Solar deals die between the knock and the install — a renter, a shaded roof, a wife who was not home, a permit that never moved. Terros runs the whole span, from the pin a setter taps to the milestone that pays.
Built for setters at the door, closers on the calendar, and the office that runs the install.
The roof
Trees, pitch and shading are invisible on a flat map — and in a cookie-cutter neighborhood, one shaded roof looks exactly like the sunny one next door. Rotate and tilt the 3D map and know before the walk-up.
3D map view — rotate and tilt any property
Tree coverage and shading at a glance
Roof pitch, dormers and orientation
Judge the whole street without leaving the truck
Targeting
Canvass Pro puts solar-grade property intelligence on every pin, so setters skip the renters and the fresh installs and spend the evening on homes that can actually close.
Solar, pool and EV-charger permit history
High energy usage flags
Bankrupt-installer and cancelled-project re-pitch lists
Existing solar finance and lien data
Setter to closer
A setter books the appointment from the doorstep onto an available closer’s calendar, with the setter, the address and the homeowner’s utility bill attached to the event.
Closer availability and dispatch from the doorstep
Setter and closer attached to every appointment
Utility bill uploaded straight onto the event
Calendar sync to Google and Outlook
Enerflo & CRM
Two-way Enerflo sync moves customers, appointments and installs both directions, with milestones tracked from agreement signed to install complete — and system size landing as deal size on its own.
Enerflo two-way: customers, appointments, installs
Milestones from agreement signed to install complete
System size lands as deal size automatically
Salesforce and HubSpot for the rest of the stack
The long pipeline
Pipeline stages run all the way to Installed and quarterly plans pace on installs, with permit milestones in between — so fallout shows up while there is still time to save the deal.
Pipeline stages through Installed, named your way
Quarterly plans paced on installs, not just sets
Permit submitted and permit approved milestones
Fallout between sold and installed is visible, not hidden
Pacing on installs, not just sets
Solar permits
Including cancelled ones.
Bankrupt installers
Orphaned systems, flagged.
Lien data
PACE and involuntary liens.
Enerflo sync
Two-way, milestones included.
Utility bill capture
Attached to the appointment.
Install pacing
Plans tracked to install, not set.
A 30-minute demo, tailored to your size and model.