◆ SOLAR D2D COMMISSION PLATFORM

Solar sales commission software
built for milestone pay.

Sign. Permit. Install. PTO. Solar deals don't close at signature — they earn pay across multiple milestones. D2DHQ tracks each deal across the full lifecycle, lets operators allocate pay to the stages that fit their risk policy, and splits payments cleanly between setter and closer. Built for EPCs, dealers, and hybrid teams.

Solar compensation often spans a longer operational lifecycle than a one-step sale. Projects can move through qualification, contract, permit, installation, inspection, and PTO while multiple participant roles earn against different milestones. D2DHQ keeps that operational history and compensation history connected.

Common solar payout milestones

Many solar organizations allocate compensation across some combination of these events, with the timing and percentage set by their own plan:

  • Signed contract. A configurable early-stage allocation when the organization chooses to compensate at contract.
  • Permit / HOA approval. A risk-control milestone for projects that require local or association approval.
  • Install complete. A field-completion milestone that can carry its own plan allocation.
  • PTO (permission to operate). A terminal lifecycle stage that can release the final configured allocation.

D2DHQ keeps the configured lifecycle lined up across active projects, without relying on a separate compensation spreadsheet.

$/watt vs flat-rate commission structures

Solar plans may use $/watt, a flat amount, a percentage of contract value, margin above a configured redline, or a combination of those methods.

D2DHQ supports both, plus hybrid, effective-dated campaign plans with role-based setter, closer, manager, and project-owner components.

Setter / closer splits and override stacks

Most D2D solar runs a two-stage motion: a setter knocks the door and books the appointment; a closer runs the in-home demo and gets the contract signed. The organization can divide a role's allocation between assigned participants and add separate manager components where its compensation policy calls for them.

When a milestone is recorded, D2DHQ applies the effective plan snapshot and posts each participant's earning through the statement pipeline. Reps see their own statements; managers see the team rollup.

Permit-stage risk and reversals

A project can stop after signature when a permit, HOA, utility, or customer requirement is not completed. The customer may have signed and the rep may have been paid (in plans that pay on signature), and three weeks later the AHJ rejects the structural plan or the HOA blocks the panels visible from the street. The deal evaporates and the operator chases a clawback from a rep who's already moved on.

In D2DHQ, the operator can allocate a component entirely to the permit milestone so it does not accrue before permit approval. If the plan intentionally pays an earlier milestone, a later cancellation posts an explicit negative reversal instead of silently rewriting the original earning. The statement keeps both the original entry and its auditable offset.

EPC, dealer, and hybrid models

The contracting structure shapes how commission flows. EPC-direct teams own the install. Dealerteams sell as a channel for a national EPC and get paid on the EPC's cycle. Hybridteams do both. D2DHQ handles all three from one ledger so reps see one statement per cycle regardless of the deal's underlying structure.

QuickBooks for solar commissions

Your bookkeeper opens QuickBooks on payday morning and the run is already there, coded right. Milestone payments, splits, clawbacks — all reconciled. QuickBooks Online today; Desktop on the roadmap. See the dedicated QuickBooks commission integration page.

Configure every milestone against your EPC data.

After the one-time $500 setup fee, we'll collect your EPC payout file, rate cards, and clawback policy, then configure setter/closer splits and milestone pay for review before the first live cycle.

Start $500 setup

Related

Solar commission software FAQ

How do solar sales commissions work?

Many solar D2D teams allocate compensation across stages such as signed contract, permit approval, installation, and PTO (permission to operate). D2DHQ supports campaign-defined residential and commercial milestones, with each commission component allocated across the stages the operator chooses.

What percentage do solar sales reps make per deal?

Compensation varies by company, market, role, system size, contract value, and margin policy. D2DHQ supports flat-rate, dollars-per-watt, contract-percentage, margin-above-redline, and hybrid components with configurable participant roles and milestone allocations.

How do permit-pull clawbacks work in solar?

A deal may be signed but later stop because the local AHJ rejects the permit, the customer cancels, or the HOA blocks the install. D2DHQ lets the operator allocate commission to the permit and later milestones so pay does not accrue early. If an earlier milestone was already posted, cancellation creates an explicit negative reversal in the earning ledger and statement pipeline.

Can D2DHQ handle setter/closer commission splits?

Yes. D2DHQ tracks project participants by role, including setter, closer, manager, and project owner. Each role can have validated participant splits, and commission components can target a role with their own milestone allocations.

Does D2DHQ work with EPC and dealer-channel solar models?

Yes. Whether you sell as the EPC, sell as a dealer for a national EPC, or run a hybrid model, D2DHQ tracks the deal across whichever party owns each milestone. Dealer commissions paid by the EPC import via CSV; in-house deals settle natively. The rep sees one statement per cycle regardless of the underlying contract structure.

How does D2DHQ handle 1099 vs W2 solar reps?

D2DHQ runs a single ledger across mixed classifications. 1099 setters and closers receive signed PDF statements emailed on payday; W2 reps flow through your payroll provider. Your bookkeeper opens QuickBooks on payday morning and the run is reconciled — no parallel spreadsheets for “the W2 ones.”

How fast can a solar team get live on D2DHQ?

A canvassing-only team can begin with company setup, field-team invitations, and an assigned work area. Complete D2DHQ customers can then configure their solar lifecycle, commission plan, CSV mappings, integration credentials, statements, and QuickBooks workflow.