OpenSolar
Bridge your solar design and field service like never before. Real-time syncing between OpenSolar and Simpro automates job creation, quoting, invoicing, and status updates so you can focus on delivering outstanding installations.
Description
By integrating OpenSolar with Simpro, you can automate job creation, proposal syncing, invoicing, and customer updates, ensuring your sales and operational workflows remain tightly aligned. From lead capture to installation and after-sales service, Snapfrozen’s solutions eliminate double entry, reduce manual effort, and keep your systems in sync, so you can focus on running a smoother, more responsive solar business.
With over 20 years of experience in the solar and software industries, we understand the operational challenges faced by solar retailers and installers. Our team builds tailored automation solutions that connect OpenSolar with Simpro and other tools you rely on, saving time, reducing errors, and helping you deliver outstanding customer experiences at scale.
Features
Automatic Job & Quote Creation in Simpro
Automatically creates Simpro Jobs or Quotes when a new project is created or reaches a specific stage in OpenSolar.
Transfers key project details such as customer info, system size, and address.
Custom mapping allows control over when and how jobs or quotes are generated (e.g. only after design approval or deposit paid).
Transfers key project details such as customer info, system size, and address.
Custom mapping allows control over when and how jobs or quotes are generated (e.g. only after design approval or deposit paid).
Sync Customer & Site Details
Transfers customer information from OpenSolar to Simpro, including: Full name, email, phone number.
Automatically creates and syncs site details, such as: Installation address, property notes.
Ensures accuracy and consistency across CRM and job management systems.
Automatically creates and syncs site details, such as: Installation address, property notes.
Ensures accuracy and consistency across CRM and job management systems.
Component Catalogue Syncing
Syncs OpenSolar proposal components with Simpro’s product catalogue.
Ensures consistent part names, descriptions, and pricing between systems.
Prevents mismatched inventory and allows for accurate materials forecasting.
Ensures consistent part names, descriptions, and pricing between systems.
Prevents mismatched inventory and allows for accurate materials forecasting.
Stage Syncing
Synchronises key project/job stages between OpenSolar and Simpro.
Automatically updates Simpro job status based on OpenSolar project progress
Supports custom stage mappings to reflect your business workflow.
Automatically updates Simpro job status based on OpenSolar project progress
Supports custom stage mappings to reflect your business workflow.
Media
Reviews
Pricing
Off-the-shelf integration packages are available on a simple monthly subscription. For bespoke workflows or advanced requirements, we offer fully custom solutions with tailored pricing to suit your needs.
FAQ
Integrations with Simpro can vastly streamline your operations, improve data accuracy, reduce manual data entry, enhance reporting capabilities, and provide a seamless workflow across your tools.
This integration removes the requirement for data entry across two or more platforms depending on the extent of the integration. Simply put the time and effort put into generating a solar design & quote in the solar platform of your choosing, won’t require any additional time & resources to input those same details into another system.
The two or more platforms will synchronise, therefore removing the time required to manually input the same information into the linked platforms. This will free up your administrator/account manager to focus on other tasks, rather than manual data entry.
Our goal is to enhance, not hinder, your existing systems. We carefully design integrations to ensure optimal performance and minimal impact on your current operations. We have gone as far to build our own inhouse integration platform rather than rely on third-party integration tools.
