For solar & energy installers

Solar & Energy

From site assessment to commissioning — and the warranty after.

Solar and battery installs are multi-stage projects: assessment, install, inspection, commissioning, then years of warranty. Hatua keeps the system size on the project, schedules each stage, and documents the work for the AHJ and the homeowner.

How Hatua helps Solar & Energy

System size (kW) captured on every install project
Assessment, install, inspection, and commissioning stages tracked
Estimates and deposits approved online
Install and inspection photos kept for the AHJ
Warranty and service calls linked to the original install

01

Run the multi-stage install as one project

Site assessment, install, inspection, and commissioning are stages of one project, not four disconnected tickets. System size in kW lives on the record, and each stage is scheduled against real crew availability so the inspector and the commissioning visit don't collide with new installs.

  • System size (kW) as a structured field on the project
  • Each install stage scheduled and tracked in sequence
  • Double-booking blocked across crews and stages

02

Document for the inspector and the homeowner

Photos of racking, wiring, panel placement, and the inverter are captured on the job, ready for the AHJ inspection and the homeowner's records. A moderated progress feed lets the customer follow the install while you control what gets published.

  • Inspection-ready photos organized on the project
  • Moderated progress updates published to the homeowner
  • Commissioning and warranty records kept on file

03

Quote big, collect cleanly, support for years

Build the proposal from your price book, collect a deposit at approval, and convert to an invoice without retyping. Years later, a warranty or service call links straight back to the original install and its specs.

  • Estimates with deposits approved from the homeowner's phone
  • Payments by card or ACH, recorded automatically
  • Warranty calls linked to the original install record

Run your Solar & Energy business on Hatua

Set up your team in minutes and try it on your real jobs — free, no credit card required.