Everything a San Francisco solar installer needs to sell, install, and serviceshipped as one stack.
One U.S.-based partner builds your WordPress site, Zoho One CRM+ERP, and native iOS/Android crew app. Pick a package. Add anything you want. Go live in 14, 30, or 60 days, fixed price in USD, no retainers.
A fast-growing market that rewards the fastest installer.
Solar is one of the fastest-growing markets in San Francisco. The 30% federal ITC, rising utility rates and net metering keep the economics strong, but winning means modeling battery attach, filing every incentive, and clearing local permits faster than the installer down the street. Your software has to keep up.
One vendor. Fifteen Zoho apps. Zero handoffs.
Most San Francisco solar companies stitch together six different platforms: a CRM that doesn’t talk to the field app, an accounting tool that doesn’t know what’s installed, a permit tracker that lives in a spreadsheet. We replace all of that with one stack, implemented by a San Francisco team that’s done it for solar 480+ times.
Zoho CRM, Solar Sales
Door-knock to signed contract. Lead scoring, proposal generator, financing options (loan/PPA/lease), automated follow-ups.
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Zoho Books, CA Accounting
state & local sales tax (Avalara), progress billing, 1099-NEC, ITC cost tracking, QuickBooks migration.
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Zoho Expense, Crew T&E
Crew per diem, fuel, mileage (IRS auto), GPS-verified site visits, Chase/Brex/Ramp card feeds, GL post to Books/QBO/NetSuite.
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Zoho FSM, Field Service
Install crews, AMC visits, truck-roll scheduling, mobile app with offline mode, NABCEP-tagged work orders.
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Zoho Projects, Sign-to-PTO
7-stage install blueprint, AHJ deadline alerts, your utility/your utility/your utility utility queue tracker, Aurora sync, crew-leveling Gantt.
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Zoho Inventory, Solar SKUs
Panel/inverter/battery taxonomy, multi-warehouse, serial tracking, UL-listing flags, return-to-vendor flows.
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Zoho Desk, O&M Support
Customer tickets, AMC contracts, SLA tracking, monitoring-platform alerts (Enphase, SolarEdge, Tesla).
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Zoho People, HRMS
Onboarding installers, OSHA-30 training records, time-tracking by job site, PTO and certification renewals.
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Zoho Recruit, Solar Hiring
NABCEP & OSHA-30 scoring, Indeed + LinkedIn job-board sync, license verification, drug/MVR pipeline, Zoho People handoff.
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Zoho Payroll, W-2 / 1099
state payroll, SUI & SDI withholdings, ACA reporting, prevailing-wage tracking for public works.
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Zoho Sign, ESIGN / UETA
Federally-compliant e-signatures for solar contracts, change orders, interconnection forms, financing docs.
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Zoho Creator, Custom Apps
Anything Zoho doesn’t ship out of the box, site survey app, AHJ + automated permitting tracker, storage-incentive claim dashboard, dealer portal.
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Zoho Campaigns, Marketing
Cold-list nurture, post-install referral flows, AMC renewal cadences, seasonal storm-response blasts.
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Zoho Analytics, BI
Owner dashboards, cost-per-watt, job margin, crew utilization, ITC pipeline, cash-flow forecast.
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Zoho One, The Whole Stack
All 45+ apps in one bundle. One bill. One vendor. One implementation partner. Big discount over piecemeal.
Open page →From cold lead to PTO & AMC, already mapped.
You don’t need to explain San Francisco residential solar to us. Every stage below is pre-configured in Zoho, with the right fields, automations and dashboards, net metering, storage incentives and automated permitting included. We’ve shipped this 480+ times, with our densest footprint right here across your local utilities territory.
Door-knock to scheduled site survey.
Inbound leads from Facebook, Google, EnergySage and door-knocking pipelines land in CRM with auto-deduplication. Reps see address, utility (your local utility…), roof type and shading from satellite, before they pick up the phone.
Site survey, design, proposal, signed contract.
Surveyor opens the FSM mobile app, captures roof photos and electrical panel pics offline. Design engineer auto-pulls into Aurora; CRM generates the proposal PDF with cash/loan/lease side-by-side and net metering + battery storage incentives economics modeled in. Customer e-signs via Zoho Sign, fully ESIGN/UETA-compliant.
AHJ permit, utility interconnection, HOA approval.
Permit packets auto-generated and submitted via automated permitting or the local AHJ (city/county). Utility interconnection applications fire to the right portal (your local utilities). HOA approvals tracked separately. Every deadline pings the project manager 72 hours before SLA.
Crew dispatched. System installed. City inspection passed.
FSM auto-assigns the install crew based on geography, skill set (master electrician needed?) and truck inventory. Crew opens the mobile app on-site, checks off the install checklist, uploads photos. City inspector signs off, failure reasons pre-coded for fast re-inspect.
Utility Permission to Operate. System turned on.
Utility issues PTO; system commissioning logged in Zoho. Customer onboarded into the monitoring platform (Enphase Enlighten, SolarEdge mySolarEdge, Tesla app). Welcome email + customer portal access auto-fire. Sales rep gets paid the commission trigger.
storage-incentive claim filed. NBT interconnection finalized. Final billing.
San Francisco has no SREC market, the value is in storage. We auto-file available battery storage incentives, finalize the net metering interconnection, and issue and reconcile the final invoice in Books.
AMC contract. Monitoring alerts. Referral flywheel.
Customer enters the 25-year service window. Monitoring alerts (microinverter offline, panel under-producing) auto-create Desk tickets. Annual AMC visits scheduled by FSM. Referral nurture in Campaigns earns the customer $500 per referral closed.
What our San Francisco solar customers report.
Pick a tier. We’ve shipped each one 100+ times.
No hourly billing. No “we’ll see how it goes.” You get a fixed quote in USD, a defined go-live date, and a list of what’s in and out of scope before we start.
Solar QuickStart
“Suitable For Employee Count below 15”
Replace the spreadsheets. Stop the bleeding in 2 weeks.
- Development75 hrs
- Project management20 hrs
- Training & user manuals15 hrs
- Hypercare (post go-live)30 hrs
- Meetings & reviews10 hrs
- WordPress forms + Meta/Google lead capture
- Zoho CRM · Leads, Accounts, Deals (residential + commercial)
- Zoho Books · COA, invoices, payments, tax
- 2 Analytics dashboards
- Recorded training videos + user manuals
- 15-day hypercare after go-live
- General User Manual Documentation
Solar LaunchPro
“Suitable For Employee Count below 50”
Full sales + ops + service engine for a 10-crew business.
- Development230 hrs
- Project management40 hrs
- Online training sessions10 hrs
- Hypercare (post go-live)50 hrs
- Meetings & reviews20 hrs
- 20-stage Residential Deal Blueprint
- Quotation workflow + Zoho Sign e-signature
- Zoho Inventory + QR dispatch + serial tracking
- Zoho FSM · site visits, install work orders
- AMC engine + Zoho Desk (basic SLA)
- WhatsApp Business API + Zoho Social
- WordPress site build (5–10 pages)
- 4 Analytics dashboards
- 2 online training sessions (10 hours)
- 30-day hypercare
- Product Specificed Usermanual Documentation
Solar Enterprise Suite
“Suitable For Employee Count below 250”
For EPCs, commercial/industrial & multi-office distributors.
- Development550 hrs
- Project management70 hrs
- Online training20 hrs
- Hypercare (post go-live)70 hrs
- Meetings & reviews40 hrs
- 21-stage C&I Blueprint (>100kW)
- Native iOS + Android field app (your brand)
- Zoho People + Payroll + Expense (HR full stack)
- 8+ Analytics dashboards (executive + ops)
- Data migration from legacy systems
- Custom REST API development
- 3 online training sessions
- 60-day hypercare + 3-month AMC (100 hrs support · not development)
- Department + Product Specificed Usermanual Documentation
- Department Based Training
Elite Tech Global + Zoho vs. the alternatives.
Real numbers. Real outcomes.
“Cut our permit cycle from 19 days to 11.”
“automated permitting plus the AHJ tracker alone paid for the whole implementation. We were leaving $40K/month in delayed PTOs on the table.”
COO, San Francisco residential EPC
“Finally one dashboard for storage incentives + PTO.”
“We had a spreadsheet for storage incentives reservations, a Trello board for your utility permits, and QuickBooks for everything else. Now it’s one screen and our office manager stopped quitting.”
Owner, San Francisco residential installer
“net metering didn’t kill us.”
“When net metering dropped, we needed storage-attach proposals overnight. ETG had our CRM proposing battery economics in 8 days. Our attach rate is 71%.”
VP Sales, San Francisco solar+storage co
The honest FAQ.
Do you work with solar installers in San Francisco?
How is this different from ServiceTitan or Solo by EnergySage?
Can you migrate us off QuickBooks / Salesforce / spreadsheets?
Does it handle the 30% Federal ITC properly?
What about net metering and storage attach?
We’re a small 2-person installer. Is this overkill?
Do you only work with San Francisco installers?
Do you charge ongoing fees?
See your San Francisco solar pipeline on Zoho, in 30 minutes.
Walk through your current sales-to-PTO flow with one of our San Francisco solar implementation leads. You will leave the call with a fixed-price quote in USD and a defined go-live date.