Technical & Installation · Solar Installation, Service & Detach-Reset

The array is only half the job.
The roof underneath it is the other half.

A roof photo and a utility bill model the array layout, shading loss, and expected annual production against the roof's remaining service life. Priced the way the trade already prices — new work by system size in DC kilowatts; detach-and-reset per module, with roof squares quoted by the roofer. Booking, dispatch, proof of work, the invoice and the settlement are one record, from the first call to the last dollar.

17modules live on day one
6record types the ERP keeps
4workflows shipped, not configured
1workspace instead of six subscriptions
The spine

One record, from the first call to the last dollar.

A roof photo and a utility bill model the array layout, shading loss, and expected annual production against the roof's remaining service life. Ask for it in plain language; the workspace does the part that is the same every time, and leaves you the part that is judgement.

Quote Schedule Close out
New job for homeowners re-roofing over an array nobody else will touch. Price it on new work by system size in DC kilowatts; detach-and-reset per module, with roof squares quoted by the roofer, schedule it, and send them something they can approve.
Chat with xSOLARx the way you would brief a lead tech
Pricing basisnew work by system size in DC kilowatts; detach-and-reset per module, with roof squares quoted by the roofer
Records createdSite record: roof plane, pitch, azimuth, shading, remaining roof life · Array record: module and inverter models, count, string map, DC and AC rating
Workflow enteredRoof and array assessment
Integrations touchedUtility interconnection portals · Inverter and monitoring platform APIs
LedgerXODIAK attribution on settle
  1. 01

    Intake

    Homeowners re-roofing over an array nobody else will touch arrives through a form, a call, a text or a referral, and lands as one contact with one history — not four copies in four inboxes. The call is recorded, transcribed and filed against them.

  2. 02

    Price

    The quote is built on new work by system size in DC kilowatts; detach-and-reset per module, with roof squares quoted by the roofer. Two people pricing the same job get the same number, because the basis lives in the workspace and not in somebody's head.

  3. 03

    Dispatch

    Accepted work becomes site record: roof plane, pitch, azimuth, shading, remaining roof life on a schedule, assigned to a real person with the drive time, the parts and the access notes already attached.

  4. 04

    Prove

    Site record: roof plane, pitch, azimuth, shading, remaining roof life is captured in the field, timestamped and located, and lands in the customer's own portal before the crew is off the property.

  5. 05

    Settle

    The invoice is generated from the closed job, not retyped from it. Card, ACH and financing sit inside the document, and every dollar — including what a referral partner is owed — is written to the XODIAK ledger.

What it replaces

Roof replacements stalled because no one will detach the array.

Every solar installation, service & detach-reset operation eventually runs on the same four things: a calendar, a phone, a notebook and someone's memory. They work until the business is big enough that they cannot, and the failure is always the same — the thing that was true in the field never reached the office.

  • Roof replacements stalled because no one will detach the array
  • Production shortfalls nobody measured until the utility bill said so
  • Workmanship warranties with no company left to honor them
  • Penetrations reflashed with no photo record, then leaking in the first storm

None of that is a discipline problem. It is what happens when the estimate, the schedule, the photos and the invoice live in four systems that do not know about each other.

What the platform sees

The assessment happens
before the truck moves.

A roof photo and a utility bill model the array layout, shading loss, and expected annual production against the roof's remaining service life.

It does not set your prices. Quantities come from what was actually measured or counted; the rates come from your own book. That is the difference between a tool that guesses and a tool that shows its work — and it is why two people on your team pricing the same job land on the same number.

  • Every assessment is attached to the record it was made against, with the inputs kept
  • Runs on the platform's own gateway — one budget, one log, no model you did not choose
  • Wrong once, corrected once: your correction becomes the basis for the next one
The workspace

17 modules. Every one a real surface, wired to the others.

This is not an app that integrates with five other apps. It is one data spine — the customer, the job, the money — that every module reads and writes. xSOLARx inherits the operating core every service business needs, then adds what solar installation, service & detach-reset specifically requires.

Customers

CRM (Contacts, Companies, Deals)

Contacts, companies, and every deal in a pipeline you can see down. The customer record is one record, not one per app.

Comms

Calendar & Meetings

One calendar for crews, customers and you. Availability, booking links, drive time and the jobs themselves in the same grid.

Delivery

Tasks

Assigned work with a due date and an owner, hung off the customer and the job rather than a group chat.

Operations

ERP - Work Orders

The work order is the spine: scheduled, dispatched, documented, closed and billed as one object, never re-keyed.

Comms

Client Portal & Intake

Your customer's own view: what was scheduled, what was done, the photos, the quote, the invoice, the receipt. No login support calls.

Money

Invoices

Invoice from the closed job, with the line items the job produced. Terms, reminders and aging that chases itself.

Money

Payments & Checkout

Card, ACH and financing at the moment the customer says yes — in the quote, in the portal, and in the field.

Comms

Messaging (Email, SMS, Voice)

Email, SMS and voice against the same contact record, so the whole thread is one thread whichever way the customer replied.

Growth

Campaign Manager

Reach the list you already have — seasonal reminders, renewals, win-backs — with the outcome attributed back to the job that paid for it.

Money

XODIAK Chain & Treasury

The ledger. Every dollar of revenue, cost and referral credit written to a chain you can audit, with settlement attached.

Operations

ERP - Inventory

What is on the truck, what is in the shop, and what has to be ordered — tied to the jobs that will consume it.

Operations

ERP - Vendors & Purchasing

Suppliers, price books and purchase orders with the real cost of a job attached to the job, not to the month.

Intelligence

Analysis & Insights

The numbers behind the business, read off the records you already keep. No spreadsheet export, no separate BI seat.

Deals

Deal Rooms

A shared, permissioned room for a big job: documents, scope, questions, approvals and signature in one place.

Partners

Partners & Revenue Share

Referral sources, subcontractors and channel partners with the revenue share calculated and settled, not remembered.

Intelligence

Opportunity & Signal Scanning

Work that is about to exist — permits, closures, weather, listings, filings — matched against what you sell and where you sell it.

Content

Media Library (Audio/Video/Image)

Every photo, video and voice note the business has taken, organised by job and customer instead of by whoever's phone took it.

Operations

What the workspace actually keeps.

A scaffolded xSOLARx workspace opens with these already in it. Not empty tables waiting for a consultant — the records, the workflows and the integrations this trade runs on.

Records the ERP keeps

  • Site record: roof plane, pitch, azimuth, shading, remaining roof life
  • Array record: module and inverter models, count, string map, DC and AC rating
  • Production guarantee with modeled versus metered output by month
  • Penetration and flashing log, photographed at every attachment
  • Permit and utility interconnection record with approval dates
  • Detach-and-reset work order tied to the roofer's tear-off date

Workflows it ships with

  • Roof and array assessment → layout → permit → install → commissioning
  • Detach-and-reset scheduled against the roofing contractor's calendar
  • Monthly production reconciliation against the guarantee
  • Orphaned-system intake: monitoring recovered, condition documented, service restored

Integrations wired first

  • Utility interconnection portals
  • Inverter and monitoring platform APIs
  • Permit portals
  • QuickBooks
  • Stripe

The four numbers you check

  • Installed DC watts per crew-day
  • Production guarantee variance by system
  • Detach-and-reset turnaround against the roofing schedule
  • Service revenue per system under management
Who it is for

Built for the buyer you already sell to.

  • Homeowners re-roofing over an array nobody else will touch
  • Homeowners whose original installer is no longer in business
  • Roofing contractors who need a licensed electrical partner on every solar roof
  • Commercial building owners with rooftop arrays under service agreements
How the business makes money
  • New residential and commercial installation
  • Detach-and-reset on re-roofs, priced per module
  • Service, monitoring, and production-guarantee agreements
  • Remediation of orphaned systems and inverter replacement

Every one of those lines is a revenue type the workspace can price, schedule, document and invoice on its own terms — recurring contracts do not get bolted onto a one-off quote form.

Signals

Work that is about to exist.

Most solar installation, service & detach-reset businesses find work after somebody else has already decided to buy. The platform's signal layer looks earlier — at the public record, and at what a camera can see from the road.

Opportunity scanning

The public record, filtered to you

Permits, filings, closures, listings, weather events and WARN notices, matched against what you sell and the territory you sell it in. Dated and sourced, so you can act on it rather than believe it.

Drive-by intel

A condition, seen from the road

The platform's drive-by layer reads public street-level and camera imagery and catalogues what it finds as a located, described condition — an asset in a state somebody eventually has to deal with. It tells you the need exists. Whether you want it is still your call.

Your own territory

Deduped against your pipeline

A signal that matches a customer you already have does not arrive as a new lead. It arrives on the record it belongs to, which is the difference between a useful alert and another inbox.

Drive-by intel is a platform capability, not a lead subscription. It is described here because it is how xSOLARx finds work; it is not a promise of a volume of jobs. See the drive-by layer.

What it costs

Start with the workspace. Pay for what you switch on.

xSOLARx is not sold as a seat licence with a floor you have to grow into. The workspace scaffolds, you run it, and the premium surfaces unlock individually — either on a monthly unlock or against a credit balance you top up when you want to.

The workspace

Free to open
Scaffolded with all 17 modules
  • Every record type and workflow above
  • Your customers, jobs, quotes and invoices
  • Client portal and share links
  • XODIAK ledger on every settled dollar
Open xSOLARx

Premium surfaces

Per feature
Monthly, or a 24-hour unlock
  • Everything in the workspace, plus
  • The surfaces you actually use, switched on one at a time
  • No bundle you are paying for to reach one feature
  • Cancel a surface without cancelling the business
See the catalogue

Credits

$20 / 500 XDK
Top up, spend across any surface
  • An alternative to a monthly unlock
  • Spend against assessments, exports and unlocks
  • Balance carries; nothing expires monthly
Top up

Multi-branch

Talk to us
More than one location or brand
  • Everything above, plus
  • Branches under one roof, with their own books
  • Your own domain and branding
  • Named onboarding and data migration
Talk to us

Prices shown are the live platform catalogue. xSOLARx-specific packaging is set per market; ask before you assume a number you saw somewhere else applies to you.

The X Standard
Cross·
Connect·
Protect·

Every xVERTICALx on this network — xSOLARx among them — is a face wrapped around the same engine. The leading and trailing x are platform brackets: Cross-Connect Protocol in, Cross-Connect Protocol out.

Cross — bridge any vertical to any resource. Connect — one identity, one ledger, one settlement rail. Protect — verified identity and an auditable chain from edge to core. See all 74 verticals.

Questions

The ones that actually get asked.

Is xSOLARx a separate product from the Biz Dev App?

No. xSOLARx is the solar installation, service & detach-reset configuration of the Biz Dev App — the same platform, the same ledger, the same support, scaffolded with the 17 modules and 6 record types this trade actually uses. If the business later adds a second line of work, it does not mean a second subscription; it means another vertical switched on in the same workspace.

How does xSOLARx price a job?

On new work by system size in DC kilowatts; detach-and-reset per module, with roof squares quoted by the roofer. The basis lives in the workspace rather than in an estimator's head, so the same job quoted by two people produces the same number. Your own rates, your own catalogue — the platform supplies the structure and the arithmetic, never the prices.

What does it connect to that we already use?

Utility interconnection portals, Inverter and monitoring platform APIs, Permit portals, QuickBooks, Stripe are wired first, because those are what a solar installation, service & detach-reset business is usually already running. Anything else goes through the xCONNECTx public API catalogue rather than a custom build.

What happens to the data we already have?

It comes in. The archive import pipeline takes historical customers, jobs and invoices and lands them as real records — searchable, reportable, attached to the right customer — rather than as a folder of PDFs nobody opens. The point of moving is to keep the last five years, not to start over.

Get started

Open the solar installation, service & detach-reset workspace and put one real job through it.

Not a demo with sample data. Bring a customer you already have, quote the work on new work by system size in DC kilowatts; detach-and-reset per module, with roof squares quoted by the roofer, run it, and see whether the invoice writes itself.