The Operating System for Solar EPCs

Built for solar.
Not adapted for it.

Run every project from sold to funded in one connected system — sales, operations, field, documents, commissions, and AI.

Built by a working solar EPC — running live solar operations every day.

app.mysolarnest.com
Solar Nest project detail — equipment, stage pipeline, work orders, documents, and project chat on one screen
The Problem

Your company shouldn’t need eight apps to install one solar system.

Sales lives in one system. Operations in another. Field photos somewhere else. Commissions in spreadsheets. Project updates buried in texts. Nothing talks — and status lives in someone’s head.

CRM Project Tracker Field App DocuSign Spreadsheets Slack / Text / Email
One connected system
Solar Nest Solar NestOne project record. Every department.

No single source of truth

“Where’s this job?” means texting three people and opening four tabs.

Work falls through cracks

Handoffs rely on memory. Jobs stall with no owner and no alert.

Paperwork is manual

Approvals, W‑9s, ACH, and SOWs chased one document at a time.

Money is a guess

Commissions reconciled by hand. Reps don’t trust the number — neither do you.

How It Works

One project. One record. Every department.

The same job moves through every stage — and everything stays attached to it. Sales, field, documents, and money never fall out of sync.

Sold
Site Survey
Design
Permit
5
Install
6
Inspection
7
PTO
8
Funded

Every step updates the same record — status, documents, and money stay in sync automatically.

The Platform

The whole company, on one operating system.

Not a grid of features — one system where every capability shows up at the moment the job needs it.

Pipeline & Stages

Know exactly where every job stands.

Every project on a board by stage, with owner buckets and follow‑up dates that push work to the right person. Nothing stalls without someone knowing.

Solar Nest project detail — equipment spec and full stage pipeline
Work Orders & Field

Give crews what they need — without chasing the office.

Site visits, crew comments, and photos tied to each job. One thread per visit, scheduled and tracked, mirrored to the buckets that need it.

Installer work-order view — install instructions, address, customer, and pay
Communication

Keep the conversation attached to the project.

Project chat with smart routing between office, reps, crews, and customer — so the answer lives on the job, not in a thread nobody can find later.

Project notes with routing controls and real team comments
Documents & E‑Sign

Get signatures without leaving the project.

Homeowner approvals, SOWs, W‑9 and ACH signed in‑app, with a sealed, audit‑grade trail on the record.

Sales & Commissions

Know what’s owed, earned, and paid.

Rep portal, project intake, and a commission ledger — payroll born at SOW, earned at funding. No spreadsheets.

Ferris AI

An AI that actually knows your operation.

Ferris sits on top of your live operational data and processes — your stages, workflows, and the way your company actually runs — so your team gets answers without another meeting, Slack thread, or phone call.

  • Understands your project stages and process
  • Answers from the live project record, not a wiki
  • Cuts the back‑and‑forth your team runs on today
FerrisOps assistant · online
Why is the Johnson project stuck?
Johnson has been in Inspection for 12 days. The building inspection passed, but the AHJ Certificate of Completion isn’t attached yet — so it can’t advance to PTO. Blocking: PTO
What does this utility require for PTO? Which installs are at risk this week? What’s our process for a failed inspection?
Why Solar Nest

We didn’t build software for solar companies.
We built software to run ours.

Solar Nest was developed inside a working residential EPC — shaped by real sales reps, operations teams, field crews, permitting, design, and finance doing the job every day. Every field, stage, and workflow exists because the operation needed it, not because it looked good in a demo.

Now we’re making that operating system available to other EPCs.

— JP · COO of EPC Solar & Founder of Process Falcon
What Changes

What happens once it’s all in one place.

One Source of Truth

Every department works from the same project record.

No Commission Spreadsheets

Compensation follows the project automatically, from SOW to funding.

Real‑Time Project Status

Know exactly where every job stands — without asking anyone.

Documents In The Workflow

Approvals and signatures stay attached to the project, sealed and tracked.

See It Live

See what your operation looks like when everything is connected.

We’ll walk one real solar project from sold to funded — and show you exactly how Solar Nest handles the handoffs in between.

Book a Demo →

A focused walkthrough — no generic sales deck, just the actual platform.

Solar Nest

Let’s find a time.

Tell us about your operation — we’ll reach out within 24 hours to schedule a walkthrough.

You’ll be talking to the person who built it, not an SDR.

Got it — you’re on the list.

We’ll reach out within 24 hours to set up your walkthrough. If it’s urgent, email hello@mysolarnest.com.

Book a Demo →