Shorten Your Sales Cycle
Turn your quotes into jobs with a few simple clicks – Quickly with Automation. Job Management & Installation Management Software
Your jobs, at a glance. Solar CRM – Everything you need – in one integrated platform. If you want to know who, what, when, how and why, you can see it at a glance from the Job Module.
Check when milestones and tasks have been completed. Our CRM quote and proposal management software solution is designed to automate all of the job and order management processes.
Our CRM enables you to create and send installation booking to client and installer with automated email notification. Installer will receive job pack with all products details, roof mapping and any specific instructions etc.
Never miss a deadline with the important dates. Call us today for a demo. We are based in Brisbane, Australia – local quick support.
- Convert won Quotes to Jobs seamlessly without losing any data
- Jobs status, at a glance
- Track milestones and manage processes
- Create custom Job status as per your workflow
- Customise Jobs process
- Auto Notifications to customers
- Action-oriented follow-ups
- Book Installer and installation booking
- Manage Jobs and delivery including Handover documents
- Keep everything safe and secure