rebate is confirmed.
What we build:
Rebate and grant tracker. Each program's requirements and sequencing wired to the project stage, so nothing gets installed out of order.
Permit and inspection milestones. Applications, approvals and inspections as blocking milestones on the project rather than notes in a folder.
Financing intake at quote. Finance application captured with the quote, so the customer sees a real monthly figure at the kitchen table.
Claim submission queue. Completed installs surfaced as claims to file, with the evidence already attached from the job.
Why do rebate claims get missed after a job is finished?
Because the job is closed in the installer's mind the day the crew leaves, and the claim is a separate administrative task with no owner. Making the completed install generate a claim task with the evidence already attached fixes most of it.
Can rebate program rules be kept current in software?
The requirement checklists can, and they should be editable by an administrator rather than a developer, because programs change with little notice. The mistake is hardcoding a program's rules and then discovering they moved.
Should the quote show the price before or after rebate?
Both, clearly separated, with the rebate marked as pending until confirmed. Quoting only the net number is the fastest way to a dispute when a program runs out of funding mid-project.
How do you sequence financing against permits?
Financing approval should gate scheduling and the permit should gate installation, with each one visible as a blocker on the project. Most retrofit disputes trace back to one of those two being assumed rather than confirmed.
Last reviewed 22 August 2026