OpenSolar (by Aloka Technologies)
OpenSolar is a comprehensive solar platform offering advanced design tools, interactive proposals, and integrated payment solutions, empowering installers to deliver efficient and accurate solar projects from sale through installation.
Description
Integrating OpenSolar with Simpro links quotes, proposals, payment tracking, and project information directly with field service workflows. Aloka Integration Hub enables seamless data flow: quotes and proposals are pushed from OpenSolar into Simpro, payments are synchronized for accurate financial tracking, and all relevant PDFs can be attached automatically to Simpro jobs. The integration supports the automated creation of jobs and tasks once proposals are accepted, while custom logic allows flexible automation to suit diverse business processes.
The result is a streamlined, scalable system that aligns sales, design, and delivery helping solar businesses manage projects, payments, and documentation in one unified workflow.
The result is a streamlined, scalable system that aligns sales, design, and delivery helping solar businesses manage projects, payments, and documentation in one unified workflow.
Features
Quotes and Proposal Sync
Push OpenSolar quotes and interactive proposals to Simpro jobs and quotes for smooth handover and documentation.
Sync Payments
Ensure all customer and project payment data from OpenSolar is up-to-date in Simpro for transparent, real-time financial tracking.
Sync PDF
Automatically synchronize proposals, design reports, and documentation as PDFs between OpenSolar and Simpro for every job.
Create Jobs and Tasks
Instantly create Simpro jobs and related tasks when proposals are accepted, enabling fast transitions from sales to operations.
Custom Logic
Aloka Integration Hub allows tailored automations, ensuring the integration fits your workflow and compliance requirements—powered by OpenSolar’s flexible API.
