Custom Fields for Solar Companies
Solar solar installers have a specific problem: long sales cycles mean leads go cold without disciplined, automated follow-up. SalesButler's Custom Fields is built to fix exactly that for solar businesses. Define text, number, date, boolean, and dropdown fields on leads, customers, jobs, and invoices.
Custom Fields for Solar, in the app
Custom Fields Built for Solar
Take a $25,000 solar install: winning or losing it often comes down to how well you handle custom fields. When a consultation request after an energy-bill spike comes in during spring and summer, a solar installer stretched across jobs can't afford to let it slip. Custom Fields keeps solar work moving from first contact to paid invoice — without adding office staff.
- Using custom fields to handle a consultation request after an energy-bill spike the instant it lands, instead of after voicemail.
- Keeping a $25,000 solar install on track with custom fields, from the first call through to a paid invoice.
- Leaning on custom fields to stay ahead of spring and summer demand without adding office staff.
Up and Running Fast
Open Custom Fields
Navigate to /custom-fields in admin.
Pick the Scope
Choose lead, customer, job, or invoice — each scope has its own fields.
Add a Field
Pick a name and one of five field types: text, number, date, boolean, dropdown.
What Solar Businesses Get
Five Field Types
Text, number, date, boolean, dropdown — covers most use cases.
Four Record Scopes
Add custom fields to leads, customers, jobs, and invoices independently.
Renders in Every View
Fields appear automatically in every matching record view.
Edit Anytime
Add, rename, or remove fields as your business evolves.
Why Solar Businesses Choose SalesButler for Custom Fields
- Built for solar, not adapted from generic software — custom fields that already understands a consultation request after an energy-bill spike and spring and summer.
- Runs from the field: your crew manages custom fields from a phone on a $25,000 solar install, not just a back-office desk.
- One flat price for the whole crew — most solar installers cover it by booking a single extra solar install a month.
- Live in about 15 minutes: connect your number, import contacts, and solar custom fields is running the same day.
Solar Custom Fields FAQ
How much does solar custom fields software cost?
SalesButler's Growth plan is $24/month for your whole team — far less than per-seat custom fields tools. Most solar installers cover it with a single recovered solar install.
What's the best custom fields software for solar companies?
The best fit is software built for solar installers. SalesButler handles custom fields around a consultation request after an energy-bill spike, a $25,000 solar install, and spring and summer demand — not a generic CRM you have to bend to fit the trade.
Does Custom Fields work on mobile out in the field?
Yes. Solar crews run custom fields from their phone on the job — no laptop, no trip back to the office.
Is SalesButler's Custom Fields a good fit for solar installers?
Yes. Solar businesses use it to custom fields around real field conditions — a consultation request after an energy-bill spike, a $25,000 solar install, and spring and summer demand — not a generic office workflow.
What plans include Custom Fields?
Custom Fields is included on the Growth and Pro plans.