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Consumer Financing

Wisetack + Sterling Crew for Solar Installers

Running a solar & battery storage business means juggling consumer financing alongside dispatching technicians, answering calls, and chasing payments. Wisetack is one of the most popular consumer financing tools in the trades — and Sterling Crew's native integration makes it work even harder for solar installers. Connect once, and Sterling's 7 AI agents handle the rest: syncing data, automating workflows, and eliminating the manual busywork that costs your solar & battery storage shop hours every week.

5 min readSterling CrewUpdated Mar 2026

The problem: Why solar installers need better consumer financing

1

42% of homeowners delay solar & battery storage projects because they can't pay upfront

2

Solar & Battery Storage businesses lose $15,000+ in annual revenue by not offering financing options

3

Customers who finance spend 30-50% more per job than cash-pay customers

The solution: Wisetack + Sterling Crew

Sterling automatically syncs solar & battery storage job data with Wisetack — no manual entry required

Two-click setup connects your existing Wisetack account to Sterling's solar & battery storage platform

Real-time data flows between Sterling's 7 AI agents and Wisetack keep everything in sync

Sterling's Quoting Agent includes Wisetack financing options on every solar & battery storage estimate

Customers apply for financing in 60 seconds — increasing your average solar & battery storage ticket by 30-50%

How data flows

Financing options display directly in Sterling proposals
Pre-qualification link sent via SMS to customers
Approval status syncs back to the job record
Funded amounts reconcile with Sterling invoices

Setup in 3 steps

1

Navigate to Settings → Integrations

2

Click Connect next to Wisetack

3

Complete Wisetack merchant enrollment (takes ~10 minutes)

Frequently asked questions

How does Wisetack integrate with Sterling for solar & battery storage businesses?

Sterling connects to Wisetack through a secure API integration. Once connected, data flows automatically between Sterling's 7 AI agents and your Wisetack account. Solar & Battery Storage job data, customer information, and financial records stay synchronized in real time with no manual entry required.

How long does it take to set up the Wisetack integration?

Most solar & battery storage businesses complete the Wisetack integration in under 5 minutes. Simply navigate to Settings → Integrations in your Sterling dashboard, click "Connect Wisetack", and authorize the connection. Sterling handles the rest automatically.

Do I need a Wisetack account before connecting to Sterling?

Yes, you'll need an active Wisetack account. If you don't have one yet, you can sign up at wisetack.com and then connect it to Sterling. Many solar & battery storage businesses find that the Sterling + Wisetack combination saves them 10+ hours per week.

What solar & battery storage data syncs between Sterling and Wisetack?

The integration syncs solar & battery storage-specific data including job details, customer records, invoices, payments, and scheduling information. Sterling's AI agents use this data to automate your solar & battery storage back office — from answering calls to collecting payments.

Is the Wisetack integration included in all Sterling plans?

The Wisetack integration is available on all Sterling plans starting at $149/month. Solar & Battery Storage businesses on the Growth plan ($299/month) get priority support for integration setup and troubleshooting.

Can I disconnect Wisetack later if I switch to a different tool?

Absolutely. You can disconnect Wisetack at any time from Settings → Integrations. Your solar & battery storage data in Sterling is preserved, and you can connect a different tool whenever you're ready. Sterling supports 134+ integrations.

Connect Wisetack to your solar & battery storage business

Ready to connect Wisetack to your solar & battery storage business? Start your 14-day free trial of Sterling Crew and set up the integration in under 5 minutes.

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