Purpose-built for small solar EPCs

Stop chasing utility bills by email.
Your branded solar intake portal.

SolarIntake automates document collection from homeowners and commercial customers. Send a branded portal link. They upload. You close deals faster.

No credit card required. 14-day trial included.

Works alongside your existing proposal software

OpenSolarHelioScopeAurora SolarSolarEdgeEnphase

Everything you need to intake solar projects

From first contact to permit-ready in half the time.

Automated Document Checklist

Send customers a branded portal link. They upload exactly what you need — utility bills, usage data, authorization forms.

Branded Customer Portal

White-label intake portals with your logo and brand color. Customers see your brand, not generic software.

Project Stage Tracking

Track every project from New Intake through AHJ Submission and Utility Interconnection to Complete.

Automatic Reminders

Automatically remind customers about missing documents so you never have to chase them manually again.

AHJ & Permit Ready

Built-in AHJ permit and utility interconnection checklists. Know exactly what you need before submission.

Close Deals 2x Faster

Reduce intake time from weeks to days. Get all documents before site visits to avoid costly return trips.

How SolarIntake works

Three steps from contact to permit-ready

1

Create a project

Enter customer info, select a template (residential, commercial, AHJ, interconnection).

2

Send portal link

One click generates a branded link. Customer gets an email with exactly what to upload.

3

Track & close

Monitor completeness in real-time. Advance stage when ready. Export for your proposal software.

Residential solar proposal checklist

Built-in templates for every project type

Recent utility bill (last 30 days)
12-month usage history PDF
Current rate schedule
Utility account number
Signed authorization form
Site/roof photos
Electrical panel photos
Interval data file (optional)

Simple, transparent pricing

Starting at $149/month. Cancel anytime.

Starter

$149/mo

25 projects

3 team members

Most Popular

Pro

$299/mo

100 projects

10 team members

Team

$499/mo

500 projects

50 team members

Ready to close solar deals faster?

Join small solar EPCs using SolarIntake to stop chasing documents and start closing projects.