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YOUR PEOPLE. YOUR PLACES. YOUR DAY.

Solar energy

Coordinate property visits, site surveys, proposals and installation follow-ups.

Built for your field day

Coordinate customer requirements, site observations and technical proposal handoffs without promised savings or approvals.

  1. Confirm the property contact and survey access
  2. Review the customer’s stated utility and system interests
  3. Record reported roof, shading and site-access observations
  4. Agree which details the technical proposal must address
  5. Schedule the technical survey or proposal review

One workspace, connected work

Know your contacts

Keep professional contact details and account context together.

Prepare your visits

Plan appointments, addresses and follow-up tasks for each day.

Review your route

Request driving estimates when the route connection is configured. Confirm access and timing with each contact.

Start your solar energy workspace.

Choose your profession, verify your email and personalize your workspace.

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