Commercial solar and battery installers
Solar PV installation software for panels, inverters and batteries.
A commercial solar install means pallets of serialised panels, inverters and batteries. Integrio tracks each one from pallet delivery through string tests and grid-connection tasks to handover and O&M.
Office User from £65 per user per month, installers on site from £15 · free 7-day trial, no credit card required
Free template: G99 application checklist →Free template: Solar PV commissioning sheet →Solar PV + battery
Distribution warehouse roof array
Example project · 288 modules · 3 inverters · 1 battery
G99 grid connection · workflow tasks
- Application sent
- Offer accepted
- Install
- Commissioning form
- DNO sign-off
Array sections
- Roof A · south slope144/144
- Roof B · east slope60/96
- Carport canopy0/48
Deliveries
9 of 10 in- P-01 to P-08Modules × 288QR checked in
- P-09Inverters × 3QR checked in
- P-10Battery cabinetDue Thu
Inverters · string test forms
1 retest open- INV-01SN 7K2-40118Strings 1–4 · Voc, Isc, Riso✓ Pass
- INV-02SN 7K2-40131String 3 · Riso neg–earth low✕ Fail
- INV-03SN 7K2-40142Not tested yetTo test
Task: check DC connectors on string 3 and retest. Assigned to Priya K., Wed.
What is solar PV installation software?
Solar PV installation software runs the delivery side of a solar or battery job: the kit ordered and delivered, where each panel, inverter and battery went, its serial number, the string and inverter test results, the grid-connection steps, the crew calendar and the handover pack. Design, yield estimates, DNO applications and MCS certificates sit in other tools.
Last updated . Facts checked on 30 September 2026 against MCS MIS 3002 Issue 6.0, ENA EREC G99 Form A3-1, IET Code of Practice for Grid-connected Solar PV Systems, 2nd Edition and IET Code of Practice for Electrical Energy Storage Systems, 3rd Edition.
Why do commercial solar jobs lose track of kit and paperwork?
A commercial array is a logistics job before it is an electrical one. Pallets of modules, inverters and a battery cabinet arrive over several days, crews move between roofs, and every item carries a serial that belongs in the handover pack. The grid-connection steps run to the DNO's timetable, not yours. When deliveries live in email, serials in a spreadsheet and string tests on paper, the handover pack is rebuilt from memory at the end.
Pallets without a paper trail
A short delivery is spotted on the roof, not at the gate, and nobody can say which pallet was light or who signed for it.
Serials typed up afterwards
Inverter and battery serials copied from photos at the office are easy to transpose, and warranty claims depend on them.
Grid steps outside the plan
The G99 application, offer and commissioning form are tracked in someone's inbox, so energisation dates slip without anyone seeing why.
How do you run a commercial solar installation, from pallet to O&M?
01 · Plan kit and deliveries
Add panels, inverters, optimisers and batteries from your product library or by CSV, then schedule deliveries and check pallets in on site by QR code.02 · Book crews and grid tasks
Put roofers and electricians on the calendar, and run the G98 or G99 steps as workflow tasks that trigger the next job when one closes.03 · Install, record and test
Log each product against its roof section with its serial, then complete string and inverter test forms offline, with photos and readings.04 · Hand over, then maintain
Collect signatures, issue a branded handover record, and schedule O&M visits and support tickets against the installed products.Set up your next solar project record today.
What should solar PV installation software do?
On a solar job the product is the unit of work. Integrio keeps deliveries, serials, tests and tickets on each panel, inverter and battery record, so the evidence follows the kit from pallet to service visit.
✓Pallets against the project
Each delivery schedule shows what is on order, part-delivered or complete. Short orders get flagged, and a QR scan at the gate logs every pallet as it lands.
✓Serials and data points
Define fields such as serial number, rating, firmware or MPPT input once per product type, and fill them in on site against the right array section.
✓String and inverter test forms
Attach testing forms to each inverter or string, with mandatory fields and conditional questions, built in the drag-and-drop form builder.
✓Grid-connection workflow
Turn application, offer, installation, commissioning form and DNO sign-off into tasks with triggers and instructions, visible on a Kanban board.
✓Roof crews and electricians
Schedule installers and subcontractors, sync with Office 365 or Google Calendar, see teams on a live map, and give contractors access to only their jobs.
✓O&M after handover
Raise tickets against installed products, schedule maintenance visits, track warranty periods, and let a phone scan of a product QR open a fault report.
Integrio for solar PV installation: the short version
- What it is
- Installation software on the web, iOS and Android that tracks every product on a solar or battery project from delivery to aftercare.
- Who uses it
- Commercial and industrial solar PV and battery storage installers running multi-roof, carport and multi-site jobs.
- What gets recorded
- Pallet deliveries, panel, inverter, optimiser and battery serials, string and inverter test forms, photos, grid-connection tasks, crews, signatures and O&M tickets.
- On the roof
- Forms work offline in the mobile app and sync automatically when the connection returns.
- Price
- Office User £65 per user per month (£52 billed annually) for product management, workflows, scheduling and the helpdesk; Field Service User £15 (£12 annually) for installers completing forms.
- Limits
- No PV design, shading or yield modelling, no G98 or G99 submission to the DNO, and no MCS certification or MCS certificates.
What documentation does a solar PV handover need?
MCS MIS 3002 Issue 6.0 (mandatory from 18 June 2026) sets the handover pack for MCS-certified solar PV up to 50 kWp DC. The ENA G99 installation form sets what goes back to the DNO. The rows below are what those documents say.
| Document | What the source says | Source |
|---|---|---|
| Commissioning records | Commission to a documented procedure, inspect and test to Section 16 of the IET Code of Practice (except 16.4), and include a copy of each commissioning form and checklist in the pack. | MIS 3002 6.1, 6.2.1 |
| PV array test report | The model report records, per string: module quantity, Voc and Isc, irradiance, polarity, insulation resistance positive and negative to earth, and earth continuity; plus the array isolator and each inverter's make, model, serial number and functional check. | MIS 3002 Appendix E |
| Manuals and warranties | Manufacturer user manuals and warranty details, any incentive-scheme paperwork, and the extra information listed in Section 17 of the Code of Practice. | MIS 3002 6.2.1 |
| Signed handover document | A declaration signed by the installer's on-site representative, client and site addresses, installer details, a list of key components installed, the performance estimate, the first periodic inspection interval and MCS contact details. | MIS 3002 6.3.1 |
| Maintenance information | The maintenance requirements and services available, plus the checks the customer should do, how often, and what to do if they find a problem. | MIS 3002 6.2.1, 7.3 |
| MCS certificate | Registered on the MCS Installation Database within 10 working days of commissioning; the certificate goes to the customer to keep in the handover pack. | MIS 3002 6.3.2, 6.3.3 |
| Grid connection | Follow EREC G98 up to and including 16 A per phase and EREC G99 above it. The 16 A is the combined AC output of all generators, so PV plus a battery can tip a job into G99. | MIS 3002 5.1.8, 5.1.9 |
| G99 installation document (Type A) | Generator, installer and MPAN details, a summary of each module and its registered capacity, commissioning checks, the protection settings schedule, the final circuit diagram and a signed declaration. A "No" to any check means the module must not be put in service. | G99 Form A3-1 |
MIS 3002 covers systems up to 50 kWp DC. For larger commercial arrays, confirm with the client and your certification body which scheme and specifications apply.
MIS 3002 says the latest BS 7671 takes precedence over the Code of Practice in a conflict, and points to Part 7-712 on solar PV power supply systems.
MIS 3002's maintenance schedule is advisory. For commercial and industrial sites it suggests monthly customer checks, a yearly intermediate visit and a full visit every two years.
In Great Britain, G99 Type A covers modules from 0.8 kW to under 1 MW connected below 110 kV. National Grid Electricity Distribution asks for forms B3 or C3 as the installation documents on larger installations.
Sources: MCS MIS 3002 Issue 6.0, ENA EREC G99 Form A3-1, Electricity North West: EREC G99 and National Grid Electricity Distribution: G99 connection procedures.
What should a solar PV test and handover record include?
Use this list to build a solar PV and battery installation record in the Integrio Form Builder, then add the tests your procedure, the manufacturer and the client specification ask for. Save it as a template and attach it to every inverter, string or battery on the next job.
✓Project, site, roof or array section and date
✓Module make, model and quantity per string
✓Inverter make, model and serial number
✓Optimiser and battery serials, where fitted
✓Pallet reference and delivery checked in
✓String Voc and Isc, with irradiance at test
✓Polarity check
✓Insulation resistance, positive and negative to earth
✓Earth continuity, where fitted
✓Array isolator rating, location and functional check
✓Inverter functional check
✓Pass, fail or remedial action, with retest result
✓G98 or G99 step reached and DNO reference
✓Installer signature and client sign-off
Frequently asked questions
What do solar and battery installers ask about installation software?
Ask our team →What should a solar PV handover pack include?
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Under MCS MIS 3002 Issue 6.0, the pack must at least contain every form and checklist used to commission the system, the maintenance requirements and services available, manufacturer manuals and warranty details, any incentive-scheme paperwork, and the extra information in Section 17 of the IET Code of Practice. At handover it comes with a signed document listing the key components installed, the performance estimate and the first periodic inspection interval. The MCS certificate follows within 10 working days of commissioning.
Source: MCS MIS 3002 Issue 6.0.
Does Integrio submit G99 applications or issue MCS certificates?
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No. Integrio does not send anything to the DNO, register installations on the MCS Installation Database or issue MCS certificates, and it does not do PV design or yield estimates. You run the G98 or G99 steps as workflow tasks in Integrio so everyone can see where they stand, and you keep the forms, test results and DNO correspondence on the project record.
When does a solar job need G99 rather than G98?
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MIS 3002 points installers to EREC G98 for installations up to and including 16 A per phase and EREC G99 above that. The 16 A is the combined AC output of all generators on the supply, so a 3 kW PV system and a 3 kW battery on one single-phase supply fall under G99. For Type A modules, the G99 installation document (Form A3-1) records the commissioning checks and a signed declaration.
Sources: MCS MIS 3002 Issue 6.0 and ENA EREC G99 Form A3-1.
Is there a template for string and inverter test results?
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Yes. Build one in the Form Builder from the list on this page, which follows the fields in the model PV array test report in MIS 3002 Appendix E, and attach it to each inverter or string. Mandatory fields stop a test being signed with a blank Voc or insulation reading, and a failed string can carry a remedial note and a retest.
Source: MCS MIS 3002 Issue 6.0.
Can we track battery storage installations too?
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Yes. Add batteries and battery cabinets as products with their serials and data points, attach your own test and commissioning forms, and keep them on the same project as the array. The IET Code of Practice for Electrical Energy Storage Systems (3rd Edition, 2024) covers specifying, designing, installing, commissioning, operating and maintaining storage systems; Integrio holds the records, not the procedure.
Source: IET Code of Practice for Electrical Energy Storage Systems, 3rd Edition.
Does it work offline on a roof?
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Yes. Forms are fully usable offline in the mobile app. Everything is saved on the device and syncs to the cloud automatically when the connection is back.
How do O&M visits work after handover?
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Installed products stay on the customer's site record with their test history. You can schedule maintenance visits, raise and assign support tickets, track warranty periods with alerts before they expire, and give the customer a portal to log issues. MIS 3002 suggests, as advisory, monthly customer checks, a yearly intermediate visit and a full visit every two years for commercial and industrial systems.
Source: MCS MIS 3002 Issue 6.0.
Go deeper
Guides and tools behind this workflow.
See it on your next job