# Sunbase

> Comprehensive business management and CRM tool for field service and sales. (iPhone/iPad app by Jared Dubin.)

- Source: https://appshunter.io/ios/app/sunbase/id1336351915 (this page in markdown: same URL + `.md`)
- Developer: [Jared Dubin](https://appshunter.io/developer/1336351914)
- Category: Business
- Price: Free
- Rating: 4.20/5 from 19 App Store ratings · 7 written reviews indexed
- Age rating: 4+
- Requires: iOS 13.0 · 56 MB
- Languages: American English
- Released: 2018-01-31
- Data updated: 2026-07-18
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sunbase/id1336351915/reviews.md

## What is Sunbase?

The mobile companion app for your Sunbase account.

Let SunbaseData help take your business to the next level you can access all of your business information from customers, sales, financing, operations and installation from your office or on top of a customers roof. You can track your employees location with our GPS feature tracking their location for historical playback and mileage calculation. Great for businesses that want to know when their employees arrived and left the job site.

Track your leads, appointments and customers with all of the fields that you need you can create your own.

Ready to go out of the box start entering leads after signup in minutes.

Appointments are automatically synchronized with Google Calendars and view-able through the system.

Originally built for Solar Industry the system is incredibly flexible and is used by roofers, electrical companies, painters, therapists, landscapers and many more.

Create invoices including repeat invoices to generate and send to your customers.

Create work orders with permit info, what to be done, notes, attachments, pictures and details of the system.

Does your industry have financing? Do you have to track financing applications or permits we got you covered. 

Add your attachments to the customer or the job. Add/Access them in the field they are stored safely on Amazon's S3 Cloud.

We have an importer utility built into the program to make it easy to migrate your existing data from excel or another CRM solution into SunbaseData..

Job Board track the status of all of your jobs and see it visually on our job board. You can drag and drop (web version) between the different states.

Integrated telephone dialer built into the system. Using the dialer your appointment setters can easily filter the list of leads you want to call and divide them up. Also support click to call, auto dialing and predictive dialing.

Inventory management, tracking bundles, quantity on hand, assets, vehicles and equipment. Can track your cost for each product and your profit margin.

Books and ledgers with Profit/Loss and Year end reports and an easy receipt capture tool to save the receipt onto the cloud and add a ledger transaction. Never have those faded receipts again. Also eliminates having to keep all of the records in case you are ever audited.

Allow your employees to punch in though our time clock. Not only do we track the time we can tell you their location that they did it from. Did they punch out when they got home?

Email Marketing blasts quickly create advanced targeted filters to pinpoint your target for an email marketing blasts. Use our Visual Email Designer or HTML editor to create the email and blast it out to your customer base. The marketing blast feature includes the ability to unsubscribe as well as track who opened the email and when. The system calculates the Read rate for you.

Track Licenses/Skills/Insurance, 

Online Training platform. Systematize your business by creating videos and using those to train your staff.

Carve territories and view your jobs and leads based off territories.

Create and track your sales contracts with e-signing.

## Key features

- Customer and sales tracking
- Employee GPS tracking
- Lead and appointment management
- Invoice and work order creation
- Financing and permit tracking
- Inventory management
- Email marketing tools

## Recent user reviews (7 of 7)

All indexed reviews: https://appshunter.io/ios/app/sunbase/id1336351915/reviews.md

### 5/5 — For pros who want an ERP

*2025-07-03*

Only way to go if you want to fully customize your own ERP system front to back for solar sales and install

### 5/5 — Works great

*2024-11-13*

Works well

### 5/5 — Amazing customer service

*2021-12-09*

Probably the best and easiest and most effective customer service phone call I’ve ever had in my life. Thank you so much for your help! Highly recommend.

### 5/5 — Excellent App

*2021-01-12*

Josh, the creator of the app has been extremely helpful during the transition of using his CRM for our solar company. Excellent CRM, easy to understand, full of ways to keep track of projects and update our crews and customers at the same time. Highly recommend

### 5/5 — Awesome app awesome developer

*2020-09-23*

Awesome app very personable team working alongside with to help modify and improve the app to cater to your needs would recommend to any solar company looking for a affordable affective CRM!! Thanks Jared

### 1/5 — Does not work for iPhone 11pro

*2020-07-07*

Does not work with iPhone 11 Pro Max.

### 4/5 — Awesome App!!!

*2019-09-03*

Works well, very useful!!!

## Frequently asked questions about Sunbase

### What is Sunbase?

Sunbase is a mobile companion app designed to help businesses manage customer information, sales, operations, and financing. It provides tools for tracking employees, leads, appointments, and generating invoices and work orders.

### Is Sunbase free to use?

Yes, Sunbase is available for free. There are no upfront costs or subscription fees associated with using the core features of the application.

### What kind of businesses can use Sunbase?

While originally built for the solar industry, Sunbase is highly flexible and used by a variety of businesses including roofers, electrical companies, painters, therapists, and landscapers.

### Does Sunbase have ads?

No, Sunbase does not contain advertisements. As a free application, it is ad-free, allowing for an uninterrupted user experience.

### How does Sunbase track employee location?

Sunbase features GPS tracking that records employee locations for historical playback and mileage calculation. This helps businesses monitor arrival and departure times from job sites.

### Can I import my existing data into Sunbase?

Yes, Sunbase includes an importer utility that makes it easy to migrate your existing data from sources like Excel or other CRM solutions into the platform.

### What devices is Sunbase compatible with?

Sunbase is available on iPhone, iPad, and iPod devices. It is designed for mobile use across Apple's iOS ecosystem.

### How often is Sunbase updated?

The latest version of Sunbase is 2.8.5, and it was last updated on October 14, 2024. Updates are released periodically to improve functionality and add new features.

## Version history (last 5 releases)

### 2.8.5 — 2024-10-14

Stability release

### 2.8.4 — 2024-09-30

Bar code scanning updates

### 2.8.2 — 2024-09-05

updated on job clock in

### 2.8.1 — 2024-07-27

Update to batch uploading images

### 2.7.8 — 2024-04-15

Update on sunbase canvassing for area assigment

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| [Focus Building Inspections](https://appshunter.io/ios/app/focus-building-inspections/id1587251620) | — | Free | Business |
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## More apps by Jared Dubin

- [Sunbase Referral](https://appshunter.io/ios/app/sunbase-referral/id1597758729)
- [Sunbase Solar Designer](https://appshunter.io/ios/app/sunbase-solar-designer/id1632238633)
- [Knockbase](https://appshunter.io/ios/app/knockbase/id1662937512)
- [My Solar Hub](https://appshunter.io/ios/app/my-solar-hub/id6444674631)
- [MyClientBase](https://appshunter.io/ios/app/myclientbase/id6464056821)

All apps by Jared Dubin: https://appshunter.io/developer/1336351914

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-18.*