In every plan StartProBusinessWhite Label
Clients
Keep your customer base: each client’s contacts, projects and proposals side by side. The client list is open on every plan.
Ground frame designer
Design the ground frame for your solar plant
Solispec picks the profiles and posts, checks the frame against snow and wind to the DBN and prices it down to the last bolt.
What it is
«Clients» lists the company’s customers with phone, email and address, with search by name or contact. A client card shows their projects and proposals with their state, and a button starts a new project already linked to the client.
How to use it
- 01
Add a client with the «+ Client» button or pick one when creating a proposal.
- 02
Open the client card — it holds their projects, proposals and contacts.
- 03
Start a new project straight from the client card.
Why it matters to an installer
When a client calls back half a year later, you see in a second what you designed and offered them.
What Start includes
Clients are on every plan, the free Start included. A proposal for the client comes with Pro.
| Feature | Start | Pro | Business | White Label |
|---|---|---|---|---|
| Clients | included | included | included | included |
Start for free
Start is free forever: safety checks, the estimate, 1 project.
Related features
Unlimited projects
Start has 1 project; the paid plans have as many as you need, with statuses, clients and tags.
Learn moreProposals with options
A proposal behind a link: a grid and a hybrid option; the client picks and accepts from a phone.
Learn moreYour company on the proposal
Name, tax ID, IBAN, contacts and logo at the top of every proposal and PDF.
Learn more
How it is done in Solispec: Solar proposal for the client: PDF and link