Solar Workflow

Solar Workflow is a project management software specifically designed for the solar industry. According to the vendor, it is a solution that aims to help solar integrators, contractors, renewable energy companies, and construction companies specializing in solar projects streamline their project workflows, manage customer relationships, track project progress, and store and organize project documents. It is said to be suitable for companies of all sizes, from small solar installation businesses to large solar integrators with multiple projects and teams, catering to the needs of professionals in the solar industry.

Key Features

Realtime Dashboard: According to the vendor, Solar Workflow provides a centralized dashboard that offers real-time updates on project health and status. It reportedly displays the permitting status with local power utilities, tracks the status of local power utility rebates, and generates lead density heat maps to identify areas with high potential for solar projects.

Project and Lead Tracking: The vendor claims that Solar Workflow allows users to quickly assess project health and identify potential issues. It is said to send overdue alerts, notifications, and reminders to ensure tasks are completed on time, supports task dependencies, and tracks task progress, providing visibility into the overall project timeline.

Customer Relationship Management: Solar Workflow is said to offer contact management capabilities to store and organize customer information. According to the vendor, it enables activity management to track interactions with customers, facilitates deal tracking, and supports product management. Additionally, it provides reporting functionalities to analyze customer data and track performance.

Document Management and Cloud Storage: The vendor states that Solar Workflow allows users to attach documents to specific tasks, ensuring all relevant information is easily accessible. It reportedly enables easy browsing of project documents within the software interface and stores all documents in the cloud, providing secure and reliable cloud storage accessible from anywhere with an internet connection.

Crew Scheduling: According to the vendor, Solar Workflow provides a comprehensive view of job schedules, allowing users to manage crew assignments efficiently. It is said to link schedules to specific projects, ensuring seamless coordination between crews and projects, and supports an unlimited number of crews and schedules.

Excellent Support: The vendor claims that Solar Workflow offers instant support response to address any technical issues or inquiries. They state that it guarantees complete satisfaction, ensuring that users receive the necessary assistance and prioritizes user success by providing support to optimize the utilization of the software.