Best Solar Project Management Software in San Francisco
San Francisco Bay Area installers navigate unique architectural layouts and strict local codes. Solar companies in SF use Solset AI to manage micro-inverter BOMs, schedule engineering reviews, and track PG&E interconnection applications from dispatch to permission to operate.
Free plan available · 30-min setup · Trusted by solar installers across San Francisco
Why San Francisco 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 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.
Local Solar Project Management in San Francisco
Solset AI is optimized for the local requirements of solar installers in San Francisco, California. Ensure compliance with PG&E utility interconnection rules, manage site surveys across local crews, and deliver high-quality solar projects.
Also serving the rest of California →Frequently Asked Questions — Solar CRM San Francisco
Does Solset AI support interconnection tracking in San Francisco?
Yes. You can track municipal permits, building clearances, and engineering reviews for PG&E and other local utility companies directly in the platform.
Why do solar installers in San Francisco use Solset AI?
Solar contractors in San Francisco use Solset AI as a complete operating system to manage residential or commercial solar + battery proposals, generate material BOMs, and send automated client updates.
Does Solset AI support Federal Tax Credit (ITC) tracking in San Francisco?
Absolutely. You can track customer files, tax credit sign-offs, and compliance documents for the 30% Residential Clean Energy Credit (ITC) and local state incentives.
Can field crews in the city use it during site assessments?
Yes. Technical crews can access the mobile interface on-site to upload roof dimensions, shading analysis, electrical panel layouts, and safety notes.
Start Managing Your San Francisco Solar Projects Better — Free
Deploy Solset AI as the operating system for your solar company. Takes 30 minutes to set up.