Your energy shop doesn't run like the template.
Fieldproxy molds to how you run design, permit, install, and O&M, with utility interconnect and incentive paperwork handled your way. Change a field, a rule, or a whole checklist in plain English, and it goes live in seconds, no dev and no rebuild.
Fields added
Meter serial + pre-install kWh now required
Photo step added
Roof-condition photo required on survey
Live on every survey
Open + future site visits updated
Live in
Built your way
Built for solar, storage & EV
Design to long-term O&M: every step in one platform.
System design + quoting
Solar, battery, and EV system configurators with stacked rebates, e-signed on the spot.
Permit + interconnect
City permits, AHJ inspections, and utility interconnect filed and tracked per project.
Incentive management
Federal ITC, SREC, SGIP, state rebates, stacked automatically, filed automatically.
Battery + EV add-ons
Powerwall, Enphase, FranklinWH, EV chargers, quoted as modules, tracked as assets.
Production monitoring
Inverter APIs pulled nightly, underperforming systems auto-flagged for a truck roll.
O&M service plans
Annual inspection, cleaning, monitoring, and warranty plans, billed monthly via Stripe.
Install phase tracking
Survey > design > permit > install > PTO > close. Each phase owned, dated, photographed.
Homeowner packet
As-built, warranty docs, inverter logins, app setup, auto-bundled and delivered at PTO.
Multi-state ops
Different AHJs, utilities, and incentive programs per state, all handled in one workspace.
Each phase hands off to the next on its own
PTO granted, permit approved, inspection passed — a status change fires the next step, the next document and the customer update, so a 90-day install pipeline doesn't stall on someone noticing.
Shaped to your trade
Your business doesn't run like the template. Neither does Fieldproxy.
Residential solar
Solar + battery + EV stacked proposals with utility interconnect.
Commercial solar
Multi-phase C&I projects with milestone billing and PE sign-off.
Solar O&M
Fleet monitoring, proactive truck rolls, and annual maintenance contracts.
Platform
A complete solar + energy platform
Design, permits, installs, O&M, ready out of the box.
Estimates & Quotes
Branded quotes out the door, e-signed on the spot, converted to jobs.
Asset Management
Track equipment, service history, warranties, and maintenance schedules.
Recurring Jobs & Maintenance
Maintenance contracts, seasonal reminders, and auto-scheduling.
Mobile App
Full field toolkit with offline-first capture, photos, and e-signatures.
Reporting & Dashboards
Revenue, utilization, SLAs, and leaderboards, live, no spreadsheets.
Customer Portals
24/7 self-service for bookings, invoices, and service history.
Integrations
Plays nicely with the tools you already use
QuickBooks
Invoice + payment sync
Stripe
Service plan billing
Google Calendar
2-way tech calendars
Gmail
Homeowner email + threads
Milestone automation
Phase changes fire the next step
Zapier
Anything else
AI agents
What the AI agents do on a solar install
A 90-day pipeline through permits, utilities and inspections, where the loss is always a stalled handoff.
Document Intelligence
Reads the permit, interconnect and incentive paperwork into fields, so an approval landing in an inbox becomes a status on the project.
Watcher Agent
Finds the project that has sat in one phase too long — permit not filed, PTO not chased, inspection not booked — before the customer calls to ask.
Knowledge Agent
Puts the AHJ's requirements and the inverter's commissioning sequence in front of the crew for this jurisdiction and this equipment.