“I have sold it, now I key it in again.”
The customer, the address and the system all exist in OpenSolar, and get typed a second time into whatever runs the install.
“Which proposal did they actually sign?”
The signed PDF lives in the design tool, so the installing team works from a copy someone emailed over.
“Has the deposit been paid?”
The payment is recorded in one system and the job is scheduled in another, so somebody checks by asking.
“The install date changed again.”
The design team is looking at a board that nobody has updated since the job was booked.
installHUB creates the customer, the job and the product types, writes a priced quotation marked accepted, mirrors the deposit and attaches the proposal and contract PDFs. The job lands ready to schedule.
Install dates and workflow stages return to OpenSolar as the job is scheduled and completed, so the board your design team watches stays current. An hourly pass reconciles anything a live update missed.
An imported job carries a badge with the date it arrived and its OpenSolar project number, and a button that opens that design. A question about panel layout is one click from the job.
An enquiry that arrives by phone or through your website can start its design in OpenSolar without being retyped. Create in OpenSolar sits in the job’s own action menu.
Answers captured on the site survey, and the photographs taken with them, can be pushed to the OpenSolar project, so a designer working on a revision sees what the surveyor actually found.
Each import is logged as a run showing what came in, what was skipped and what failed. A run that pulled the wrong set can be rolled back, and it removes only jobs nobody has touched.
A project reaching your sold stage in OpenSolar. installHUB creates the job from it, with the customer, the system, a priced quotation marked accepted, the deposit and the proposal and contract PDFs.
No. You can sell in OpenSolar and let installHUB take over at the install, or design in OpenSolar and send the proposal and take the payment from installHUB, or start with the enquiry in installHUB and create the OpenSolar project when it is ready to quote. All three work.
Yes. Install dates and workflow stages write back as the job is scheduled and completed, and survey answers and photographs can be pushed to the project as well.
Every import is recorded as a run and can be rolled back. The rollback removes only the jobs nobody has touched since they arrived and clears their links, so work already in progress is never taken away.
Yes. What installHUB can read depends on your OpenSolar plan, so the connection card checks it and tells you what is available rather than failing quietly later.
The OpenSolar integration is available on the Pro plan and later. Connect it from Settings, Integrations.
