Sunbase
Sunbase: A mature solar workflow suite for installers managing projects from lead to PTO. Ranked #12 of 26 in Solar Installation Software by our editors (8.2/10); pricing: Paid; best for established installers needing sales-to-PTO workflows.
At a glance
- Editor score8.2 / 10
- PricingPaid
- Best forEstablished installers needing sales-to-PTO workflows
- Free planNo
- Paid from$59/user/mo
- Crew schedulingYes
- Founded2011 · Florida, United States
- Facts checked21 Sep 2026
Where it wins
- Connects CRM, PV design, proposals and project handoff
- Covers permitting, scheduling, inspections and PTO tracking
- Includes customer portal and mobile field app capabilities
Where it doesn't
- No free plan is available
- The listed platform is web-based
- Starting at $59 per user monthly, costs scale with team size
Our verdict on Sunbase
Sunbase is contractor software for solar installers, roofing contractors and construction companies. Its solar offering brings together CRM, PV system design, proposal generation and project management for residential and commercial solar businesses, EPC companies, distributor networks and multi-location operators. The platform is suited to established teams that need sales, operations and field staff working from configurable workflows rather than separate tools.
Its main strength is breadth across the solar project lifecycle. Teams can manage leads, opportunities, appointments and follow-ups, then move into system layout, shading analysis, production estimates and customer-ready proposals. The workflow continues through sales-to-design handoff, permitting, documents and approvals, equipment and bill-of-materials coordination, installation scheduling, crew coordination, inspections, corrections, reinspections and permission to operate. Field canvassing, territory management and appointment scheduling extend the workflow before and during project delivery. Customer portal and mobile field app capabilities also support communication and field activity.
Pricing is straightforward at the published entry point: the Starting plan costs $59 per user per month, billed monthly. Its listed areas are CRM and sales, estimating and proposals, project management, field operations and business reporting. There is no free plan, so Sunbase is positioned for paid adoption from the start. The per-user structure makes team size an important budget consideration. Choose Sunbase if your priority is connecting sales through PTO in one solar-focused system. Consider another option if you need a free entry plan, a platform beyond web access, or a simpler tool focused on only one stage of the installation process.
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Sunbase pricing
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Sunbase fact sheet
| Free plan | No |
|---|---|
| Paid from | $59/user/mo |
| Site survey forms | Not verified |
| Design handoff | Yes |
| Crew scheduling | Yes |
| Inspection checklists | Yes |
| Service visit tracking | Not verified |
| Customer portal | Yes |
| Mobile field app | Yes |
| Deployment | Mobile |
| Platforms | Web |
| Support | Email, Phone · 24/7 |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Pricing | Paid (source) |
| Website | sunbasedata.com |
| Facts checked | 21 Sep 2026 |
Alternatives to Sunbase
- Scoop SolarA broad solar operations platform for teams managing projects from survey through service.9.4
- SuryaHubA broad solar ERP covering sales, projects, field work, finance and AMC.9.3
- NexOperate SolarBroad solar operations coverage at a $29 monthly starting price.9.2
See all Sunbase alternatives →
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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Sunbase for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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