Heatsink is the all-in-one CRM and project-management platform for solar, roofing, electrical, and trades contractors. From the first lead to the final invoice, keep every project, crew, and customer in one place — and take the office into the field.
• CRM & leads — track customers, contacts, and deals through your pipeline
• Project management — manage jobs, phases, schedules, and assignments
• Field workflows — site checks, installations, electrical, panel upgrades, and approvals with photo documentation
• Paperless documentation — capture photos, notes, and sign-offs on site
• Real-time visibility — live project status and team KPIs for managers
• Roles & permissions — tailored views for managers, reps, and technicians
• Offline-first — keep working off-grid; data syncs when you reconnect
• Notifications — stay on top of assignments, service tickets, and approvals
CRM & project management for solar and trades contractors