Reducing Project Management Challenges for Solar & EV Installers
- Webinar designed for operations and project leaders. Get strategies for making solar, battery storage, and EV charger more efficient.
- Do you feel confident about staying on top of schedule updates, communicating with crews, and tracking projects statuses?
- Wednesday, June 7, 2023 at 9am PT / noon ET


























How Efficiently Are You Managing Installations?
About This Webinar
Why This Matters

Erin McGaunn
Director of Operations

What We Cover in this Webinar
- Ensuring Installers Always Complete Essential Steps Before Leaving the Site
- How to Centralize Calendar and Scheduling Systems
- Configuring Custom Roles and Access to Plug In Subcontractors & Third-Parties
- Automating Workflows to Share Important Updates With Customers
- Tracking Project Statuses Across the Entire Team (From Sales, Design, Install, Closeout, to Service)

Reserve Your Spot
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 Data often out of date and incomplete.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.
Don’t Want to Wait? Book a 1:1 Demo Today






