For solar installers
Start with price lists, stock and payments. The field app, planning and projects are already built and are switched on when your team is ready.
"Someone sold below cost, and we found out later."
When someone sets a price on a price list, or changes a price or a discount on an order, the server refuses a net price below the product's average stock cost.
"Follow-ups fall through the cracks."
Log calls and visits on each customer, give a follow-up with a due date to a colleague, and see your own list under "My tasks". A request a customer sends from the portal arrives as a follow-up for their account manager.
"I don't know who owes me money without calling three people."
Every invoice shows what was paid and the balance, and reminders go out before, on and after the due date. In the DR Congo, payments in Congolese francs are converted at the recorded rate of the day.
Built, switched on when you’re ready
"Field reports arrive as loose photos in a group chat."
An Android app for technicians that works without a connection: checklists with photos, readings and the customer's signature. The office checks and approves commissioning.
Built, switched on when you’re ready
"Two sites, the same crew, the same day."
Plan by crew and day: the app warns when a crew or vehicle is already booked. A site survey and sizing based on the site's sunlight data give a first estimate.
Worth knowing
The floor doesn't apply to prices loaded from Excel. The app's invoice tracks the receivable; it is not the legal tax invoice. The field app is an Android app installed from the web app, outside the app stores, and some steps need a connection.
30 minutes, on fictional data. Two steps, then you pick your time slot.
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