How to Save Time Preparing Documentation for a Solar Installation

During the process of coordinating a solar installation for customers, a range of documents need to be supplied and completed, such as written compliance statements and onsite verification statements. All the documents are required, lest you run afoul of Clean Energy Regulator authorities. You’ll want a convenient way to organise the mass of paperwork (doing it with digital documents speeds the way).

The more efficiently you deal with these documents, the more time you have to focus on actually getting the job done and satisfying customers. Customers will appreciate that you value efficiency and this is more likely to have them recommend you to their friends and colleagues.

You’ll find that the easiest way to save time in your solar panel installation company is by using software that keeps all of the necessary documents in place. 

A Customer Relationship Management software system or CRM helps you keep track of all of your leads and customers, as well as what stage in quote/sales/project completion they are up to.

At a glance, you can quickly get an overview of where each job is, which helps when scheduling upcoming projects. You’ll also see which potential customers are taking longer to move through the sales process. Automating reminders to follow up with them will help to keep new business from falling through the cracks.

Having a Fast Sales Workflow

Using a CRM like SolarPlus v4 lets you create your solar quotes in minutes with complete solar plus storage system templates, all fully priced. That’s better than keeping a customer on hold on the phone or making them wait in person while you write down notes to create a full quote later.

In terms of compliance, you’ll want a CRM for automating these tasks. Your software should aid you in designing standards-compliant PV setups as well as in generating handover documents

Having all these documents in one place makes the project much easier to manage. What’s more, you won’t need to be worried about missing a key piece of documentation. The system will have you covered.
 
The SolarPlus CRM comes equipped with the following documents:

  • ASR-ready Terms and Conditions and proposal templates
  • Design compliance checks for Standards and CEC guidelines
  • Auto-generated connection diagram
  • AS/NZS 5139 ready handover documentation

Using this customer relationship management tool, you’ll easily create stunning out-of-the-box proposals for residential, commercial and battery storage quotes. 

There’s a lot more to a CRM than saving huge amounts of time with documentation. Companies just like yours also use CRMs to improve the entire sales process, tracking customer activity and gaining insights into the data being collected on each of them.

You owe it to your business and your future career growth to use the latest in software tools for preparing all the required documentation for solar and battery installations. Working with a CRM will improve the way you manage your business, offering efficiencies in advancing customers through their sales journey and ensuring you give each potential customer the level of attention and nurturing needed to end with a “yes” to your sales offer.

Interested in learning more?

SolarPlus V4 CRM is packed with new features, letting you sync your leads directly from your website form or integrate with other services and manage all of your prospective customers in one platform.

Watch our video walking through the features of SolarPlus V4:

You can learn more about the full features of SolarPlus V4 here.

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