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Quotes carry your logo, colors, and contact details. Customers accept and sign online.
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Every job moves through one connected system: leads, quotes, installations, purchasing, payments and after-sales. When you need help, message your AI assistant.
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Carter residence
8.25 kWp rooftop system, Austin, Texas
- Lead
- Quote
- Job
- Purchasing
- Payments
- After-sales
Carter residence
15 × 550 W panels, inverter, roof mounting, and installation
- Contract value
- $24,000
- Collected
- $7,200
- Balance
- $16,800
Upcoming
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Roof mounting
Crew B, today -
Progress payment, 40%
$9,600 · Due Friday - Site photos and handover
Message Conduit
Ask about this job or give the assistant a task.
Draft a customer update for Friday’s installation.
From first enquiry to final payment.
Conduit brings your customers, jobs, crew, equipment and payments together in one place.
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Leads
Capture and manage enquiries.
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Quotes
Create quotes using your catalog prices.
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Jobs
Keep equipment and work attached to the job.
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Crew
Assign crews, track progress and add photos.
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Payments
Track deposits, invoices and balances.
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After-sales
Manage warranties and customer support.
Everything you need to run your solar business.
Your team can order the equipment, schedule the crew and track payments against the same customer and project.
Jobs that stay on track
Schedule work packages on the crew calendar. Crews add photos and get client sign-off by phone.
Purchasing made simple
Reserve stock for the bill of materials and raise purchases for what is short.
Payments and balances
Invoice each milestone, record payments, and follow the balance.
Give the admin to your assistant.
You supply the details. Conduit uses your catalog prices, drafts the quote and adds the follow-up to your task list.
You can also ask Conduit to log a customer call or import a customer spreadsheet.
Every quote needs your approval.
Conduit drafts the quote for you to check before sending. It can only view records and make changes that your account allows.
Conduit
Draft the Carter quote: 15 × 550 W panels, the inverter we discussed, standard roof mounting and installation. Use our catalog prices, set a 30% deposit, and remind me to follow up Friday.
Draft ready. I used your catalog prices and set the deposit to 30%.
Carter residence
15 × 550 W panels, inverter, roof mounting, and installation
- Quote total
- $24,000
- Deposit (30%)
- $7,200
Follow-up created for Friday.
Review the quote in Conduit before sending it.
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