Part 2 of 5: Streamlining Design & Permitting Workflows
- Design & permitting processes are often underestimated and overlooked
- Ensure design & permitting coordinators have all the data & documents required before proceeding
- Speed up application, approval & review processes during the installation process
How Connected Are Your Design & Permitting Teams?
Designers & permitting coordinators are often missing required data & documents for applications. The manual nature of AHJ follow up risks projects stalling.
About
Mitigate risks in design & permitting. Learn how to keep track of detailed AHJ requirements and streamline the flow of information from sales to design & permitting.
Why It Matters
Design & permitting processes make up of nearly a third of the overall length of any solar project. Prevent mistakes and repeat permitting application submissions to avoid project delays.
Third-party engineers can go in Scoop and see exactly what we’ve done with our designs. The subcontractors absolutely love it because they’re getting their information faster.
Erin McGaunn
Director of Operations, Lumina Solar
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 Data often out of date and incomplete.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
- Solve: Designers & Permit Runners Can’t See As-Sold Project Scope, Specifications & Pictures
- Solve: Latest Documents and Contracts Not Uploaded or Hard to Find in Confusing Shared Folders
- Solve: Questions Back to Sales & Site Surveyor Teams Involve Lengthy Email Chains & Broken Context
- Solve: Engaging Outsourced Designers or Permit Runners Requires Lots of Manual Hand Holding
- Solve: Missing Permit Requirements For Specific Jurisdictions Leads To Rejected Applications
Access the Recording
Please complete the form below and we’ll email you a link to the recording.
Don’t Want to Wait? Book a 1:1 Demo Today
"Scoop has helped us tremendously with organizing our work, not to mention being a major asset for my team in the field."
"As the EV industry evolves, Scoop is our go-to solution to systematically define scope of work, schedule campaigns, assign resources, and track project completion."
"For us, Scoop is an innovation platform. It allows us to easily create custom apps to streamline many parts of our operations."
“Not only has Scoop saved us on some of our CRM costs for having to pay per user, but it's also saved us from having to hire additional people.”
“We love the instant visibility from folks on-site in the field to in-house engineers during the site survey process. This has already helped us with reducing return visits.”
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.
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.
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.
