solarOS documentation

These docs cover setting up your organization, day-to-day tasks across solarOS, and the API for building integrations.

• Get started: set up your organization, team, and first job, in order.
• Guides by area:
  • Sales: leads, customers, opportunities, quotes, and agreements.
  • Operations: projects, service work, scheduling and dispatch, and the Technician app. For example, Schedule a service visit.
  • Monitoring: sites, alerts, and maintenance plan subscriptions.
  • Accounting: invoices, payments, financing, and reports.
  • Settings: quote setup, project setup, team setup, and monitoring setup.
  • Integrations: Stripe, QuickBooks, Slack, Zapier, API keys, and webhooks. For example, Connect Slack.
• API reference: authenticate and call the solarOS API, with every endpoint, field, and error code.
• Reference: glossary, status values, permissions, webhook events, error codes, and limits.
• Troubleshooting: common problems and error messages, and what to do about them.