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Industrial Grade Operations Management & Automation Platform Designed for Solar

Leave behind limitations of generic software.

Standardizing & Mobilizing Work Processes

Work Apps™ – mobilize each work process with form fields & workflows

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Transform your work processes from complex spreadsheets into easy to use Work Apps™ - standardize both dataflow and workflow.
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Use our library of industry best practice work app templates or clone and customize them to your needs. No coding needed!
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Customize form fields, checklist items, picture uploads, workflow stages, access control rules and much more.
Work app builder
Automate Work
Capture & Organize Data
Mobile Access
Schedule Work
Forms & Checklists

PROJECT TEMPLATE BUILDER

Project Builder™ – standardize & track your installation projects with ease

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Ensure all your projects follow standard phases & underlying workflow logic while adapting to specific project scope and AHJ requirements.
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Define your project phases and budgeted timelines. Specify conditional phases to be added based on project scope.
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Provide flexibility for project phases to start in parallel or out of sequence as dictated by project needs.
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Define project fields to centralize project specifications, documents, drawings and media in an easy to find project hub.
Project builder
Automate Work
Capture & Organize Data
Forms & Checklists

SMART FORM FEATURES

Smart Forms™ – minimize missing data, adapt to jurisdictions & system types

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Easily include text, dropdown, numeric, address, signature and other types in your work orders & projects.
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Reference Global Fields™ related to client, site or project data. Have data auto-populate to eliminate need for repeat entry.
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Display or hide fields, docs or pictures depending on the type of project, the specific user role, AHJ and other parameters.
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Designate critical fields, pictures or documents as mandatory depending on users and stage of work. Enforce completion in the field or office.
Smart forms
Capture & Organize Data
Mobile Access
Forms & Checklists

WORKFLOW AUTOMATION

Auto Actions™ – automate installation & service work handoffs

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Link auto actions to events and stages in your service workflows to alert team members & prevent work drop-off.
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Choose from a variety of actions including automated emails, task assignments or to launch next project phases.
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Use dynamic rules to automatically send automated alerts to the right team members, partners or even customers.
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Include your professionally branded company signature. Attach PDF reports of completed work including pictures & comments.
auto actions
Automate Work
Reports & Dashboards
Schedule Work

GLOBAL DATA, DOCUMENTS & MEDIA

Global Fields™ – easy access to client and project data, media & documents

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Centralizing data is important but keeping it all straight by client, by project & by work order is critical.
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Scoop pioneers a new approach with Global Fields™ to store client, site and project data that deliver a natural & efficient structure.
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Minimize data entry & noise for each team member by only showing them the necessary fields pertinent to their work.
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Global Fields™ are used to store and serve key data including pictures, videos and documents.
GLOBAL DATA DOCUMENTS MEDIA
Capture & Organize Data
Mobile Access
Forms & Checklists

integrated communication & tasking

Keep the communication with the work. Alert relevant team members.

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Communicate questions and comments in context to specific clients or projects. Access from the web browser or the iOS or Android mobile app.
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See a central list of all communication including common threads related to a project or service call in one place.
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Reference pictures, videos & markups from your project to clearly explain the technical details in your comments or tasks.
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Use efficient time-shifted communication and automated alerts to simplify and facilitate remote working.
integrated communication commenting
Automate Work
Mobile Access

TASK ASSIGNMENT & TRACKING

Assign & alert tasks as they happen. Explain clearly with pictures & markups.

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Mobile access ensures tasks are captured at the source - especially when they are noticed in the field.
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Integrated pictures, video clips and markups ensure the technical details of tasks are captured efficiently.
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Assign tasks to team members including a due date. Automated alerts ensure nothing falls through cracks.
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Use filters to create custom tasks lists to review during daily or weekly huddles or scrum meetings.
TASK ASSIGNMENT TRACKING
Automate Work
Mobile Access
Schedule Work

GLOO SOFTWARE INTEGRATIONS

Fully managed, hassle free integrations tailored to your needs

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Connect workflow and dataflow across all your essential software using Scoop’s unique GLOO™ service.
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Move beyond superficial out-of-the-box integrations. With GLOO™ you gain access to the full power of APIs to power your workflows.
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Your dedicated GLOO™ solution expert takes care of everything, freeing you up to focus on your business.
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Choose from our vast library of 500+ connectors to integrate your CRM, ERP, accounting, design, proposal and e-signature software tools and more.

PERSONALIZED VIEWS & LISTS

Focused views of open work orders, tasks & comments for each member

Make it easy for each team member to know what they need to focus on with personalized filtered lists of work items, scheduled site visits and tasks.
Make it easy for site surveyors or design managers to see the jobs assigned to them. It is easy to save focused lists of work orders at any given stage of workflow.
Large delays in completing installations and service are often the cumulative result of small tasks getting missed. With “activities views” you can engage each team member with all the critical to-do items and tasks they need to focus on at any given point in time.
Scoop simplifies training & engaging team members by allowing managers to centrally create and publish tailored list views to each role in the team. This significantly shortens the learning curve and means they can immediately start working with lists of work items relevant to them.
PERSONALIZED DASHBOARDS
Capture & Organize Data
Reports & Dashboards
Mobile Access
Schedule Work

PROJECT TRACKER LIVE - PTL

Project Tracker Live™: finally a project dashboard that updates itself automatically

With legacy project management dashboards, you are forced to constantly find and feed in data from multiple sources and manually update project statuses. With Scoop Project Tracker Live™ (PTL) we have established a direct link to the actual phases and work items of your projects. As a result the project board is always up-to-date, automatically & without any admin effort.
As a business owner or VP Operations you may want to review all projects in a critical phase across the portfolio. As a Project Manager you may need to to see all residential solar projects in PTO. As a permitting coordinator you may only want to see projects that are ready for PTO. The configurable PTL™ dashboard lets you choose the view that makes the most sense for each role.
For each type of project a different set of data may be needed to be brought forward and highlighted. With Scoop Project Tracker Live™ you can configure your project cards and customize which information fields are shown including quick and easy access to contracts, drawings pictures and links.
Take advantage of Scoop’s easy drag-and-drop app builder to specify the exact sales qualification questions, checklist items and measurements are collected are collected every time.
As your portfolio of projects expands, keeping on top of every project becomes difficult. Our Project Performance Analytics™ (PPX) feature uses intelligent algorithms to continuously keep a virtual eye on projects performance and escalate them when your team’s attention is required.
PROJECT TRACKER LIVE PTL
Capture & Organize Data
Mobile Access
Schedule Work

PDF REPORT GENERATOR

Make it a breeze to generate & send work completion PDF reports

PDF Report Builder™ helps you easily configure & send daily reports, service visits, site surveys, job closeouts & more.
Configure the title page, headers, footers, your logo and branding as well as all report content and layout to achieve your desired reporting needs.
Adjust report settings to show checklist items, inspection results, before and after pictures as well as comments and open tasks.
Combine with Scoop Auto Actions™ to send consistent, professionally formatted client facing PDF reports at key installation or service milestones.
Provide partners with access to their service or installations dashboard and control their access to only view their reports.
PDF REPORT GENERATOR
Automate Work
Capture & Organize Data
Reports & Dashboards
Forms & Checklists

LOOXY™ ANALYTICS BY SCOOP

Visualize powerful insights and reports from your operational data

Build powerful renewable operations dashboards and charts in an intuitive environment.
Avoid spending hours downloading and collating data from multiple tools and spreadsheets. With Scoop providing a central hub of your operations and LOOXY™ built on top of this hub, you gain effortless access to all your fine-grained operational data in one place.
Want to see a timeline trend of projects or service work orders by region, partner and lead? No problem! Want to see the kW’s and dollar value of systems installed each week or month? Done! These and countless other charts are easy to configure in LOOXY.
The logical and intuitive organization of the LOOXY platform allows you to create and customize dashboards easily in a drag-and-drop interface. Within each dashboard you can add multiple sections, KPIs and charts as well user interactions that lead your team to additional drill-down dashboards and charts.
Easily set up a recurring scheduled task to send the latest snapshot of specific dashboards to relevant team members or client contacts.
Group 21496
Capture & Organize Data
Reports & Dashboards

Your team deserves the best operations platform. Get started today.

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15,000+ projects executed on Scoop

Get started easily with our unlimited user plans and dedicated customer support.

How Scoop enables your technology stack

Scoop’s unique integration engine & hosted service – GLOO – gives you the freedom to choose the best tools & connect them together
Get best-in-class functionality

With Scoop® as your central operations hub and 500+ GLOO™ integrations, you have the freedom to choose the most powerful tools to run your business.

Future proof your technology stack

As you grow and your needs change, you have the flexibility to swap out individual tools to match your growth needs. Don't become captive to the mythical all-in-one platform.

Designed for renewable operations

Our dedication to the solar and renewable industry and our customer-focused development gives you a powerful set of features aimed at solving your specific challenges.

Achieve true end to end automation

Scoop's fully managed and hosted GLOO™ integration service is deeply customizable and capable of automating workflows and data mappings across 500+ tools.