What's new in ClickSabi

Provider disbursements, with review built in

Providers can request disbursement of eligible project funds with supporting evidence. A ClickSabi administrator reviews every request and either approves or declines it before a transfer is made.

• Requests are raised against the funds recorded on a project and carry the evidence for the work they cover.
• Approved transfers go to the provider's own connected payout configuration.
• Available to Canadian providers in CAD.

One permission model for your whole team

Invite teammates with a role that decides what they can see and change, applied consistently across navigation, pages, settings and every action behind them.

• Admin manages the workspace, team and settings.
• Compliance has company-wide read-only oversight.
• Sales & marketing works the projects they created or are assigned to.
• Support works in Contacts, Conversations and permitted documents.
• Each member can see their own access in Settings.

Automations run on a real schedule

Queued automation actions are picked up by a live background schedule, the Automations screen only reports itself as on when it truly is, and Automations is an optional add-on available to Growth, Scale and Enterprise plans.

• A run history shows exactly what each automation did.
• Ready-made automations cover common follow-up and project moments.
• Overlapping runs never repeat or duplicate an action.

A calmer inbox that shows who is waiting on you

Conversations open as a real queue ordered by what needs an answer, with visible ownership, a thread that keeps customer messages separate from internal notes, and a composer that always says who will read it.

• Project and relationship threads are labelled, not mixed.
• Threads can be reassigned to a real workspace member.
• Appointments, proposals and payments appear in the thread as events, not fake messages.

One set of numbers from the roof to the permit package

The design workflow is checked end to end: the modules placed on the map, the system size, the bill of materials and the permit package all count the same array, and a change upstream invalidates exactly the work that depends on it.

Electrical design gets more precise

Stringing reads as an electrical layout rather than a list: every MPPT the chosen inverter actually has, the full hierarchy highlighted on the map, and a clear warning when a design is not electrically complete.

• Panel groups can be box-selected and moved as many times as you need.
• Production calculates anywhere in Canada and the US, in its own Energy step.

Milestone payments, connected end to end

A payment schedule set on a project reaches the customer as a request they can pay without leaving ClickSabi, with a downloadable receipt, a full payment timeline and a way to flag a request that looks wrong.

• Duplicate charges, failures, refunds and reminders are handled explicitly.
• Every payment is recorded against the project it belongs to.

Projects run the delivery workflow

Every project opens on one operational summary, and milestones drive delivery from acceptance through to completion instead of living in a separate checklist.

Solar Design rebuilt around real equipment

A redesigned 3D design experience where providers choose the modules and inverters they actually install, stringing is its own step with real wiring order, and site data is labelled honestly instead of guessed.

• Equipment changes invalidate only the work they affect.
• Stringing validation respects the inverter architecture in use.

ClickSabi Pro plans: Starter, Growth, Scale and Enterprise

Four provider plans, with monthly and annual billing and a clear view of what each plan includes.

Proposal Studio

Build and publish a proposal from the project it belongs to, and share it with the customer as a real presentation rather than an attachment.

One project. Two connected experiences.

A provider and a customer can connect around a project while each keeps their own account and their own experience. Project information crosses between them through the workflows that implement it, and accounts are never merged.

ClickSabi Pro takes shape

Providers get a dedicated experience for managing their customer relationships and their solar work, with the customer record at its centre and a provider account that stays separate from a personal one.