Field servicing forms a majority of business operation workflows in the solar industry. A solar business is expected to transport equipment, install them, and maintain it periodically for optimal performance.
With many tasks involved in a complete solar installation cycle, it can get difficult to scale a business if managed manually. In this article, we cover how using solar business software helps optimize field service operations and improve business outcomes.
What is solar business software?
Solar business software helps new-age ventures in the solar industry to streamline, digitize, and automate their daily operations for increased efficiency. It’s a useful tool to automate manual tasks, which increases your team’s productivity and focus on the service delivery experience.
For example, solar business software can help automate and reduce the time taken to create accurate estimates. It can directly intake information from customers about the project, and use pre-built templates and data to create the first draft of the estimate within a few clicks.
Good solar business software includes the following features:
- Automate lead tracking: understand where the leads are on the purchase cycle and automatically follow up for improved conversions.
- Quality control: ensures your operation practices meet regulatory compliances for any audits and customer feedback.
- Track inventory: can know inventory levels on the dashboard, place orders as per the service demand
- Mobile access: allows tracking worker locations, access resources and project updates instantly
- Automated scheduling: can schedule jobs and assign them to relevant field service technicians available as per skills and location
The solar business software will include the above features and beyond to help streamline operations across various business processes. For example, Zuper is a field service management app that provides advanced features like data analysis, geo-fencing, estimation templates, etc that help you improve service operations. You can choose the software and features required as per business needs.
How solar business software optimizes field servicing for the solar industry?
Here are five key ways in which solar business software enables better business operations management:
Provides better project visibility
Solar business software includes project management feature like task management, real-time communication, project budgeting, etc that help centrally manage solar projects. This helps project managers make quick decisions about how the solar projects are progressing and address any roadblocks.
Focus on customer service delivery
With automated scheduling and dispatching, your teams need not worry about managing customer or field service worker follow-ups. The software will schedule jobs by asking for information asynchronously. It will share job details with the assigned worker, and also update it in real-time. Removal of manual tasks means your manager and back-office team members can focus on improving service delivery and customer satisfaction.
Remote monitoring of job sites
Solar projects are remotely located and also require experts to visit various sites for feasibility studies. Remote monitoring is key to saving travel costs and tracking maintenance schedules without frequent visits.
It is possible to track performance, get alerted for emergency faults, or answer customer concerns. It is also possible to remotely diagnose any issues or provide DIY troubleshooting instructions to customers.
Automated invoicing and payments
Efficient billing management is important to ensure better cashflows for an already investment-intensive solar industry. With automated billing, an invoice is immediately sent to the customer for the services delivered. It will also periodically follow up with the customers to remind them about the payments.
It is also possible to collect post-service feedback from the customers and gain insights on on-ground work done by your field service teams.
Efficient workforce management
The solar industry often faces the issue of hiring good technical talent since many technologies are rapidly changing. In such a situation, it is important to ensure employee retention of a trained workforce.
A solar business will have to invest in employee training and upskilling to keep up with the solar industry’s changing demands. For this, solar business software helps create and manage resources designed, while making them accessible on mobile devices.
It also helps with timesheets and leaves management for on-ground workers. They can also communicate any grievances or requests without visiting the office.
Optimize your field service work with solar business software today
Optimizing field services helps reduce costs in managing their operations, which your solar business can pass down to customers as discounts. At Zuper, we understand how important efficient operations are. Book a demo today to know how our software can integrate into your existing workflows and improve them for profitability.
Hope now you know about what is solar business software and have learned how it optimizes field servicing and boosts profitability in the solar industry.
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