Solo
Home service sales software for estimates, proposals and financing
Solo is a sales platform for home service companies, including roofing, solar, HVAC and generator businesses. It addresses the problem of fragmented in-home sales processes by combining proposals, design, financing, e-signatures and back-office synchronization into a single workflow, helping teams standardize how they sell and complete the one-visit close.
The platform includes industry-specific modules such as Solar Studio, Roofing Studio, HVAC Studio and Generator Studio. Capabilities include AI-enabled design tools for generating solar and roofing layouts, real-time job site measurement, embedded financing with lender quotes and credit decisions, digital signatures and deposit collection, and Solo Analytics. Solo connects with CRM, finance and back-office tools through direct integrations, API integrations and an open API, with partners including Salesforce, HubSpot, Pipedrive, Quickbase, Zoho, Job Nimbus, Monday.com, Zapier, GoodLeap, Dividend, Sunlight Financial, Mosaic, Docusign and others.
Solo is intended for home improvement sales teams and companies that need to standardize in-home selling across multiple trades. Pricing is based on usage, support level and scale, with core functionality included in every plan. All plans include unlimited users, concierge onboarding and support.
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