Business Operating System for UK Solar Installers
Solar BOS
Run your entire solar business from one board
Replace your patchwork of spreadsheets, generic CRMs, shared inboxes and WhatsApp groups with one system built around how solar companies actually run – from lead to survey to quote to install to aftercare.
Built in the UK
For MCS-certified solar installation companies
Solar job board with stages from lead to install
Built for UK solar installers
Solar BOS is designed for residential and small commercial solar companies in the UK that:
- →Handle the full lifecycle from lead → survey → quote → install → aftercare
- →Run multiple crews and need shared visibility of every job and customer
- →Are currently juggling spreadsheets, shared inboxes and WhatsApp
The status quo is fragile
- •Leads live in forms, inboxes and Excel – follow-up is inconsistent
- •No single place to see where each job is, who owns it and what happens next
- •MCS paperwork and DNO notifications are scattered across folders and emails
- •Generic CRMs never quite match solar workflows without months of customisation
One operating board
- →A kanban job board tuned to solar stages and volumes
- →A 360° customer timeline tying together jobs, messages and appointments
- →A focused inbox for email, SMS and WhatsApp-style threads
- →A calendar for surveys, installs and follow-up visits
See Solar BOS in action
Watch a 60-second walkthrough of how Solar BOS helps UK solar installers manage their entire operation from one board
See how Solar BOS handles leads, customer timelines, communications and scheduling
Core Features
Key features of Solar BOS
Everything your team touches daily – leads, jobs, calls, site visits and notes – lives in one connected system instead of being spread across six tools
Solar job board
Kanban board with solar-specific stages – from new enquiry to survey booked, quoted, won, installed and aftercare – designed to handle hundreds of leads without becoming unreadable.
- →Drag-and-drop stage changes with full activity history
- →Compact mode for high-volume lead handling
- →Stage totals and pipeline value at a glance
Customer 360° timeline
A single profile for each household or business that shows jobs, messages, appointments and call notes in one scrollable timeline.
- →Click-to-call and quick actions
- →Job count and lifetime value in header
- →Internal notes captured in seconds
Communications inbox
An operations-focused inbox for email and SMS, with a data model ready for WhatsApp, so every conversation is tied back to the right customer and job.
- →Threads sorted by latest activity
- →Channel filters for email, SMS and WhatsApp
- →Jump from message to job record
Calendar & scheduling
Day, week and month views for surveys, installs and follow-up visits, all linked back to the underlying jobs and customers.
- →Timeline view for busy survey days
- →Quick navigation from event to job
- →Crew views and conflict detection (roadmap)
One BOS instead of a stack of tools
Solar BOS is part of a family of industry-specific Business Operating Systems. Instead of stitching together generic CRMs, shared inboxes, spreadsheets and task apps, you get one opinionated system that reflects how UK solar companies actually run.
- →Solar-specific stages, fields and defaults from day one
- →A single customer and job model powering board, inbox, calendar and reporting
- →Built on a modern, tested stack with strong data isolation between tenants
Security & Data Protection
- →Your customer and job data is completely isolated from other solar companies
- →All customer information is encrypted in transit to protect sensitive data
- →Automated testing runs continuously to keep critical workflows reliable
- →Built on proven infrastructure designed for performance and scalability
View technical details →
Solar BOS is built on Supabase with row-level security policies, a modern tech stack (Next.js, React Query, TypeScript), and extensive end-to-end test coverage using Playwright.
Why Solar BOS over generic CRMs?
- →Solar-native: stages like survey booked, DNO submitted and install complete are first-class, not hacked in
- →UK-specific: built around the UK market, from address formats and £ pricing to MCS and DNO language
- →Operations-first: focuses on running jobs, teams and follow-up, not just marketing pipelines
- →AI-ready: structured data model for safe AI integration for call notes, suggested next actions and reporting
If you\'re currently bending a generic CRM like HubSpot or Pipedrive to fit solar, or juggling Tradify/Jobber plus spreadsheets and email, Solar BOS gives you a cleaner long-term operating system.
Solar BOS understands UK solar operations
From MCS certification to DNO applications, Solar BOS is designed around the regulations, language and workflows that UK solar installers deal with every day
MCS certification tracking
Keep customer, job and communication history in one place so you can easily track the documentation required for MCS certification without hunting through folders and emails.
Future roadmap includes dedicated MCS workflow dashboards with form and certificate tracking.
DNO application tracking
Track G98 and G99 notifications as part of your job workflow. Solar BOS understands that DNO approvals are a critical stage in UK solar installations, not an afterthought.
Dedicated DNO status fields and reminders help you stay on top of grid connection approvals.
UK addresses and pricing
Solar BOS uses UK address formats, £ pricing, and language that matches how UK solar companies actually operate – not generic templates designed for US or global markets.
Built from the ground up for UK residential and small commercial solar installers.
Case Studies
Built from real BOS projects
Solar BOS is informed by the systems Cold Lava has already built for UK businesses in renewables and other industries – bespoke CRMs, operations platforms and automation that run thousands of jobs
""Having one system that actually understands our solar workflow – from lead capture through to DNO submissions – has transformed how we operate. No more data scattered across three different tools."
""Before we had a bespoke system built, our team was juggling spreadsheets, a generic CRM that didn\'t fit solar, and WhatsApp groups. Now every job, customer and conversation is in one place."
Early access pricing
Solar BOS is currently in early access with a small group of UK solar installers
Solar BOS pricing is being finalised with early access customers and is designed to be accessible for small and mid-size UK solar installers.
- →Plans that scale with your team size and install volume
- →Simple per-user pricing with no surprise fees or complex tiers
- →Early access customers get preferential pricing and help shape the roadmap
Exact pricing and packaging will be published before general release. If you are running or scaling a UK solar business, we can discuss pricing options on a call.
Roadmap and integrations
Solar BOS starts by giving you a clean foundation: customer and job records, board, inbox and scheduling. On top of that, the roadmap focuses on the pieces that matter most to UK installers.
- →Deeper MCS and DNO workflows with status dashboards and reminders
- →Richer reporting on installs, conversion and team performance
- →Resource views for crews and vehicles, with conflict detection
- →Tighter integrations with design, accounting and quoting tools popular in the UK market
- →AI-assisted call notes and suggested next actions based on the customer timeline
Early access customers help shape this roadmap. If you are running or scaling a UK solar business, you can influence what ships next.
No big-sales process – a short conversation to understand how you currently run installs
Solar BOS FAQs
- What is Solar BOS?
- Solar BOS is a complete business management platform built specifically for UK solar installation companies. It combines CRM, quoting, job management, calendar scheduling and light compliance tracking in one system designed around the solar installation workflow.
- Who is Solar BOS designed for?
- Solar BOS is built for UK-based solar installers and renewable EPCs, typically teams of 3–50 people doing 50–500+ residential and small commercial installs per year who have outgrown spreadsheets and generic CRMs.
- How is Solar BOS different from generic CRM or field-service tools?
- Generic CRMs and field-service tools treat solar as just another trade. Solar BOS is built around the end-to-end solar lifecycle – lead, survey, quote, install and aftercare – with job stages, fields and workflows that match how UK solar companies actually operate.
- Does Solar BOS help with MCS documentation and DNO tracking?
- Yes. Solar BOS is designed to keep customer, job and communication history in one place so it is much easier to stay on top of MCS documentation and DNO notifications. A dedicated compliance layer can then track specific forms, certificates and approvals as the product evolves.
- Can my team use Solar BOS on site?
- Yes. Solar BOS is built as a web application that works across desktop, tablet and mobile. Installers can see today's jobs, open the customer timeline, and update job stages and notes while they are on site.
- How long does it take to get started with Solar BOS?
- Most teams can be up and running in days rather than months. The system ships with sensible defaults for stages, fields and views so you can import customers and jobs, then refine as you go rather than starting from a blank sheet.
- Can Solar BOS replace my existing CRM?
- In many cases, yes. Solar BOS is designed to act as the primary system of record for customers, jobs and operational communication. Some companies still pair it with accounting tools such as Xero or QuickBooks for invoicing and finance.
- Is my data secure and GDPR compliant?
- Solar BOS is built on modern infrastructure with tenant-level isolation and strong access controls. Data is encrypted in transit, and the system is designed to help UK businesses meet their GDPR obligations.
- Does Solar BOS integrate with my existing tools?
- Solar BOS is designed to sit alongside the tools you already use, such as design, accounting and communication platforms. Roadmap work includes deeper integrations with popular UK tools where it makes sense.
- How is Solar BOS priced?
- Solar BOS is priced to be accessible for small and mid-size UK solar installers, with plans that scale as your team grows. Exact pricing and packaging are finalised with early customers and published before general release.