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What is eSolarCRM?

It's essential for businesses to classify leads into distinct categories like new, cold, hot, and potential to optimize sales strategies. The sales funnel is instrumental in converting these leads into real customers. Properly handling contacts and quotations is vital for maintaining regular follow-ups and sending timely reminders, thereby keeping everything well-organized. This structured approach offers valuable insights into the number of projects in the installation stage and highlights the site managers who maintain effective communication. Tracking progress and the workflow of processes is critical, particularly in terms of installation and adherence to government regulations. Each project necessitates the submission of government documents for approval, which can be navigated efficiently. Typically, a project begins with an initial deposit, while the remaining payment is secured upon completion and after the release of government subsidies. Solar panels, inverters, and solar systems are designed to last around 25 years, making ongoing monitoring and maintenance vital to ensure they continue to deliver optimal energy output throughout their lifespan. This continuous oversight not only maximizes return on investment but also guarantees the durability of the solar infrastructure, allowing for sustainable energy production for many years to come. Therefore, investing in a robust management system can significantly enhance the effectiveness of solar energy projects.

What is Scoop Solar?

We support businesses across the solar, battery storage, and EV infrastructure industries, irrespective of their scale, in effectively managing a multitude of projects and maintenance activities while also incorporating their software systems to boost productivity and expand growth opportunities. Through the use of automated workflows, we facilitate the process of capturing sales leads and transitioning closed deals to operational teams. Our system equips designers and permitting coordinators with a strong workflow that enhances efficiency, speed, and accuracy. We simplify procedures to ensure each installation crew consistently adheres to essential steps, thereby minimizing potential complexities. In addition, we expedite the Job Closeout and Permission to Operate phases by confirming that all obligations and submissions are fulfilled promptly and comprehensively. Moreover, we streamline the service troubleshooting and preventative maintenance ticket management process from creation through scheduling and execution in the field. With Scoop, renewable energy installers and service companies can adeptly manage work orders, optimize service requests, dispatch technicians, and tackle a variety of other responsibilities seamlessly, which significantly improves overall operational efficiency. This all-encompassing strategy ultimately empowers companies to enhance their customer service and attain sustainable growth in a competitive landscape. As the industry evolves, our solutions remain adaptable, ensuring that businesses can thrive in an ever-changing environment.

Media

Media

Integrations Supported

Enerflo

Integrations Supported

Enerflo

API Availability

Has API

API Availability

Has API

Pricing Information

$45.99 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

eSolarCRM

Date Founded

2017

Company Location

India

Company Website

esolarcrm.com

Company Facts

Organization Name

Scoop Robotix

Date Founded

2014

Company Location

Canada

Company Website

www.scoop.solar/

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor 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

Categories and Features

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

EHS Management

Audit Management
Corrective / Preventive Actions
Environmental Management
Environmental Risk Assessment
Forms Management
Incident Management
Industrial Safety Management
Injury Reporting
Inspection Management
MSDS
OSHA Recordkeeping
Occupational Health Management
Safety Risk Assessment
Training Management
Waste 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

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