Solar O&M software for the contractor running the truck — from a roof photo to year-25.

01  The Solar data model

Site → Solar Project → Installed Asset — plus the permit stack, plus the warranty clock.

FieldCamp's Solar data model ships three custom records — Solar Project, Solar Permit, and Installed Asset (serial, install date, warranty, monitoring portal link). The pre-built 9-stage lifecycle runs Lead → Permitting → Installation → PTO → Closeout.

Hard rules enforce it — no advancing to Installation until every required permit is Approved. And the model is yours to shape: 10 field types per object, many-to-many relationships, composable record layouts.

02  From inquiry to feasibility

A solar consult booking becomes a Site Survey record — with the roof shot, attic photo, and NEM agreement.

The online booking widget captures the inquiry — service-area gated, AI-qualified — and spawns a Request attached to a brand-new Site Survey job.

Every artifact — drone overhead, attic photo, NEM 3.0 PDF — lands in the three-tier file system. The Inbox auto-links the email, SMS, and call thread, and the built-in CRM moves the lead through your stages.

03  The permit & interconnection stack

Four permits, four lifecycles, one rule: no install until they're all green.

Each permit is a first-class record — its own Applied → Approved → Closed lifecycle, fees, AHJ contact, stamped PDF on Drive. A hard rule blocks Installation while any required permit is Pending or Rejected.

A workflow drafts the follow-up email when a permit idles past your SLA. And the interconnection app — the one that snags every solar project — is tracked the same way, utility case number on the record.

04  The proposal

Cash · Loan · PPA — three tiers, one signed contract, 30% deposit captured.

One multi-option estimate presents Good (cash), Better (loan), Best (PPA). The customer picks one, signs on the spot, pays the 30% deposit via Stripe — and the deposit carries to the install invoice automatically.

Bundles roll 228 kWp PV + 13.5 kWh BESS + racking + labor into one line — the customer sees one number, your bookkeeping keeps the cost detail.

05  Dispatch — NABCEP, OSHA, battery-cert

The AI Dispatcher matches inverter-trip alerts to the right certified tech in minutes.

Your monitoring portal emails an inverter fault; the Inbox auto-links it to the Installed Asset by serial. The AI Dispatcher scores every available tech against the job's required skills — NABCEP, OSHA 30, battery-cert.

The chosen tech's day gets re-optimized around the new diagnostic, and the rules engine enforces the cert gate — no battery-cert, no Powerwall job.

06  The install — three days, one job

Day 1 racking · Day 2 modules · Day 3 inverter + commissioning. One Multi-Day Job. One invoice.

A Multi-Day Job books the crew across all three days as one block, one invoice — not three jobs stitched together. Job Templates spin it up in one click — techs, parts, forms pre-attached.

The Day-3 commissioning form — IV-curve per string, insulation resistance, polarity — is the same form year-1 O&M reads back from. The install record becomes the maintenance baseline.

07  Commissioning & PTO

IEC 62446 checklist on a rooftop with no cell signal — captured offline, synced when the truck rolls down.

Rooftops don't have signal — so mobile forms work fully offline, syncing photos, signatures, and table rows when the truck rolls back to LTE. The commissioning form is the canonical evidence layer.

On PTO capture, one workflow fires the whole stage transition: every Installed Asset goes Active, OEM warranty data snapshots onto each, and the year-1 inspection lands in the recurring series.

08  O&M plans & the PR-below-SLA trigger

PR drifts to 82% and the SLA clock is ticking. FieldCamp drafts the truck roll.

O&M plans live as Service Agreements — Basic, Standard, Premium — whose terms auto-populate every recurring visit and invoice. Performance Ratio is logged on the inspection form, not streamed — FieldCamp doesn't pull live SCADA data.

A workflow watches that field — PR drops below the SLA and FieldCamp drafts the diagnostic, proposes the closest NABCEP PVCMS tech, and re-optimizes the day. Auto-pay handles plan billing, warranty channels keep RMA case numbers on the asset, and the Command Center answers "show all batteries out of warranty in 90 days."

09  Get paid & report to the asset owner

Install invoice, recurring O&M auto-charge, monthly owner PDF — all from the same record.

The install invoice nets the 30% deposit and bills the balance; the Stripe card payment lands; the O&M plan starts auto-charging monthly. QuickBooks, Xero, or Wave handles the books.

The monthly asset-owner report — PR trend, visits, open RMAs, warranty status per asset — exports from Analytics in one click. Not lender-grade out of the box — but one place instead of four spreadsheets.

10  Capabilities

Everything else a solar O&M operation runs on.

The pieces the prior sections couldn't fully feature — each one a documented FieldCamp feature, each tile clickable through to the docs.

11  Why solar O&M software still feels broken

Monitoring tells you something happened. Checklist tools tell you what to do. Neither runs the truck.

Three categories of tool, three jobs done well — and one gap they all leave open for the contractor running the day. FieldCamp owns that gap — same record set, lead through year-25, anchored on the documented Solar data model.

12  Related trades we run

Solar's neighbors — same crews, same trucks, often the same customer.

The same C&I contractor often runs solar + EV + HVAC + electrical under one roof. Each shares the Property → Project → Installed Asset spine, the recurring O&M cadence, the OEM warranty grind — and a FieldCamp page built for its actual lifecycle.

13  FAQ

Solar O&M software, answered honestly.

What FieldCamp does — and what it deliberately doesn't — for the solar O&M contractor. If we don't ship something — live SCADA integrations, drone-vision panel analysis, automated OEM RMA filing — we say so.