Solar installer software
From survey to commissioning to handover
MCS submission data sheets, commissioning certificates, handover packs, DNO applications and type-test documents — generated from the job and filed with the project. Import designs from OpenSolar. In pilot with installers now.
In pilot · Documents live · Join with your own installs
A photo sequence of the job: On my way — 30 min; Paid — £3200 · deposit; Handover pack sent — MCS · DNO logged; Update sent — Panels going up.
You fit the panels. TradeYoke builds the handover pack and logs the paperwork.
An example day
- handover packs sent
- DNO applications logged
- £ paid today
- Web Open nowBeta
Coming soon
Coming soon
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Made for the trade
What's different for solar installer
MCS & commissioning documents
MCS submission data sheet, commissioning certificate and the customer handover pack, generated from the job's data and issued as PDFs.
DNO applications
G98 / G99 connection assessment from the system size, DNO contacts by region, and the application tracked on the job.
Type tests & diagrams
Type-test documents for the inverter and panels, a single-line diagram and a boundary map on the record.
Projects
Survey, install, commissioning and maintenance visits on one project, with every trade on it — electrical, roofing and more.
OpenSolar import
Pull the design and the files from OpenSolar into the job, so the data sheet is filled from the design, not re-typed.
Quotes, stages, payments
Quote the system, invoice the deposit and the balance, take payment by link — from the same record.
Crews & vehicles
Who's on the roof, who's in the van, where the van is.
Works on the roof
The phone works with no signal; the commissioning record syncs when you're down.
Audit
Who issued which document, when.
A day in the round
From survey to commissioning to handover
On the roof
The design, already on the job
Pull the design in from OpenSolar so the data sheet fills itself.
Survey to quote, one record 
Fitting the panels
Every visit, one project
Install, commissioning and maintenance visits all sit on the same project.
Surveys, installs and retrofits, one list 
Commissioning
The paperwork, generated
The MCS data sheet, commissioning certificate and handover pack are all issued from the job.
Every document, filed and searchable
Solar documents
The paperwork, generated and filed
MCS submission data sheet, commissioning certificate and the handover pack are issued from the job and filed in the document library against the customer, with expiry dates tracked and search inside every file.
Site surveys
Survey → install → commission → handover
A site survey before the quote — roof, measurements, photos — then one project per system with every visit on the diary, every trade on it and the invoices hanging off the same record.
Schedule
The week's installs, on one board
Surveys, two-day installs and battery retrofits sit on one board in the solar colour, so you can see the week at a glance and drag a job to move it.
Getting started
Three steps to your first week
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Import your customers
Spreadsheet in, duplicates flagged, addresses geocoded.
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Set up the work
Frequencies and prices per property, or the projects and the paperwork your trade needs.
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Plan the day and go
Decide, order, go — mark done, get paid, customers kept in the loop.
Questions
Asked by solar installer businesses
Which documents does it generate?
The MCS submission data sheet, the commissioning certificate and the customer handover pack, plus DNO application records, type-test documents, a single-line diagram and a boundary map on the job.
Does it work with OpenSolar?
Yes. The pilot includes an OpenSolar integration that pulls the design and its files into the job so the data sheet is filled from the design.
Can I add electrical and roofing on the same account?
Yes. Compatible modules share one diary, one customer list and one invoice run, and a project can carry more than one trade.
Try it on your own work
Free trial, no card. Or open the live demo pre-loaded with sample data for solar installer.