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Part 4 of 5: Bring Home Perfect Job Closeout & PTO Processes

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How Efficient Are Your Job Closeout Processes?

As demand for solar continues to grow, installers need to find smart ways to eliminate manual processes and complete closeout reports.

About This Webinar

How to prevent repeat site visits & manual processes from causing unwanted delays in solar job closeouts.

Why It Matters

We introduce key growth challenges as teams take on more projects and a new category of technology (mPMA) that is enabling scalable & profitable growth.
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The Conveyor Belt series is a big help to company leaders in their search for increased operational efficiency.

Will Chen

Director of Engineering, Cal Solar Inc.

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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 Data often out of date and incomplete.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.

What We’ll Cover in this Webinar

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Learn about practical solutions you can bring to your team today

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.

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Get Everybody Following Process Across Field & Office

Processes & data are no good when they sit in documents or in the CRM where they can’t be actioned.

With Scoop’s easy mobile and desktop apps 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, from anywhere.

Know Progress of Projects 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.

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Extend the Benefit of Processes to Your Partners & Subs

To maximize efficiency, growth potential, and brand protection, processes & best practices should not stop at the walls of your organization.

With Scoop’s advanced yet easy-to-configure roles and access control & the ability to add unlimited users, you can now extend the benefits of mPMA right through your network of partners.

Visualize Powerful Insights from your operational data

Leverage the powerful LOOXY™ plaform by Scoop Robotix to easily analyze and visualize your data. Create dashboards, KPIs and scheduled automated emailing to business leders.

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Automate & Streamline Your Closeout Processes

CBRO Part 4 of 5: Job Closeouts and PTOs