Industries · Solar
Toolbase for Solar Retailers and Installers
One platform for leads, solar quoting, proposals, installations, commissions, job costing and lead ROI.
The challenges
What gets in the way for solar retailers and installers
Paid leads go cold fast
Purchased and advertised leads are expensive. If nobody calls within the hour, a competitor will.
Quotes involve many moving parts
Panels, inverter, battery, mounting, labour, travel and STCs all change the price, and one mistake erases the margin.
A signed deal is only the start
Approvals, finance, stock and install booking all have to happen before anyone is on the roof.
Commission and margin are hard to reconcile
Paying commission on revenue alone rewards discounted systems that made little money.
Built around your industry
Toolbase speaks solar
Choosing your industry changes the terminology, fields, pipeline stages, quote structure and dashboards you see.
| Standard Toolbase | In your Toolbase |
|---|---|
| Product | Panel, inverter, battery |
| Job | Installation |
| Site visit | Site assessment |
| Discount | STC discount |
| Deal stage | Signed, Compliance Check, Install Booked |
Workflow
From first enquiry to profit, the solar way
The lead source recorded on day one is still attached when the system is commissioned, so you can see true cost per sale.
- Lead
- Contacted
- Appointment
- Site Assessment
- Solar Quote
- Proposal
- Signed
- Approvals
- Install Booked
- Installed
- Commissioned
- Profitability
Lead management built for paid leads
Every lead arrives with its source and cost. Assign it, call it and track each attempt, so no lead you paid for is left untouched.
- Lead sources and lead cost
- Assignment and follow-up tasks
- Appointments and site assessments
- Multiple deals per customer
A solar quote calculator, not a generic one
Select panels, inverter and battery from your own catalogue. Labour, travel, additional works and STCs are calculated into the price, with margin shown before you send.
- Panels, inverters and batteries by brand and model
- Installation and electrical labour
- STC calculation
- Regional pricing and markups
Proposals, GreenDeal and Pylon
Turn the quote into a proposal the customer can accept. Connections to GreenDeal for STC processing and Pylon for design and proposals are in beta. Their current status is on the integrations page.
- Branded proposals from the quote
- Viewed and accepted tracking
- GreenDeal (Beta)
- Pylon (Beta)
From signed to installed
A signed deal becomes a project with its approvals, stock and install booking laid out. Everyone can see what is holding up each system.
- Compliance and finance stages
- Install scheduling
- Site forms and photos
- Commissioning documents
Commissions, job costing and lead ROI
Once the system is in, Toolbase compares quoted and actual cost, calculates commission on the real margin, and reports revenue back to the lead source.
- Margin-adjusted sales commissions
- Quoted against actual cost per system
- Lead ROI by source
- Sales and install dashboards
Industry-specific quoting
Quote solar work the way you price it
The solar quote calculator is built around system design: components, labour, travel and certificates, with margin visible throughout.
Products
- Solar panels
- Inverters
- Batteries
- Mounting systems
- Monitoring and metering
Labour
- Installation labour
- Electrical labour
- Apprentice
- Roof type loadings
Adjustments
- STCs
- Travel
- Additional works
- Switchboard upgrade
Pricing
- Supplier cost
- Markup
- Regional rates
- Margin target
Dashboards
The numbers solar retailers and installers watch
Lead cost and cost per acquisition
What each sale cost you, by lead source.
Lead to sale conversion
By source, salesperson and period.
Average system value
Size and price of systems sold.
Installs by status
Signed, booked, installed and commissioned.
Margin per system
After labour, materials and commission.
Commissions due
Pending, approved and paid by salesperson.
Recommended modules
Where most solar businesses start
These are suggestions. Turn on only what you need and add modules later.
Leads
Capture, qualify and follow up every enquiry.
CRM
Every customer, deal and conversation in one history.
Quoting
Accurate, industry-specific quotes with margin built in.
Products & Pricing
Your catalogue, labour rates and pricing rules in one place.
Proposals
Customer-ready proposals generated from your quotes.
Projects
Plan and track multi-stage work from sale to completion.
Commissions
Calculate, approve and pay sales commissions accurately.
Job Costing
Quoted against actual, for every job.
Reporting
Dashboards and reports on every part of the business.
FAQ
Toolbase for solar: common questions
Is Toolbase only for solar?
No. Toolbase began in solar and now supports many industries. Solar remains one of its most complete configurations.
Does Toolbase calculate STCs?
Yes. STCs are part of the solar quote calculator and shown on the quote.
Does it work with GreenDeal and Pylon?
Both integrations are in beta. Check the integrations page for current status or ask us about access.
Configure Toolbase for your business
Pick your industry, choose your modules and see your recommended setup in a few minutes.