GUIDE
12 Software Shopping Mistakes
to Avoid for Residential Solar or
Home Electrification Installers
Learn from the mistakes of companies just like yours and how the right approach can help you avoid those pitfalls, streamline operations, and reduce costs.
Why Is Choosing The Right Software Important?
Investing in software and automation is one of the most effective ways to ensure your operation is ready for anything. In booming markets, it’s an engine of growth that allows you to scale faster than the competition and take on more opportunities. In slower markets, it enhances your team’s efficiency and lets you run lean while preserving quality and service levels.
About This Guide
In this white paper we provide much more than just long explanations of mistakes we’ve seen people make over the years. We’ll also provide you with:
- Financial impact breakdown
- Video insights from industry leaders
- Proven alternative approaches
Why It Matters
Choosing and rolling out new software may seem simple enough, but it is far from trivial. With so many options out there screaming at you claiming they’re the best solution, it can be a daunting task for leaders to decide how to move forward. This decision is made even more serious and stressful given the significant time, effort, and money to be spent and the impact of your choice on your operations (no pressure)!
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What is Keeping Solar & Renewable Leaders Up at Night
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 Data often out of date and incomplete.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 Ops
Partners & subs (sales, install, design, permit, finance, service) not following standards creating risk to your brand.
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Practical Solutions to Everyday Challenges
Eliminate Manual Steps with a Fully Integrated Ecosystem
Your investment in essential tools such as your CRM or Accounting and Design software can go a lot further when this ecosystem is fully orchestrated and connected.
With its advanced but easy-to-setup automations, Scoop mPMA ensures smooth data flow and workflow across all your systems.
Easy-to-Follow Processes for Office & Field Teams
Processes and data are no good when they sit in documents or in the CRM where they can’t be actioned.
Scoop’s solar project management platform is available across desktop and mobile, ensuring all members of your team can access a highly tailored view of the data for their type of work — from sales to design, to permitting, installation, closeout, and service.
Understand Project Progress Without Having to Ask
Do you find yourself having to constantly ask team members where projects are at? Having to determine project progress by asking around is a function of disconnected legacy Project Management tools.
Scoop Project Tracker Live ties directly to actual work being executed by various roles in the team from sales, to site survey to installation and closeout. The result is project dashboards that are always up-to-date.
Extend the Platform to Partners & Subcontractors
To maximize efficiency, growth potential, and brand protection, processes and best practices should not stop at the walls of your organization.
With Scoop’s advanced roles and access controls, plus the ability to add unlimited users, you can now extend the benefits of the platform to your network of partners.
Visualize Powerful Insights from your Operational Data
Leverage the powerful LOOXY™ Analytics platform to easily analyze and visualize your data. Create dashboards, track KPIs, and schedule automated emails to stakeholders.
