Sales works from live customer context
Leads, contact history, quote activity and next actions remain visible on the customer record rather than being distributed across inboxes and private notes.
Solar business management software Australia
Run the commercial and operational sides of a solar business from one record.
ArcSolar connects the records sales, operations and finance use to move a solar or battery job forward. The customer, accepted system, site information, payment state and operational work remain associated instead of being recreated in separate tools.
Book a workflow demoThe same customer and job context can continue from pipeline and quoting into projects, field operations and finance.
ArcSolar / Solar business management
One operating record
Give every team the context created before their part of the job begins.
Operations inherits the agreed job
Accepted system details, the property and submitted site information can move into projects and work orders without a second data-entry process.
Finance sees the commercial state
Deposit, outstanding balance, revenue and commission views can reference the same deals and payment records used across the business.
From enquiry to close-out
Build the operating workflow around the job, not disconnected software.
ArcSolar follows the sequence an Australian solar retailer manages: qualify the customer, define and accept the offer, prepare the site, schedule the work and reconcile the outcome.
- 1
Create the commercial record
Capture the lead, assign ownership, record conversations and build the solar or battery estimate from the retailer's current catalogue.
- 2
Carry acceptance into delivery
Keep the selected system, customer decision and submitted site information attached as the deal becomes a project and work order.
- 3
Close the operational and financial loop
Track installation progress, payment state, revenue and reporting from the connected records created throughout the job.
Questions
What Australian solar businesses ask before consolidating their software.
Which parts of a solar business can ArcSolar manage?
ArcSolar covers CRM and pipeline, guided quoting, customer estimates, site-information collection, projects, work orders, scheduling, installer records, inventory, communications, finance and reporting.
Does ArcSolar replace every accounting or engineering system?
No. ArcSolar is the operating record for the retailer workflow. Specialist accounting, engineering or compliance systems may still be used where the business requires them.
Can different teams work from different access levels?
Yes. ArcSolar includes team membership and role controls so authorised users can work from the information appropriate to their responsibilities.
Evidence and review
Product scope reviewed 2026-09-01.
This page is mapped to 5 maintained ArcSolar capability records. Product statements are reviewed by the ArcSolar product and editorial team. Read the editorial standards.
Related workflows
Continue through the connected record.
See it with your workflow