Ratings and Reviews 1 Rating

Total
ease
features
design
support

Ratings and Reviews 2 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • WERX Reviews & Ratings
    22 Ratings
    Company Website
  • JobNimbus Reviews & Ratings
    550 Ratings
    Company Website
  • Leap Reviews & Ratings
    540 Ratings
    Company Website
  • Pylon Reviews & Ratings
    33 Ratings
    Company Website
  • Contractor Foreman Reviews & Ratings
    1,116 Ratings
    Company Website
  • STACK Reviews & Ratings
    1,408 Ratings
    Company Website
  • PVcase Reviews & Ratings
    288 Ratings
    Company Website
  • AI Docs Reviews & Ratings
    15 Ratings
    Company Website
  • Rev.io PSA Reviews & Ratings
    45 Ratings
    Company Website
  • Quickbase Reviews & Ratings
    2,599 Ratings
    Company Website

What is Solo?

Dynamic proposals, paired with a comprehensive document management system and next-day turnarounds for CAD and engineering, significantly enrich the sales process, leading to improved deal closure rates and enhanced overall efficiency. Our solar and roofing software facilitates effortless access to your proposals, allowing for rapid customization regardless of location. With capabilities that include tailored company branding and integrated financing options directly within the proposals, our software effectively optimizes operations for greater deal closure and efficiency. Are your proposals sufficiently catering to the needs of your sales staff? In an era where quick responses are paramount, consumers anticipate real-time adjustments. The Solo solar proposal software empowers you to implement live changes through our dynamic and interactive features. By prioritizing speed and accuracy, your sales team can request and receive a proposal in just a few minutes while engaging directly with the customer in their home. Furthermore, our dedicated design team works alongside you to create a professional proposal template that aligns with your unique branding and sales goals, ensuring your presentations resonate with potential clients. This extensive level of customization not only elevates the professionalism of your proposals but also significantly enhances the chances of achieving successful sales outcomes, ultimately driving growth for your business. Embracing these innovations positions you to stay ahead in a competitive market.

What is PSA?

PSA software was specifically crafted for the property restoration sector. It combines accounting, job management, customer relationship management, and data analytics into a single comprehensive package. This solution is ideal for restoration contractors aiming to enhance their operational efficiency and increase their profit margins. PSA consistently delivers innovative features designed to reduce redundancy, offer real-time updates, and facilitate integration within the insurance landscape. Currently, over 1,500 contractors throughout North America, including numerous franchise groups, rely on PSA solutions to foster their business expansion. Our offerings include a variety of web-based options tailored for medium to large enterprises. We equip businesses with everything necessary for scaling and growth, while also striving to create a distinctive customer experience. Additionally, we empower our users to shape the future of PSA, ensuring it remains aligned with their evolving business needs and industry demands.

Media

Media

Integrations Supported

ADP GlobalView
CenterPoint Accounting
CheckMark MultiLedger
Docusign
Encircle
Enerflo
Mailgun
Matrix
Matterport
Microsoft Power BI
Mosaic
Nearmap
Paychex Flex
Podium
QuickBooks Online
SPOTIO
SalesRabbit
SearchExpress
Twilio
Xactimate

Integrations Supported

ADP GlobalView
CenterPoint Accounting
CheckMark MultiLedger
Docusign
Encircle
Enerflo
Mailgun
Matrix
Matterport
Microsoft Power BI
Mosaic
Nearmap
Paychex Flex
Podium
QuickBooks Online
SPOTIO
SalesRabbit
SearchExpress
Twilio
Xactimate

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Solo

Date Founded

2018

Company Location

United States

Company Website

gosolo.io

Company Facts

Organization Name

Canam Systems

Date Founded

1994

Company Location

Canada

Company Website

www.canamsys.com

Categories and Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Solar

2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM

Categories and Features

Construction Accounting

Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Contractor Management

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Restoration Management

Bid Management
CRM
Document Management
Fire Restoration
Job Tracking
Mold Remediation
Project Management
Scheduling
Task Management
Water Restoration

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Popular Alternatives

Popular Alternatives

Assured PackOut Reviews & Ratings

Assured PackOut

Assured Software
ONTILITY Pro Reviews & Ratings

ONTILITY Pro

Energy Matters
Jobba Reviews & Ratings

Jobba

Jobba Trade Technologies