Great Platform To Build Companywide Workflows!

We sell and install residential solar power systems throughout the United States. There are many steps to successfully manage these Projects each with its own unique datapoints, workflows and metrics. Quickbase enables us to customize our app to fit our unique business needs, without the necessity to write lots of code. We are able to pivot when necessary and quickly test new ideas. We define our own workflows, instead of relying on an inflexible pre-built "solution."

We've developed a series of automations, via Quickbase Pipelines, so when one Team finishes their project goal, it is then automatically handed off to the next Team to finish the next set of goals during the journey of going solar.

Quickbase is a web-based platform that lets our users access it from anywhere! Our office staff, field staff and remote staff all can access the same data at the same time. There is no software to install, so hybrid work is definitely supported!

Going solar is complex. From a construction perspective, we've built workflows for each "Job Phase." This includes tracking funding, assessing properties, managing designs, permits, scheduling installations and inspections, and getting systems energized! Along the way, there can be bumps, which we track through our task system. Quickbase has allowed us to build these workflows specific to our business needs. When certain data changes, we trigger automation, that move the Job into the next appropriate phase and notifying the appropriate Team Members. This includes our Customers! We take care to hide the complexity away, to let our Team focus on their Job and keep Customers happy and in the loop.