Solar / clean-energy installer software, built around OSHA, E&O and solar project lifecycle pipeline

Arkathos gives a solar a workspace tailored to how the work actually runs — This workspace is built around the long solar lifecycle — running the sales pipeline, generating the proposal/contract, and driving each project through survey, install, inspection, and interconnection. Arkathos tailors a solar workspace around 5 agents: Sentinel, Scribe, Quartermaster, Treasury, Herald.

Compliance a solar can't afford to miss

Watchtower tracks every license, bond, insurance policy, and continuing-education requirement for a solar, with renewal cadences and staged reminders so nothing lapses.

• A solar must maintain a Solar / Electrical Contractor License (e.g. CA CSLB C-46 Solar or C-10 Electrical; state electrical-contractor license elsewhere), through the State contractors / electrical licensing board (e.g. California CSLB; NJ Board of Examiners of Electrical Contractors; TX TDLR), which renews every two years.
• A solar must maintain a NABCEP PV Installation Professional (PVIP) Certification, through the North American Board of Certified Energy Practitioners (NABCEP), which renews every 3 years.
• The NABCEP PV Installation Professional (PVIP) Certification carries a continuing-education requirement of 30 hours every 36 months (6h NEC / Electric Code, 12h PVIP Job Task Analysis (JTA), 12h Renewable Energy general (incl. 2h Building and/or Fire Code minimum)).
• A solar must maintain a Contractor License / Surety Bond, through the Surety company per state contractor board requirement (e.g. CSLB $25,000 contractor bond), which renews every two years.
• A solar must maintain a Solar PV / Electrical Building Permit, through the Local building department / Authority Having Jurisdiction (AHJ), which has no fixed renewal cycle.
• A solar must maintain a Utility Interconnection Agreement (Net Metering / Interconnection), through the Serving electric utility under state PUC / public service commission interconnection rules, which has no fixed renewal cycle.
• A solar must maintain a Professional Liability / Errors & Omissions (E&O) Insurance, through the Commercial insurance carrier, which renews every year.
• A solar must maintain a General Liability Insurance, through the Commercial insurance carrier (SEIA/industry-recommended $1M per occurrence / $2M aggregate), which renews every year.
• A solar must maintain a Cyber Liability Insurance, through the Commercial insurance carrier, which renews every year.
• A solar must maintain a Workers' Compensation Insurance, through the State workers' compensation system / authorized carrier (required for CSLB contractors with employees; CA phasing in for all classifications; mandatory in most states), which renews every year.
• A solar must maintain a Commercial Auto Insurance, through the Commercial insurance carrier, which renews every year.

Everything Arkathos runs for a solar

These are the agents set up first for a solar — and because it's one platform, every plan includes all 16 Arkathos agents. Also included whenever you need them: Guardhouse, Courier, War Room, Armory, Marshall, Mint Warden, Vault Keeper, Watchtower, Bulletin Board, Client Portal.

• Sentinel — Contact & lead management, Deal / estimate pipeline, Task & follow-up tracking, SMS & email outreach, Pipeline reporting.
• Scribe — Document & contract templates, E-signature, Proposal & form builder, PDF / Word export.
• Quartermaster — Online booking & appointments, Calendar & availability, Events & waitlists, Automated reminders, Job dispatch & scheduling.
• Treasury — Invoicing & payment collection, Expense tracking, Accounting & bookkeeping, Business tax prep & filing, Recurring billing & subscriptions, Financial dashboards & reports.
• Herald — SEO & get-found content, Social media scheduling, Email & newsletter campaigns, Brand voice & content studio, Review & reputation growth, AI-overview & directory visibility.

Your tailored solar workspace

These are net-new, solar-specific capabilities — not a generic CRM bolted onto your industry.

• Solar project lifecycle pipeline (Sentinel): A purpose-built stage board (lead, site survey, design/proposal, signed contract, permitting/AHJ, install, inspection, utility interconnection, PTO) with required artifacts and SLA timers at each gate, since revenue is locked until Permission to Operate.
• Permitting / interconnection / PTO tracker (Watchtower): Track per-project AHJ building/electrical permits, utility interconnection agreement, net-metering application, and final PTO with dates and statuses — the external dependencies that stall projects.
• ITC & incentive / financing accounting (Treasury): Model the 30% federal ITC, SREC income, and the chosen finance path (cash/loan/PPA/lease) with milestone draws (deposit, install, PTO) and required consumer financing disclosures.
• Proposal & financing-disclosure generator (Scribe): Generate the system-design proposal (kW, panel/inverter spec, production estimate, projected savings) and the legally-required PPA/lease/loan disclosure packet for e-sign.
• Homeowner project-status portal (Client Portal): Give the homeowner a status tracker across the long lifecycle (where their project is, what's next, document uploads) to cut 'where's my install?' calls.

The agents and tabs you get

Sentinel for a solar surfaces Overview, Contacts, Tasks, Chat. Scribe for a solar surfaces Documents, Templates, Chat. Quartermaster for a solar surfaces Dispatch, Chat. Treasury for a solar surfaces Invoices, Pipeline, Draft estimate, Integrations, Sales tax, Chat. Herald for a solar surfaces Get found, Directories, Compose, ✦Studio, Schedule, Chat, Brand voice.

Frequently asked questions

what software do solar installers use to run their business

Most combine a CRM for leads, design software (Aurora/OpenSolar), field-service scheduling, and permitting/compliance tools. Arkathos consolidates CRM, scheduling, payroll, compliance and marketing into one AI platform tailored to solar.

best all in one software for a solar installation company

All-in-one platforms replace the 5-7 disconnected tools most EPCs juggle so data flows automatically. Arkathos runs finances, CRM, scheduling, payroll, compliance and marketing through 16 AI agents at flat pricing, no per-seat fees.

how much does solar software cost per month

Design and proposal tools typically run $99-$259 per user/month (Aurora ~$159-$259, HelioScope $159, Enact ~$199). Per-seat pricing adds up fast. Arkathos uses flat pricing with no per-seat fees.

do i need a crm for my solar business

Yes as you grow, solar's long sales cycles, financing, and multi-step projects outgrow spreadsheets fast. A CRM tracks leads, proposals, permits and installs. Arkathos includes a solar-tailored CRM plus the rest of your back office.

how to get solar permits approved faster

Use SolarAPP+ for instant code-compliant residential permits (permitted and inspected ~13 days sooner) and build AHJ-specific plan templates; NEC mismatches cause 30-40% of rejections. Arkathos tracks permit and inspection milestones per job.

how do i schedule solar install crews without double booking

Use crew-scheduling software that maps assignments against real capacity and site readiness (survey-to-PTO milestones), so a permit delay lets you reassign crews instantly. Arkathos handles scheduling, dispatch and job tracking together.

best solar sales proposal app for door to door reps

SalesRabbit, SurgePV and Knockio let reps build and e-sign branded proposals at the door, cutting proposal time from hours to minutes. Arkathos adds the CRM, follow-up and back office behind those signatures.

how do solar companies pay 1099 sales rep commissions

Via milestone triggers (close, permit, install, activation), with clawbacks tied to cancellation windows and override hierarchies; field reps are usually 1099, staff W-2. Arkathos handles payroll and commissions for both worker types.

what license do i need to start a solar installation company

Most states require a general contractor or electrical license; some, like California, need a specific C-46 solar contractor license, plus NABCEP certification and OSHA cards. Arkathos tracks license and certification renewals.

What licenses and insurance does a solar need?

Arkathos tracks 10 items for a solar, including Solar / Electrical Contractor License (e.g. CA CSLB C-46 Solar or C-10 Electrical; state electrical-contractor license elsewhere), NABCEP PV Installation Professional (PVIP) Certification, Solar PV / Electrical Building Permit, Utility Interconnection Agreement (Net Metering / Interconnection). Each renewal and expiration is monitored in Watchtower with staged reminders.

What continuing education is required for a solar?

The NABCEP PV Installation Professional (PVIP) Certification carries a continuing-education requirement of 30 hours every 36 months (6h NEC / Electric Code, 12h PVIP Job Task Analysis (JTA), 12h Renewable Energy general (incl. 2h Building and/or Fire Code minimum)). Watchtower logs hours by category and flags shortfalls before the deadline.

Which Arkathos agents does a solar get?

Arkathos tailors a solar workspace around 5 agents: Sentinel, Scribe, Quartermaster, Treasury, Herald.

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