Master Project Closeouts: Tips for Speed & Efficiency
- Are you finding it hard to avoid costly repeat truck rolls from missed data and photo requirements?
- Do you feel confident about staying on top of projects for timely execution?
- See solutions that solar providers are using to get the closeout process correct every time - no matter how complex.
How Efficient Are Your Job Closeouts?
About This Webinar
Why it Matters
Noah Jacobs
Director of Energy Services and Maintenance, Lumina Solar
What We'll Cover
- Automating Reporting for Customer Updates
- Mobile Tools to Ensure Crews Take the Right Photos and Videos Every Time
- Seamless Collaboration with In-House and Subcontracted Teams Powered by Mobile Apps
- Using Conditional Display Rules to Show Specific Closeout Requirements
- Optimizing Workflows to Trigger Invoices Promptly
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 Data often out of date and incomplete.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.