Industry CRM Solutions Built for Real Field Operations
Easy Install Solar CRM helps trade-specific teams run jobs, scheduling, dispatch, attachments, messaging, billing readiness, and reporting from one connected operational platform.
Core Trades
Solar Installers
Run surveys, permit paperwork, crew schedules, install photos, inspection evidence, customer updates, and invoice readiness from one connected CRM.
HVAC
Manage seasonal demand, emergency service calls, maintenance cycles, and technician coordination with one connected HVAC workflow.
Plumbing
Coordinate urgent calls, repair records, customer approvals, and billing handoff without losing field context.
Electrical
Run service calls, project installs, inspections, and closeout from one connected electrical operations workflow.
Residential Services
Garage Door
Coordinate technicians, parts, repair evidence, and customer updates for faster garage door service execution.
Security Systems
Manage installation stages, device documentation, service history, and customer communication in one workflow.
Fire Protection
Track alarm panels, sprinkler checks, deficiency photos, and service actions with cleaner operational traceability.
Pool & Spa Service
Keep recurring service schedules, field notes, and customer updates aligned for predictable pool and spa operations.
Commercial Ops
Facilities Maintenance
Manage building tasks, inspection cycles, documentation, and follow-up from one operations control center.
Handyman Services
Run high-volume small jobs with cleaner notes, attachments, scheduling, and payment readiness.
Property Maintenance
Coordinate maintenance requests, vendor actions, and service history for properties and communities.
Energy Retrofit Teams
Track audit-to-install workflows, staged execution, and proof records for retrofit programs.
Field Operations
Field Service Teams
Give dispatchers, technicians, and office teams one connected field service operating workflow.
Multi-Crew Dispatch Teams
Coordinate multiple active crews with cleaner scheduling, map context, and status visibility.
Inspection & Repair Crews
Move from inspection findings to repair execution with clearer accountability and documentation.
Project Install Teams
Coordinate install phases, crew responsibilities, and closeout evidence across complex project workflows.
Choose the Industry Workflow That Matches Your Team
Then connect it to jobs, dispatch, field documentation, finance handoff, and reporting from one CRM.