Solar panel installer software

Field service software for solar panel installers

Quote, schedule and complete installs with standardised job packs, MCS handovers and O&M plans in one place.

Sign Up for Free Trial
Book a Demo

Why solar teams choose ConnectFSM

  • Convert surveys into accurate quotes in minutes using assemblies and price books

  • Issue clear job packs with RAMS, roof access notes and scaffold requirements

  • Capture serial numbers, photos, tests and commissioning data in the mobile app

  • Generate consistent MCS handover documentation in a click

  • Track DNO G98 or G99 submissions and attach evidence

  • Plan recurring O&M visits with smart route planning and day sheets

  • Create invoices and take payment once work is signed off

From survey to quote, without rekeying

Turn site survey data into an itemised quote using saved assemblies for panels, inverters, batteries and mounting kits. Add scaffold lines, electrical works and extras such as EV chargers or bird protection. Build templates for common system sizes so junior staff can produce quotes with confidence.

 

Highlights

  • Assemblies and bill of materials

  • Margin control and optional items

  • Branded quotes with e-signature

Standardised job packs for every installation

Give engineers everything they need on the day. Each job pack is created from your template so every install follows the same steps.

Included

  • RAMS and roof access guidance

  • Scaffold notes and isolation procedures

  • Panel layout, string plan and cable runs

  • Required photos checklist

  • Commissioning checklist for inverter and battery

Mobile app for evidence, tests and sign-off

Engineers capture photos, serial numbers, test values and customer signatures on site, even with poor signal. Everything syncs back to the job record.

Mobile tools

  • Barcode and QR capture for serial numbers

  • Mandatory photo sets and custom forms

  • Customer sign-off and time on site

  • Works offline and syncs when connected

MCS handover pack generation

Produce a complete handover pack with the documents you require, saved into the job and shared with the customer.

Typical contents

  • System overview, warranty details and datasheets

  • Commissioning results and photographs

  • As-built layout and user guides

  • Optional homeowner care plan sign-up

DNO submissions tracked

Record G98 or G99 application details, attach forms and correspondence, and track status so office and field teams know what is approved before switching on.

O&M, service visits and remedials

Set up planned maintenance for warranty checks, fault calls and annual inspections. ConnectFSM builds the schedule, assigns engineers and produces route-optimised day sheets.

Great for

  • Residential maintenance plans

  • Commercial portfolio O&M

  • Inverter and battery warranty visits

Route planning and day sheets

Reduce windshield time by grouping nearby visits and optimising the sequence. Give engineers a clean, mobile day sheet with turn-by-turn links and job notes.

Stock, purchasing and job profitability

Track parts and kits, raise POs to suppliers and see committed costs against each job. Once complete, raise an invoice straight from the job and sync to accounting.

Integrations

  • Xero and QuickBooks Online for accounting

  • E-signature tools for quotes and handovers

  • Mapping and navigation for route planning

  • SFG20 alignment for maintenance scheduling where applicable

Frequently asked questions

Does ConnectFSM support MCS handover documentation?
Yes. You can standardise the content and generate a complete pack from captured data, photos and your templates.

 

Can we record DNO G98 or G99 submissions?
Yes. Store application references, dates, PDFs and status against the job and make it visible to the field team.

 

Does the mobile app work offline?
Yes. Engineers can capture forms, photos and signatures offline. Data syncs once a connection is available.

 

Can I set up planned maintenance for O&M contracts?
Yes. Create schedules for residential or commercial portfolios, with reminders, route planning and day sheets.

 

Do you integrate with our accounts package?
ConnectFSM integrates with Xero and QuickBooks Online for customers, invoices and payments.

 

Can we include EV charger installs in the same workflow?
Yes. Add EV charger assemblies to quotes and include EV-specific forms in your job packs.

 

How hard is it to migrate from spreadsheets or another system?
We provide importers for customers, sites, assets and price books, plus support to help you go live smoothly.

 

How is pricing structured?
Simple per-user plans with optional add-ons. See our pricing page or book a demo for a tailored estimate.

 

Where is data hosted and is it secure?
Data is hosted in the UK with encryption in transit and at rest. Role-based access controls keep sensitive data locked down.

Sign Up for Free Trial
Book a Demo​
Rugby Borough Council

Part-funded by Rugby Borough Council with the UKSPF