From high-volume California residential to large C&I across Texas and Florida - CrmLeaf handles utility interconnection milestones, AHJ permit tracking, NEC-compliant BOQs, ITC documentation and milestone billing for solar companies across the United States.
No credit card required · Free onboarding · Used across USA
Track permit application, plan check submission, plan check corrections, approval, installation and final inspection as project milestones with AHJ-specific timelines. Automated alerts when permits are approaching expiry.
Document ITC-eligible costs per project, track state-level incentive programmes (SGIP, CSI, SREC markets) and generate the cost documentation needed for tax credit claims and incentive applications.
For C&I projects claiming IRA bonus adders, track prevailing wage compliance documentation, qualified apprenticeship hour requirements and the project records needed for enhanced ITC rates.
Field crews in California, Texas, Florida and across the country can geo-check-in, complete tasks, photograph each installation phase and log equipment serial numbers - all from the CrmLeaf mobile app.
Track every project's interconnection application status across multiple utility territories. Dashboard view shows interconnection status for all active projects simultaneously - critical for companies installing across multiple utilities.
Monthly revenue by project type (residential / C&I), close rate by lead source, outstanding interconnection applications, pipeline value by territory - all in the CrmLeaf dashboard without a separate reporting tool.
Installers working across multiple utility territories - PG&E, SCE, FPL, Oncor, NV Energy - face different interconnection processes and timelines. CrmLeaf lets you create utility-specific milestone templates so each project follows the correct sequence for its utility, and deadline alerts fire when utility responses are overdue.
We were running our California residential solar operation on JobNimbus and hitting the ceiling on everything we needed for the operational side - no BOQ, no inventory, no interconnection milestone tracking. Switching to CrmLeaf gave us the full workflow. Our permit and interconnection milestone tracking alone has improved our average project timeline by 3 weeks because nothing sits unsubmitted or unmonitored.
Interconnection milestones, ITC tracking, NEC BOQs and high-volume residential automation - built for the US market.
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