Challenges
Survey-to-install handoff • Equipment planning • Customer education
Software, mobile, customers, suppliers, payments, learning, and community—connected for the trades. Explore the Network →
Industry solution
Solar workflows on a connected trade platform.
Leads, site surveys, installation scheduling, equipment planning, handover, and payment.
Solar is part of the universal trade roadmap. Core ERP workflows apply broadly while trade-specific templates should be validated before being sold as complete.
Workflow template
Challenges, workflow, modules, mobile, customer experience, materials, automation, integrations, outcomes, and FAQ.
Workflow
Leads, site surveys, installation scheduling, equipment planning, handover, and payment.
Modules
CRM, customers, sites, estimates, quotes, jobs, scheduling, materials, purchasing, invoices, and reporting.
Mobile
Field schedules, site information, photos, notes, checklists, and completion actions support the wider mobile direction.
Customer experience
Requests, approvals, documents, and payment routes expand the customer side of the trade workflow.
Materials or assets
General material, asset, or supplier patterns apply while trade-specific templates are built in.
Automation
AI-supported qualification, drafting, reminders, and summaries remain human-approved.
Integrations
Accounting, payments, calendar, maps, storage, and APIs connect the ecosystem.
Outcomes
Respond faster, reduce admin, organise work clearly, improve customer communication, and understand profitability.
FAQ
Solar route questions
Can surveys and install jobs connect?
Yes, the existing survey, estimate, scheduling, and completion flow supports this direction.