Sunbase

Spec sheet

What it does

Sunbase combines contractor CRM, estimating, proposals, project delivery, field operations and business reporting in one configurable platform.Read 15 Oct 2026 · sunbasedata.com

Product

Sunbase connects CRM, estimating, proposals, project management, field operations, and business visibility for solar, roofing, and construction teams.Read 7 Oct 2026 · sunbasedata.com

Integrations

Named connections include EagleView, HOVER, GAF QuickMeasure, ABC Supply, SRS Distribution, QXO, QuickBooks, Gmail, Microsoft 365, SMS, e-signature, Meta Lead Ads and Google Ads.Read 15 Oct 2026 · sunbasedata.com

Mobile apps

A Sunbase comparison page says the product has dedicated iOS and Android apps for field teams.Read 7 Oct 2026 · sunbasedata.com

Support

Sunbase says it provides onboarding, workflow setup, team training and 24/7 support.Read 15 Oct 2026 · sunbasedata.com

Headquarters

LinkedIn lists the headquarters at 19324 Palmview St, Orlando, Florida 32833, United States.Read 15 Oct 2026 · linkedin.com

Founded

2011Read 28 Sep 2026 · sunbasedata.com

API and extensibility

The roofing product page lists REST API, webhooks, automation and custom integrations as connection methods.Read 15 Oct 2026 · sunbasedata.com

Canvassing

Its door-to-door module provides territory management, appointment scheduling, live map tracking, field lead capture and gamified performance tracking.Read 15 Oct 2026 · sunbasedata.com

Changelog

The Apple version history shows version 2.8.5 released October 14, 2024, with a stability release and earlier barcode-scanning, image-upload and notification updates.Read 15 Oct 2026 · apps.apple.com

Company size

LinkedIn lists Sunbase as privately held with 51–200 employees.Read 15 Oct 2026 · linkedin.com

Configurable workflows

Teams can configure stages, responsibilities, required actions, approvals, notifications, and automation around their existing process.Read 7 Oct 2026 · sunbasedata.com

Construction workflow

Construction capabilities include bids and estimates, change orders, subcontractors, progress billing, job costing, workforce coordination, and financial tracking.Read 7 Oct 2026 · sunbasedata.com

CRM

The platform manages leads, customers, opportunities, appointments, follow-ups and sales pipelines.Read 15 Oct 2026 · sunbasedata.com

Estimating and proposals

Sunbase supports scopes, quantities, labor, materials, cost, markup, proposals and approvals.Read 15 Oct 2026 · sunbasedata.com

Financial tools

Financial features include books and ledgers, quotes, invoices, finance-application tracking, reporting and analytics.Read 15 Oct 2026 · sunbasedata.com

Founded year

LinkedIn lists Sunbase as founded in 2013, while the company’s About page says it was founded in 2011.Read 15 Oct 2026 · linkedin.com

Founders

The company About page identifies Joshua Dubin and Jared Dubin as co-founders.Read 15 Oct 2026 · sunbasedata.com

Free trial

Capterra states that a free trial is not available.Read 15 Oct 2026 · capterra.com

Google data handling

The privacy policy says Google API connections use authorization such as OAuth, do not require a Google password, and use Google API data only for the authorized user-facing functionality.Read 7 Oct 2026 · sunbasedata.com

Google Play availability

The Android listing shows 5K+ downloads and says a paid SunbaseData business account is required.Read 15 Oct 2026 · play.google.com

Implementation

Official implementation guidance describes workflow review, configuration, data preparation or migration, integration setup, testing, training and launch.Read 15 Oct 2026 · sunbasedata.com

Integration methods

Sunbase says connections may use supported integrations, APIs, webhooks, automation, or custom integration work, and advises confirming availability for specific systems.Read 7 Oct 2026 · sunbasedata.com

iOS requirements

The Apple listing requires iOS 13 or later and supports iPhone, iPad and iPod touch; the download size is 58.8 MB.Read 15 Oct 2026 · apps.apple.com

Limit: mobile reliability

Google Play reviewers reported frequent crashes, forced closing, a cluttered interface and missing notifications.Read 15 Oct 2026 · play.google.com

Limit: reliability and support complaints

One Trustindex reviewer alleged that promised CRM fixes and reporting changes remained unresolved for months and required repeated meetings with the lead programmer.Read 15 Oct 2026 · trustindex.io

Limit: setup complexity

The same Capterra reviewer said administration is not simple for users without programming skills.Read 15 Oct 2026 · capterra.com

Limit: third-party integrations

The same independent review said Salesforce or HubSpot synchronization may require manual work or custom development and described the UI as less polished than some competitors.Read 15 Oct 2026 · fieldsalestools.com

Marketing automation

Marketing and sales tools support lead forms, automated email and SMS follow-ups, campaign analytics, conversion tracking and customer-acquisition-cost reporting.Read 15 Oct 2026 · sunbasedata.com

Mobile app capability

The mobile app provides access to customer, sales, financing, operations and installation information, GPS employee tracking, invoices, work orders, inventory and e-signing.Read 15 Oct 2026 · apps.apple.com

Onboarding

Sunbase says onboarding support, workflow setup, and team training are available.Read 7 Oct 2026 · sunbasedata.com

Praise: automation

A Capterra reviewer praised automatic completion of emails and tasks for saving time and helping manage projects.Read 15 Oct 2026 · capterra.com

Praise: configurable platform

Trustindex reviewers repeatedly praised Sunbase’s broad feature coverage, configurability, customer portal, API integrations and responsive help from the team.Read 15 Oct 2026 · trustindex.io

Praise: end-to-end workflow

An independent field-sales review praised the ability to connect canvassing, proposals, e-signature and post-sale project management in one workflow.Read 15 Oct 2026 · fieldsalestools.com

Pricing limits

Sunbase says it does not use fixed pricing tiers and that final pricing depends on team size, workflows, selected modules, and required support.Read 7 Oct 2026 · sunbasedata.com

Project management

Project tools cover handoff, scheduling, teams, tasks, materials, field updates, changes and closeout.Read 15 Oct 2026 · sunbasedata.com

Rating on Apple App Store

4.1 out of 5 from 22 ratingsRead 15 Oct 2026 · apps.apple.com

Rating on Capterra

4.0 out of 5 from 1 reviewRead 15 Oct 2026 · capterra.com

Rating on G2

0.0 out of 5 from 0 reviews on the opened G2 profile pageRead 15 Oct 2026 · g2.com

Rating on Google Play

4.1 out of 5 from 34 reviewsRead 15 Oct 2026 · play.google.com

Rating on Trustindex

4.8 out of 5 from 25 reviewsRead 15 Oct 2026 · trustindex.io

Roofing workflow

Roofing workflows include storm leads, aerial measurements and material takeoff, adjuster and supplement documentation, inspections, and crew tracking.Read 7 Oct 2026 · sunbasedata.com

Security and privacy

The privacy policy says Sunbase uses commercially reasonable safeguards that may include access controls, secure authentication, encrypted communications, and monitoring; it does not guarantee complete security.Read 7 Oct 2026 · sunbasedata.com

Security claim

Sunbase marketing states that its software uses data-management controls and encryption protocols to protect customer information and support data-protection compliance.Read 15 Oct 2026 · sunbasedata.com

Solar design

Solar workflows include PV layouts, equipment configuration, shading assessment and expected-production estimates connected to customer and project records.Read 15 Oct 2026 · sunbasedata.com

Solar workflow

Solar workflows can include lead capture, system design and shading analysis, proposals and financing, permitting, utility interconnection, installation tracking, and post-install monitoring.Read 7 Oct 2026 · sunbasedata.com

Plans and prices

Every Sunbase plan and price →

Where Specifiction places it

• Solar Installation Software#10 of 268.0