Job management software · Built for solar installers
Job management software for solar installers
Run the whole job in one place — quote, schedule, invoice, photos, and customer history — so nothing slips between the truck and the office.
Built for solar installers, where solar is a long, high-dollar sales cycle where professional proposals and financing options make or break the close.
Why solar installers use Crew Rivet as their job management software
The whole job in one place
Quote, schedule, notes, photos, and invoice all live on the same job, so you’re never digging through texts and paper to find a detail.
A record for every customer
Full history — past jobs, what you charged, what you photographed — is a tap away, which makes repeat work and warranty calls effortless.
Nothing falls through the cracks
From first call to paid invoice to review request (an email about 24 hours after you mark the job complete, to customers with a working email address on file; it needs your business mailing address in Settings), each step hands off to the next automatically instead of relying on memory.
How it works
- Every lead becomes a job with its quote, schedule, and notes attached.
- Work the job from the field — add photos, update status, log materials.
- Close it out: invoice, collect payment, and mark the job complete to send the review-request email.
One platform. Every size. No per-seat penalty.
You pay by plan, not by seat: Solo covers you plus 1 team member, Crew covers you plus up to 5, and Boss includes unlimited team members at one flat price. Every plan starts with a 60-day free trial of everything in Boss, except call-tracking numbers, with up to 100 AI-receptionist minutes a month. No credit card required. Cancel anytime.
Solo
Start solo today — upgrade when you bring on crew
- Unlimited contacts
- Unlimited invoices (sent by email)
- Good/Better/Best quoting
- Recurring invoices
- QuickQuote (voice-to-estimate)
- Online booking + customer portal
- Schedule + dispatch
- Basic reports (revenue, jobs)
- Review Machine (review-request emails)
- Custom branding (logo, colors)
- Milestone invoicing
- Job stage tracking
- Professional proposals
- Autopilot mode (one switch: review, maintenance and referral emails)
- You + 1 team member
- Up to 5 service types
- Up to 2 marketing campaigns
- Premium AI: 30 requests/day, then our standard AI
Crew
Built for growing teams
- Everything in Solo, plus:
- AI Voice Receptionist (750 minutes/month included)
- Business phone number included
- Lead Catcher (missed call auto-text)
- Text reminders on unpaid invoices
- Up to 5 call-tracking numbers
- Up to 5 team members
- Payment plans
- Full reports (P&L, cash flow, tax)
- Receipt OCR (photo → expense)
- Route optimization
- Time tracking + GPS
- Job costing & profitability
- AI Photo-to-Quote
- Profitability scoring
- Tax intelligence (Schedule C)
- Neighborhood marketing
- Deposit collection
- Profit margin alerts
- AI review reply drafts
- Up to 20 service types
- Up to 10 marketing campaigns
- Premium AI: 150 requests/day, then our standard AI
Boss
Unlimited team + integrations
- Everything in Crew, plus:
- AI Voice Receptionist: 2,000 minutes/month included
- Unlimited team members
- Unlimited service types & campaigns
- Premium AI with no daily request limit (fair-use cap, then standard AI)
- AI revenue forecasting
- Team leaderboards & gamification
- White-label (your brand only)
- Xero sync (QuickBooks Online: new connections paused)
- Google Calendar sync
- Zapier & Make (via webhooks)
- Priority support
Grow your team, not your bill.
Per-seat tools charge for every login. CrewRivet doesn't — Boss includes unlimited team members at one flat price. The math on the pricing model (example rates, not any vendor's price):
- 60-day free trial
- No credit card
- Cancel anytime
- No contracts
- Your data stays yours
Does "unlimited team members" really mean no per-user fees, ever?
Yes — on Boss, add your whole crew, office staff, and seasonal hires at no extra cost.
What happens after the 60-day trial if I don't pick a plan?
Nothing's charged — there's no card on file. You pick a plan when you're ready.
Can I cancel anytime? Any contract?
No contracts — cancel anytime, and your data is yours to export.
Which plans include the AI receptionist?
Crew and Boss: included in the plan price, not a paid add-on. Crew includes 750 AI-receptionist minutes a month and Boss 2,000. Past that, calls go to voicemail first until the 1st of the next month (UTC), you still get every message, and there is no overage charge.
Is there a setup or onboarding fee?
No setup fee — you're up and running in a day.
Questions from solar installers
Is there job management software made for solar installers?
Yes — Crew Rivet is built for solar installers, where solar is a long, high-dollar sales cycle where professional proposals and financing options make or break the close. It handles job management software alongside quoting, scheduling, and invoicing in one place.
Does it replace juggling separate quoting, scheduling, and invoicing apps?
Yes — CrewRivet is one system for the whole job, so a quote flows into a scheduled job and an invoice without re-entering anything.
More Crew Rivet tools for solar installers
Job management software for other trades
Solar installers: put job management software to work today
Start free for 60 days. No credit card required.
Start Your Free Trial