Manage installation projects from lead generation to grid connection and always see which action is required next. Drive better day-to-day decision making to install faster and at higher margins.
Projects
Installation project management
Keep an overview of all your installation projects and always know which action is required next. Streamline processes and data to automate workflows and manage more projects per person.
Avoid spending hours searching for and collecting data and images from multiple tools and spreadsheets. Extract data from other systems such as your CRM and automatically create branded reports for your installation projects and financial partners.
Create standardized documentation processes for your installation teams. Use our flexible form builder to design any type of form with form fields including drop-down menus, checkboxes, photo upload, signatures, and conditional logic.
Share relevant project information with your partners and decide what they can see. Assign tasks to your subcontractors, exchange documents, and get status updates to collaborate more effectively.
Build your own management dashboard with all important KPIs such as: installations per month, installations without incident, projects per project manager, average time from project start to project finish and more.
The customer is always right and issues occur. Just resolve them fast and automate tasks across your team. Keep an audit trail of all incidents to built reliable operations.