The enquiry becomes a real record
Lead source, ownership, customer details and contact history establish the commercial record before a system is proposed.
Solar lead-to-install software
Keep one solar customer record from the first enquiry through installation.
ArcSolar treats the lead, quote and installation as stages of the same job record. Information gathered by sales can remain available when operations prepares the site, assigns work and tracks installation progress.
Book a workflow demoThe accepted customer, property and system can continue into the project and work-order lifecycle.
ArcSolar / Lead-to-install workflow
Continuity
Stop rebuilding the same solar job at every team boundary.
The accepted offer defines the job
The configured solar or battery package, estimate and customer decision provide operations with the context already agreed.
Delivery extends the same lifecycle
Projects, work orders, schedule entries and installation status add to the connected record rather than replacing it.
Connected lifecycle
Let each completed stage prepare the next team automatically.
The handover is strongest when the next team receives structured information instead of a summary message and disconnected attachments.
- 1
Lead and proposal
Qualify the customer, communicate from the shared record and build the estimate from current retailer products and rules.
- 2
Acceptance and site preparation
Record estimate acceptance and collect the electricity bill, switchboard photos and cable-run video through the customer flow.
- 3
Project and installation
Create operational work, assign the installer, place the job on the calendar and maintain its current state through completion.
Questions
What teams ask when lead and install systems are separated.
Does ArcSolar copy data into a separate operations record?
The platform is designed to carry the connected customer and accepted-deal context into the project and job workflow, reducing the need to re-key the record.
Can site information be collected before scheduling?
Yes. Customers can submit an electricity bill, switchboard photos and a cable-run video that attaches to their record for operational review.
Can sales see what happened after handover?
Authorised sales and operations users can refer to the current job state from the connected lifecycle instead of maintaining separate status trackers.
Evidence and review
Product scope reviewed 2026-09-01.
This page is mapped to 6 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