From first lead to happy customer.
Switch your role, follow the live workflow, and see modules built for how you actually work.
- Lead in
- CRM
- Deliver
- Projects
- Run crews
- Field
- Stay close
- Customer
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.
- 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.
- 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.
- 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.
- Customer portal
- Support tickets
- Referral system
- Team messaging
View as:
Assigned jobs, field app, SWMS & JSA, workflow tracking, and customer sign-off on site.
Installer · Step 1 of 6
Assigned
Jobs reach your crew as soon as they're scheduled—no chasing texts or spreadsheets.
Modules for Installer
Field-ready in the app.
Real screens from the field app—install workflows, safety forms, and customer sign-off on site.
On-site installation
Run installs from the field app with job details, checklists, photos, and crew updates—everything your team needs on the roof or at the switchboard.
- Job checklist
- Site photos
- Live crew status
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.
Built for how your team works
Every role sees a tailored workflow on the same platform. Dive deeper into the path that fits you.
- Installer
Assigned jobs, field app, SWMS & JSA, and customer sign-off on site.
Installer solutions - Retailer
Sell the job, hand off to install, and track progress without running crews yourself.
Retailer solutions - Inspector
Your jobs, compliance checklists, and inspection reports—on site and in the office.
Inspector solutions - Enterprise
Multi-branch reporting, finance modules, and cross-tenant visibility at scale.
Enterprise pricing
Common questions about features
How roles, modules, and the field app fit together before you book a demo.
Can I switch roles in the interactive workflow?
Yes. Use the role picker at the top of the explorer to see installer, retailer, inspector, or enterprise views. The flow, modules, and app preview update instantly for each path.
Do all roles use the same underlying data?
Every role runs on one platform. A lead that becomes a project stays connected through install and customer portal—no re-keying between sales, field, and support teams.
Which modules are included in my plan?
Module access depends on your role and tier. Field essentials cover install crews; retailer plans add CRM and portal; enterprise unlocks finance and multi-company tools. See Pricing for the full comparison.
Is there a mobile app for field crews?
Yes. Installers and inspectors run jobs from the mobile field app—checklists, safety forms, photos, timers, and customer sign-off work offline-friendly on site.
How does the customer portal work?
Your team invites homeowners when a project is ready. Customers log in to track progress, view documents, and raise support tickets—at no extra user cost to them.
Can we start with one workflow and expand later?
Most teams begin with sales or field ops, then add payroll, referrals, or multi-branch reporting as they grow. You can upgrade tiers without losing project history.
Live demo
See your stage in a live demo
Walk through the workflow for your role with our team—no generic slide deck.