How EnergyAid Scaled Solar O&M Operations by 25x with SiteCapture
25x
5x
About EnergyAid
Founded in September 2021 by Nick Sherman, Will Johnson, and Robert Gonzalez, EnergyAid is a leading provider of high-quality service, maintenance, tune-ups and system evaluations for residential solar customers.
EnergyAid currently serves California, Arizona, and Nevada, and is ranked #6 in the nation on the 2025 Inc. 5000 list of fastest-growing private companies — plus #1 in Construction, #1 in the Los Angeles Metro area, and #2 in California. They are considered pioneers of residential solar operations and maintenance (O&M), guided by a clear motto: “We are solar service made simple.”
The Challenge: Scaling Operations to Meet Increasing Residential O&M Demand
As residential solar adoption surged, so did the number of abandoned systems, or aging systems without a dedicated service and maintenance provider. Many installers exited the market, leaving customers stranded, finance companies were stuck with incomplete projects and warranty obligations, and homeowners had no clear path to maintain or repair their systems.
EnergyAid was conducting field reporting with Google Sheets, Google Forms, and Word docs, which relied on time-consuming manual work, and was not integrated with their CRM, Salesforce. This was limiting their ability to standardize operations, scale efficiently, and share professional reports with customers and partners.
EnergyAid needed a way to improve field ops, scale service efficiently, integrate with Salesforce, and build confidence with both partners and homeowners with better reports.
The Solution: Upgrading Field Ops, Work Management, and Reporting with SiteCapture
EnergyAid implemented SiteCapture’s solar field operations platform to upgrade their jobsite documentation, work management, and reporting. Key benefits included:
- Customizable form templates that technicians easily complete in the field from any mobile device, with required photos and fields to ensure accuracy.
- SiteCapture’s native Salesforce integration, providing seamless data flow to their CRM.
- Real-time visibility across hundreds of active inspections and service orders.
- Automated, professional, hi-res PDF reports that partners and homeowners can trust.
The Results: Scaling Service with Quality and Efficiency
With SiteCapture, EnergyAid scaled their service operations rapidly, while improving field tech efficiency and reporting quality:
- Scaled from 20 to 500+ work orders processed weekly.
- Empowered field techs to easily complete full “360” system inspections, documenting photos down to the smallest detail with required actions and recommendations.
- Integrated field reporting and photo documentation seamlessly with Salesforce.
- Standardized, consistent, professional field reporting processes across their organization.
What’s next for EnergyAid?
EnergyAid is excited to launch a nationwide expansion starting with Nevada, and a membership program offering customers proactive monitoring, priority support, and a dedicated support line for a monthly fee.
EnergyAid is proving that solar O&M is not only critical for long-term system performance but also a high-growth business opportunity. By leveraging SiteCapture, they’ve built a professional service model that scales — setting the standard for the next era of solar.
Upgrade your solar field operations with SiteCapture
Ready to upgrade your field operations, jobsite reporting, and field team communications with a single, easy-to-use mobile & web app?
Schedule your SiteCapture demo today!
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