Manage photovoltaic installation projects from start to finish. Collect client requirements, configure offers, and integrate with project management. Present company information to build trust and analyze client needs to tailor solutions.
Create professional , invoices, and receipts with custom branding and company logo. Build documents quickly using an intuitive builder. Add virtual signature pads for e-signing . Receive automatic notifications for updates and approvals.
Price jobs quickly and present clear pricing to homeowners. Pre-close deals with digital contracts and sign agreements directly within the . Streamline the sales process for one-call close teams.
Manage delivery routes with turn-by-turn directions and geo-fencing for on-site tracking. Capture signatures and manage cash, inventory, and pricing. nd email route documents. Sync with cloud-based route portal for data analysis.
Manage customer interactions with tools for scheduling meetings, tracking engagement history, and accessing product information. Share insights with teams in real time. Customize outreach strategies and monitor performance metrics.