Institutional Financial Operations for Solar Contractors
The operational toolbox behind the leading solar platforms, purpose-built for independent operators. Long project cycles, rebate tracking, and the financial infrastructure to manage capital-intensive installs at scale.
You built the business. We build the infrastructure it runs on.
Solar installations have some of the longest timelines in the trades. From contract signing to permitting to installation to interconnection and rebate processing, a single residential job can span 2-4 months. Commercial projects stretch even longer. Cash is tied up across every phase, and the gap between when you spend money and when you collect it can put serious pressure on working capital.
This is what we built Jobcard for. Not a bookkeeper. Not a fractional hire. The institutional operating toolbox that the leading platforms in solar run on, purpose-built for independent operators and delivered through AI-powered infrastructure that makes it faster and more accurate than anything you could staff internally.
What Institutional Financial Operations Look Like
Monthly Financial Operations
P&L, balance sheet, and cash flow delivered through our automated monthly close. Not a QBO printout. A narrative that explains what happened, why, and what to do next.
Job-Level Profitability
Every job tracked with actual costs: materials, direct labor, subs, equipment. You see which jobs made money and which didn't.
Cash Flow Forecasting
A rolling forecast that accounts for your seasonal patterns and actual receivables. 90 days of visibility, updated monthly.
Benchmarking
Your margins, overhead, and productivity benchmarked against other Solar & Renewables contractors in your revenue range.
Overhead Rate Analysis
Your true overhead rate calculated and updated quarterly. The number that should drive every bid.
WIP Schedule
Open jobs tracked with costs-to-date, estimated costs to complete, and projected margin. No surprises at closeout.
AR/AP Management
Aging reports with follow-up flags. Know who owes you, how long, and exactly where your cash is tied up.
CPA-Ready Books
Clean financials delivered to your CPA monthly. We coordinate directly so nothing falls through the cracks.
Built for How Solar & Renewables Companies Actually Work
Long Project Timelines
We track costs and revenue by project phase so you know where you stand financially at any point in a job's lifecycle, not just when it closes.
Rebate and Incentive Tracking
Federal, state, and utility rebates each have different timing and requirements. We track expected vs. received incentive revenue so nothing falls through the cracks.
Permit and Interconnection Costs
Permit fees, engineering reviews, and interconnection costs are job-level expenses that need to be allocated properly. We map them to specific projects so your job margins are accurate.
From Chaos to Clarity in 30 Days
Assessment
Take our free Value Creation Assessment. Five minutes. We benchmark your operations across 5 dimensions against institutional standards for Solar & Renewables contractors.
Onboarding
We connect to your QuickBooks, map your chart of accounts, and set up Solar & Renewables-specific reporting. Onboarding takes 2-3 weeks.
Monthly Close
Every month, we process transactions, allocate costs to jobs, reconcile accounts, and deliver your complete financial package through our automated monthly close.
Insights
A monthly report you can read in 5 minutes: where your money went, which jobs performed, cash outlook for the next 90 days, and what to do about it.
Every Solar & Renewables contractor on Jobcard gets benchmarked against others in the same trade and revenue band. You'll see where your gross margins rank, whether your overhead rate is competitive, and which metrics are pulling you ahead or holding you back.
See where you rankCommon questions
Find Out Where Your Solar & Renewables Business Stands
Free Value Creation Assessment. Five minutes. Benchmarked against institutional standards for solar & renewables contractors in your revenue range.
Take the Value Creation Assessment