Manage Your Solar Energy Systems Business With EnOpSy
EnOpSy helps solar energy installers manage site surveys, installation project scheduling, equipment and materials tracking, and milestone billing in one connected platform. Installers can record survey details, quote a system, schedule the installation, and invoice customers in stages as each project moves forward.
Every Installation Moves Through Several Stages
Installing a solar energy system usually takes place over several stages, starting with a site survey and a quotation, followed by scheduling a crew, ordering panels and inverters, and completing the installation itself. Each stage depends on the one before it, and materials such as panels, inverters, and mounting equipment need to be tracked separately for every project so nothing is missing on installation day.
EnOpSy brings these stages into one platform. Installers can record site survey details, prepare a quotation, schedule the installation project, track the equipment and materials needed, and bill the customer by milestone as the project progresses, instead of managing each stage in a separate tool.
Common Solar Energy Systems Challenges
Site Survey and Lead Tracking
Recording site survey details and customer requests before preparing a quote for an installation.
Installation Project Scheduling
Planning installation dates and assigning site crews across several projects at once.
Equipment and Materials Tracking
Keeping track of panels, inverters, and other materials needed for each installation.
Milestone-Based Billing
Invoicing customers in stages as an installation project moves from survey to completion.
Customer and Site Records
Keeping site details, system specifications, and customer information organized per project.
Installation Project Reports
Understanding which installations are on schedule and which are running behind.
How EnOpSy Helps
Site Survey Tracking
Record site survey details and customer requests before an installation is quoted.
TasksInstallation Quotations
Prepare a quote covering equipment, materials, and installation work.
QuotationsInstallation Project Scheduling
Plan installation dates and track project stages from survey to completion.
ProjectsEquipment and Materials Records
Track panels, inverters, and other materials assigned to each installation project.
ProductsMilestone Invoicing
Bill the customer in stages as the installation project progresses.
InvoicingCustomer and Site Records
Store customer details and site information alongside each installation project.
CRMRecommended EnOpSy Modules
Solar Installation Project Workflow
Record the Site Survey
Capture site survey details and the customer's requirements.
Prepare a Quotation
Quote the system, equipment, and installation work.
Schedule the Installation
Plan the installation project and assign a crew.
Track Equipment and Materials
Keep panels, inverters, and materials assigned to the project.
Invoice by Milestone
Bill the customer in stages as the project moves forward.
Benefits
Integrations
EnOpSy may connect with supported business tools depending on your plan and setup.
Frequently Asked Questions
How can EnOpSy help a solar energy installation business?
EnOpSy helps solar installers manage site surveys, quotations, installation project scheduling, equipment tracking, and milestone billing in one connected platform.
Can I quote a system before starting the installation?
Yes. EnOpSy includes quotation tools so you can quote equipment, materials, and installation work before starting a project.
Can I schedule installation projects and assign a crew?
Yes. Installation projects can be scheduled and tracked from survey through to completion.
Can I bill customers in stages as the project progresses?
Yes. Invoices can be created for each stage or milestone of an installation project.
Can I use EnOpSy on mobile devices?
EnOpSy is built to work on a web browser, which can be accessed from a desktop, tablet, or mobile device.
Run Your Solar Installation Business From One Platform
Manage site surveys, quotations, installation projects, and milestone billing with EnOpSy.