Survey-to-install handoff
Keep survey-to-install handoff visible from the first customer conversation through the next booked action.
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Solar industry route
Run solar work with less operational friction.
Leads, site surveys, installation scheduling, equipment planning, handover, and payment. Connect the commercial, operational, and customer context around each job instead of rebuilding it across disconnected tools.
Readiness signal
Solar uses the universal lead-to-payment foundation; confirm trade-specific templates and rollout scope with the team before launch.
The problem
Where solar teams lose time and control.
Start with the pressure points that make the workflow difficult to scale, then connect them to the operating improvements the platform is designed to support.
Equipment planning
Reduce the handoff gaps around equipment planning with one job record shared by office and field teams.
Customer education
Reduce the handoff gaps around customer education with one job record shared by office and field teams.
The outcome
A clearer solar operating rhythm.
The outcome is not more admin. It is a repeatable way for office teams, field teams, customers, and suppliers to stay aligned around the same work.
A repeatable workflow
Leads, site surveys, installation scheduling, equipment planning, handover, and payment.
Office-to-field clarity
Give planners and tradespeople one current view of schedules, sites, notes, media, checklists, and completion actions.
Customer confidence
Keep requests, approvals, documents, updates, and payment touchpoints connected to the work being delivered.
Commercial control
Bring estimates, quotes, materials, purchasing, invoices, and profitability signals into the same operating rhythm.
The proof
The product foundation behind the industry route.
Use the shared platform capabilities today, then validate the depth of industry-specific configuration needed for your rollout.
Connected ERP foundation
CRM, customers, sites, estimates, quotes, jobs, scheduling, materials, purchasing, invoices, and reporting are the core operating layer.
Secure operating controls
Tenant isolation, branch context, roles, secure sessions, and audit patterns support responsible growth.
Implementation-ready route
The core workflow applies broadly; trade-specific templates and rollout scope should be validated before being sold as complete.
FAQ
Solar route questions
Can surveys and install jobs connect?
Yes, the existing survey, estimate, scheduling, and completion flow supports this direction.