Scattered Files
Site survey photos, permit packets, CAD notes, and final images live in too many disconnected places.
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Run surveys, permit paperwork, crew schedules, install photos, inspection evidence, customer updates, and invoice readiness from one connected CRM.
The pain of disconnected systems.
Site survey photos, permit packets, CAD notes, and final images live in too many disconnected places.
Dispatchers assign crews without always seeing the latest permit, design, inspection, or customer update.
Closeout gets delayed when required photos, signoff proof, or inspection records are not attached to the job.
Office staff spend time calling crews and searching folders before billing, reporting, or customer follow-up.
Enforce process consistency across your entire organization.
New job created, site survey requested
Permits checked, crew assigned
Crew check-in, checklists, photos uploaded
QA photos, clear for inspection
Status changed to "Ready to Bill"
Everything you need to manage complex solar installations from a single pane of glass.
Connect customer details, scope, due dates, notes, files, and status in one operational record.
Plan surveys, installation days, inspection follow-up, and service calls from shared schedule views.
Visualize job locations and support field coordination with better geographic context.
Keep survey photos, permits, inspection proof, warranties, and closeout images tied to the job.
Keep internal updates and job conversations closer to the work being discussed.
Track crew labor and material context before invoice review and reporting.
Move from completion review to billing and management reporting with fewer missing details.
Use grounded CRM context, workflow rules, recurring jobs, reminders, and notifications to reduce manual follow-up.
See how a job moves through the system in a single day.
A roof array job is marked permit-approved, assigned to Crew A, and visible on the day schedule.
The foreman opens the job record, reviews design notes, and checks the attached project documents.
The crew uploads array, inverter, meter, breaker, and site condition photos to the job gallery.
The coordinator checks uploaded photos, notes, and missing items before inspection follow-up.
When the job is ready, billing review starts from the connected job record instead of scattered messages.
Tailored workflows help each role focus on the right work without clutter.
| Operational Layer | Manual Tools | Easy Install Solar CRM |
|---|---|---|
| Scheduling visibility | Fragmented calendars | check_circleConnected dispatch and status view |
| Job documentation | Scattered messages/files | check_circleJob-level records and proof |
| Billing readiness | Late manual review | check_circleCleaner operational-to-finance handoff |
| Accountability | Hard to trace actions | check_circleRole-aware history and workflow context |
Yes. Easy Install Solar CRM supports solar teams that need connected job records, scheduling, dispatch context, files, photos, messaging, timecards, purchase orders, invoices, reports, and workflow rules.
Yes. Photos, permits, inspection files, warranty records, and other documents can stay tied to the job record so office teams do not chase files across text messages or folders.
Yes. Dispatchers can use scheduling, job status, calendar context, map view, reminders, and assignment workflows to coordinate crews more clearly.
Office and finance teams can review job status, timecards, purchase orders, invoices, attachments, and reports from cleaner operational records before final billing review.
The platform supports connected workflows around these tools. Complete job records give teams cleaner context before accounting, billing lifecycle, automation, intake, and field visibility workflows.
Yes. Teams can use job statuses, workflow rules, reminders, role permissions, recurring jobs, notes, files, and reporting patterns to fit their operating process.