Best Solar Project Management Software in California
California is the largest solar market in the United States, with advanced Net Billing Tariff (NEM 3.0) and battery storage programs run by PG&E, SCE, and SDG&E.
Free plan available · 30-min setup · Trusted by solar installers across Los Angeles & San Diego
Why California Solar Companies Need an Operating System
Generic tools like Salesforce or spreadsheets aren't built for the complexities of solar project management. Here is what Solset AI brings to your operations:
Solar-Specific Project Stages
Pre-configured workflows: Site Survey → BOM Generation → Technical Proposal → Permit Submission → Installation → Interconnection → Handover.
Automated Customer Updates
Send automated milestone updates, permit filings, and payment reminders directly to your clients via SMS or Email.
BOM & Material Management
Automatically calculate Bills of Materials (BOM) based on system size. Track panels, inverters, and racking structures to eliminate last-mile shortages.
PG&E & Interconnection Tracking
Custom milestones for PG&E, SCE, SDG&E interconnection applications, municipal inspection filings, and PTO approvals.
Warranty & Maintenance Scheduling
Maintain complete client records. Schedule preventative maintenance, track service requests, and auto-remind clients prior to warranty expirations.
Real-Time Project Profitability
Calculate the accurate P&L per project: track material purchases against POs, labor installation costs, and actual margin against budget.
Serving Solar Installers Across California
Frequently Asked Questions — Solar CRM California
Does Solset AI support utility interconnection tracking for California?
Yes. You can add custom project milestones for PG&E, SCE, SDG&E application submission, municipal inspections, and final Permission to Operate (PTO) clearance, with automated reminders so nothing gets stuck in the queue.
Which cities in California use Solset AI?
Solar installers and contractors across Los Angeles, San Diego, San Francisco and other cities in California use Solset AI as their primary project management and operations software.
How much does Solset AI cost for solar companies in California?
Solset AI offers a free plan for small teams. Paid plans start at affordable subscription rates — see our pricing page. No credit card is required to get started.
Does Solset AI work on mobile for field crews?
Yes. Solset AI has a fully responsive mobile interface so your site assessors and installation crews can complete checksheets, capture roof photos, and log materials in real time.
Start Managing Your California Solar Projects Better — Free
Deploy Solset AI as the operating system for your solar company. Takes 30 minutes to set up.