Bring Home Perfect Job Closeout & PTO Processes
- Save 8-10 hours per job closeout (JCO)
- Speed up PTO process by 44%
- Achieve higher customer satisfaction
How Efficient Are Your Job Closeout Processes?
About This Webinar
Why It Matters
Tom Bowyer
Service Manager, Cosmic Solar
What We'll Cover
- Solve: Technicians Lack Checklists In The Field Resulting In Missing Or Incomplete JCO Photos Required
- Solve: Time Consuming Process For Office Admins To Retrieve Info & Manually Generate JCO Reports.
- Solve: Field Crews & PMs Forget To Notify Finance Teams To Issue Invoices Resulting In Missed Payments
- Solve: PTO Coordinators Miss Extensive Data Requirements Causing Delays In Approval Process
- Solve: Customers Left with Negative Final Impression From PTO Complexity & Multi-Week Delays
Access the Recording
Top of Mind Challenges for Solar Operation Leaders
Inefficient Work Handoffs
Multiple tools in the field & office. Repeat data entry. Manual work & data handoffs across teams.
Scheduling Challenges
Lack of a centralized calendar with all jobs and crews assigned. Difficulty managing access to multiple calendars.
Lack of Compliance
Best practices not being followed. Each person doing things differently and risking re-work, repeat site visits and more.
Duplicate Data Entry
Team required to re-enter routine customer or project information across multiple IT tools for each project or work order.
Spreadsheet Hellscape
Required to stitch together data from multiple spreadsheets, reports and updates. Data often out of date and incomplete.
Inefficient Partner Operations
Partners & subs (sales, install, design, permit, finance, service) not following standards creating risk to your brand.
Don’t Want to Wait? Book a 1:1 Demo Today
