Power Your Service Business with WePro

Power Your Service Business with WePro

Join hundreds of teams automating their success stories.

Industries We serveSolar Installation

Solar Installation Software Built for Real Field Work

WePro keeps solar teams aligned from the first call to final payment. Schedule site visits and installs, dispatch the right crew, track each job step, and keep customers informed without chasing updates across texts, spreadsheets, and inboxes.

Power Your Service Business with WePro

Power Your Service Business with WePro

Join hundreds of teams automating their success stories.

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Dispatch crews with the right skills, tools, and parts for the job.

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Track every install stage, notes, photos, and change orders in one place.

Turn leads into scheduled site surveys and installs in one workflow.

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Run solar jobs on a schedule you can trust

Solar projects have more moving parts than a typical service call. You may run a site survey, design review, permitting steps, material staging, install day, inspection, and post-install service. When those steps live in different systems, the office loses control and crews lose time.

WePro is solar installation software designed for field operations. It helps owners, dispatchers, and office teams plan work, assign the right technicians, and keep every job’s next step clear. Field crews get a single place to see today’s tasks, job details, and customer info before they arrive.

Instead of “Where are we on this job?” you get a clean view of what’s scheduled, what’s in progress, and what’s waiting on approvals or parts. That visibility helps you keep install dates realistic and protect your reputation with homeowners.

Schedule site surveys, installs, and service without the spreadsheet shuffle

Solar work often starts with a lead that needs fast follow-up. The longer it takes to schedule a site survey, the more likely you lose the job. With WePro, your team can capture lead details with Lead Tracking, set the next appointment with Job Scheduling, and keep the conversation moving.

As jobs move forward, you can schedule each stage with clear ownership. That means fewer handoffs falling through and fewer last-minute “we can’t install today” surprises, supported by Jobs Tracking.

  • Build a repeatable install scheduling software workflow for your team
  • Assign crews based on role, availability, and job needs
  • Keep customer address, site notes, and access details tied to the job
  • Reduce missed steps by tracking what’s next for each project
  • See the full schedule at a glance, not across multiple tools

Power Your Service Business with WePro

Power Your Service Business with WePro

Join hundreds of teams automating their success stories.

Smarter teams run on WePro
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Dispatch crews with the right info, not just an address

A smooth install day starts in the office. Crews need roof and electrical notes, special instructions, contact info, and the right arrival window. Dispatch also needs confidence that the assigned team has the skills and the time to finish the job.

WePro supports Job Scheduling and Dispatching that match how solar teams actually operate. You can assign work, share job details, and keep field and office aligned as conditions change. If an install runs long or a customer needs to reschedule, dispatch can adjust the day without losing track of the rest of the board.

Field techs shouldn’t have to call the office for basics. With WePro, they can pull up job notes, update statuses, and document work from the field so the office can respond fast with clear Jobs Tracking.

Route planning and on-the-way updates that cut confusion

Solar crews may have a survey in the morning and an install in the afternoon. Or you may have multiple small service calls that support past installs. When you coordinate routes and timing, you reduce dead travel and give customers clearer expectations.

WePro supports GPS tracking and automated customer messages, so the office can see progress and homeowners get fewer “Where are you?” moments. It’s a practical way to keep the day moving without constant phone tag.

Power Your Service Business with WePro

Power Your Service Business with WePro

Join hundreds of teams automating their success stories.

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Track every solar job step with clean, usable job records

Solar contractors need more than completed or not completed. You need job tracking that reflects real stages like site survey complete, design approved, install scheduled, install complete, inspection scheduled, and final walkthrough. You also need documentation that stands up when questions come up later.

WePro supports Jobs Tracking that keeps updates tied to the job record. Technicians can log notes, upload photos, and capture key details on-site. Office teams can review progress, follow up on open items, and keep customer communication consistent.

This is where solar job tracking software should earn its keep. When you can see what’s blocked, what’s ready, and what’s done, you can manage backlog and keep crews productive.

Customer communication that stays connected to the job

Homeowners don’t care which team owns which step. They want clear answers: “When are you coming?” “What do you need from me?” “What happens next?” If the office has to search through texts and emails, updates slow down and frustration builds.

WePro keeps communication and job details together with customer communications and job tracking. Automated messages can confirm appointments, share arrival windows, and reduce missed visits. When a customer calls, your team can quickly see the job history and respond with confidence.

Power Your Service Business with WePro

Power Your Service Business with WePro

Join hundreds of teams automating their success stories.

Keep leads moving from inquiry to scheduled site survey

In solar, speed to follow-up matters. But speed without structure creates messy handoffs and missed appointments. WePro supports Lead Tracking so your office can capture key details and push every opportunity toward the next scheduled step.

A practical workflow many teams use:

  • Log the lead and source
  • Set the first appointment (site survey or consultation)
  • Track outcomes and next actions
  • Convert to a job when ready, without re-entering data

If you want a tighter front-end process, WePro can also support a solar service crm style workflow where calls, notes, and next steps stay organized around the customer record with Communications.

Estimates that match real solar install work

Solar estimates often include multiple line items, add-ons, and site-specific adjustments. If estimates are slow, you lose momentum. If they’re unclear, you create change orders and disputes.

WePro supports Estimates that your team can build and send quickly. You can keep estimate details tied to the customer and job, so the office and field team stay aligned on what was sold and what needs to be installed. This is especially helpful when a site survey reveals conditions that require a scope change.

Use solar estimates software workflows to:

  • Send professional estimates fast after the survey
  • Track accepted vs. pending estimates
  • Keep notes about assumptions and site conditions
  • Reduce back-and-forth when customers have questions

Invoicing and payments that don’t slow down cash flow

Install work can move quickly, but billing often lags behind. The longer invoicing takes, the longer you wait to get paid. WePro includes Invoicing and Billing tools so the office can generate invoices from completed work and send them right away.

If your team handles deposits, progress billing, or service follow-ups, keeping invoices tied to job stages helps you stay consistent. This is where solar invoicing software should be simple: bill what was done, when it was done, and make it easy for the customer to pay.

Common billing moments solar contractors track:

  • Deposit after signed approval
  • Invoice after install completion
  • Final invoice after inspection or commissioning
  • Service invoices for post-install repairs or add-ons

Inventory and material readiness for install day

A clean schedule means little if crews arrive without the right equipment. Solar teams often juggle panels, inverters, racking, conduit, fasteners, and other job-specific materials. When parts aren’t ready, you lose a day and create rescheduling chaos.

WePro supports Inventory Management to help you track what’s on hand and what’s allocated. Even a basic process, reserving key items per job and confirming material readiness before dispatch, can prevent failed installs and return trips.

To keep installs on track, many teams standardize a pre-dispatch check:

  • Confirm materials staged for the job
  • Confirm special tools needed for roof type or electrical work
  • Confirm customer access notes and parking constraints
  • Confirm crew assignment and expected duration

Operations visibility for owners and managers

When you’re running multiple crews, you need visibility without micromanaging. WePro gives you reporting and job status views that help you spot problems early, like too many jobs stuck in “needs reschedule,” or too many surveys not converting to installs.

Use Statistics & Reports to review:

  • Lead pipeline and follow-up activity
  • Install schedule volume and capacity
  • Job cycle time by stage (survey to install to closeout)
  • Technician workload and production patterns
  • Invoice status and outstanding balances

Solar workflows WePro supports (quick view)

Here’s how teams often map WePro to the day-to-day flow of a solar business:

Solar workflow stepWhat WePro helps you do
Lead intakeCapture details, track next action, prevent missed follow-ups
Site survey schedulingPut appointments on the calendar and keep notes on the job
Install schedulingAssign crews, set time windows, and manage changes
Day-of dispatchShare job info, track progress, coordinate multiple stops
Job documentationSave photos, notes, and updates inside the job record
Closeout and billingSend invoices and collect payments faster with fewer errors

Built for solar contractors who need fewer handoffs

Whether you run installs, service calls, or a mix of both, WePro helps your team operate from one system. You get clear scheduling, cleaner job records, and faster billing. The result is less rework for the office and fewer surprises for the field.

If you’ve been piecing together calendars, spreadsheets, and disconnected apps, WePro brings the full lifecycle into one place, lead to job, job to invoice, and everything your team needs to stay coordinated with Field Services Management Software.

Let WePro handle dispatch, updates & payments so your team can finish more jobs with less back & forth.

Power Your Service Business with WePro

Power Your Service Business with WePro

Join hundreds of teams automating their success stories.

Got questions?
We have answers

Here are quick answers about scheduling, communication, billing, reporting, and getting started with WePro.

Solar installation software helps keep the full job lifecycle in one place—new leads, site visits, install scheduling, crew dispatch, job status, customer updates, and billing. For solar teams, the biggest win is visibility: office staff can see what’s scheduled, what’s in progress, what’s blocked, and what’s ready to invoice without chasing texts and spreadsheets.
WePro can capture and organize leads, log call details, and track each opportunity through stages like new inquiry, site survey, proposal sent, approved, and scheduled. This helps office teams follow up consistently, avoid duplicate records, and see what’s in the pipeline. It’s especially useful when multiple reps and coordinators touch the same account.
Solar schedules shift for real operational reasons—permit timing, utility approvals, inspection windows, roof repairs, or backordered equipment. With solar scheduling software like WePro, dispatchers can reschedule jobs, assign the right crew, and update the calendar without losing track of dependencies. Keeping clear job notes and status updates helps the whole team stay aligned.
Yes. Solar work often requires matching the job to the crew—roof type, electrical scope, service panel upgrades, battery add-ons, or troubleshooting. WePro helps dispatchers assign technicians and crews based on availability and the work required, then track progress as the job moves from site survey to install to final walkthrough.
Solar job tracking software keeps everyone working from the same job record, including scope, notes, photos, and updates from the field. In WePro, techs can document site conditions, capture before/after photos, and mark work complete so the office knows what happened without waiting for end-of-day calls. This helps reduce rework and follow-up confusion.
Solar estimates typically need clear line items, scope notes, and options (like batteries, monitoring, or panel upgrades). It also helps to include assumptions and exclusions to prevent change-order disputes. With solar estimates software in WePro, teams can build and send estimates, keep versions organized, and tie the approved scope directly to the scheduled job.
Customers want timely updates—when the site visit is scheduled, when the crew is on the way, what happens next, and what to expect for inspections. WePro supports automated messages and centralized communication so office teams can send consistent updates tied to job status. This reduces inbound “what’s the status?” calls and keeps expectations clear.
Yes. Solar invoicing software in WePro helps generate invoices based on the completed job and approved scope, then track what’s sent, what’s paid, and what’s still open. Office teams can avoid billing delays by invoicing as soon as completion is confirmed, with job documentation (notes and photos) available if a customer has questions.
Even after an install, solar contractors often handle service tickets—monitoring alerts, inverter issues, production concerns, or add-on requests. A solar service CRM keeps customer history, system notes, and prior job details in one place so dispatchers and techs don’t start from scratch. In WePro, service work can be scheduled, tracked, and billed like any other job.
Most solar teams benefit from reports that show lead pipeline status, scheduled vs. completed installs, job cycle time, technician productivity, and outstanding invoices. The goal is to spot bottlenecks—like permits stalling, too many reschedules, or slow invoicing. WePro reporting helps owners and office managers review performance using real job and billing activity.
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