Consultation & quote
Customer, project, and service data create one shared foundation for the quote and further planning.
Connect PV projects from the quote to commissioning.
Bring customer and project data together, plan teams and installation dates, and document installation, time, and field updates directly in the relevant solar project.
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Product animation or short view
Photovoltaic project shared between office, planning, and installation team
Typical solar business workflows
For quoting, installation, and commissioning.
Craftbase keeps commercial documents, appointments, and mobile installation updates together throughout the complete PV job.
Assembly & installation
Teams, dates, tasks, time, and progress remain directly connected to the PV project.
Commissioning & invoice
Photos, notes, and completed work are structured for project completion and billing.
Quotes & job documents
Quote and bill PV services with a clear structure.
Materials, installation services, and custom items are brought together in the job document. Follow-up documents use the same current customer and project data.
- Present material and installation items clearly in the quote
- Reuse existing customer and project information
- Continue progress and final invoices in the same job
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Document view or short animation
Quote and job documents for a photovoltaic system
Installation & team planning
Coordinate installation dates and participating teams together.
The office can see which PV projects are being prepared, who is scheduled for installation, and which appointments are coming up. Changes remain current in the shared plan.
- Assign installation teams and employees to projects
- Plan preparation, installation, and follow-up appointments together
- Keep date changes visible to office and field teams
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Planning-board animation or product view
Planning board for photovoltaic projects and installation teams
Installation & documentation
Record installation progress and commissioning on mobile devices.
The team documents photos, notes, and completed work directly in the PV project. The office receives updates without searching separate chats or file stores.
- Document installation progress and completed work with photos
- Record notes, deviations, and open items with the project
- Provide updates for project completion and billing
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Mobile product view or short animation
Mobile documentation during installation and commissioning of a PV system
Everything in the PV project
One shared project status for the office, planning, and installation.
Jobs, documents, installation planning, time, and site documentation remain connected from the customer enquiry through project completion.
Trade: Photovoltaics & solar