Residential Solar Project Management

Scoop’s solar project management software makes it easy for residential solar companies, installers, and service providers to standardize, automate, and track projects.

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powering 250,000+ project sites worldwide

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Simplify Solar Project Management

Scoop’s solar project management software makes it easy for residential solar installers to manage projects, installations, and service visits. Smart Forms™ and checklists features ensure required data, documents, and photos are collected while Work Apps allow you to apply best practices across your company. All pricing plans come with unlimited storage and user seats to ensure your internal team can collaborate with installation partners and contractors. 

Empower Field and Office Teams

Provide site surveyors, technicians, and solar sales teams with accurate and consistent data while on site for a residential solar installation. The solar mobile app provides on-the-go calendar and scheduling access to your team and makes it easy for your company to manage project tasks and communication.

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Scoop CRM for Solar Contact Info & Project Phases

Automate Workflows and Data Collection 

Improve communication and reduce project management challenges such as duplicate and manual data entry by auto populating documents, client information, and residential site photos in relevant places throughout Scoop’s solar project management software. Schedule engineers, contractors, and a project manager and create automated tasks and reminders at critical project stages, ensuring key processes aren’t missed.

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How to Boost Solar Profitability and Outshine the Competition

Transform your solar business with the right technology stack and gain control over rising operational costs. Achieve profitable growth by streamlining labor, reducing administrative work, eliminating repeat data entry, and ensuring smooth handoffs.

Wednesday, May 10, 2023 at 9 am PT / 12 pm ET

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Live Webinar

Reducing Project Management Challenges for Solar & EV Installers

In this webinar, we will share key growth challenges and solutions that renewable installers are using to help their teams manage heavy project loads while enabling profitable growth.

Wednesday, June 28 at 9 am PT / 12 pm ET

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daily and on-demand webinar

Platform Overview & Demo

Your team cannot afford the time, mistakes, and higher costs wasted on manual, repetitive, administrative tasks. Don’t let manual processes, spreadsheets, broken CRMs, and inefficiency hold you back from growth.

Weekdays at 9am PT / 12pm ET or on-demand.

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Increase Efficiency with Integrated Software

Reduce the time it takes for your team to locate important data, documents, and media. Your project managers can quickly create and share an automated PDF that consolidates all job closeout photos and client company information into a professional document. Use GLOO™ integrations to communicate with multiple tools, including your accounting software to trigger an invoice once a solar job is completed.

Scoop CRM Solar Project Management Software
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Implement Data Collection Best Practices

Create Job Hazard Analysis (JHA) and other safety checklists to ensure critical steps are followed while your team members are on site for a residential solar installation. Conditional Display Rules and mandatory fields enforce data collection before projects can progress – capturing site photos for job closeout, for example. 

Create Real-Time Project Reports

Create, export, and share detailed reports with your internal team, external contractors, or other stakeholders. LOOXY™ is a reporting and analytics platform that provides real-time and high-quality reports on projects, work orders, tasks, and overall team performance. Choose from multiple metrics including system and project types by date, sales pipeline performance, warranty status, average installation timeline, and more.

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Residential Solar Project Management FAQs

Residential solar project management software makes it easy for solar companies, installers, and service providers to standardize, automate, and track projects. The software providers site surveyors, technicians, and solar sales teams with accurate and consistent data while on site, while feeding that data back to office teams for seamless end-to-end project management.

Due to the configurable nature of the Scoop platform, many users refer to the platform as the Scoop CRM. The tool is best classified as a solar project management software with CRM capabilities. But the platform also belongs to another software category altogether: mPMA (Mobile Process Management and Automation). Scoop customers can manage client and jobsite data, streamline communication, eliminate repetitive tasks, centralize project data and files, and implement fail safes to protect against delayed project updates. 


Read more: The Fail-Proof Way to Think About Your Solar CRM