A Single Sales and Customer Data system
Start your customer’s journey with lead management, prospects assignment, appointments scheduling and quote generation. Share relevant data with your teams and improve customer experience with timely, automated communications. A single source of data for customer and materials for immediate and accurate invoicing.
Simplify and Speed up Solar Site Survey
Collect site survey data, videos and photos on iOS or android mobile or hand held devices. Complete checklists and forms quickly with easy drag and drop features. Share data in real time with your team in the office. Access a single shared platform for all customer and job data.
Streamline Workflows and Improve Efficiency of Installation
Schedule work, auto-assign jobs in seconds. Full view of field operations with flexibility to make changes on the go. Track jobs and resolve problems quickly. Capacity dashboard for planning. Manage contractor jobs and performance.
Automate Stock Management
Stock management and tracking of serialised and non-serialised products from warehouse to van to customer premise. Reduce need to over-stock with efficient assignment of materials to jobs.
Ensure Health & Safety Compliance
Built in mandatory risk assessment before job start. Real-time visibility for desktop audits. Skills and certifications match for jobs. Quality control checks by Supervisors.
What would make your life easier?
I can see where my engineers are throughout the day and the progress they are making against jobs, which gives me that great sort of real-time view of the performance management. This is an excellent tool for me.