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Residential solar software · Zoho partner · Los Angeles, CA

Residential solar software that keeps every homeowner in the loop until PTO

Roof photos, the signed contract, the city permit and the utility’s letter, all on the job your homeowner keeps asking about.

Our team, led from Glendale, holds Zoho Advanced Partner status. For US rooftop installers we build Zoho around the homeowner, so their survey, paperwork and install day share one record and “where are we?” takes seconds to answer.

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You’ll talk to our senior team, not a call center.300+ projects · serving US clients since 2025

01What this page covers

What does residential solar software on Zoho cover?

Every home gets one job, from first enquiry to the permission-to-operate letter, holding survey photos, contract, lender documents, permit dates, crew visits and the final invoice. Your design tool still draws the system; Zoho runs the people, paperwork and messages around it.

Built for
Rooftop installers, sales dealers, roofers adding solar, battery retrofit teams
Core apps
Zoho CRM, Zoho Sign, Zoho FSM and a Zoho Creator permit tracker
Often added
Zoho Books for milestone billing, Zoho Desk for service after PTO

02Six kinds of rooftop business

Which kind of residential solar company are you?

It depends on who sells and who climbs the roof. Swipe through the six shapes we meet most.

  • 1 of 6

    Sell it, build it, service it

    One job has to survive consultant, permit desk and crew without anyone retyping the address.

    CRM · FSM · Creator · Books
  • 2 of 6

    A sales dealer with install partners

    You close the homeowner, an outside crew installs, and you see their progress without chasing texts.

    CRM · Creator · Sign
  • 3 of 6

    A roofer who now sells solar

    Reroof and solar become linked deals, so the roof is done before panels go up.

    CRM · Projects · FSM
  • 4 of 6

    Battery and backup retrofits

    The record starts from the panels already on the roof and their inverter.

    CRM · Creator · Desk
  • 5 of 6

    Door-to-door and event sales

    Reps add leads from their phones at the door, with the canvass area and the consent given on the doorstep.

    CRM · Forms · Analytics
  • 6 of 6

    Several branches or states

    Branches keep their own crews and AHJs; sales and money roll up to one view.

    Zoho One · FSM · Analytics

03Heard on first calls

What goes wrong between “yes” and switch-on?

Mostly silence: the job waits on someone outside your office and nobody tells the homeowner. Step through six complaints and their fixes.

One is a draw on purpose: some tools you already own should stay.

“Where is my install?” calls

Homeowners ring the office, and someone digs through email.

Each milestone sends the homeowner a short update.

Surveys that need a second visit

The panel label photo is missing, design stalls and a truck goes back.

The survey checklist in Zoho FSM won’t close until every required photo is attached.

Contracts signed out of order

One spouse signs, the disclosure goes missing, and the cancel deadline lives in someone’s head.

Every owner on title signs in order, and the job knows when the cancellation window closes.

Permits nobody is watching

A spreadsheet tab per city, updated when someone remembers.

A permit queue sorted by days waiting, with correction rounds logged on the job.

Final payment after PTO

The utility letter sits in an inbox; the last invoice waits.

Saving the PTO date drafts the closing invoice so accounts can check it the same day.

Roof design and production estimates

Your design tool models shade, layout and production well. Keep it.

Zoho stores the system size and key design fields for sales and ops.

04One home, seven steps

How does one home go from first question to PTO letter?

As a text thread between a homeowner and their project coordinator; the yellow notes show the work Zoho does quietly at each point. Keep scrolling and the thread grows one step at a time, or tap a step to jump.

Homeowner and project coordinatorSample thread
  1. Step 1 · First question
  2. HomeownerOur bill jumped again this summer. Is our roof any good for solar?
  3. Zoho CRM Lead opened with address and utility; text consent stored
  4. CoordinatorHappy to look. Pick a time for a short call and keep a recent bill handy.
  5. Step 2 · Site survey
  6. CoordinatorOur surveyor comes Thursday morning to check the roof, the attic and your main panel.
  7. HomeownerWe’ll leave the side gate open.
  8. Zoho FSM Visit booked; roof, attic and panel-label photos land on the job
  9. Step 3 · Contract signed
  10. CoordinatorYour proposal, contract and disclosure are in your inbox. Both owners sign, in the order shown.
  11. HomeownerDone, both of us.
  12. Zoho Sign Packet complete; cancel deadline saved; deposit invoice drafted
  13. Step 4 · Financing
  14. HomeownerThe loan company wants another copy of our utility bill?
  15. CoordinatorWe had it from the survey and sent it over. Your file is complete.
  16. Zoho CRM Lender checklist ticked off; job released to the permit desk
  17. Step 5 · Permit and utility
  18. CoordinatorPlans went to the city today, and the utility has our interconnection application.
  19. HomeownerDo we need to tell our HOA?
  20. Zoho Creator AHJ, HOA form and utility application logged; days-waiting clock started
  21. Step 6 · Install days
  22. CoordinatorPermit approved. The crew arrives at 7:30 on Tuesday and needs two days on the roof.
  23. Zoho FSM Parts list on the visit; photos and sign-off back from the crew’s phones
  24. HomeownerThey even swept the driveway.
  25. Step 7 · Inspection and PTO
  26. CoordinatorInspection passed, and the utility’s permission to operate letter came in. You can switch the system on.
  27. Zoho Books PTO date saved; closing invoice drafted; warranty folder shared
  28. HomeownerOur neighbor asked for your number.

  1. Step 1First question

    A homeowner asks if their roof works

    Behind it in ZohoA web form or chat opens the lead, records text consent and assigns a consultant by area.

    CRM for solarForms

  2. Step 2Site survey

    Someone checks the roof and the main panel

    Behind it in ZohoA survey visit with a required-photo checklist the surveyor can’t close early.

    FSM

  3. Step 3Contract signed

    Proposal, contract and disclosure get signed

    Behind it in ZohoZoho Sign mails the packet straight from the job, and install booking stays locked until the cancellation window has passed.

    SignCRM for solar

  4. Step 4Financing

    The lender’s document list gets cleared

    Behind it in ZohoLoan, lease or cash sits on the job with the lender’s checklist; once complete, the job moves to permits by itself.

    CRM for solarWorkDrive

  5. Step 5Permit and utility

    The city and the utility get their paperwork

    Behind it in ZohoA Creator tracker sorts every job by how long the AHJ, HOA or utility has kept it waiting.

    Creator

  6. Step 6Install days

    A crew spends two days on the roof

    Behind it in ZohoThe visit carries the parts list and install checklist; photos and the signature come back with the crew.

    FSMInventory for solar

  7. Step 7Inspection and PTO

    Inspection passes and the PTO letter arrives

    Behind it in ZohoThe PTO date drafts the closing invoice, shares the warranty folder and queues a review request.

    BooksDesk

Sample job and messages. Permit, utility and contract steps differ by city, utility and state.

05Four core apps, six helpers

Which Zoho apps does a rooftop installer need?

Four do the heavy lifting: Zoho CRM, Zoho Sign, Zoho FSM and a Creator permit tracker. The rest join when a real need appears.

Zoho CRM

Leads by source and rep, the homeowner’s job, milestone stages and the text-consent log.

Zoho CRM for solar →

Zoho Sign

Contract, disclosure, change orders and HOA letters, signed in order by every owner on title.

About Zoho Sign →

Zoho FSM

Survey and install visits, crew calendars, photo checklists and sign-off on a phone.

About Zoho FSM →

Zoho Creator

Tracks each permit and utility application, and can give outside crews a portal of their own.

About Zoho Creator →

06Stall finder

Where do your residential jobs stall?

Tick where homes get stuck at your company to see the Zoho automation we would sketch first. Sample rules; your BRD sets the real ones.

Jobs get stuck when…

Sample unblock plan

3 stall points picked

    Apps behind these fixes

      Your ticks get copied to the enquiry form lower on this page. Sending it stays your choice.

      07Homeowner paperwork

      Which homeowner paperwork can Zoho track for you?

      All of it, as records, dates and files on the job. The rules behind each document still belong to your utility, city, lender and advisors.

      • Sales contract and cancel window

        Zoho tracksThe completed packet, the selling consultant and the cancel deadline.

        Stays with youWhich disclosures your state requires, and their wording.

      • Net metering or net billing

        Zoho tracksThe utility application ID, the tariff on the approval, meter dates and the PTO letter.

        Stays with youWhat that tariff means for the homeowner’s bill.

      • Battery incentive filings

        Zoho tracksProgram, status, documents sent and reservation dates, for example on an SGIP application.

        Stays with youWhether a home qualifies and for how much.

      • Federal tax credit records

        Zoho tracksKey dates, invoices and equipment records the homeowner may ask for.

        Stays with the homeownerAny credit claim, made with their own tax advisor.

      None of this is legal or tax advice; anything your attorney wants added goes into the BRD.

      08Licences, per role

      What will Zoho licences cost a rooftop installer?

      It goes by role: office and sales staff on Zoho CRM and Zoho Sign, crews on Zoho FSM, priced by monthly appointments rather than per technician. Licensing every employee opens up Zoho One.

      Zoho’s US list rates on annual billing, plus sales tax, paid to Zoho directly. Our build fee for your rooftop business is fixed once, in the BRD you approve before configuration starts.

      • Consultants and officeZoho CRM Professional$23 / user / mo
      • Anyone sending contractsZoho Sign Standard$10 / user / mo
      • Surveyors and crewsZoho FSM, 60 appointments a monthfrom $25 / mo
      • Every employee licensedZoho One, all-employee pricing$37 / employee / mo
      • Zoho One for part of the teamFlexible user pricing$90 / user / mo

      09Three ways to start

      Residential solar packages we deliver

      Start where homeowner complaints are loudest; every later package keeps what the earlier one built.

      1. Lead to signature

        Homeowner Desk

        • Web, chat, referral and canvass leads in Zoho CRM
        • Consent capture and first-reply rules
        • Contract and disclosure templates in Zoho Sign

        Priced once in the BRD, per lead source and template.

      2. Signature to switch-on

        Roof to PTO

        • Everything in Homeowner Desk
        • Survey and install visits in Zoho FSM
        • Permit and utility tracker in Zoho Creator
        • Milestone updates to the homeowner

        Your stages and AHJs are named in the BRD; one fixed fee covers them.

      3. The whole customer life

        Lifetime Homeowner

        • Everything in Roof to PTO
        • Milestone invoicing in Zoho Books
        • Warranty and service tickets in Zoho Desk
        • Review, referral and anniversary follow-ups

        Split into phases, each with a fixed price you approve before it starts.

      We don’t charge for the first call. A multi-branch rollout may begin with paid scoping; you sign off that fee first.

      10Getting started

      How does a residential solar project with us begin?

      With four steps, before your consultants or crews change a thing.

      1. Walk us through one homePick a recent job and tell us every hand-off from first call to PTO, slow ones included.
      2. Agree the BRDStages, templates, AHJs, crews and dates written down and signed by you.
      3. Build and move your jobsZoho configured, open jobs imported with their documents, rules tested on dummy homes.
      4. Go live with office and crewsShort role-based training sessions, online, or in person around Los Angeles.
      Read the whole project track →

      11Our work

      Have we built homeowner-facing Zoho systems before?

      Yes, including for teams outside solar. Intake, support and service on one Zoho record is a shape we have built before, and it is the same one an installer needs.

      Our solar clients stay unnamed here, and so do their homeowners. Ask on the call and we will describe a comparable rooftop build with no names attached.

      See our case studies →

      12Installers ask

      Residential solar on Zoho: questions installers ask

      Design tools, homeowner updates, crews and cost. Ask whatever is missing when we talk.

      Bring us your questionOpen the stall finder →

      Can Zoho replace our solar design and proposal tool?

      We usually suggest keeping it, since design tools are built for roof modeling, shade and production estimates. Zoho holds the job around the design: system size and key fields sit on the job, and the signed proposal is filed with it.

      How do homeowners get updates without calling the office?

      Milestones such as survey booked, permit approved, install scheduled and PTO received each send a short email or text. Texts go only to homeowners who agreed to them.

      How does Zoho handle a homeowner’s cancellation window?

      When Zoho Sign completes the contract, the job records when it was signed and the last day to cancel, and install booking can stay locked until then. Your counsel sets the window and the document wording.

      Can outside install crews work in our Zoho system?

      Yes. Partner crews get Zoho FSM access for their own visits, or a Zoho Creator portal showing only their jobs. Their photos and sign-offs land on your job record.

      Does Zoho work for battery retrofits on homes that already have solar?

      It does. The job starts from the existing system, with its inverter and install date, and the battery work follows the same survey, contract, permit and install steps. Incentive filings are tracked as documents and dates.

      How much does Zoho cost for a small residential installer?

      Four office staff on Zoho CRM Professional at $23 and Zoho Sign Standard at $10, per user a month billed yearly, come to $132 a month. Crews join on a Zoho FSM plan priced by appointments. Our setup work is a fixed price in the signed BRD.

      13Let’s talk

      Tell us what you’re building. We’ll map the fix.

      Book a 30-minute discovery call with Elite Tech Global. We review your Zoho, AWS, Shopify or WordPress setup, show where AI agents can save time, and agree the next step. If we work together, every requirement and a fixed price go into a signed BRD before the build starts.

      Real people, one team. Led by co-founders Ikramul Karim and Khris Kakosimidi, and a 40+ member team across Zoho, AWS and AI.

      Book a 30-minute discovery call

      Tell us a little and we’ll email you to set up the call.

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