Planned
Challenges
Survey-to-install handoff • Equipment planning • Customer education
Tradesperson Network brings software, mobile, customers, suppliers, payments, learning, and community together for the wider trades sector.
Industry solution
Solar workflows on a connected trade platform.
Leads, site surveys, installation scheduling, equipment planning, handover, and payment.
Planned
Solar is part of the universal trade roadmap. Core ERP workflows apply broadly while trade-specific templates should be validated before being sold as complete.
Workflow template
Challenges, workflow, modules, mobile, customer experience, materials, automation, integrations, outcomes, and FAQ.
Planned
Workflow
Leads, site surveys, installation scheduling, equipment planning, handover, and payment.
Available
Modules
CRM, customers, sites, estimates, quotes, jobs, scheduling, materials, purchasing, invoices, and reporting.
Beta
Mobile
Field schedules, site information, photos, notes, checklists, and completion actions support the wider mobile direction.
In Development
Customer experience
Requests, approvals, documents, and payment routes expand the customer side of the trade workflow.
Beta
Materials or assets
General material, asset, or supplier patterns apply while trade-specific templates are validated.
In Development
Automation
AI-supported qualification, drafting, reminders, and summaries remain human-approved and availability-labelled.
In Development
Integrations
Accounting, payments, calendar, maps, storage, and APIs sit in the broader integration roadmap.
Available
Outcomes
Respond faster, reduce admin, organise work clearly, improve customer communication, and understand profitability.
FAQ
Solar route questions
Can surveys and install jobs connect?
Yes, the existing survey, estimate, scheduling, and completion flow supports this direction.