The Scaling Pro
The Operations Powerhouse
The Recommended Stack
HelioScope
DesignBest for: Commercial sales teams requiring rapid production modeling
Commercial design speed is a major bottleneck for sales teams chasing large RFPs. HelioScope anchors the Design pillar by providing rapid, bankable 3D modeling for systems of any scale. Ideal for Stage 2 C&I teams needing to bridge the gap between sales and engineering.
JobNimbus
Sales/CRMBest for: Field contractors requiring heavy CRM and paperwork automation
Field contractors often struggle with a 'paperwork tax' that slows down high-volume teams and creates visibility gaps in the production cycle. JobNimbus anchors the Sales pillar by providing a centralized command center for your entire operation. Ideal for Stage 2 teams looking for growth without the overhead chaos.
Mosaic
FinanceBest for: Scaling residential solar lending
A lack of technical connectivity between design tools and lenders often results in financing friction that kills deals at the kitchen table. Mosaic anchors the Finance pillar by offering a robust, API-integrated lending platform. Ideal for Stage 2 teams looking for a reliable, tech-first financing partner.
Solar-Ops
OperationsBest for: Field service management and O&M
Commercial project implementation teams often stall when their project management tools fail to account for the unique compliance and engineering milestones of large-scale solar. Project fulfillments stall and margins bleed when field service teams are disconnected from the asset management data. Solar Ops anchors the Ops pillar by bridging the gap between monitoring and field fulfillment. Ideal for Stage 3 teams scaling their post-install service organizations.
Bodhi
OperationsBest for: Automating post-sale customer communication and experience
Homeowners feel 'ghosted' after signing a contract, leading to high cancellation rates and endless support calls. Bodhi anchors the Ops pillar by automating the post-sale customer journey. Ideal for Stage 2 teams looking to scale without hiring a fleet of account managers.
At Stage 3, you are no longer a sales office—you are an operations firm. JobNimbus provides the "Single Source of Truth" needed to manage multi-state teams. Mosaic enables high-volume funding, while Bodhi automates customer updates.
Critical Matchups
Before you switch, see the technical delta for your stage.