Live
Lead Management
Capture, assign and follow up every lead, from first call to site survey, without losing anyone in a chat.
Learn more about Lead ManagementRolling out
Site Survey & Installation
From site visit to completed install.
Schedule visits, capture survey notes and install proofs, and mark the job complete.
Rolling out. This module is being added to workspaces. Start a trial and we will tell you as soon as it is ready for yours.
Capabilities
What is included
- Visit scheduling
- Survey notes
- Install proofs
- Job completion
Keep exploring
Other modules
Live
Customer Management
Site details, documents, payments and history sit on one customer record that every module shares.
Learn more about Customer ManagementLive
Quotation & Proposals
Build GST-ready solar quotes with your branding and send a print-ready PDF in minutes.
Learn more about Quotation & ProposalsStart your free trial
Set up your workspace, switch on the modules you need and invite your team.