Cloud-Based Scheduling, Invoicing and Client Management for Solar Installation Professionals
Managing all of your solar installation jobs, invoices, and estimates can be a hassle! Put a stop to your frustration with our solar installation management software that’s built for businesses like yours! Any business, no matter the size can benefit from the right field management software, and many businesses are finding our system a perfect fit.
Sign up today for a Free 30-day Trial and see for yourself. What are you waiting for?
“Adding new Solar Installation Jobs takes just seconds! Do more in less time.”
Start saving time! Create new clients in just seconds. Add new jobs & assign workers from anywhere. With our solar installation management software, it does all the lifting for you. Now track & manage your jobs from start to finish. From scheduling solar installation jobs, to managing invoices & taking payment, Workiz is there for you!
What if you get a request for a quote that is not considered a job yet? Some solar installation businesses like to separate the lead generation process from the work schedule completely and convert to a job only when approved. Well, now you can. With Workiz you can manage leads as a different entity with a complete custom status list and conversion reports.
Start tracking your jobs based on status. Your solar installation team members can indicate at what stage the job is in seconds by simply changing the status drop down. This can save hours of back and forth communication between schedulers and installation workers. A solar installation worker or scheduler can update the status and within seconds your entire team is up-to-date on the availability. You can also view jobs by status to quickly see what jobs are “In progress”, or any other status. Workiz makes it easy for you to stay on top of your business.
Our system is perfect for keeping your clients up-to-date on their solar installation services. Create custom SMS and/or email notifications for your clients for scheduled work. Send email confirmations to clients, and when confirmed it automatically updates Workiz that they’ve confirmed, and when the job is complete. Have records of past invoices, phone calls, and much much more. Impress your clients with this professional solar installation management tool. Workiz makes it easy to manage all of your client information within one system.
Stop Wasting Paper! Workiz allows you to invoice your clients from the cloud. Design a unique invoice and any other form you need with your own branding and logo, collect signatures with your mobile device from anywhere and email as needed. It’s all documented for your records. Look no further when searching for the ultimate solar installation scheduling & dispatching software.