AI CRM Builder for Solar Installers
A CRM for solar installers that fits the way you work, because you described it. Contacts, a pipeline you name yourself, notes and reminders, all in a database you own.
Who it's for
Solar installers tracking customers in a spreadsheet, a notes app or someone's memory.
What you can build
- Contacts and companies with customer name, address and system size
- A pipeline with your own stages, dragged between columns
- Notes and activity history on every customer
- Follow-up dates with a list of what is due today
- A source field so you learn which channel brings customers
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 crm for Solar Installers has to handle
- Leads should move through qualification, survey, design, quote, contract signed, install and aftercare.
- Records need roof details, orientation, shading notes and usage data.
- Installed systems should be tracked with panel, inverter and battery serial numbers for warranty claims.
- Referral tracking matters, since neighbors see scaffolding and ask who did the job.
A tip for solar installers
Record serial numbers of every panel, inverter and battery at install. When a component fails, the manufacturer asks for them first, and finding them in a folder of photos is slow; a system record makes warranty claims straightforward.
A prompt to start from
Build a CRM for a solar installer. Track customers with customer name, address, system size and install date, a status, a source and free-text notes. Show them on a kanban board with stages I can rename, plus a table view with search and filters. Add a follow-up date with a "due today" list, an activity history per record, CSV import and export, and user login for the team.
Questions
Can the CRM remind customers about annual maintenance?
Yes. Ask for a service due date on each installed system and a list of upcoming ones. Sending the reminder by email or SMS needs a service you connect with your own account.
Can I import the customers I already have?
Yes. Ask for a CSV import, export your spreadsheet, and upload it. Mythex maps the columns and tells you which rows it could not read.
Can the whole team use it?
Yes. Ask for user accounts and roles, and each person signs in to the published app. Mythex does not charge per seat for the app you build.
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
- Portfolio Website Template — Hero, projects, about, and contact
- Sales Attribution Dashboard Template — Multi-model revenue attribution
- Hiring Pipeline Tracker Template — Kanban stages with AI copilot
- Sales Roleplay Trainer Template — Voice-style practice with scorecards
- Plumbing Business Site Template — Quote calculator with lead dashboard
- Build Cost Estimator Template — Five-step calculator with lead capture
Guide
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