Run your solar installations from one system, not spreadsheets and group chats.
Conduit is the management system for solar installers: sales, crews, stock, billing, and service in one place, with an assistant you can message on WhatsApp.
Whitfield residence
8.25 kWp rooftop system, Sheffield
- Contract value
- £18,000
- Collected
- £5,400
- Balance
- £12,600
Open work
-
Roof mounting
Crew B, today
-
PO-0142, 15 × 550 W panels
Main warehouse
-
Progress payment, 40%
£7,200
Conduit on WhatsApp
Done. Call logged on the Whitfield residence. Follow-up set for Friday.
One installation, start to finish.
Each stage adds to the same record, so the next team starts with what the last team learned.
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Site survey
Sales
Record roof faces, pitch, shading, and meter data on site, with photos.
2 roof faces, 18° pitch
-
Quote
Sales
Price from your catalog, check the margin, and set the deposit and monthly terms.
£18,000, 30% deposit
-
Signature
Your customer
The customer reads your branded proposal, accepts it, and signs online.
Accepted and signed online
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Purchasing
Operations
Reserve stock for the bill of materials and raise purchases for what is short.
15 × 550 W panels reserved
-
Installation
Field crews
Schedule work packages on the crew calendar. Crews add photos and get client sign-off by phone.
Crew B, Tuesday 8:00
-
Billing
Finance
Invoice each milestone, record payments, and follow the balance.
Progress payment 40%, due Friday
-
Service
After-sales
Keep installed units, warranty claims, and service contracts with the customer.
Annual inspection, March 2027
Every team works on the same record.
Each person sees the screens for their job. Roles decide who approves purchases, writes off invoices, and makes changes through the assistant.
- Sales
- Deals, site surveys, quotes, and the sales report
- Operations
- Projects, the crew calendar, purchase orders, suppliers, and stock levels
- Field crews
- My work on the phone, with job photos and client sign-off
- Finance
- Invoices, payments, receivables aging, sales and purchase registers, output tax, and commissions
- After-sales
- Service requests, service contracts, warranty claims, and installed units
The solar CRM you can talk to.
Email or WhatsApp Conduit from the road. It answers from your own records and confirms important changes before it saves them.
- Answers come from your own customers, deals, and permissions.
- Important changes wait for your confirmation.
- Each completed change comes back as a receipt.
Conduit
What needs my attention today?
3 things: the Harper quote is waiting for a reply, the Mercer follow-up is overdue, and the Ashworth installation has no crew date yet.
Import the customer list I attached.
customers.xlsx
Done. 42 customers imported from customers.xlsx.
Your name on the work.
Your customers see your business. Conduit stays in the background.
Your own website
Publish a site on your own domain. Its inquiry form adds each new inquiry to your deals.
Proposals under your brand
Quotes carry your logo, colors, and contact details. Customers accept and sign online.
Reviews after the installation
Send the customer a Google review request when the work is done.
Bring the whole installation business into one record.
Conduit is in early access for solar installers. Tell us about your team and how you work today.