Features of Design My Solar
One Stop Shop
For Sales And Operations
Operations
✓ Access to Approved Plans and Permits
✓ Ability to Upload Installation And Site Evaluation Progress Photos
✓ SMS Customer Contact History
✓ Tasks, Reminders, And Centralized Communication
✓ Operations Pipeline Progress Bar Per Project
✓ Detailed project pipeline from start to PTO with monitoring stage included
✓ Customer Portal To View The Status Of Installation
✓ Activate And Set Up A Crew. Create Weekly Crew Schedules. Crew Update Notes History.
✓ Audit Entire History Of Project.
Sales
✓ Automated Generation and Email-Delivery of Contracts and Proposals
✓ Docusign, Credit Check and SMS integrations
✓ End-to-End Site Survey To Approved Plans
✓ Flexible And Accurate Pricing And Commission Options With In-House Financing.
✓ Search And Create Proposals
✓ Create And Manage Leads
✓ Create Weekly, Monthly, Quarterly And Yearly Reports
✓ Modify Commissions And Pricing
✓ Add/Edit Fields and Filters
✓ Export Proposals And Reports
✓ Convert A Sold Deal
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