Skip to content

From first lead to happy customer.

Follow the live workflow and see modules built for how solar teams actually work—from lead to install.

LEAD INSales pipeline
DELIVERProjects
RUN CREWSField
STAY CLOSECustomer
XVRYTHING solar CRM sales pipeline dashboard
PLATFORM

Four modules that click together

Start with the workflow you need today. Add sales, field, or customer modules when your team is ready, without switching tools.

Sales

Lead → inspection → handoff

Qualify leads, schedule site visits, and move opportunities forward with clear owners and timelines.

Key features
  • Lead pipeline
  • Inspection scheduling
  • Lead timeline
  • Proposal readiness
Projects

Plan, track, install

One project record from sold job through install. Retailer and in-house teams stay aligned.

Key features
  • Project dashboard
  • Retailer + in-house
  • Installation jobs
  • Docs & notes
Field ops

Crews, approvals, reporting

Run jobs on site with mobile checklists, safety forms, attendance, and manager sign-offs.

Key features
  • On-field management
  • Attendance & payroll
  • Approval workflows
  • Management reporting
Customer

Portal, support, growth

Keep homeowners informed after the sale: updates, documents, tickets, and referrals in one place.

Key features
  • Customer portal
  • Support tickets
  • Referral system
  • Team messaging

Field-ready in the app.

Install workflows, safety forms, and customer sign-off on site.

FIELD

On-site installation

Coordinate field crews, log installation milestones, and ensure site readiness with real-time job tracking.

SAFETY

JSA in the field app

Complete Job Safety Analysis on site, identifying hazards, confirming controls, and capturing crew acknowledgment before work starts.

SIGN-OFF

Customer sign-off

Capture digital approval at handover so the install is closed, recorded, and ready for the next stage instantly.

END TO END

One thread from first lead to happy customer

XVRYTHING mirrors how solar businesses actually run, not a generic CRM bolted onto a separate field tool.

Lead in

Capture enquiries, assign owners, and track every touchpoint before the site visit.

Inspect & quote

Schedule inspections, attach photos and documents, and move qualified leads to proposal.

Deliver the project

Hand off to execution with jobs, tasks, and retailer or in-house visibility on the same record.

Run the install

Crews work from the field app: SWMS, JSA, checklists, photos, and live job status.

Sign off & support

Close jobs with customer sign-off, then stay close with portal access and support tickets.

Connected execution, from lead to customer

Keep sales, project managers, and field crews working together on a single source of truth.

UNIFIED DATA

One job record. Every desk, every handoff.

A centralized record means every team is looking at the same source of truth. No more scattered emails, texts, or spreadsheets.

01
Lead capture & quoting

Site photos and initial quotes logged instantly.

02
Inspection & compliance

Roof conditions, JSA & grid permits approved.

03
Crew brief & dispatch

Scopes and schedules sent directly to site crews.

JOB #4821 — Solar + Battery
Lead
Inspect
3Compliance
4Install
LIVE SYNCHRONIZATION

Everyone hears the same status.

A shared timeline keeps customers, installers, and project managers aligned with automated reminders and live status updates.

  • Shared project timeline visibility across desk and mobile.
  • Automated customer reminders for inspection & install dates.
  • Live status synchronization triggered automatically upon state change.
Customer SMS Sent

Installation confirmed for tomorrow, 8:00 AM

Just now
Grid Approval Sync

DNSP permission to connect received

2m ago
MOBILE FIELD CAPTURE

What happens on site writes back home.

Empower your field teams with mobile capture, instant safety forms, and on-site sign-off that syncs immediately to the back office.

  • Mobile photo & document capture on site with instant cloud upload.
  • Instant JSA & hazard logs completed before work begins.
  • On-site digital sign-off that closes out jobs in real time.
JOB COMPLETESigned on site
ENTERPRISE SOLUTIONS

Enterprise scale, security & seamless integrations

Scale your solar operations with bank-grade security, custom API webhooks, multi-branch governance, and real-time synchronization across your entire tech stack.

Comparison

Why choose XVRYTHING?

See how XVRYTHING transforms solar operations compared to legacy CRMs and scattered tools.

😍
  • Unified solar workflow (CRM + Field Ops + Portal)
  • Instant JSA & mobile compliance sign-off on site
  • Real-time crew scheduling & live job status
  • Automated customer timeline & instant notifications
  • One single source of truth from lead to handover
🤢

Legacy Tools & Spreadsheets

  • Fragmented tools (Separate CRM, field apps & sheets)
  • Paper checklists & lost compliance photos
  • Constant phone calls to trace crew status
  • Uninformed customers calling daily for updates
  • Double data entry & manual handoff errors

Ready to leave the spreadsheets behind?

FAQ

Frequently Asked Questions, Answered

Can’t find your answer?

Contact us

Every role runs on one platform. A lead that becomes a project stays connected through install and customer portal, with no re-keying between sales, field, and support teams.

See your stage in a live demo

Walk through the workflow for your role with our team—no generic slide deck.

Book a live demo