A handover with the details attached
Carry the customer, site, selected system, commercial agreement and payment status into the operational record.
Solar operations software
Move an accepted solar deal into delivery without rebuilding the job.
ArcSolar carries the accepted system, site, customer and payment context from sales into operations. Teams can coordinate the job lifecycle from one record rather than recreating it after the handover.
Book a workflow demoThe accepted deal becomes operational work with the original customer and quote context intact.
ArcSolar / Solar operations
What changes
Replace a broken handoff with a connected workflow.
Jobs visible by delivery stage
Track work waiting for assignment, scheduled activity and completed phases without relying on separate status sheets.
Office and field teams on one lifecycle
Keep project work, installer allocation, calendar activity and finance status connected to the same job.
How it works
One record through the work that matters.
The workflow is configured around the retailer rather than forcing the team into a generic software template.
- 1
Accept the deal
Confirm the quoted system, customer decision and deposit state on the sales record.
- 2
Create the operational work
Move the job into delivery with its scope, site and customer information already attached.
- 3
Track through completion
Coordinate scheduling, field work and close-out while the wider team sees the current status.
Questions
What solar teams ask about solar operations.
What information moves from sales to operations?
The operational record can carry the customer, site, accepted system, quote context and payment status so the delivery team starts from the agreed job.
Does ArcSolar include scheduling?
Yes. Operational work can connect to a shared calendar and field workflow so scheduled activity remains visible beside the job.
Can teams track jobs by phase?
Yes. ArcSolar is designed around visible project and job phases, helping teams see what is waiting, assigned, scheduled or complete.
Related solutions
Continue through the connected workflow.
See it with your workflow