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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Smart Field Forms provides a versatile solution that can be tailored to suit a variety of sectors. Organizations that need to oversee a workforce in the field or manage field assets, or those aiming to transition to a paperless environment, can greatly benefit from the platform's capabilities. With features designed for Asset and Work Order management, users can enhance the upkeep of solar installations while boosting their operational efficiency and profitability. The platform allows for the generation of real-time maintenance updates and facilitates the dispatching of work orders to field teams seamlessly. It is also equipped to help maintain wind turbines through an Asset registry alongside Work Orders. Preventive maintenance can be scheduled effectively, and teams can promptly respond to inspection reports by assigning tasks as needed. Furthermore, the system supports inspections of sites, vehicles, and equipment, ensuring thorough tracking of incident reports. Users can document inspections and incidents with photos and precise location data, enhancing the overall management process. The ability to schedule preventive maintenance further ensures that operations remain smooth and efficient.

Description

Solar eCRM is an all-encompassing Customer Relationship Management (CRM) system tailored specifically for the solar sector. This cloud-based solution facilitates a completely automated workflow, allowing you to concentrate on enhancing growth and profitability. With its straightforward setup, you can easily initiate the automation of your daily solar business operations using this robust and adaptable platform. Gain superior control over your leads, as all necessary information is readily available at your fingertips, ensuring that you never overlook a potential lead. The system enables you to generate precise, detailed quotes and deliver them to clients without delay, in addition to offering solar benefit analyses that account for all associated costs. Orders are processed seamlessly, maintaining oversight of customer details, site specifics, installer information, and product requirements. You can monitor profit margins using standardized pricing for sales orders, while also creating organized job packs for installers to reduce installation challenges. Additionally, it allows you to lodge and track STC claims efficiently, along with providing connection and rebate forms to bridge the gap between installers and clients, ensuring a smooth operational flow throughout the entire process. Ultimately, Solar eCRM empowers your business to maximize efficiency and customer satisfaction in a competitive market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$69 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Smart Field CMMS

Founded

2017

Country

United States

Website

www.smartfieldcmms.com

Vendor Details

Company Name

Solar eCRM

Founded

2012

Country

Australia

Website

www.solarecrm.com

Product Features

Audit

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

CMMS

Asset Tracking
Calibration Management
Inventory Control
Key & Lock Management
Mobile Access
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Inspection

Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor Management

Solar

2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Solar

2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM

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