Easy Install Solar CRM is a connected operating system for electrical contractors. It brings together job operations, field communication, labor tracking, purchasing, invoicing, reporting, AI assistance, workflow automation, tenant administration, billing operations, security tooling, and platform reliability controls in one environment.
Core Operational Architecture
The system uses a relational architecture anchored around the job record. Work is ingested into the jobs table via job add new and cascades across the application. When a job is created, it natively supports file attachments, threaded internal messaging, scheduling logic, and AI token grounding.
Financial objects like timecards and purchase orders strictly require a job context. This forces operational linkage and ensures that report job cost list can calculate profit margins accurately.
- Jobs act as the primary foreign key for operational records.
- Messaging (
messages) bypasses email latency and associates context directly with users. - Reporting (
p l) aggregates live transaction states rather than relying on batch exports.
Recommended Setup and Learning Sequence
Administrators should configure the workspace chronologically to prevent data integrity issues down the line.
- Configure branding and timezone details in
company settings. - Provision initial users and assign strict permission roles via
app user add new. - Create sample clients (
client add new) and link them to test jobs (job add new). - Verify the calendar rendering and interactive map data endpoints (
map data). - Test the financial workflow by creating a purchase order (
purchase order add new) and an invoice (invoice add new) against the test job. - Configure AI assistance (
ai settings) and workflow alerts (alert rule add new) only after baseline records exist.