Solar Panel Installation CRM
We need to develop a CRM system that focuses on lead management as well as management and follow-up of solar installation jobs. Leads will enter the system and be allocated to a CRM user, who will then send a proposal outlining available packages. If the lead accepts the proposal, they will be converted into a customer. The CRM user can then create a job for the installation team and continue to follow up until the job is complete.
1. The system will primarily have three types of users: super admin, branch admin, and installation team. The super admin is the primary user of the system.
2. The super admin will establish various branches, each functioning as a distinct franchise of the main solar company, and will also create leads, generate estimates, and prepare quotations.
3. The branch admin operates as a franchisee of the main solar company. They can create leads, send proposals, generate estimates, create sub-users for the branch, initiate solar jobs, and assign them to the installation team. Additionally, the branch admin is responsible for managing invoices, tickets, tasks, reminders, and calendars.
4. The installer team has access to a mobile-responsive portal. When the branch admin assigns a job to the installer team, they will receive a notification. Upon accepting the job, the installation work commences. The installer team can scan the solar panel's barcode, take photos of the panel, inverter, and batteries, and capture the customer's signature as needed.