Streamlining Sales Handoffs & Site Surveys
- Automate handoff & scheduling of new jobs from sales to operations
- Eliminate issues with missing information, documents & pictures
- Enable sales reps to see progress of their sold jobs & much more















Is Your Operational System Ready?
Why it matters
In this webinar

Erin McGaunn
Director of Operations, Lumina Solar

What We'll Cover
- Solve: Project Managers Handed a Job with Missing or Incomplete Information From Sales
- Solve: Overlooked Jobs & Delayed Handoff From Sales to Operations
- Solve: Sales Reps Inability to See Projects Progress & Report to Clients
- Solve: Site Surveyors Inability to Plan Ahead for Scheduled Visits
- Solve: Site Surveyors Leaving Site without Complete Data

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 Data often out of date and incomplete.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






