Sunbase review
A mature solar workflow suite for installers managing projects from lead to PTO.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Sunbase pros and cons
- 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
Sunbase fact sheet, pricing and score →
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