THIS SOFTWARE WILL
MAKE YOUR WORK
This software will make
Your work much Easier
Boost your efficiency and maximize profits
We make it easy for you to schedule, invoice and manage your solar installation business.
Use a solar installation scheduling software that makes work in the field much easier, while increasing sales.
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.
Your team is in constant contact with you and your office. Automated notifications ensure that they arrive on time and that your clients remember their service appointments.
Don’t wait for a check in the mail, simply send a link and that’s it.
Your business is always on the move, and so is Workiz. Use it on the go and always stay connected to your employees, customers and leads.
Everything you need to know about your clients (contact information, emails sent and service history) is available to you 24/7, from any device.
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.
A solar installation scheduling software is a web or mobile app that helps you run your service business more efficiently.
You can you use our app or software from anywhere that has an active internet connection to check your solar installation leads, schedule, view your client’s history and create invoices.
Basically, everything you used to write on a piece of paper or a spreadsheet.
The odds are you stand to make more profit!
The same way as you always did with a few additions. When you receive a cash or check payment from a client you can easily add the payment to Workiz.
You can now charge your client’s credit card using the web and mobile app. You can also send your clients a secure link that shows them their balance due and allows them to submit a payment in seconds.