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Industry Solutions

Solar/Energy
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Improve your customer service and reduce your operational costs. Deliver on budget and on time by pairing our add-ons with your Quickbase application.

Effectively manage projects, employees and subcontractors.

Need more information? Contact us
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Simplify and Automate Your Document Creation

Managing projects, employees and subcontractors can be very challenging. Even more challenging is the enormous number of support documents processed on a daily basis such as:
 

  • Change Orders

  • Contracts

  • Estimates

  • Proposals

  • Purchase Orders

  • RFIs

  • RFPs

  • Subcontracts

The time spent generating and populating these documents can be much better spent elsewhere. Do hours of work in a few minutes.

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Efficiently Deliver, Route and Approve Documents

Project delays are often unavoidable. That doesn't mean you shouldn't take the steps to prevent them when possible. Utilizing signature approval allows you to:
 

  • Track Your Approval Process 

  • Automatically Store Executed Documents in Your Application

  • Store Additional Information from Signer in Your Application

Sending documents to be electronically signed significantly cuts the amount of time you will wait for approval.

Calculate Distances Between Different Job Sites

Get a holistic view of the jobs you need to get done. Doing this will allow you to:
 

  • Schedule your jobs more efficiently

  • Manage nearby jobs in the same day to maximize profitability

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Text My QB Job Check In
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Interact with your Application via Text

Communicate with your team/clients and never forget to make the necessary changes to your Quickbase application. Keep your records in updated from the field, in real time. 
 

  • Send alerts to both Reps and Customers to let them know what time their tech will be arriving.

  • Update the status of a job from the field.

  • Send reminders to customers of upcoming inspections/installs.

  • Confirm rescheduled appointments with Reps, Customers and other resources.

  • Inform the necessary parties of missing permit inspections and photos.

Expanding your team's access to your Quickbase application will connect the office to the field, and everyone in between.