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SOLAR & RENEWABLES SOFTWARE

Route Planning & Scheduling Software for Solar & Renewables

Survey-to-install workflows, multi-day project scheduling, licensed installer skill and capability matching, vehicle capacity constraints for panels and inverters, an offline-capable installer app with photo proof and signatures for warranty compliance, and a REST API to push every job back into your solar CRM or project management platform.

Solar installation team mounting panels on a commercial roof
eLogii task list for solar and renewables install and service jobs
Engineer assignment card for a solar installation route
Live
Customer SMS preview confirming a solar engineer visit ETA

Why solar and renewable energy companies need route planning and scheduling software

Solar and renewable energy operations are uniquely complex to schedule. A single day might mix pre-sale surveys, commissioning visits, new residential installs that run across several days, commercial installs with dozens of panels, O&M callouts on installed systems, and reactive service visits triggered by underperforming arrays. Every install needs a licensed electrician, a NABCEP or MCS qualified installer, sometimes working-at-height certifications, and a van loaded with the exact panels, inverters, battery storage and mounting gear the site requires. On top of that, manufacturer warranty claims demand auditable digital documentation for every install, and homeowners expect the same tracking experience they get from a parcel.

eLogii replaces spreadsheets and siloed tools with a single optimization engine. Survey visits and the follow-up install are scheduled as dependent tasks using Date Range Tasks and Task Templates. Multiday Routes handle installs that span multiple days without losing crew continuity. Vehicle Capacity respects what each truck can actually carry. Driver Skills and Capabilities route each job to qualified installers. The mobile installer app works offline with manual sync, captures configurable forms for warranty compliance, photos, barcode scans of serialized panels and inverters, and electronic signatures. Job data pushes back to your solar CRM or project management system via REST API. Solar operations running eLogii typically cut drive time by 25-30%, fit 3+ more surveys or installs per crew per day, and harden warranty documentation via digital capture on every job.

Does this sound like your solar operation?

These are the problems we hear from every solar and renewable energy company before they switch to eLogii.

Survey-to-install handoff lives in spreadsheets
Surveys happen in one tool, installs get scheduled in another, and the handoff between the two is manual. Findings from the survey get re-keyed, install dates slip, and sales teams are left chasing operations for a firm date to quote to the customer.
Panels, inverters and van capacity not factored into routes
Crews roll up to a site without the right panels, the wrong inverter model or not enough mounting rails. Nobody is checking vehicle capacity or equipment loadout against the job card during scheduling. Second visits burn a day of margin.
Multi-day installs break a day-based scheduling tool
Larger commercial installs or battery-plus-solar projects span multiple days. Day-based schedulers treat every day as a blank slate, so crews get reassigned mid-project, quality drops and install dates slide. Real projects need real multi-day planning.
Warranty documentation falls apart under audit
Manufacturer warranty claims and grid-connection paperwork demand serialized panel and inverter records, timestamped photos of the array and electrical, commissioning certificates and homeowner sign-off. Paper forms and phone cameras leave gaps, and chasing that paperwork down after the fact is a cost centre.
Survey-to-Install Workflow

Connect survey and install as dependent tasks

Survey visits and the follow-up installation are scheduled as dependent tasks with their own skill, time-window and equipment requirements. Date Range Tasks let you book the install within a window once the survey clears, and the optimizer picks the best day. Findings from the survey - photos, measurements, forms - travel forward to the install task in the installer app. No more handoffs in spreadsheets or chasing sales for a firm date.

Date Range Tasks
Book installs across a window and let the optimizer pick the best day.
Task Templates
Standardize surveys vs installs with different durations, skills and form bundles per job type.
Geographic Clustering
Group nearby surveys and installs on the same rep's route to cut drive time.
Traffic-Enabled Routing
Real-time and historical traffic patterns in every route calculation.
Survey and install connected as dependent tasks
Skills, Vehicle Capacity & Multi-Day Projects

Match licensed installers and load-aware vehicles to every job

Driver Skills and Vehicle Capabilities limit which jobs route to which crews - licensed electrician, NABCEP, MCS, working-at-height, battery storage and EV charger certifications all configurable as driver skills. Vehicle Capacity respects what each truck can actually carry in weight, volume or custom units for panels, inverters and storage. Multiday Routes keep the same crew assigned across multi-day installs while the rest of the workforce stays optimized around them.

Skill & Capability Matching
Licensed electrician, NABCEP, MCS, working-at-height, battery, EV - configured as driver skills.
Vehicle Capacity Constraints
Respect weight, volume or custom-unit limits for panels, inverters and mounting gear per truck.
Multiday Routes
Keep the same crew on multi-day installs; optimize the rest of the workforce around them.
Multi-Depot & Zones
Manage crews across multiple warehouses and territories with zone-based allocation.
Licensed installer and load-aware vehicle matching
Homeowner Experience

Give homeowners the experience their solar brand deserves

Branded multi-brand tracking pages show live ETA and visit status across the survey-to-install-to-commissioning journey. Email, SMS and push lifecycle notifications fire at every stage. Homeowners reschedule directly from the tracking page when access windows change. Masked calling via Twilio lets installers and homeowners call each other without exposing personal numbers. Every customer touchpoint is white-labeled to your solar brand.

Branded & Multi-Brand Tracking
White-label every tracking page to your solar brand, or to each EPC or reseller brand.
Email / SMS / Push Notifications
Lifecycle notifications at every stage: booked, en-route, arriving, completed.
Self-Service Rescheduling
Homeowners reschedule directly from the tracking page when access windows change.
Masked Calling via Twilio
Installers and homeowners call without exposing personal numbers.
Branded homeowner experience for solar installs
Offline Installer App & Warranty Proof

Capture warranty-grade documentation on every install

The eLogii installer app runs on Android and iOS, works offline with manual sync so rural rooftops with no coverage aren't a problem, and captures the exact evidence bundle manufacturer warranties and grid-connection paperwork demand. Configurable forms per job type (installation certificate, commissioning checklist, serialized panel and inverter records), before/after photos, barcode scans of serialized equipment, electronic signatures from the homeowner, and Geofence auto-stamping of arrival and departure. Proof of Service pushes back to your CRM via API automatically.

Configurable Digital Forms & POD
Installation certificates, commissioning checklists, serialized records - different bundles per job type.
Photo Capture & Barcode Scan
Timestamped photos and barcode scans of each panel and inverter for warranty compliance.
Electronic Signatures
Homeowner sign-off captured on the mobile device at commissioning.
Offline Sync & Geofence
Installer app works offline with manual sync; Geofence auto-stamps arrival and departure.
Warranty-grade documentation captured on every install
25-30%
Reduction in drive time between sites
3+
More surveys or installs per crew per day
Robust
Proof of service on every install for warranty and compliance

The business case for solar route optimization

Verified ranges from eLogii deployments at solar installation and renewable energy operations running surveys, installs and O&M across residential and commercial work.

25-30%
Reduction in drive time
Zones, clustering and vehicle capacity vs. manual scheduling
3+
More surveys or installs per crew per day
Less wasted travel, better skill and load matching
50-70%
Dispatcher time saved
Planners manage exceptions, not every schedule from scratch
80-90%
Routes optimized out of the box
Majority of survey and install plans need zero manual adjustment
Robust
Proof of service on every install
Forms, photos, barcode scans and signatures captured for warranty and compliance
Weeks
Typical go-live, phased by region or branch
Direct REST API + CSV/SFTP import, no middleware, no bespoke build
Based on verified ranges from solar and renewable energy deployments. Individual results vary by fleet size, coverage area and mix of surveys, installs and O&M. We build a custom simulation from your real data before you commit.

Certifications, vehicle load and warranty proof - enforced by the engine

Solar and renewables operations have skill, compliance and vehicle rules that generic scheduling tools can't handle. eLogii's optimization engine enforces them automatically - not as a layer bolted on after the fact.

  • Certification matching - Licensed electrician, NABCEP, MCS, working-at-height, battery storage and EV charger certifications configured as driver skills and matched during optimization. Task Rules enforce expiry checks.
  • Vehicle capacity & equipment - Panels, inverters, battery storage and mounting gear respected in weight, volume or custom units; Capabilities gate which trucks can handle which job types.
  • Survey-to-install dependencies - Date Range Tasks and Task Templates link survey visits to installs; findings flow forward to the install task automatically so nothing is re-keyed.
  • Full audit trail - Every assignment, override, arrival, install completion, form, photo and signature logged with user, timestamp and GPS evidence - exportable for warranty and regulator audits.

How solar scheduling works in eLogii

1
Leads / surveys / installs sync from your solar CRM via REST API with skill, equipment and time-window data
2
Overnight optimization builds routes across the week, respecting zones, skills, vehicle capacity and multi-day projects
3
Surveys generate findings that flow forward to the install via dependent Date Range Tasks
4
Installer app: offline-capable, photos, forms, barcode scans, signatures, Geofence on arrival/departure
5
Proof of Service, warranty docs, serial numbers and completion data push back to your CRM automatically

What solar and renewables teams use most in eLogii

15 capabilities

Integrates with the solar CRM, job management and fleet stack you already run

Plug-and-play integrations via a deep simPRO connector, plug-and-play Samsara and a REST API with sandbox and production environments (elogiiapidocs.apidog.io). No middleware, no bespoke build.

Bi-directional integration

simPRO

Deep bi-directional integration that closes the loop between job management and route optimization. Jobs, installer schedules and customer data sync in and out of simPRO.

  • Jobs and schedules pull from simPRO in real time
  • Schedule IDs preserved to prevent duplicate notifications
  • Material pickups handled as timed activities within routes
  • Completion data, forms and photos write back automatically
  • Zero developer resource to set up
See the simPRO integration
Plug-and-play telematics

Samsara

Plug-and-play integration with Samsara for accurate mileage tracking, real-time vehicle location and driver behaviour data fed directly into route analytics.

  • Real-time vehicle GPS tracking per truck
  • Planned vs actual mileage comparison
  • Driver behaviour and safety scoring
  • Fleet maintenance alerts
See the Samsara integration
REST API & webhooks

Any solar CRM, ERP or job system

REST-based API with API-key authentication, sandbox (api-sandbox.elogii.com) and production environments, event-driven webhooks and flexible data mapping. Connect any solar CRM, ERP, project management or invoicing system.

  • REST API organized around predictable resource-based URLs
  • Event-driven webhooks (tasks, optimization results, updates)
  • Sandbox + production environments for phased rollouts
  • CSV/SFTP imports for legacy systems and client-supplied feeds
  • Full API docs at elogiiapidocs.apidog.io
See API docs

Frequently asked questions about solar route optimization

Route planning and scheduling software for solar installation and renewable energy companies automates how dispatchers assign site surveys, installations, O&M visits and service callouts to installers and engineers, sequences jobs by geography, skill and equipment load, and captures digital proof of service back into the CRM or project management system. It replaces spreadsheets and manual dispatch with a modern optimization engine, an offline-capable installer app with photo proof, barcode scans, configurable forms and signatures for warranty compliance, branded customer tracking for homeowners, and a REST API for integration with solar CRMs, job management and fleet systems.

eLogii's optimization engine analyzes every scheduled job - surveys, installations, O&M visits, service callouts - and builds efficient routes across your coverage area. It factors in site locations, time windows, skill and capability constraints (licensed electricians, roofing specialists, NABCEP or MCS certified installers), vehicle capacity for equipment and panels, and traffic patterns. Zones and multi-depot support keep crews in coherent territories and start each route from the right depot.

Yes. Survey visits, remediation steps and the final install appointment can be scheduled as dependent tasks with their own skill, time-window and equipment requirements. Date Range Tasks let you schedule the install within a window once the survey clears, and the optimizer picks the best day. Findings captured in the installer app on the survey (photos, measurements, forms) travel forward to the install task automatically.

Yes. Multiday Routes optimize across several days so an install crew's route can span a multi-day project, while Date Range Tasks handle installs scheduled across a longer window. The system keeps the same crew assigned to the project and continues optimizing the rest of the workforce around it, so surveys and smaller jobs still route efficiently in parallel.

Vehicle Capacity constraints factor in what each truck or van can actually carry by weight, volume or custom units, so routes respect load limits for panels, inverters, battery storage and mounting equipment. Vehicle Capabilities further gate which vehicles can handle which job types (e.g. only trucks with a specific rack or lifting capacity can take large commercial jobs).

Yes. Recurring Tasks and Task Templates cover weekly, monthly and longer O&M cycles (annual inspections, periodic cleaning, fault-triggered callouts) with skill and capability matching to the right engineer. Date Range Tasks schedule visits across windows. Reactive callouts slot into live routes with same-day re-optimization, Task Priority and Task Rules to escalate urgency.

Driver skills and vehicle capabilities limit which tasks can be delegated to which installers. Licensed electrician (Part P, NAPIT, NICEIC), NABCEP, MCS, working-at-height, EV charger installation and battery storage certifications can all be configured as driver skills and matched against task requirements during optimization. Task Rules can enforce additional checks such as certification expiry.

Yes. Every install captures configurable digital forms (installation certificate, commissioning checklist, serial numbers per panel and inverter), before/after photos of the roof, array and electrical work, barcode and asset scans of each panel and inverter, electronic signature from the homeowner, and GPS-verified arrival and departure via Geofence. Customizable POD means different job types (residential solar, commercial solar, battery, EV charger) can collect different data bundles, all auditable and pushed back to your CRM via API.

Yes. The eLogii Driver App runs on Android and iOS, supports offline working with manual sync (Reconnect Now / Sync Now) for rural sites with no coverage, captures photos, barcode scans, forms and signatures, and uses Geofence to auto-update task state on arrival. Installers see their route, site details, customer contact and access instructions, and can self-assign tasks if permitted.

Branded multi-brand tracking pages show live ETA and install status; Email, SMS and push lifecycle notifications fire at booking, en-route, arriving and completed; self-service rescheduling lets homeowners pick a new slot from the tracking page; and masked calling via Twilio lets installers and customers call without exposing personal numbers.

eLogii integrates with simPRO (deep bi-directional), Samsara (plug-and-play telematics for GPS, mileage and driver behaviour) and any solar CRM, project management, job management or ERP via a REST API with sandbox (api-sandbox.elogii.com) and production environments. Event-driven webhooks push job updates and proof of service in real time. CSV/SFTP imports cover legacy systems and client-supplied schedules. Full API docs at elogiiapidocs.apidog.io.

Solar operations using eLogii typically see 25-30% reduction in drive time between sites, 3+ more surveys or installs per crew per day, and stronger warranty documentation compliance via digital capture on every job. Exact savings depend on fleet size, coverage area and the mix of surveys, installs and O&M - we build a custom simulation from your real data before you commit.

Most solar and renewable energy operations are live in weeks, with phased rollouts by region or branch. The REST API, sandbox environment and CSV/SFTP import remove the need for middleware or a bespoke integration project, so the integration with your solar CRM or job management system runs alongside configuration rather than blocking go-live.

Ready to optimize your solar routes?

See what eLogii would save your solar operation

We'll run your actual survey and install mix through a custom simulation so you see real numbers from your crews, your coverage area, your project pipeline. Not estimates.