Nothing typed twice
Enter it once. The design, the quote, the job pack, the claim and the invoice all read the same record.
WHY IT EXISTS
One job, four tools, and nobody could say where it was up to.
Follow a single job the old way. A lead comes in overnight and sits until someone sees it. The address is copied into a design tool, and the system is typed again into a quote. The quote goes out as a PDF, and nobody knows whether it was opened.
When it’s signed, the same details are keyed into a trader’s portal for the STCs, a spreadsheet for the state rebate, and an invoice. Weeks later the customer rings to ask where their job is up to, and the answer takes four tabs and a phone call.
We ran jobs like that inside our own solar business, one after another. So we built what we wanted instead: one record that starts with the enquiry and follows the job all the way through. Nothing is typed twice, and whoever picks the job up sees all of it.
“It ran our jobs before anyone else’s. Every rule in it comes from a job that went slower than it should have.”