SolarDesk

Spec sheet

What it does

SolarDesk is an operating platform for residential and commercial solar installers combining CRM, design, project operations, scheduling and HR functions.Read 15 Oct 2026 · solardesk.io

Product

SolarDesk describes itself as a unified platform for running solar companies, replacing CRM, design, project tracking, HR, and scheduling tools.Read 8 Oct 2026 · solardesk.io

Trial

SolarDesk advertises a 14-day free trial with no credit card required and says trial users can explore every module.Read 8 Oct 2026 · solardesk.io

Integrations

Optional Gmail integration synchronizes email with CRM contacts and can send messages from a connected address.Read 15 Oct 2026 · solardesk.io

Security

The privacy policy says OAuth tokens are encrypted, access is restricted to authorized personnel and tenant-scoped, and data is transmitted over encrypted connections.Read 8 Oct 2026 · solardesk.io

3D design

Its design studio supports irradiance heatmaps, per-panel shading analysis, complex roof geometry and automated obstruction handling.Read 15 Oct 2026 · solardesk.io

Calendar integration

Optional Google Calendar integration reads availability and supports two-way appointment synchronization.Read 15 Oct 2026 · solardesk.io

Company operator

The site footer identifies SolarDesk Inc. and says it is operated by 2649493 ALBERTA LTD.Read 8 Oct 2026 · solardesk.io

CRM

The CRM provides a pipeline for capturing and managing leads.Read 15 Oct 2026 · solardesk.io

Data controls

Users can disconnect Gmail or Google Calendar integrations, which revokes access and deletes associated synced Google-derived data; account deletion can be requested by contacting support.Read 8 Oct 2026 · solardesk.io

Data deletion

Disconnecting Google integrations revokes tokens and deletes associated synchronized Google-derived data.Read 15 Oct 2026 · solardesk.io

E-signature

Customers can sign proposals electronically, and signed designs are locked according to the product page.Read 15 Oct 2026 · solardesk.io

Financing status

Direct lender integrations for automated financing are described as still being built, with a waitlist offered.Read 15 Oct 2026 · solardesk.io

Google integrations

Optional Gmail integration supports syncing messages with CRM contacts and sending messages from a connected address; optional Google Calendar supports availability and two-way event sync.Read 8 Oct 2026 · solardesk.io

Independent maintenance detail

The CFATech case reports inverter-offline tracking, preventive-maintenance scheduling and customer maintenance histories.Read 15 Oct 2026 · cfatech.com.br

Independent planned integrations

CFATech lists a solar-generation API, WhatsApp Business and a payment gateway as planned integrations for its SolarDesk project.Read 15 Oct 2026 · cfatech.com.br

Independent project result

CFATech reports that its SolarDesk project supported more than eight simultaneous projects and three field teams.Read 15 Oct 2026 · cfatech.com.br

Independent project scope

CFATech describes a SolarDesk CRM project with sales funnel, project management, field-team control, after-sales alerts and a financial dashboard.Read 15 Oct 2026 · cfatech.com.br

Independent technology stack

CFATech lists React 19, Vite, Tailwind CSS, Recharts and Lucide React for its SolarDesk implementation.Read 15 Oct 2026 · cfatech.com.br

Independent workflow detail

The CFATech case says the project used six sales stages from lead through closing and tracked project status, teams and installed kWp.Read 15 Oct 2026 · cfatech.com.br

Intended customers

The platform is built for residential and commercial solar installers.Read 8 Oct 2026 · solardesk.io

Inventory

Designs generate a material list, which can be turned into a one-click purchase order through the supplier portal.Read 8 Oct 2026 · solardesk.io

Inventory and purchasing

Designs create material lists for panels, racking, inverters and balance-of-system items, which can become supplier purchase orders.Read 15 Oct 2026 · solardesk.io

Legal operator

The site identifies SolarDesk Inc. and says the service is operated by 2649493 ALBERTA LTD.Read 15 Oct 2026 · solardesk.io

Limit: integration breadth

The privacy documentation publicly names Gmail and Google Calendar integrations, while lender integrations are still described as forthcoming.Read 15 Oct 2026 · solardesk.io

Limit: pricing transparency

The public site gives no numeric subscription price and requires a custom flat-rate quote.Read 15 Oct 2026 · solardesk.io

Limit: public developer material

The reviewed official pages provide no public API reference, SDK listing, self-hosting option or open-source licence statement.Read 15 Oct 2026 · solardesk.io

LinkedIn operational positioning

A SolarDesk LinkedIn post positions the product as a way to replace multiple disconnected software tools used by solar companies.Read 15 Oct 2026 · linkedin.com

LinkedIn product direction

A SolarDesk LinkedIn post says the company is developing an AI executive assistant for sales representatives.Read 15 Oct 2026 · linkedin.com

LinkedIn prospecting feature

A SolarDesk LinkedIn post says its prospecting tool includes gamification intended to improve lead-generation staff retention.Read 15 Oct 2026 · linkedin.com

Modules

Its homepage lists CRM, 3D solar design, scheduling and install, prospecting, inventory and material tracking, HR and onboarding, and contracts and e-sign.Read 8 Oct 2026 · solardesk.io

Other modules

The homepage lists prospecting, inventory tracking, HR and onboarding, and contracts as additional modules.Read 15 Oct 2026 · solardesk.io

Panel placement

Designers can place panels by clicking, dragging or autofilling roof faces, with ground-mount tilt and automatic electrical stringing.Read 15 Oct 2026 · solardesk.io

Production estimates

The design tool updates PVWatts-style production estimates in real time as the system is designed.Read 15 Oct 2026 · solardesk.io

Proposals

Completed designs generate shareable proposals containing system specifications, production, pricing, financing options and upgrades.Read 15 Oct 2026 · solardesk.io

Scheduling and dispatch

The platform includes scheduling, installation coordination and crew dispatch functions.Read 15 Oct 2026 · solardesk.io

Security controls

SolarDesk says OAuth tokens are encrypted, access is tenant-scoped and data is transmitted over encrypted connections.Read 15 Oct 2026 · solardesk.io

Service warranty limitation

The terms provide the service as-is and as-available and do not promise uninterrupted, error-free or completely secure operation.Read 15 Oct 2026 · solardesk.io

Simulation limitation

The terms characterize solar simulations and production estimates as approximations rather than performance guarantees.Read 15 Oct 2026 · solardesk.io

Support and onboarding

SolarDesk offers a 15-minute walkthrough and says trial accounts are usually set up within one business day after a request.Read 8 Oct 2026 · solardesk.io

Trial access

The vendor advertises a 14-day trial without requiring a credit card and says every module is unlocked during exploration.Read 15 Oct 2026 · solardesk.io

Plans and prices

Every SolarDesk plan and price →

Where Specifiction places it

• Solar Installation Software#9 of 268.0