Sunbase
Sunbase brings CRM, estimating, proposals, project management, field operations, and business visibility together for solar, roofing, and construction teams.
What Sunbase is
Sunbase brings CRM, estimating, proposals, project management, field operations, and business visibility together for solar, roofing, and construction teams. Solar workflows can cover lead capture, system design and shading analysis, proposals, financing, permitting, utility interconnection, installation tracking, and post-install monitoring. Roofing teams can manage storm leads, aerial measurements, material takeoff, adjuster documentation, inspections, and crew tracking. Construction tools include bids, estimates, change orders, subcontractors, progress billing, job costing, workforce coordination, and financial tracking. Teams can configure stages, responsibilities, required actions, approvals, notifications, and automation around their existing processes. Sunbase is available on web, Android, iOS, and through an API; listed features also include design handoff, crew scheduling, inspection checklists, a customer portal, and a mobile field app. Onboarding, workflow setup, team training, and 24/7 support are advertised. There is no free plan or free trial. Founded in 2011, Sunbase is headquartered in Florida, United States.
Good
- Workflows cover solar, roofing, and construction
- Available on web, Android, and iOS
- Teams can configure workflow stages and approvals
- Onboarding and team training are available
- Advertises 24/7 support
Watch out
- No free plan or free trial
- Final pricing depends on team requirements
Who it suits
Sunbase is aimed at solar, roofing, and construction teams coordinating office and field work. It may suit organizations that want configurable workflows spanning estimates, project management, and field operations.
Verdict
Sunbase covers a broad set of workflows for solar, roofing, and construction businesses, with mobile apps and configurable processes. It requires a paid plan, and its final price depends on the team's needs.
Plans and prices
From Sunbase's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Sunbase contractor software | $59 a month | CRM · estimating · proposals · project management · integrations · implementation · per user per month; final quote varies |
The facts
Each one read from Sunbase's own pages, with the date it was checked.
What it does
- API and extensibility
- The roofing product page lists REST API, webhooks, automation and custom integrations as connection methods.checked 15 Oct 2026
- Canvassing
- Its door-to-door module provides territory management, appointment scheduling, live map tracking, field lead capture and gamified performance tracking.checked 15 Oct 2026
- Changelog
- The Apple version history shows version 2.8.5 released October 14, 2024, with a stability release and earlier barcode-scanning, image-upload and notification updates.checked 15 Oct 2026
- Configurable workflows
- Teams can configure stages, responsibilities, required actions, approvals, notifications, and automation around their existing process.checked 7 Oct 2026
- Construction workflow
- Construction capabilities include bids and estimates, change orders, subcontractors, progress billing, job costing, workforce coordination, and financial tracking.checked 7 Oct 2026
- CRM
- The platform manages leads, customers, opportunities, appointments, follow-ups and sales pipelines.checked 15 Oct 2026
- Estimating and proposals
- Sunbase supports scopes, quantities, labor, materials, cost, markup, proposals and approvals.checked 15 Oct 2026
- Financial tools
- Financial features include books and ledgers, quotes, invoices, finance-application tracking, reporting and analytics.checked 15 Oct 2026
- Founders
- The company About page identifies Joshua Dubin and Jared Dubin as co-founders.checked 15 Oct 2026
- Google data handling
- The privacy policy says Google API connections use authorization such as OAuth, do not require a Google password, and use Google API data only for the authorized user-facing functionality.checked 7 Oct 2026
- Google Play availability
- The Android listing shows 5K+ downloads and says a paid SunbaseData business account is required.checked 15 Oct 2026
- Implementation
- Official implementation guidance describes workflow review, configuration, data preparation or migration, integration setup, testing, training and launch.checked 15 Oct 2026
- Integration methods
- Sunbase says connections may use supported integrations, APIs, webhooks, automation, or custom integration work, and advises confirming availability for specific systems.checked 7 Oct 2026
- Integrations
- Named connections include EagleView, HOVER, GAF QuickMeasure, ABC Supply, SRS Distribution, QXO, QuickBooks, Gmail, Microsoft 365, SMS, e-signature, Meta Lead Ads and Google Ads.checked 15 Oct 2026
- Limit: mobile reliability
- Google Play reviewers reported frequent crashes, forced closing, a cluttered interface and missing notifications.checked 15 Oct 2026
- Limit: reliability and support complaints
- One Trustindex reviewer alleged that promised CRM fixes and reporting changes remained unresolved for months and required repeated meetings with the lead programmer.checked 15 Oct 2026
- Limit: setup complexity
- The same Capterra reviewer said administration is not simple for users without programming skills.checked 15 Oct 2026
- Limit: third-party integrations
- The same independent review said Salesforce or HubSpot synchronization may require manual work or custom development and described the UI as less polished than some competitors.checked 15 Oct 2026
The company
- Company size
- LinkedIn lists Sunbase as privately held with 51–200 employees.checked 15 Oct 2026
- Founded
- 2011checked 28 Sep 2026
- Founded year
- LinkedIn lists Sunbase as founded in 2013, while the company’s About page says it was founded in 2011.checked 15 Oct 2026
- Headquarters
- LinkedIn lists the headquarters at 19324 Palmview St, Orlando, Florida 32833, United States.checked 15 Oct 2026
Money
- Free trial
- Capterra states that a free trial is not available.checked 15 Oct 2026
Where it runs
- iOS requirements
- The Apple listing requires iOS 13 or later and supports iPhone, iPad and iPod touch; the download size is 58.8 MB.checked 15 Oct 2026
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