Solar ops managers create design projects from booked visits

Operations managers in solar lose booked CRM records to manual handoffs, causing duplicate entries and assessment delays. It creates populated design projects so ops staff start assessments immediately.

Overview

Missed or duplicated project records slow down installations and frustrate field crews. This workflow turns every 'Appointment Booked' CRM record into a populated solar design project, eliminating manual handoffs and ensuring ops staff can begin assessments immediately. Ops teams report faster handoffs and fewer data entry errors.

Notable Features

Create populated design projects instantly
Populate customer and site fields
Notify operations staff of new projects