Solar Installers
Connect your sales platform, design tools, financing partner records, monitoring, and accounting so you can see where every signed deal stands and what it will actually pay. Cass & York builds custom AI-assisted document processing and software integrations that reconcile project milestones, funding and sales commissions, with human review for uncertain records.
Residential and small commercial solar installers and EPCs running several install crews or sales offices, including companies that sell through dealers and operators that have grown through acquisition.
Show Us Your Workflow[01] Where systems separate
Where signed deals and funded deals stop matching.
- 01Projects sit between permit, install, inspection, and PTO, and nobody can say how many days each stage really takes
- 02Financing partner milestone payments arrive in batches and get matched to projects by hand
- 03Rep commissions and clawbacks are calculated in spreadsheets that don't know a deal cancelled
- 04Dealer fees, adders, and redesigns change the contract price after the sale, and accounting still carries the original number
- 05Permit and interconnection status lives in jurisdiction and utility portals, outside the project tracker
- 06Sales offices and dealers count signed deals while operations counts installs, and the two never reconcile
[02] The software in place
The systems we usually find.
Solar companies run more specialized tools than most trades. Each one tracks its own piece of the deal, and the money depends on all of them agreeing.
Sales and project platform
Enerflo
Proposals, contracts, milestone tracking, and commission payouts at many residential installers and sales organizations. We come in when its data has to meet accounting and financing records.
Design and proposals
Aurora Solar and OpenSolar
System design, production estimates, and proposals. A redesign after site survey changes system size and price, and that change has to follow the deal.
Financing partner
GoodLeap
Loans, leases, and PPAs whose approvals and milestone funding have to be matched to each project and each payment received.
Permitting
SolarAPP+
Automated residential permitting in participating jurisdictions. Every other jurisdiction still runs its own portal and its own timeline.
Monitoring
Enphase Installer Portal
Fleet status and expected versus actual production across installed systems, which rarely ties back to the original proposal or to service tickets.
Commissions and payroll
Sequifi
Rep commission and override calculations, which need clean milestone and cancellation data to pay the right amount.
[03] Questions worth answering
Numbers solar installers ask for that no single system can answer.
- 01Days from sale to PTO, by stage
- Time in site survey, design, permitting, install, inspection, and interconnection, by office, jurisdiction, and utility, so you see where projects actually wait.
- 02Cancellation rate by rep and stage
- Deals that cancel after signing, split by rep, financing product, and how long the project had waited, tied to the commission that has to be clawed back.
- 03Funding received versus funding owed
- Each financing partner's milestone payments matched to the projects that reached those milestones, with the gaps listed by project.
- 04Net revenue per watt
- Contract price minus dealer fees, adders given away, and redesign changes, divided by installed watts, by office and by financing product.
- 05Expected versus actual production
- Monitoring data compared to the production estimate in the signed proposal, so underperforming systems are caught before the homeowner calls.
[04] What we build
Keep the sales platform. Build what's missing around it.
We start with the reconciliation or status report your team rebuilds every week, then build the connections needed to make it reliable.
01
Project pipeline dashboard from sale to PTO
Dashboards & Reporting →02
Financing milestone and funding reconciliation
Systems Integration →03
Commission and clawback calculations from live project status
Workflow Automation →04
Permit and interconnection tracking by jurisdiction and utility
Document Intelligence →05
Production versus proposal reporting
Dashboards & Reporting →06
Combined reporting across sales offices and dealers
Unified Data Platforms →07
AI-assisted processing of solar financing approvals, installation records and permits, with validation and exception review before updating source systems
Document Intelligence →
[05] In practice
What this looks like in practice.
The funding remittance
A financing partner sends one payment covering dozens of projects at different milestones. We match each line to the project and milestone it belongs to, post it, and list what is still owed.
Cancelled after the commission
A deal cancels after the rep's first payment went out. We tie commission calculations to live project status so the clawback is flagged the day the cancellation is recorded, instead of at the next payroll review.
Stuck in interconnection
Operations knows projects are waiting on utilities but can't say which ones or for how long. We pull stage dates from the project platform and show days in interconnection by utility, so escalations go to the right place.
[06] Relevant work
Work that shows how we approach it.
[07] A practical starting point
Connect the systems. Unify the data. Build the workflow.
01Connect
Pull deals, designs, and milestones from the sales and project platforms, funding records from financing partners, and invoices, bills, and payroll from accounting.
02Unify
Match each homeowner, project, and financing account across systems, agree on what counts as a sale, an install, and a funded milestone, and flag projects that don't line up.
03Build
Deliver the pipeline dashboard, funding reconciliation, or commission workflow your team asked for, with every number traceable back to the source project.
[08] Questions
Solar Installers: common questions
Do we need to replace Enerflo or our current solar CRM?
No. Enerflo and your design tools keep running sales and proposals. We connect them to permitting, financing partner payments, and payroll so each install can be tracked from contract to funded.
Can you combine reporting across solar sales offices, dealers, or companies we acquired?
Yes. We map each office's and dealer's deals, stages, and financing records to shared definitions so pipeline, cancellations, and funding can be compared and rolled up.
How do we reconcile financing partner funding to our solar projects?
We match each funding record to the project and milestone it pays, then post it against what was expected. Your team only sees the payments that don't match.
Can you track how long solar projects wait on permits and PTO?
Yes. We pull stage dates from your project platform and break out days in permitting, inspection, and interconnection by jurisdiction and utility.
Can commissions update automatically when a solar deal cancels?
Yes, when the commission calculation reads live project status. We connect cancellation and milestone data to your commission process so clawbacks are flagged when they happen.
Can AI automate solar financing approvals, installation records and permits for solar installers?
Yes. Cass & York can build a workflow that extracts structured details from solar financing approvals, installation records and permits, matches them to records in Enerflo and Aurora Solar and OpenSolar and accounting, and flags missing or ambiguous information for staff review. The integration can reconcile project milestones, funding and sales commissions without requiring replacement of your existing core systems.
[09] Start with the process
Show us the workflow your existing software can't handle.
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call →