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
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
The features that matter most
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