Scoop Solar: Manage Solar Projects and Sales Workflows
A software tool for solar companies and installers to manage projects, leads, and customers, with features like scheduling site visits, sending quotes, tracking specifications and equipment, and automating solar sales workflows.
What is Scoop Solar?
Scoop Solar is a comprehensive software platform designed specifically for solar companies and installers to streamline their operations and accelerate business growth. It provides powerful tools to manage every aspect of solar projects - from lead and customer management to system design, proposals, and installation scheduling and management.
Key features of Scoop Solar include:
- Lead, contact and opportunity tracking - Centralized database to capture leads from any channel, track communications and assign to sales reps.
- Automated proposal generation - Quickly create customized, professional proposals with system images, financing details and e-signature capabilities to accelerate the sales process.
- Project management - Track all project details from prospect to completion including tasks, documents, equipment, labor, scheduling and more to ensure on-time installs.
- Inventory and supply chain automation - Manage equipment inventory across warehouses, generate purchase orders and synchronize details with accounting systems.
- Analysis and reporting - Gain insights with advanced reporting on sales pipeline, conversions, production capacity and resource allocation for data-driven decisions.
- Mobile access and offline sync - Access and update key data in the field without internet and auto-sync when back online.
- CRM and marketing automation integration - Connect with popular CRM and marketing tools like MailChimp, Zapier and others.
With robust tools specialized for solar workflows, Scoop Solar increases business efficiency, accelerates the sales cycle and helps solar companies scale operations faster.