Solar business owners: stop missed install safety messages

Sales reps advancing solar deals into installation risk customers missing safety instructions, causing onsite confusion and delays. Ensure installers and customers get instructions before site work.

Overview

Missed safety guidance during solar installs creates safety risks and installation delays. This workflow makes sure every customer and installer receives tailored safety instructions when a deal enters installation, eliminating missed guidance and keeping projects on track.

Notable Features

Send installers step-by-step guidance
Notify sales reps on stage change
Log every message in CRM