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Industry Solutions

Solar/Energy

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Improve your customer service and reduce your operational costs. Deliver on budget and on time by pairing our add-ons with your Quickbase application.

Effectively manage projects, employees and subcontractors.

Need more information? Contact us
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Simplify and Automate Your Document Creation

Managing projects, employees and subcontractors can be very challenging. Even more challenging is the enormous number of support documents processed on a daily basis such as:
 

  • Change Orders

  • Contracts

  • Estimates

  • Proposals

  • Purchase Orders

  • RFIs

  • RFPs

  • Subcontracts

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The time spent generating and populating these documents can be much better spent elsewhere. Do hours of work in a few minutes.

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Efficiently Deliver, Route and Approve Documents

Project delays are often unavoidable. That doesn't mean you shouldn't take the steps to prevent them when possible. Utilizing signature approval allows you to:
 

  • Track Your Approval Process 

  • Automatically Store Executed Documents in Your Application

  • Store Additional Information from Signer in Your Application

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Sending documents to be electronically signed significantly cuts the amount of time you will wait for approval.

Calculate Distances Between Different Job Sites

Get a holistic view of the jobs you need to get done. Doing this will allow you to:
 

  • Schedule your jobs more efficiently

  • Manage nearby jobs in the same day to maximize profitability

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Text My QB Job Check In
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Interact with your Application via Text

Communicate with your team/clients and never forget to make the necessary changes to your Quickbase application. Keep your records in updated from the field, in real time. 
 

  • Send alerts to both Reps and Customers to let them know what time their tech will be arriving.

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  • Update the status of a job from the field.

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  • Send reminders to customers of upcoming inspections/installs.

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  • Confirm rescheduled appointments with Reps, Customers and other resources.

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  • Inform the necessary parties of missing permit inspections and photos.

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Expanding your team's access to your Quickbase application will connect the office to the field, and everyone in between.

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