AI Client Portal Builder for Solar Installers
Give customers somewhere to log in. Describe what your solar installer shares with them — documents, progress, invoices, messages — and Mythex builds a portal with accounts, permissions and a real database behind it.
Who it's for
Solar installers that send customers the same documents and updates by email and want them in one place instead.
What you can build
- A login where each customer sees only their own records
- Documents and files you upload, available to download
- Status or progress on site surveys and panel installation
- A message thread between the customer and your team
- A staff view listing every customer and their history
How solar installers work
A solar installer's job runs over weeks: an inquiry, a look at electricity bills and satellite imagery, a site survey of the roof and electrical panel, a system design and quote, any grid connection or permit paperwork, then a one- or two-day install with scaffolding, panels, inverter and often a battery. Spring and summer bring the most inquiries, and energy price rises cause sudden spikes. Installers juggle a quoting tool, spreadsheets, a shared calendar and supplier emails. Software helps by keeping each home's survey, design, paperwork and install date together.
What client portal for Solar Installers has to handle
- Customers should see each stage: survey done, design ready, quote accepted, paperwork submitted, install booked and commissioned.
- Design documents, the system layout and the signed contract belong in the portal.
- Handover documents such as warranties, certificates and the inverter app setup guide must be easy to find years later.
- A contact form for faults or questions should attach to the customer's system record.
A tip for solar installers
Upload every handover document to the portal on install day. Homeowners need warranties and certificates when they sell the house or file a claim, often years later, and a portal that still has them saves you digging through old folders.
A prompt to start from
Build a client portal for a solar installer. Customers log in and see only their own records: customer name, address, system size and install date, files we uploaded for them, and the status of the work we are doing for them. Add a message thread per client and a staff area where our team can see everyone, add records, upload files and reply. Use a database with proper per-user access.
Questions
Can customers see where their grid connection application is?
Yes, if you update the stage in the app. Ask for a paperwork stage with a date submitted and approved, shown on the customer's portal.
How does login work?
Ask for accounts and Mythex builds sign-in into the app. Each published app has its own users and its own data, separate from your Mythex account.
Can clients only see their own data?
Yes, and it is worth saying out loud in the prompt. Mythex scopes each query to the signed-in user, so one client cannot open another's records by changing a URL.
Do I need to know how to code?
No. You describe what you want in plain language and Mythex writes the code, shows a live preview, and lets you change things by chatting. The code editor and terminal are there if you ever want them.
Do I have to explain my business every time?
No. Mythex remembers who you are and how you work across every project, and follows the standing notes you set for a project, so you are not re-briefing it in each new chat. You can read, edit or switch all of it off.
How much does it cost?
There is a Free plan with daily credits, enough to build and publish a first version. Pro is $25/month and adds full code editing, GitHub export, custom domains, and credit top-ups.
Templates to start from
- Waitlist Landing Page Template — Countdown, live counter, lead admin
- Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
- AI Moodboard Canvas Template — Drag-and-drop moodboards with notes
- Presentation Builder Template — Code-powered slide decks from prompts
- Supply Chain Simulator Template — Flip disruptions and watch KPIs
- Agile Sprint Board Template — Backlog, kanban, and UAT sign-off
- Online Spreadsheet Editor Template — Formulas, comments, and CSV export
- Hiring Pipeline Tracker Template — Kanban stages with AI copilot
Guide
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