Team tasks can be assigned by the supervisor for each employee to complete and mark completed. This can help the team stay organized.
Schedule Installations & Inspections
Schedule field operations with a click of a button. Stay updated about progress with pictures and email reminders with links to view status in the pipeline.
Communicate with the customer from DMS using SMS messages. See conversation history for each lead across multiple departments.
Section for organizing all the leads with their name, proposals, SMS status, site evaluation, conversion date, and more. Gives the option for credit approval to move forward with creating a proposal. Automated emails for onboarding, reminders for the next step in pipelines are provided along with a status link to update about the status of the project.
Section to organize proposals with multiple fields, including name, proposal type, status, pipeline, pipeline step, and more. Can create your own filter options. Proposals can be automatically generated once provided certain parameters. DocuSign integration helps minimize time spent manually sending legal documents to obtain signatures from leads.