Project Description
Description of this Solar Sales Software App
Solar sales software ensures you can complete proposals quickly and turn them around fast, which is critical so you can win more business. This app enables a solar sales representative visiting a prospect to gather key information from the site that will be used to assemble a proposal. Never miss a detail your team needs, while sharing site information and observations with your design engineers in real time as you’re talking through them with your prospective customer.
Key Activities & Sections Covered
This solar sales software app helps you collect the following data and perform associated checklist items:
Customer Contact Information
Client Qualifications
Scheduling & Logistics
Site Pictures
Roof Details
Main Service Panel Details
Features
App is available for iOS and Android
App works with or without Internet connection
Uploads data automatically to web portal
Take pictures, videos, barcodes, signatures, date & time and more
Record GPS location of pictures and sites and view on integrated map
View and sort sales visits by lead, project and more
Export data to customized PDF or Excel reports and send via email
Schedule Scoop Platform 1:1 Demo & Consultation
In this 20-45 min session, we examine your operations, share best practices and provide an overview including a live demo.