Solar projects do not fail because teams forget how to build. They fail because work disappears between systems. Permits sit "in review" with no owner. Interconnection tasks are tracked in a spreadsheet nobody checks. Field updates land in chat threads that never make it back into the plan.
The fix is not "more process." It is choosing software that matches solar reality: a predictable lifecycle from contract to PTO, clear owners for every dependency, and automations that remove status chasing. If your team includes engineers, it also means connecting delivery signals from GitHub to the project timeline so ops can see what is actually moving.
This guide compares tools that show up in real solar and renewable workflows, plus a rollout plan you can run in 30 days without disrupting active projects. If you are evaluating renewable energy project management software across a portfolio, the goal is simple: one lifecycle, one source of truth for status, and fewer handoff failures.
What you will get in this guide
- A comparison table: tool, pricing, strengths, limits, best for.
- Practical setups: what to pilot first and what to ignore.
- A rollout playbook: how to standardize permitting, construction, and PTO tracking across a portfolio.
Solar project management software comparison table
Pricing changes often. Use this table to shortlist, then verify on vendor pages and run a pilot with one live project before you commit. Most teams end up with a stack: a renewable-specific system for execution detail, plus a lightweight layer that keeps project management software for renewable energy usable across ops, field, and engineering.
| Tool | Pricing | Strengths | Limits | Best For |
|---|---|---|---|---|
| HighFly | $0 (Solo), $10+ per user/mo | Lightweight, automation-first, works for mixed technical and non-technical teams | Not a deep GIS or construction system of record by itself | A PM layer to unify solar workflows and reduce context switching |
| Sitetracker | Quote-based (contact sales) | Deployment and portfolio rollups, strong multi-site execution patterns | Heavier configuration and admin overhead | Large EPCs and multi-state rollouts |
| Procore | Quote-based (contact sales) | Construction management, RFIs, submittals, field coordination | Not solar-specific; can fragment execution without a clear lifecycle layer | Construction-heavy solar builds |
| Matidor | Quote-based (contact sales) | Map-based field workflows, site visibility | May be more than small teams need | Distributed field teams and multi-site programs |
| Smartsheet | $9+ per user/mo (verify) | Spreadsheet-first planning, reporting, portfolio views | Easy to fall back into manual status updates and "version drift" | Teams migrating off spreadsheets |
| monday.com | $9+ per user/mo (verify) | Fast setup, flexible boards, simple automation | Solar lifecycle needs templating and discipline | Cross-functional solar ops teams |
| Jira | $0 free, $7.75+ per user/mo (verify) | Strong issue tracking and workflows for engineering | Setup complexity, easier to over-configure | Engineering change management tied to solar delivery |
| Sunbase | Quote-based (contact sales) | Residential pipeline and operational workflows | Less flexible for utility-scale execution or custom stacks | High-volume residential installers |
For published pricing, verify current rates and billing terms on vendor pricing pages. For quote-based tools, treat implementation and admin time as part of the cost.
HighFly
Setup time
10 to 45 minutes for a real pilot. Start with one solar template and a single dashboard view that ops and engineering can both understand.
Workflow example
Create a "PTO readiness" milestone that pulls in permitting, interconnection, and punch list work. When an engineering change lands, a linked task updates automatically so PMs see impact without a status meeting.
Pricing and limits
Solo is $0. Paid plans start at $10 per user per month (or $8 yearly) and scale to $15 per user per month (or $12 yearly). If you need deep GIS, heavy construction modules, or asset monitoring, pair HighFly with a specialized system and keep HighFly as the orchestration layer.
Migration tip
Do not migrate old projects first. Pilot with 3 active sites and import only the current stage tasks. You can standardize historical reporting later.
Sitetracker
Setup time
2 to 6 weeks if you want consistent portfolio reporting across regions and contractors. The payoff is strong standardization, but budget time for configuration.
Workflow example
Model each site as a structured project with repeatable work packages: engineering, permitting, procurement, construction, commissioning. Use rollups to spot which region is accumulating "in review" aging.
Pricing and limits
Quote-based. The common tradeoff is admin overhead. If your team is small, you can end up spending more time maintaining the system than moving projects forward.
Migration tip
Map your lifecycle and field names first. Treat your project template as a schema. If you import messy data, you lock in messy reporting.
Procore
Setup time
1 to 4 weeks, depending on how many subcontractors and document flows you need to standardize. Procore shines once you enforce consistent RFI and submittal habits.
Workflow example
Use it for construction execution: daily logs, RFIs, punch lists, and inspections. Keep solar lifecycle tracking in a lighter layer so permitting and interconnection do not disappear behind construction detail.
Pricing and limits
Quote-based. Procore is not solar-specific. Without a clear template, teams end up with inconsistent stage names and hard-to-compare reporting across projects.
Migration tip
Start with one project and enforce one rule: every RFI and submittal must tie back to a milestone. If the milestone is not visible, leadership will not trust your schedule.
Matidor
Setup time
1 to 3 weeks for a field-ready pilot. Expect to spend time on map layers, site metadata, and the mobile workflow your crews will actually follow.
Workflow example
Dispatch a site visit from a map view, collect photos and notes, then automatically create follow-up tasks for rework and inspections. This is especially useful when you manage many dispersed sites.
Pricing and limits
Quote-based. The biggest risk is over-buying. If you do not need map-centric workflows, you may get better ROI from a simpler lifecycle and basic mobile updates.
Migration tip
Define 10 required site fields and enforce them on day one. Map-based reporting breaks fast when sites are missing coordinates, owners, or stage definitions.
Smartsheet
Setup time
Same day. That is why it is popular for solar teams moving off spreadsheets. The risk is staying in spreadsheet habits forever.
Workflow example
Build a solar lifecycle sheet with dependencies: "permit submitted" blocks "install scheduled," interconnection blocks commissioning. Use a dashboard for aging and at-risk tasks, not for raw task lists.
Pricing and limits
Published plans commonly start around $9 per user per month, but verify current rates. Limits show up as complexity grows: multiple versions of the truth and manual status work if you do not standardize.
Migration tip
Use one sheet template. If each PM edits columns and status names, you lose portfolio reporting. Treat columns like a schema and lock them.
monday.com
Setup time
1 to 3 days for a clean solar workflow. monday.com is fast, but only if you keep statuses simple and enforce naming conventions.
Workflow example
Use a board per project, plus a portfolio board for rollups. Automate two handoffs: "permit approved" creates an install readiness checklist, and "inspection failed" opens a rework task with an owner and due date.
Pricing and limits
monday.com's pricing is published as "starting from $9 per user per month." Verify seat minimums and automation limits on the plan you choose. monday.com is not solar-specific, so your template discipline matters.
Migration tip
Do a controlled import. Move only active sites. Keep one owner per stage. If ownership is fuzzy, automation will amplify confusion.
Jira
Setup time
1 to 3 days for a basic setup, longer if you need multiple workflows and permission models. Jira becomes expensive when configuration spreads across teams.
Workflow example
Use Jira for engineering changes: SCADA adjustments, data pipeline fixes, internal tools, and integrations that support solar execution. Then link those issues to solar milestones so ops can see blockers without learning Jira.
Pricing and limits
Atlassian publishes a free tier and paid plans that often start around $7.75 per user per month (Standard, annual billing). Verify current pricing. Limits are typically operational: admin overhead, required fields, and add-ons that creep into your budget.
Migration tip
Simplify first. Remove statuses and custom fields before you migrate. If Jira feels heavy, it is usually because the workflow turned into a bureaucracy.
Sunbase
Setup time
1 to 3 weeks for a pilot if you want lead-to-PTO visibility across high-volume residential projects. Most of the work is standardizing stages and responsibilities.
Workflow example
Track residential stages like sold, site survey, engineering, permit, install, inspection, PTO. The best outcome is fewer "where is this job" messages because owners and next steps are explicit.
Pricing and limits
Quote-based. Sunbase is strongest when you want an all-in-one residential operations workflow. The tradeoff is flexibility if you already have a mature CRM, accounting system, or custom integrations.
Migration tip
Keep your first import small. Move 25 active jobs, validate the pipeline, then migrate in batches by region. That avoids a messy "big bang" cutover.
How to choose the right solar project management stack
Start with your project model and your bottleneck
Residential installers often need throughput and clear ownership at each stage. Utility and large C&I work tends to break around dependencies: permits, interconnection, long lead procurement, and field rework. Your tool choice should match the bottleneck, not the feature list.
Map your integrations before you buy
Write down where truth lives today: design artifacts, permit documents, schedules, field photos, accounting, and engineering work. If you need your PM view to stay accurate, pick tools that can automate updates. For patterns that reduce manual work, see project automation for teams and Git integration for project management tools.
Run a 30-day pilot with measurable success
Pick three active sites and define success metrics that change decisions: days in permit review, days blocked on interconnection, and hours spent on manual status updates. If your tool cannot stay current without "board maintenance," it will fail at scale.
Implementation playbook: from spreadsheet chaos to predictable delivery
Step 1: standardize one lifecycle that works everywhere
Most teams need one canonical lifecycle that stays readable: contract, design, permitting, interconnection, procurement, construction, inspection, PTO, closeout. Then add tags for local variations. If you manage permit-heavy portfolios, this pairs well with best practices for managing complex project hierarchies.
Step 2: make "blocked" a first-class state
Solar work is dependency work. If "blocked" is a comment instead of a state with an owner and a due date, delays will hide until the schedule slips. Track aging. Review blocked items twice a week. This removes the need for constant status pings.
Step 3: connect engineering changes to field milestones (optional, high leverage)
If your business runs internal tools or integrations, treat GitHub as a delivery signal. A workflow that links issues and PRs to milestones can reduce context switching and cut manual updates. If you want background on the focus cost, see context switching and developer productivity.
# Example: branch naming that links engineering work to a solar milestone git checkout -b solar/HF-482-interconnection-status-sync git commit -m "feat(interconnection): sync utility status to dashboard (HF-482)" # Practical rule: your PM layer auto-links HF-482 and updates status from PR events
# Example: GitHub Actions step that can trigger a PM automation webhook
# Replace the URL and token with your own values.
name: notify-pm-layer
on:
pull_request:
types: [closed]
jobs:
notify:
runs-on: ubuntu-latest
steps:
- name: Notify PM layer on merge
if: github.event.pull_request.merged == true
run: |
curl -sS -X POST "https://api.highfly.example/webhooks/github" \
-H "Authorization: Bearer ${{ secrets.HIGHFLY_API_TOKEN }}" \
-H "Content-Type: application/json" \
-d '{ "repo": "'"${{ github.repository }}"'", "pr": '"${{ github.event.pull_request.number }}"', "status": "merged" }'Step 4: roll out by region, not all at once
Solar portfolios fail migrations when teams try to standardize everything at once. Roll out one region or one project type, enforce the template, then expand. If your exec team needs clear reporting, pair this with project status tracking examples to keep status definitions consistent.
Next steps: a 30-minute pilot checklist
Do not start with a full migration. The fastest way to validate renewables project management software is to run one real site through one real stage gate and see if the system stays accurate without extra admin work.
Pilot setup
- Pick 3 active projects: one easy, one average, one messy.
- Define 8 to 10 stages that match your real lifecycle (contract to PTO).
- Assign one owner per stage, not "the team."
- Add one stuck-work rule: if a permit sits "in review" over your SLA, it escalates to the same person every time.
What to measure
- Days blocked in permitting and interconnection
- Number of "where is this at" pings per project per week
- Hours spent on manual status updates and report building
Decision rule
If the tool requires constant manual cleanup to stay trustworthy, do not scale it. The best solar project management software is the one your team keeps accurate by default, with automation and clear ownership instead of repeated follow-ups.