Other tools exist. The problem is they weren't made for this.
— JP, COO of EPC Solar & Founder of Process Falcon
Running live operations across Florida, North Carolina, South Carolina, Georgia, Louisiana & Texas
The Problem
Most EPCs run the business on 6–8 disconnected tools.
Sales lives in one app, project tracking in another, field photos in a third, docs over email, commissions in a spreadsheet. Nothing talks — and status lives in someone's head.
🧩
No single source of truth
“Where's this job?” means texting three people and opening four tabs to piece together an answer.
🕳️
Work falls through the cracks
Handoffs between sales, ops, and crews rely on memory and follow-up. Things stall with no owner and no alert.
📄
Paperwork is manual
Approvals, W-9s, ACH, and SOWs chased over email and DocuSign — one document at a time.
💸
Money is a guess
Commissions reconciled by hand at month-end. Reps don't trust the number, and neither do you.
Solar Nest replaces the stack with one connected system. →
The Platform
The whole company, on one pipeline.
Five connected pillars — every job moves through all of them, in one place.
📋
Pipeline & Stages
Every project on a board by stage. Owner buckets and follow-up dates push work to the right person — nothing stalls.
🔨
Work Orders & Field
Site visits, crew comments, and photos tied to each job. One thread per visit, mirrored to the buckets that need it.
💰
Sales & Commissions
Rep portal, project intake, and a commission ledger. Payroll born at SOW, earned at funding — no spreadsheets.
✍️
Documents & E-Sign
Homeowner approvals, SOWs, W-9 and ACH signed in-app, with a sealed, audit-grade trail.
🤖
Comms & Ferris AI
Project chat with smart routing and an AI ops assistant — questions answered without a meeting.
See It In Action
The whole job on one screen.
Sales, ops, field, documents, and money — one live record per job, visible to everyone who needs it.
1
Header & status
Name, address, system size, finance type, and live stage — all at a glance.
2
Equipment spec
Panels, inverters, battery, AHJ, and utility — always visible on the job.
3
Stage pipeline
Exactly where the job is, and what's left to clear in each stage.
4
Work orders
Field visits scheduled, assigned, and tracked — confirmed to en route.
5
Docs & e-sign
Homeowner Approval signed on-site, in-app — the “Send for signature” moment.
6
Adders
Every add-on priced and dated — no surprises, no spreadsheet.
How It Works
Sale to funded, in one system.
The same project, end to end — every step updates the same record.
1
Intake
Rep submits the job
2
Site Survey
Photos & measurements
3
Design & SOW
Approved + e-signed
4
Install
Work orders to crews
5
Inspection & PTO
Sign-off & utility
6
Funding & Pay
Commission earned
Every step updates the same record — status, documents, and money stay in sync automatically.
What changes once it's in one place.
1
source of truth
Sales, ops, field, docs, and pay — one record per job, live for everyone.
0
spreadsheets
Commissions calculated and tracked automatically, from SOW to funding.
100%
signed in-app
Approvals, W-9, ACH, and SOWs e-signed with a sealed audit trail.
Real-time
status
No more “where's this job?” — the board answers it at a glance.
Why Solar Nest
Built by operators. For operators.
We didn't build this for a pitch deck. We built it to run our own solar company.
🏗️
Solar-native
Built for how EPC actually works
Every field, workflow, and stage is shaped around the real solar lifecycle — not a generic CRM bent to fit.
✅
Live in production
Running real operations today
Real crews, reps, and ops teams run live solar operations across six states on it every day. Not a prototype.
👁️
Full visibility
No more “where does that stand?”
Every project at every stage, visible to every team member who needs it. One dashboard, zero guesswork.
🤖
AI that helps
An ops assistant, built in
Ferris answers process questions, routes messages, and cuts the back-and-forth — real time savings, not a gimmick.
See It Live
The best way to get it is to see it.
Book a short walkthrough. We'll follow one real job from sold to funded — and show you exactly how it fits your operation.
