Lead → inspection → handoff
Qualify leads, schedule site visits, and move opportunities forward with clear owners and timelines.
- Lead pipeline
- Inspection scheduling
- Lead timeline
- Proposal readiness
Follow the live workflow and see modules built for how solar teams actually work—from lead to install.

Start with the workflow you need today. Add sales, field, or customer modules when your team is ready, without switching tools.
Qualify leads, schedule site visits, and move opportunities forward with clear owners and timelines.
One project record from sold job through install. Retailer and in-house teams stay aligned.
Run jobs on site with mobile checklists, safety forms, attendance, and manager sign-offs.
Keep homeowners informed after the sale: updates, documents, tickets, and referrals in one place.
Install workflows, safety forms, and customer sign-off on site.
Coordinate field crews, log installation milestones, and ensure site readiness with real-time job tracking.
Complete Job Safety Analysis on site, identifying hazards, confirming controls, and capturing crew acknowledgment before work starts.
Capture digital approval at handover so the install is closed, recorded, and ready for the next stage instantly.
XVRYTHING mirrors how solar businesses actually run, not a generic CRM bolted onto a separate field tool.
Capture enquiries, assign owners, and track every touchpoint before the site visit.
Schedule inspections, attach photos and documents, and move qualified leads to proposal.
Hand off to execution with jobs, tasks, and retailer or in-house visibility on the same record.
Crews work from the field app: SWMS, JSA, checklists, photos, and live job status.
Close jobs with customer sign-off, then stay close with portal access and support tickets.
Keep sales, project managers, and field crews working together on a single source of truth.
A centralized record means every team is looking at the same source of truth. No more scattered emails, texts, or spreadsheets.
Site photos and initial quotes logged instantly.
Roof conditions, JSA & grid permits approved.
Scopes and schedules sent directly to site crews.
A shared timeline keeps customers, installers, and project managers aligned with automated reminders and live status updates.
Empower your field teams with mobile capture, instant safety forms, and on-site sign-off that syncs immediately to the back office.
Scale your solar operations with bank-grade security, custom API webhooks, multi-branch governance, and real-time synchronization across your entire tech stack.
See how XVRYTHING transforms solar operations compared to legacy CRMs and scattered tools.

Ready to leave the spreadsheets behind?
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.
Walk through the workflow for your role with our team—no generic slide deck.
Book a live demo