Know which solar leads become
installed panels and paid invoices
Track every enquiry from Facebook, Google, MCS referral and word-of-mouth through to completed install and paid invoice. MCS compliance, BUS grant tracking and DNO approvals built in.
No credit card required. Cancel any time.
See which ads produce installs — not just enquiries
Most solar installers know their Facebook spend. Very few know how many of those leads actually booked a survey, converted to an install and produced a paid invoice. Trade2Base tracks the full journey so you can cut what wastes money and scale what earns it.
- Tag every enquiry: Facebook, Google, MCS referral, TrustMark, word-of-mouth
- Follow it through survey, proposal, install confirmation and paid invoice
- Calculate spend → enquiries → surveys → installs → revenue → ROAS
- Know your cost per booked survey and cost per completed install
- Track BUS grant leads separately — flag which applied, which got approved
Built for the solar installation business
From survey to commission — attribution, compliance and pipeline management in one place.
Track every solar enquiry from Facebook ad, Google campaign, MCS referral or word-of-mouth through to completed install and paid invoice. Know your ROAS per channel — not just clicks and impressions.
Store your MCS certificate number, accreditation details and annual renewal dates in Settings. Your MCS number auto-populates on every quote and invoice automatically — required for BUS grant eligibility.
Log DNO application reference, G99 connection agreement status and grid connection date per installation. Track G99 approvals across all live installs from one screen.
Flag every lead that applied for the Boiler Upgrade Scheme. Track which got approved, the grant value and how it affects your net revenue per install. Report grant revenue separately from private sales.
Track every lead from home survey through to completed installation. Automated follow-up for unconverted survey leads. See your survey-to-install conversion rate and average days to close.
Separate pipeline for battery-only retrofits. Track survey → proposal → install → commissioning per property. Up-sell batteries to existing solar customers automatically at 12 months.
Generate MCS handover packs with system spec, panel make/model, inverter, battery, warranty docs and DNO paperwork. Clients receive everything through their portal link.
Customers view system spec, approve quotes, track installation progress and access all handover documents through a professional portal link — no chasing for paperwork.
Attribution across every job and product you sell
Know which channel drives each job type and what it costs you to acquire one.
Every compliance requirement — tracked, not forgotten
MCS certification is mandatory for your customers to claim BUS grant funding. DNO G99 approval must be in place before export. TrustMark registration builds consumer trust. Trade2Base tracks all of it so nothing blocks an install or a grant.
- MCS number auto-populates on every quote, invoice and handover doc
- TrustMark registration stored and surfaced on customer-facing documents
- DNO G99 connection agreement status tracked per installation
- BUS grant application flagged — approved/pending/rejected per lead
- MCS handover pack generated in one click per completed job
What solar installers say
“The DNO application tracking is invaluable. I have 30+ G99 applications in progress at any time. Trade2Base shows me exactly which stage each one is at without digging through emails.”
“We were running Facebook ads and had no idea if they were converting. Trade2Base showed us: £1,200 spend, 22 enquiries, 14 surveys, 9 installs, £58,000 revenue. That's 48× ROAS. We scaled the campaign the next week.”
“The MCS handover documentation used to take me 45 minutes per job — certificate, warranty pack, DNO docs, inverter manual. Now I click a button in Trade2Base and it's done in 30 seconds.”
Common questions from solar installers
Yes. You enter your MCS certificate number and accreditation body (e.g., RECC, NAPIT) in Settings. Your MCS number is automatically included on every quote, invoice and handover document — which is required for your customers to claim BUS grant funding. You can also store your annual renewal date with a reminder 60 days before expiry.
Yes. Flag any enquiry as a BUS grant applicant, record the application date and track approval status. When the grant is confirmed, Trade2Base records the grant value separately from the private customer contribution so your revenue reports are accurate.
Yes. Each job has a compliance section where you log DNO reference numbers, G99 connection agreement status and grid connection confirmation date. You can also attach DNO correspondence documents to the job record. The dashboard shows all pending G99 approvals at a glance.
Yes. You create separate job types for new solar installations, battery-only retrofits, EV charger installs, solar + heat pump packages and maintenance contracts. The pipeline view shows all streams separately or combined, with attribution tracking on every job type.
Know which solar leads become installs — and what each channel costs you
Join UK solar installers using Trade2Base to track attribution, manage MCS compliance, handle BUS grants and grow their pipeline.