ClickSabi Pro
Manage the connected solar customer journey in one workspace.
Built for small to mid-size solar providers, from owner-operators and electricians to growing teams. Customer conversations, designs, proposals, projects and payments stay connected.
Why one workspace
Selling, delivering and getting paid were never separate jobs.
- 01One record per customer
- Contacts, conversations, proposals, projects, documents and payments share the same customer. Nothing is re-entered.
- 02Money tied to milestones
- Payment requests attach to project milestones, so what is funded and what is owed is never a guess.
- 03Numbers that explain themselves
- Every metric names the records behind it. AI suggests and explains, then waits for your approval.
Sell and deliver
The design becomes the proposal. The proposal becomes the project.
Design the system on the customer's real roof, build the proposal from that design, and let acceptance open the project with its milestones, documents and conversation already attached.
- Real roofs, real limits
- Roof planes, obstructions, module placement and stringing, bounded by the equipment you actually stock.
- Nothing re-typed
- System size, production, equipment and price arrive in Proposal Studio from the applied design.
- Delivery starts itself
- An accepted proposal opens the project record and everything stays connected to it.
Get paid
Money that stays attached to the project.
Request payment against a milestone, watch what is funded on that project, and receive a reviewed payout to your bank. Every dollar keeps the project it belongs to.
- Milestone requests
- Deposit, before installation, on completion. The customer pays from their own account.
- A ledger per project
- What has been collected and what is available is recorded on the project, not estimated.
- Reviewed release
- Releases are reviewed before transfer. Payouts run to Canadian businesses in CAD today.
Operate and service
The relationship keeps running after the install.
Conversations, automations and analytics work off the same records, and the finished project carries warranty, maintenance and service without becoming somebody else's spreadsheet.
- Explained, not asserted
- Analytics name the records behind each number, and automations arrive paused until you switch them on.
- Care on the same record
- Warranty and maintenance live on the project the install was built on, visible to the customer you shared it with.
Included in every plan
Built for real solar operations.
Sell and deliver
Contacts, conversations, Solar Design, Proposal Studio and projects with milestones, procurement, schedule and documents.
Get paid
Milestone payment requests, a funds ledger per project and reviewed releases to your bank.
Operate
Automations, relationship intelligence and analytics that drill through to the records behind them.
Control
Team roles and permissions, plan entitlements and exactly what each customer can see.
Said plainly
What Pro does not pretend.
- Payouts are available to Canadian businesses in CAD today. Other regions are on the roadmap.
- Ontario is the verified market pack. Elsewhere, unverified values show as a known gap rather than a guess.
- AI suggests and explains. It never sends, applies or pays without your approval.
- Homeowners keep their own free account and see only what you share with them.
FAQ