Can roof or inverter notes be saved?

Yes. For job management software for solar installers, notes and attachments can stay with the job for future reference.

Does Sophiie design solar systems?

No. Sophiie supports admin, communication, scheduling, and job management. Qualified solar professionals handle design and technical decisions.

Can Sophiie help follow up quotes?

Yes. Sophiie supports quote tracking and follow-up so pending solar proposals stay visible.

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Job management software for solar installers

Organise solar enquiries, site notes, crew schedules, customer updates, photos, and job history.

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Job Management Software for Solar Installers

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Job intake for solar job details

Organise solar enquiries, site notes, crew schedules, customer updates, photos, and job history; Sophiie uses that context to build the first job record instead of another loose message.

Australian tradesperson leaning against a ute answering a phone call on site

Scheduling around site visits, installation crews, paperwork checks, and return visits

For solar installers, Sophiie keeps scheduling decisions tied to site visits, installation crews, paperwork checks, and return visits; availability, job type, and assigned people stay visible before work starts.

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Status updates for customers waiting on quote, install, or follow-up timing

A solar status can show whether the job is enquiry, site visit, quoted, scheduled for install, or complete.

Australian tradesperson crouching by a glass door using a phone on speaker

Records for roof access, inverter notes, photos, and customer decisions

For solar installers, keep notes, attachments, communication, and job history together so the next installer is not starting cold.

Australian tradesperson sitting in a ute taking a phone call

Reminders after the first enquiry

Use reminders around "track status and history through completion" so follow-ups match how solar installers actually finish the work.

Australian tradesperson crouching in a doorway on site using a smartphone

How it works

Set up Sophiie once, then let the work flow

Set solar services, team hours, and coverage areas
Use this step to define how solar installers should capture solar installation details before the first job or follow-up reaches the team.
Capture enquiry, site, and customer details
At this stage, Sophiie keeps the information behind "Capture enquiry, site, and customer details" attached to the customer, quote, booking, or job record.
Schedule the site visit, install, or follow-up
This step turns site notes, roof access, photos, and customer timing into a site visit, quote follow-up, install booking, or customer update, so the team is not making decisions from a loose message.
Track status and history through completion
Use status, history, notes, and reminders so "Track status and history through completion" remains visible after the first conversation, even when timing changes.

Why solar installation jobs need more than a calendar

Solar work moves through stages: enquiry, site visit, quote, paperwork, installation, and follow-up. The customer may ask about panels, inverter location, roof access, or timing while the team is on another roof. If the trail is split, the next action gets missed.

Sophiie keeps each solar opportunity and job tied to customer details, site notes, photos, schedule, assigned team, status, reminders, and communication history. It gives the admin flow a home while your qualified team handles design and installation decisions.

What Sophiie keeps connected for solar installation

In solar enquiries, site visits, installs, and follow-ups, Sophiie connects call answering, customer history, booking support, reminders, and job records so site photos and customer decisions stay visible through each stage. Job Management Software for Solar Installers makes operational details easier to find when the next decision is due.

That matters when a site inspection becomes a quote follow-up and then an installation date.

A clearer day for solar installers

On a solar pipeline of calls, site checks, installs, and paperwork reminders, the team can see status, customers can receive timely updates, and future visits start from a record instead of a guess.