Solar Panel System Workflow
Power Your Solar Installation Business from Lead to Long-Term Maintenance
Solar panel installation involves project-based scheduling, managing teams with specific skills (electrical, roofing), and providing decades-long maintenance promises. eFacility CRM helps you manage the entire project lifecycle—from initial site assessment quote to scheduling the installation crew and setting up automatic reminders for panel cleaning and inverter checks years into the future.
Project-Based Scheduling
Manage multi-day installations, assigning electricians and roofers.
Skill-Based Dispatch
Ensure only licensed electricians handle grid-connection work
Warranty & Maintenance Tracking
Set reminders for annual panel cleaning and 5-year inverter checks.
Material Management
Track panels, inverters, and mounting hardware for each project
Post-Installation Documentation
Generate and hand over digital installation packages and warranties.
Key Solutions
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