Still Switching Between Platforms? Here’s What Solar 365 Did
Every solar installer knows the feeling.
Your sales team is in one platform, design is in another, and payments happen somewhere else. Before long, you’re juggling multiple logins, subscriptions and transaction fees, all while trying to keep everyone on the same page.
We caught up with Prince Rajput and Aditya Kaushik from Australia-based Solar 365 to discuss how they’ve transformed their solar business by moving away from fragmented systems and embracing a single, connected platform: OpenSolar.
Bringing everything together
Like many growing solar businesses, Solar 365 was using different software for different parts of the job. By bringing proposals, system design and shading analysis together in OpenSolar, the team has simplified the way they work. Sales, design and installation teams now work from the same project information, reducing admin and making collaboration easier across the business.
With everything in one place, the whole team stays connected from quote through to installation.
Proposals customers can actually picture
The customer experience has changed too.
Before using OpenSolar’s Interactive Proposals, Solar 365 shared traditional PDF proposals with homeowners. The information was there, but many customers still struggled to picture what the finished system would look like on their roof.
Today, customers can explore a live proposal, view panel layouts on their own property and see what the recommended system could look like before making a decision.
“Customers can visualise how their home will look after the solar system is installed.” – Prince Rajput.
Because proposals remain live until they’re accepted, any design updates are reflected automatically. Customers always see the latest version, without the sales team needing to recreate and resend documents.
For Solar 365, this has removed unnecessary back-and-forth and made it easier to keep customers up to date.
Better teamwork behind the scenes
The improvements haven’t just been customer-facing.
Once a sale is confirmed, the design team already has access to the information collected during the sales process. That means less time spent chasing documents, duplicating work or manually transferring information between teams.
“It has reduced errors and improved collaboration between our sales and installation teams.” – Prince Rajput.
For Solar 365, that means smoother handovers, fewer errors and a more streamlined process from quote to installation.
Making it easier to move forward
Another area that has made a real difference for Solar 365 is payments.
Rather than sending separate invoices after a proposal has been accepted, the team now uses OpenSolar CashFlow, giving customers the option to pay a deposit or settle the full balance directly through their proposal.
“Sales teams no longer need to send separate invoices to customers multiple times. This is a big benefit for us.” – Prince Rajput.
What Solar 365 learned
We asked the team at Solar 365 what has made the biggest difference, and they didn’t point to one single feature. Instead, they highlighted the overall workflow.
Bringing proposals, system design, customer approvals and payments together has reduced the time Solar365 spends managing multiple systems and made collaboration easier across the business.
“OpenSolar makes the entire process simple, fast and well-organised. OpenSolar has significantly accelerated Solar 365’s scalability, helping the company grow faster and earn the No. 1 best solar company in Perth ranking from leading solar comparison companies like Solar Panels And Battery Package and more.” – Prince Rajput.
Every solar business works differently, but for Solar 365, bringing more of its workflow into one platform has made a meaningful difference.
With less time spent switching between systems, the team can focus more on what matters: helping customers go solar.
About Solar 365
Based in Perth, Australia, Solar 365 helps homeowners and businesses make the switch to clean energy with high-quality solar solutions and a customer-first approach.
By combining expert advice, professional installations and modern digital tools, the team is committed to making the journey to solar simple, efficient and stress-free.
