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Industry CRM Solutions Built for Real Field Operations
Use Easy Install Solar CRM to run jobs, dispatch, field documentation, billing readiness, and customer coordination across trade-specific workflows.
Solutions Category
constructionCore Trades
solar_powerSolar Installers
Run surveys, permit paperwork, crew schedules, install photos, inspection evidence, customer updates, and invoice readiness from one connected CRM.
mode_fanHVAC
Manage seasonal demand, emergency service calls, maintenance cycles, and technician coordination with one connected HVAC workflow.
plumbingPlumbing
Coordinate urgent calls, repair records, customer approvals, and billing handoff without losing field context.
boltElectrical
Run service calls, project installs, inspections, and closeout from one connected electrical operations workflow.
Solutions Category
home_repair_serviceResidential Services
garage_homeGarage Door
Coordinate technicians, parts, repair evidence, and customer updates for faster garage door service execution.
shieldSecurity Systems
Manage installation stages, device documentation, service history, and customer communication in one workflow.
local_fire_departmentFire Protection
Track alarm panels, sprinkler checks, deficiency photos, and service actions with cleaner operational traceability.
poolPool & Spa Service
Keep recurring service schedules, field notes, and customer updates aligned for predictable pool and spa operations.
Solutions Category
domainCommercial Ops
apartmentFacilities Maintenance
Manage building tasks, inspection cycles, documentation, and follow-up from one operations control center.
handymanHandyman Services
Run high-volume small jobs with cleaner notes, attachments, scheduling, and payment readiness.
home_workProperty Maintenance
Coordinate maintenance requests, vendor actions, and service history for properties and communities.
energy_savings_leafEnergy Retrofit Teams
Track audit-to-install workflows, staged execution, and proof records for retrofit programs.
Solutions Category
routeField Operations
engineeringField Service Teams
Give dispatchers, technicians, and office teams one connected field service operating workflow.
group_workMulti-Crew Dispatch Teams
Coordinate multiple active crews with cleaner scheduling, map context, and status visibility.
fact_checkInspection & Repair Crews
Move from inspection findings to repair execution with clearer accountability and documentation.
deployed_codeProject Install Teams
Coordinate install phases, crew responsibilities, and closeout evidence across complex project workflows.