AHJ permit milestone tracking
Track permit application, plan check submission, plan check corrections, approval, installation and final inspection as project milestones with AHJ-specific timelines. Automated alerts when permits are approaching expiry.
ITC and incentive programme tracking
Document ITC-eligible costs per project, track state-level incentive programmes (SGIP, CSI, SREC markets) and generate the cost documentation needed for tax credit claims and incentive applications.
C&I project management with prevailing wage tracking
For C&I projects claiming IRA bonus adders, track prevailing wage compliance documentation, qualified apprenticeship hour requirements and the project records needed for enhanced ITC rates.
Mobile app for US installation crews
Field crews in California, Texas, Florida and across the country can geo-check-in, complete tasks, photograph each installation phase and log equipment serial numbers - all from the OneSolar CRM mobile app.
Utility interconnection queue management
Track every project’s interconnection application status across multiple utility territories. Dashboard view shows interconnection status for all active projects simultaneously - critical for companies installing across multiple utilities.
Revenue and pipeline reporting for US operations
Monthly revenue by project type (residential / C&I), close rate by lead source, outstanding interconnection applications, pipeline value by territory - all in the OneSolar CRM dashboard without a separate reporting tool.
Installers working across multiple utility territories - PG&E, SCE, FPL, Oncor, NV Energy - face different interconnection processes and timelines. OneSolar CRM lets you create utility-specific milestone templates so each project follows the correct sequence for its utility, and deadline alerts fire when utility responses are overdue.
OneSolar CRM for US solar companies
Interconnection milestones, ITC tracking, NEC BOQs and high-volume residential automation - built for the US market.