Run your solar operations with tools built for the way you work
Turn your solar workflow into custom apps you control. Build lead and site survey intake, proposal and project pipelines, permitting and interconnection trackers, crew scheduling with checklists, inventory tools for panels and inverters, and customer portals for progress updates and O&M — simply by describing what you need.
Start with the basics
Build the tools your solar company actually needs
Solar companies juggle leads, site surveys, design, proposals, permitting, utility interconnection, installations, inspections and ongoing service — often across spreadsheets, email threads and shared folders.
Use YeshBe to build custom apps and tools around your own solar workflow. Create a lead and site survey intake form, design a project pipeline with clear stages, track permitting and interconnection by AHJ and utility, schedule crews with installation checklists, manage inventory for panels, inverters and racking, and offer customers a portal for proposals, timelines and service requests.
Because you’re building around your process, you can capture exactly the fields you need — roof type, bill data, serial numbers, AHJ requirements, inspection notes — and keep everything in one place for your team and customers.
- Lead-to-PTO pipelineBuild a pipeline from first inquiry to permission to operate with stages, tasks and document tracking.
- Site surveys & proposalsCollect roof photos, utility bills and measurements, then prepare proposal drafts your team can review.
- Permitting & interconnectionTrack AHJ requirements, submission dates, approvals, fees and responsible team members in one place.
- Crew scheduling & inventoryAssign crews, vehicles and equipment, create pick lists for panels, inverters and racking, and capture job completion data.
Learn and apply
Guides for Solar Energy Companies
Practical guides that help solar energy companies and contractors run the business better.
Build it yourself
What solar energy companies and contractors build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Lead & site survey intake
Capture qualified leads and the details your designers and surveyors need.
PromptBuild a lead capture and site survey intake app for my solar company. Public page: form with name, email, phone, service address, utility provider, average monthly bill, roof type/material, interest in battery storage, and file uploads for a recent utility bill and roof photos. After submission, create a lead record, attach files, and create a site survey task. Staff dashboard: view and filter leads, mark qualification status, schedule a site visit with date/time, add survey notes, dimensions and additional photos.
Project pipeline & permitting tracker
Manage every step from proposal to PTO with documents and dates in one place.
PromptCreate a project pipeline for a solar contractor with stages: Lead Qualified, Proposal Sent, Contract Signed, Site Survey, Design, Permit Submitted, Permit Approved, Installation Scheduled, Inspection, Interconnection Submitted, PTO, Closed. For each project, store AHJ, utility, fees, submission/approval dates, required documents (permit set, structural, interconnection), assigned owner and notes. Provide a kanban view, a project detail page with file uploads, and a report of items approaching due dates.
Crew scheduling & installation checklist
Schedule jobs, assign crews and capture on-site completion data.
PromptBuild a crew scheduling app for solar installs. Include a calendar of jobs with address, system size (kW), roof type, battery yes/no, estimated hours and notes. Assign crew members and a vehicle. Generate a pick list from a bill of materials (panels, inverters, racking, wiring). Provide mobile-friendly preflight and completion checklists, fields for inverter/optimizer serial numbers, commissioning photos and customer signoff. On completion, mark job done and link all artifacts to the related project.
Customer portal & O&M tickets
Give customers visibility and an easy way to request service after install.
PromptCreate a customer portal linked to project records. Customers can log in to view proposal PDFs, accept with a checkbox and typed name, see a milestone progress bar (Design, Permit, Install, Inspection, PTO), view scheduled dates and download key documents. Include an O&M section where customers submit service tickets with photos and a description. Internal dashboard: triage tickets, set priority, assign a technician, track status and resolution notes, and link tickets back to the project.
Questions and answers
Common questions about Solar Energy Companies
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you need in plain language and refine it step by step until it matches your workflow.
Can I track permitting and interconnection steps for each project?
Yes. You can define stages, upload required documents, record submission and approval dates, fees and contacts, and see status at a glance.
Can field crews use these apps on their phones?
Yes. You can build mobile-friendly forms and checklists for site surveys, installations and service visits.
We run on spreadsheets today. How do we start?
Begin with one process, like your project tracker. Recreate your columns, add checklists and file uploads, and expand once the team adopts it.
Build the app your solar energy companies and contractors business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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