FOR SOLAR SERVICE CONTRACTORS

Keep existing systems, inspection findings and maintenance work clear.

Record system details, plan diagnostic visits, price owner-operated service work and preserve equipment and maintenance history.

Built for solo operators. No sales call required.

SOLAR SERVICE

Scope, approval and progress

9.6 kW

ACTIVE PROJECT

Inverter fault visit

Monitoring notes and photos attached

Scope approved67% complete

Measure

Approve

Prove

Diagnostic scope approved · Equipment changes need confirmation

Existing-system records
Inspection and diagnostics
Equipment and maintenance
Small service estimates

WHAT CHANGES

Run a solar service contractor business with the job details already in reach.

Keep inverter, panel and battery details, previous faults, test results and service work with the property.

01

Start with a better request

Collect the system age, equipment, reported issue, monitoring information available to the customer and safe site access.

02

Carry the service history forward

Keep inverter, panel and battery details, previous faults, test results and service work with the property.

03

Finish with a clear record

Record findings, completed service and equipment changes, then invoice the approved visit.

HOW IT WORKS

A practical solar service contractor workflow from request to payment.

Record findings, completed service and equipment changes, then invoice the approved visit.

1

STEP 01

Capture the work properly

Collect the system age, equipment, reported issue, monitoring information available to the customer and safe site access.

2

STEP 02

Plan and price it clearly

Plan inspection, diagnosis and small maintenance visits around access, weather and parts availability. Define the inspection or repair scope, equipment, exclusions and approval needed before additional work.

3

STEP 03

Complete, invoice and remember

Record findings, completed service and equipment changes, then invoice the approved visit. Use system history to support appropriate inspection and preventative maintenance reminders.

WHAT YOU GET

The details that matter to a solar service contractor, without the back-office weight.

TradePocket supports independent service and maintenance. It does not provide multi-crew installation management, electrical design or utility interconnection workflows.

Useful request details

Collect the system age, equipment, reported issue, monitoring information available to the customer and safe site access.

Trade-specific history

Keep inverter, panel and battery details, previous faults, test results and service work with the property.

A realistic schedule

Plan inspection, diagnosis and small maintenance visits around access, weather and parts availability.

Clear estimates and approvals

Define the inspection or repair scope, equipment, exclusions and approval needed before additional work.

A complete job record

Record findings, completed service and equipment changes, then invoice the approved visit.

Relevant repeat work

Use system history to support appropriate inspection and preventative maintenance reminders.

COMMON QUESTIONS

Clear answers before you start.

How does TradePocket fit a solar service contractor business? +

Collect the system age, equipment, reported issue, monitoring information available to the customer and safe site access. Keep inverter, panel and battery details, previous faults, test results and service work with the property.

What specialist work stays outside TradePocket? +

TradePocket supports independent service and maintenance. It does not provide multi-crew installation management, electrical design or utility interconnection workflows.

Is TradePocket designed for a one-person business? +

Yes. TradePocket is made for people running a service business on their own. You get the everyday tools without screens for crews, dispatchers or departments.

Can I use TradePocket on my phone? +

Yes. Use TradePocket on desktop and phone so the day’s jobs, customers and payments are available wherever you are.

Less admin starts here

Keep the work moving and the business under control.

Bring your schedule, customers, invoices, payments and useful follow-ups into one calm workspace built for people doing the work.

Start using TradePocket