Residential rooftop
The volume work: assess, quote, install inside a day or two.
- Site assessment booked online or added as a job
- Quote built from your own products and accepted online
- Deposit on acceptance, balance on completion
For Australian solar and battery installers · Built in Australia
From the site visit to the final payment — one job, one record.
A solar job is a small project, not an appointment: a site visit, a quote that takes real work to produce, a deposit, an install that may run two days with a crew, and a balance owing at the end. Trimsy carries all of it on one record — the quote, the signed acceptance, the stage the job is at, what is still to be paid. It does not design the system, lodge your paperwork or monitor output; it runs the business around those.
14 days free · No credit card · $24.99/mo
The problem
What solar installers struggle with
- Quotes that take an hour to build and then go quiet with nobody chasing them
- A job sitting between "quoted" and "installed" with no agreed word for where it actually is
- Deposits taken by bank transfer and reconciled by memory
- Site assessment notes and roof photos living on the estimator’s phone
- A two-day install scheduled in a group chat, with the crew unsure who is on what
- The balance invoiced late because everyone assumed somebody else had sent it
With Trimsy
What changes
- Every open quote in one list, so none goes cold without somebody noticing
- A pipeline with your own stages — assessed, quoted, accepted, scheduled, installed, invoiced
- A deposit taken on acceptance and the balance tracked against the same invoice
- Site photos, roof notes and switchboard detail attached to the job, not a phone
- Multi-day installs scheduled with the crew assigned and the address in their hand
- The final invoice raised from the job, with overdue reminders sent automatically
Three jobs that look nothing alike
A residential rooftop, a battery retrofit for an existing customer, and a commercial install are quoted, scheduled and paid for in completely different ways. The same job record carries all three.
Battery retrofits and upgrades
Going back to customers you already installed for, years later.
- The original install still on the customer record — what was fitted, when
- Quote an addition against that history instead of starting cold
- The second job filed against the same property
Commercial and multi-day installs
Longer projects with a crew, stages and money moving in instalments.
- Pipeline stages you define, so everyone agrees where the job is
- A checklist per install that the crew works through on site
- Staged payments tracked against one invoice until it is settled
Why it matters
The quote is the job, six weeks early
Solar sells on a quote that took an hour to build, and then the whole thing hinges on what happens next: whether anyone follows it up, whether the acceptance is written down, whether the deposit arrived. Trimsy keeps every open quote in one list and turns the accepted one straight into the job — same products, same price, same customer — so nothing is re-keyed and nothing quietly lapses.
By the time the crew is on the roof, the deposit, the signed scope and the schedule are already attached to the same record the invoice will come from.
- Recurring jobs and repeat customers
- Access notes and photos against the job
- Digital checklists and signatures
- Flat pricing — no commission on a job
- Australian support, in Australian hours
Everything around the install, in one tool
The business side of a solar job. The engineering stays in whatever design tool you already use.
Site assessments
Book the assessment, capture roof photos, orientation notes and switchboard detail on a form you design, and keep it on the job the quote is built from.
Quotes that convert
Build the quote from your own panel, inverter and battery products, send it, and have it accepted online. The accepted quote becomes the job without re-typing.
Your own pipeline
Define the stages a job moves through — assessed, quoted, accepted, scheduled, installed, invoiced — so "where is it up to" has one answer.
Install checklists
A reusable checklist attached to the job, worked through on site, so the same steps happen on every install regardless of who is on the roof.
Deposits and staged payments
Take a deposit on acceptance and record part-payments against the invoice as they arrive, so what is still owing is never a guess.
Contracts e-signed
Send your own contract or scope document for signature before the truck is loaded, with a signed PDF and audit trail kept on the job.
Crews and scheduling
Schedule a two-day install, assign the crew, and give each of them the address, access notes and scope on their phone.
A file per property
What was installed, when, by whom, and what it cost — so a battery retrofit three years later starts from the record instead of a phone call.
Customer updates by SMS
Confirmations and reminders before the assessment and the install, so a no-access morning stops costing a crew day.
Reporting for BAS
Revenue by job type and period, and which work actually carries margin. A clean record for your accountant.
What it costs
From $24.99 a month.
A flat monthly fee in AUD. Nothing per booking, nothing per job, and the card rate you pay is your provider's own — Trimsy adds nothing to it.
$24.99 /month
$24.99/mo · $49.99/mo
- No commission
- No per-job fee
- All features on your plan included
- Add extra staff any time
- Cancel any time
What solar installers ask
Every answer here is checked against the product, including the bits that are a plain no.
Start free trialDoes Trimsy handle STC assignment or rebate paperwork?
No. Trimsy has nothing to do with STCs, the CEC, or lodging electrical compliance documents — that stays with whatever you use today. What it does is the commercial side: the quote, the acceptance, the deposit, the schedule, the crew, the invoice. Worth knowing before you trial it rather than after.
Does it design systems or monitor production?
No to both. There is no panel layout, no shading analysis and no output monitoring after commissioning. Keep your design tool and your monitoring portal; Trimsy runs the job and the money around them.
Can I take a deposit and then a balance?
Yes. Take a deposit when the quote is accepted, and record part-payments against the invoice as they come in — the invoice carries a partly-paid state, so what is still owing is visible rather than worked out by hand.
Can I track a job through my own stages?
Yes. Define the pipeline your business actually uses — assessed, quoted, accepted, scheduled, installed, invoiced, or whatever you call them — and every job sits at a stage everyone can see.
I install across more than one state. Does that matter?
Not to Trimsy. There is nothing state-specific in it, because it does not touch rebates or compliance lodgement — the parts that genuinely differ by state. Pricing is in AUD and the data is hosted in Australia.
What does it cost?
Essential is $24.99 a month and includes one staff member. Growth is $49.99 a month and includes three. Extra staff are $7 a month each on either plan. No commission and no per-job fee.
Get started
Start free today.
14 days, no credit card, and your data comes with you if you leave.