![]() ![]() ![]() Filter projects by team, installation phase, industry, location, field managers, and more. The dashboard is completely customizable, allowing your team to configure project cards, phases, and at-a-glance data fields. ![]() The Project Tracker Live™ feature is an automated and real-time dashboard that makes monitoring and managing projects, installations, and service visits simple. By focusing on solar installation compliance and moving processes and checklists into a standardized and mobile-friendly workflow, you can empower your solar project manager, not to mention reduce costs from additional labor hours and time wasted by your solar sales team, field technicians, office personnel, and other teams. With the ability to create regular follow-up tasks with each contact or company, Scoop also facilitates nurturing of clients and customer support for your internal teams.Ī solar project management mobile app leads to up-to-date project statuses, improved data quality, and a reduction in missing data fields. Scoop allows your solar sales team to create leads and opportunities while ensuring that relevant client, industry, and technical data is collected every time, including photo capture during in-person sales visits. How do you choose the best CRM for solar project management? For starters, your solar software should have the ability to add, track, process, and maintain lead and customer data, everything from client name, site addresses, job history, upcoming installation and service dates, the assigned technician, and more. The difference between office-based and field-based software boils down to only a handful of features, but these can make a world of difference in improving communication and efficiency for your team. To empower your team and easily collaborate with subcontractors, consider features such as work order management, integrated dispatch and schedules, mobile app development, customer relationship management (CRM), solar reporting, and whether the software integrates with your existing tools. Solar Project Management Software for Field TeamsĪn effective solar project management system has a variety of capabilities to help manage solar projects, view real-time progress and reporting, create automated workflow tasks, and streamline your operations. Interested in making life easier for yourself and your solar business, installers, subcontractors, and other teams? These six features of Scoop’s solar project management software will likely do the trick. The Scoop Solar project management software helps solar energy and other renewable companies manage projects, installations, and service visits, as well as streamlining your resources, documents, and communication. ![]()
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