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SolarDesk

SolarDesk is a web platform for residential and commercial solar installers that brings company operations into one system.

Place
#18 of 26
Score
6.2
SolarDesk's website

What SolarDesk is

SolarDesk is a web platform for residential and commercial solar installers that brings company operations into one system. It covers CRM, prospecting, 3D solar design, scheduling and installation, inventory and material tracking, HR and onboarding, and contracts with e-signatures. The design studio provides irradiance heatmaps, panel-level shading analysis, panel placement tools, and live solar production estimates. Designs can produce shareable proposals containing system specifications, production, pricing, financing options, and premium upgrades for customer e-signature. They also create a material list that can become a one-click purchase order through the supplier portal. Optional Gmail integration syncs messages with CRM contacts, while Google Calendar supports availability and two-way event sync. SolarDesk offers a 14-day trial without a credit card, with every module available. Pricing is on request under a custom flat-rate plan scoped to team size and operational volume. Solar simulations and production estimates are approximations, not guarantees.

Good

  • Combines CRM, design, projects, HR, and scheduling
  • Panel shading and production estimation tools
  • Proposals support customer e-signature
  • Designs create purchase orders through supplier portal
  • 14-day trial without credit card

Watch out

  • No free plan
  • Pricing is available only on request
  • Solar estimates are not performance guarantees
  • Lender integrations are still in progress

Who it suits

SolarDesk suits residential and commercial solar installers seeking shared CRM, design, scheduling, inventory, HR, and contract workflows. It also fits teams needing mobile field access and design handoff.

Verdict

SolarDesk groups sales, design, installation, and operational modules for solar companies. Its trial exposes every module, while final pricing depends on team size and operational volume.

Plans and prices

From SolarDesk's own pricing page, checked 15 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Custom flat-ratePriced on requestall native modules included · scoped to team size and operational volume

The facts

Each one read from SolarDesk's own pages, with the date it was checked.

What it does

3D design
Its design studio supports irradiance heatmaps, per-panel shading analysis, complex roof geometry and automated obstruction handling.checked 15 Oct 2026
Calendar integration
Optional Google Calendar integration reads availability and supports two-way appointment synchronization.checked 15 Oct 2026
CRM
The CRM provides a pipeline for capturing and managing leads.checked 15 Oct 2026
Data controls
Users can disconnect Gmail or Google Calendar integrations, which revokes access and deletes associated synced Google-derived data; account deletion can be requested by contacting support.checked 8 Oct 2026
Data deletion
Disconnecting Google integrations revokes tokens and deletes associated synchronized Google-derived data.checked 15 Oct 2026
E-signature
Customers can sign proposals electronically, and signed designs are locked according to the product page.checked 15 Oct 2026
Financing status
Direct lender integrations for automated financing are described as still being built, with a waitlist offered.checked 15 Oct 2026
Google integrations
Optional Gmail integration supports syncing messages with CRM contacts and sending messages from a connected address; optional Google Calendar supports availability and two-way event sync.checked 8 Oct 2026
Independent maintenance detail
The CFATech case reports inverter-offline tracking, preventive-maintenance scheduling and customer maintenance histories.checked 15 Oct 2026
Independent project result
CFATech reports that its SolarDesk project supported more than eight simultaneous projects and three field teams.checked 15 Oct 2026
Independent project scope
CFATech describes a SolarDesk CRM project with sales funnel, project management, field-team control, after-sales alerts and a financial dashboard.checked 15 Oct 2026
Independent technology stack
CFATech lists React 19, Vite, Tailwind CSS, Recharts and Lucide React for its SolarDesk implementation.checked 15 Oct 2026
Independent workflow detail
The CFATech case says the project used six sales stages from lead through closing and tracked project status, teams and installed kWp.checked 15 Oct 2026
Integrations
Optional Gmail integration synchronizes email with CRM contacts and can send messages from a connected address.checked 15 Oct 2026
Intended customers
The platform is built for residential and commercial solar installers.checked 8 Oct 2026
Inventory
Designs generate a material list, which can be turned into a one-click purchase order through the supplier portal.checked 8 Oct 2026
Inventory and purchasing
Designs create material lists for panels, racking, inverters and balance-of-system items, which can become supplier purchase orders.checked 15 Oct 2026
Legal operator
The site identifies SolarDesk Inc. and says the service is operated by 2649493 ALBERTA LTD.checked 15 Oct 2026
Limit: integration breadth
The privacy documentation publicly names Gmail and Google Calendar integrations, while lender integrations are still described as forthcoming.checked 15 Oct 2026
Limit: pricing transparency
The public site gives no numeric subscription price and requires a custom flat-rate quote.checked 15 Oct 2026
Limit: public developer material
The reviewed official pages provide no public API reference, SDK listing, self-hosting option or open-source licence statement.checked 15 Oct 2026
LinkedIn operational positioning
A SolarDesk LinkedIn post positions the product as a way to replace multiple disconnected software tools used by solar companies.checked 15 Oct 2026

The company

Company operator
The site footer identifies SolarDesk Inc. and says it is operated by 2649493 ALBERTA LTD.checked 8 Oct 2026

Money

Independent planned integrations
CFATech lists a solar-generation API, WhatsApp Business and a payment gateway as planned integrations for its SolarDesk project.checked 15 Oct 2026

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