System Capabilities

Actual Product Capabilities

Features built around the real work, not just the pretty dashboard. Precision tools for high-growth solar contractors.

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Operations

Centralized job records and intelligent dispatch.

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Financials

Real-time profitability tracking and automated invoicing.

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Coordination

Seamless field-to-office sync for every installer.

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Administration

SaaS-grade controls for your entire organization.

Operations Core

The engine of your electrical service business. Managed with operational precision.

assignmentJob Records

Unified database for scope, files, and historical work context.

calendar_monthScheduling

Drag-and-drop timeline for crews and recurring service work.

routeDispatch

Optimized routing for field teams to maximize daily throughput.

admin_panel_settingsSecure Access

Role-based visibility for managers, techs, and clients.

Electrical field operations tablet workflow

Field + Office Coordination

Bridge the gap between your field execution and office coordination.

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Timecards

GPS-verified check-ins for accurate labor costing.

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Attachments

Upload site photos and signoff files in real-time.

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Messaging

Contextual project threads that stay with the job.

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Notifications

Alerts for schedule shifts and overdue work.

The Bottom Line

Financial Control

Track material spend, labor hours, and invoice status without manual reconciliations.

Automated Invoicing

Generate progress billings from milestone completion.

Purchase Orders

Manage vendor spend with full job context.

Real-time Reports

View gross margin trends across active jobs.

Profitability Forecast+24%

Revenue

$182k

Labor

31%

Materials

22%

Forecast confidence is high based on current job completion pace and approved POs.

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AI + Automation with Grounded AI

Grounded CRM AI reads live records to answer questions and automate workflows with confidence.

Grounded CRM AI

Answer natural-language questions using jobs, notes, timecards, messages, and linked records.

Explainable Answers

Show why the AI answered the way it did and link to source records.

Workflow Rules & Reminders

Notify the right people when statuses change or jobs go overdue.

Recurring Patterns

Automate repeated jobs, reminders, and follow-ups.

Grounded AI Assistant

Which crews are behind today?

East Bay Crew is 45 mins behind on Job #4492.

What It Feels Like In Practice

Ops

Every team sees live context and project status without chasing updates.

Finance

Invoices and spend controls stay connected to the work performed.

Growth

Scale operations with automation, controls, and platform reliability.

Feature Library

Explore Every Capability In Depth

From job execution and dispatch to finance, automation, and security controls, every feature below opens a dedicated deep-dive page so your team can evaluate exactly how the platform supports enterprise-grade operations.

Getting Started

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CRM Onboarding & Workspace Setup

Start with a structured rollout so your team adopts the CRM with confidence from day one.

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Branding, Theme & Design Controls

Turn the workspace into a branded operating environment your team trusts.

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Dashboards & Navigation Workflows

Give every role a faster path to the actions that matter most.

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File Manager & Operational Documents

Keep critical files attached to live work instead of scattered across inboxes and chats.

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Operations

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Job Management Records

Build a reliable operational backbone with complete, action-ready job records.

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Calendar Scheduling Engine

Plan work at scale while keeping every team member aligned on timing.

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Map View & Dispatch Planning

Spot route friction and location clusters before they slow down your crews.

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Job Attachments & Image Gallery

Make every job verifiable with clear, centralized documentation.

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Job Activity Logs & Change History

Remove guesswork with full visibility into record changes and workflow actions.

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Client Management

Treat clients as active participants in the operational flow, not static contact rows.

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Subcontractor Management

Keep third-party execution aligned with your internal standards.

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Assignment Workflows

Connect ownership, visibility, and follow-through in a single assignment model.

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Team Inbox Messaging

Keep operational conversations organized and easy to revisit.

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Job-Threaded Chat

Tie communication directly to work records for long-term clarity.

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Mentions & Alert Preferences

Deliver the right alert to the right person at the right time.

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Security & Support

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User Roles & Permissions

Protect operational data while improving focus and accountability by role.

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Security Sessions & Audit Trails

Support enterprise trust with practical, day-to-day security discipline.

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Finance

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Timecard Tracking & Labor Visibility

Connect labor activity to operational outcomes with structured time capture.

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Purchase Order Controls

Maintain spend control without slowing down field delivery.

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Invoice Readiness & Billing Flow

Generate invoices from complete records instead of chasing missing information.

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Reporting & PDF Exports

Turn live execution data into stakeholder-ready reporting output.

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AI & Automation

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Grounded AI Assistant

Use AI that stays tied to your real operational data.

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Workflow Rules Automation

Replace repetitive chasing with consistent, rule-driven execution.

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Recurring Jobs & Reminder Automation

Scale repeatable service delivery without manual calendar rebuilding.

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Platform Reliability

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Platform Reliability & Data Continuity

Keep your CRM dependable as workload, users, and process complexity grow.

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