Industry
Solar installers
BisHub helps solar installation companies manage leads, site files, proposals, projects, tasks, documents, crews, invoices, payments, and reports in one business platform.
Typical pain
Solar installers need organized lead management, document control, proposal workflows, crew scheduling, payment tracking, and project visibility.
The workflow
- Step 01
Capture the request
Bring in work from website forms, local search, public services, booking pages, referrals, and partner leads, then connect the lead to a client, contact, project, or booking.
- Step 02
Build the job
Create the solar proposal, project file hub, task schedule, invoice, payment record, and financial report with tasks, files, team assignments, calendar details, and customer communication.
- Step 03
Run and collect
Track documents, photos, customer uploads, approvals, crew time, invoices, payments, and reports, then send invoices, accept online payments, and review reports without duplicate entry.
Industry-relevant features
Lead-to-project workflow
Convert leads into clients, contacts, bookings, projects, work items, estimates, proposals, invoices, and payments.
Booking and scheduling
Use public booking pages, booking management, booking requests, automatic scheduling, calendar sync, and team calendars.
Files and customer uploads
Store documents, PDFs, images, videos, customer uploads, OCR text, AI summaries, and searchable project files.
Communication hub
Manage business phone numbers, calls, voicemail, SMS, email, shared inbox, AI receptionist, and customer timelines.
Financial control
Track estimates, proposals, invoices, online payments, expenses, receipts, labor cost, revenue, profit, and reports.
Document intelligence
Use previews, OCR, AI document analysis, AI summary, AI ask, and metadata extraction.
Revenue tracking
Connect estimates, invoices, online payments, expenses, labor cost, profit, and reports.
What teams gain
- Keep sales, scheduling, files, communication, finance, and reporting connected to the same customer record.
- Give teams one place to see tasks, calendars, clock-in records, files, notes, invoices, and payment status.
- Publish services, service areas, portfolio, contact details, business hours, and booking options through the company hub.
- Use AI document tools, AI summaries, AI receptionist, business analytics, and recommendations where they save operational time.
Typical work types
Residential solar
Convert leads into proposals, manage files, schedule crews, invoice, and track payments.
Commercial solar
Coordinate projects, documents, vendors, tasks, expenses, and reporting.
Service and maintenance
Use work items, calendar, customer history, invoices, payments, and reports.
Recommended modules
Frequently asked
Can solar installers accept online payments with BisHub?
Yes. BisHub supports invoices, online payments, payment tracking, payment accounts, revenue tracking, profit tracking, and financial reports.
Can customers book or upload details online?
Yes. Public booking pages, booking requests, customer uploads, public services, contact information, and booking integration are built into BisHub.
Can we use our business phone and messaging inside BisHub?
Yes. BisHub includes business phone numbers, number purchase, port-in, port-out, calls, voicemail, SMS inbox, email inbox, shared inbox, call routing, IVR, and conversation timelines.
Does BisHub help with files and documents?
Yes. Teams can use file storage, document preview, PDF preview, video preview, image gallery, OCR, AI document analysis, AI summary, AI ask, metadata extraction, and global file search.
Can BisHub publish a company website or public profile?
Yes. The company hub supports a public company profile, SEO optimization, LocalBusiness schema, portfolio, public services, service areas, contact information, business hours, social links, and booking integration.
How does BisHub help measure profitability?
BisHub connects estimates, invoices, online payments, expenses, receipt management, labor cost tracking, revenue tracking, profit tracking, dashboards, KPI tracking, and financial reports.
Try BisHub for solar installers
Free for small teams; activate per-module as you grow.