Contractor Business Software

Contractor Software Built for Solar, Roofing & Construction Teams

Sunbase is contractor software that connects CRM, estimating, proposals, project management, field operations and business visibility for solar, roofing and construction teams.

Manage customers, estimates, projects, field operations and business performance from one configurable platform built around the way contractors sell and deliver work.


Built For Solar, Roofing & Construction Teams

*Plans starting from $59/user/month

Contractor Software Built for Solar, Roofing & Construction Teams

Built for: Solar Installers | Roofing Contractors | Construction Companies

CRM & Sales

Leads, customers, opportunities and follow-ups

Estimating & Proposals

Scope, pricing, estimates and customer proposals

Project Management

Schedules, teams, field work and delivery

Business Operations

Reporting, costs, workflow automation and visibility

Industry-Specific Contractor Software

One Platform.

Different Contractor Workflows.

Solar, roofing and construction companies may share similar business functions, but the way they sell, estimate and deliver work is different. Sunbase provides one configurable platform while supporting the workflows, terminology and project stages specific to each industry.

Solar Software

Run the full solar workflow in one system — canvassing and lead capture, system design and shading analysis, proposals and financing, permitting and utility interconnection, install tracking, and post-install monitoring.

Explore Solar Software

Roofing Software

Work retail and insurance jobs from one platform — capture storm leads, pull aerial measurements and material takeoff, manage adjuster and supplement documentation, schedule inspections, and track crews to completion.

Explore Roofing Software

Construction Software

Manage bids and estimates, change orders, subcontractors, progress billing, and job costing for construction firms — with workforce coordination and financial tracking in one centralized platform.

Explore Construction Software

Contractor Software

What Is Contractor Software?

Contractor software is a business management platform that helps contractors manage customer relationships, estimating, proposals, project delivery, field operations and business performance from one connected system.

Instead of using separate tools for sales, estimating, scheduling, project management and reporting, contractor software helps teams move information through the business as the work progresses.

Connect the Commercial and Operational Sides of the Business

Lead / Opportunity → Estimate → Proposal → Approved Work → Project Delivery → Completion → Business Reporting

Sunbase Contractor Software

Core Contractor Capabilities

Run the Contractor Workflow Across One Platform

Sunbase brings together the core systems contractors use to win work, price jobs, deliver projects and understand business performance without forcing every team into a separate tool.

From Opportunity to Completed Work

CRM & Sales → Estimating & Proposal → Project Management → Business Operations

01

CRM & Sales

Manage the commercial side of the business before work is approved.

Leads | Customers | Companies | Opportunities | Appointments | Follow-Ups | Sales Pipeline

Explore Contractor CRM Software

02

Estimating & Proposals

Turn project requirements into structured pricing and customer-ready proposals.

Scope | Quantities | Labor | Materials | Cost | Markup | Proposal | Approval

Explore Contractor Estimating & Proposal Software

03

Project Management

Coordinate approved work through planning, scheduling, field execution and completion.

Project Handoff | Scheduling | Teams | Tasks | Materials | Field Updates | Changes | Closeout

Explore Contractor Project Management Software

Connected Contractor Workflow

One Platform From Opportunity to Completed Work

From Opportunity to Completed Work

CRM & Sales → Estimating & Proposal → Project Management → Business Operations

One Platform From Opportunity to Completed Work

Configurable Contractor Workflows

Configure Sunbase Around the Way Your Team Works

Contractor businesses do not all follow the same sales, estimating or project process. Sunbase can be configured around the stages, responsibilities and actions your team already uses.

Configure the Workflow

Stages | Owners | Required Actions | Approvals | Notifications | Automation

Sunbase Automation Workflow Dashboard

Contractor Software Integrations

Connect Sunbase With the Systems Your Business Already Uses

Contractor businesses often rely on accounting, communication, lead, document and industry-specific systems alongside their core operations. Sunbase can connect with supported tools so important information does not remain isolated across separate platforms.

Keep Information Moving Between Systems

Lead Source → Sunbase → Estimate / Project → Accounting / Documents / Industry Tools

Sunbase Contractor Platform Integration Ecosystem

Business Visibility & Reporting

See What Is Happening Across Sales, Projects and Operations

Sunbase brings key business information into one place so owners and managers can see what is moving, what needs attention and how work is performing across the business.

Move From Activity to Business Decisions

Sales → Work Won → Projects → Field Activity → Financial Performance

Sunbase Sales Kanban Dashboard

Why Sunbase

Built to Manage the Business Around the Work

Sunbase is designed for contractor businesses that need more than a standalone CRM, estimating tool or project-management system. It brings the commercial, operational and reporting sides of the business together while still allowing workflows to reflect the way each industry works.

One platform for the contractor business.

Configured around the industry and workflow behind the work.

One Contractor Platform

Manage sales, estimating, project delivery, field activity and business visibility without building the workflow around several disconnected systems.

Industry-Specific Workflows

Support the processes used by

Solar Installers, Roofing Contractors, Construction Companies without forcing every business into the same terminology or project stages.

Configurable Around Your Process

Adapt the Stages, Responsibilities, Approvals, Automations, Notifications and Project Workflows around the way your team already operates.

Connect Specialist Systems Where Needed

Sunbase does not have to replace every specialist tool. Supported integrations, APIs and webhooks can connect the systems your business still needs.

Carry Information Across Teams

Keep important customer, estimate, project and operational information available as responsibility moves between

Sales, Estimating, Operations, Field and Management

Grow Without Rebuilding the Operating System

Start with the capabilities your team needs and expand the workflow as business requirements change.

Pricing & Implementation

Start With the Contractor Software Your Team Needs

Sunbase can be configured around the users, workflows and capabilities your business needs instead of forcing every contractor into the same software package.

Implementation Built Around Your Workflow

Review Current Process → Configure Sunbase → Connect Systems → Import Data → Launch Team

Implementation requirements can vary depending on existing data, integrations, workflow complexity and the capabilities being configured.

Users

Choose access based on the teams that need to work inside Sunbase.

Capabilities

Configure CRM, estimating, project management, operations and other required modules.

Workflows

Set up stages, responsibilities, approvals and automation around your existing process.

Integrations

Connect supported accounting, communication, document and industry-specific systems where required.

Pricing

Plans start at $59/user/month.

Final pricing depends on:

Number of Users | Required Capabilities | Workflow Configuration | Integrations | Implementation

Start with the capabilities your team needs today and configure the platform around the way your contractor business operates.

Discuss Your Requirements

See Sunbase in Action

See How the Contractor Workflow Works Inside Sunbase

The tools, support, and flexibility that solar, roofing, and construction businesses need to operate at their best.

01

All-in-One Solution

Runs your whole operation — canvassing CRM, solar design and roofing takeoff, proposals, crew scheduling, and job-level reporting — from one login instead of five disconnected tools.

02

Scalable for Any Size

Whether you're a mid-sized business or an enterprise, Sunbase offers flexible features to manage multiple users, projects, locations, and reporting at any scale.

03

Dedicated Support

With 24/7 support, Sunbase ensures quick issue resolution and helps optimize your platform usage to keep operations running smoothly — day or night.

Contractor Software FAQs

Questions Contractors Ask Before Choosing Business Software

What is contractor software?

Contractor software is a business management platform used to manage customer relationships, estimating, proposals, project delivery, field operations and business performance. It helps contractors keep information connected as work moves from the first opportunity through completion.

Who is Sunbase contractor software built for?

Sunbase is built for solar installers, roofing contractors and construction companies that need to manage sales, estimating, projects and operations across one configurable platform. Each industry can use workflows and terminology that reflect the way its teams actually work.

How is contractor software different from a CRM?

A CRM mainly manages leads, customers, opportunities and sales activity. Contractor software extends beyond the sale into estimating, proposals, project management, field operations, financial visibility and reporting, allowing customer and job information to continue through the delivery workflow.

How is contractor software different from project management software?

Project management software usually begins after work has been approved and focuses on schedules, tasks, teams and delivery. Contractor software connects that project workflow with the earlier CRM, estimating and proposal process and the later operational and financial information around the job.

Is Sunbase the same software for solar, roofing and construction companies?

Sunbase provides a common configurable platform, but the workflows can differ by industry. Solar teams may manage design, proposals, installation and PTO; roofing companies may manage properties, inspections, estimating and production; construction teams may manage bidding, preconstruction, procurement, field execution and closeout.

What contractor workflows can Sunbase manage?

Sunbase can support workflows across CRM and sales, estimating and proposals, project management, field activity, workflow automation, reporting and operational visibility. The exact stages and capabilities can be configured around the requirements of the business.

Can Sunbase replace all of the software a contractor already uses?

Not necessarily. Contractors may continue using specialist systems for accounting, design, measurements, suppliers, documents or other industry-specific functions. Sunbase can connect supported systems through available integrations, APIs, webhooks and custom workflows where appropriate.

Can Sunbase be configured around our existing process?

Yes. Sunbase can be configured around stages, responsibilities, required actions, approvals, notifications, automations and project workflows so teams do not have to adopt one fixed process for every type of work.

Can information move from sales into estimating and project management?

Yes. Sunbase is designed so relevant customer, opportunity, scope, estimate and project information can remain available as responsibility moves between sales, estimating, operations and project teams, depending on how the workflow is configured.

Does Sunbase support both office and field teams?

Sunbase can support workflows used by sales, estimating, project, operations and field teams. The information available to each team can be organized around its responsibilities, such as customer activity, project status, assigned work, documents, progress and operational reporting.

Can Sunbase connect with accounting, communication and other contractor systems?

Sunbase supports integrations and connection methods for different business systems. Depending on the platform, connections may use native integrations, APIs, webhooks, automation or custom integration work. Specific integration availability should be confirmed for the systems your company uses.

How much does Sunbase contractor software cost?

Sunbase plans start at $59/user/month. Final pricing depends on the number of users, required capabilities, workflow configuration, integrations and implementation requirements.

How long does it take to implement contractor software?

Implementation time depends on the complexity of the workflow, the amount of data being moved, required integrations and the number of teams involved. A typical implementation process includes reviewing the current workflow, configuring Sunbase, connecting required systems, importing data and launching with the team.

Is contractor software better than using separate CRM, estimating and project-management tools?

It depends on the business. Separate specialist tools can work well when information moves reliably between them. A contractor platform becomes especially useful when teams are repeatedly entering the same customer, estimate and project information into multiple systems or cannot easily see the complete status of the work.

Ready to Run Your

Contractor Business on One Platform?

Manage sales, estimating, projects, field operations and business performance from one configurable platform built for solar, roofing and construction teams.

Request a Demo →

Solar | Roofing | Construction

Configure Sunbase around the workflows, teams and systems your business already uses.