Fuzen’s solar site survey app turns your Google Drive or G Suite account into a site survey tracking platform, fine tuned for the nuances of managing Rooftop solar project sales.
Once the lead is qualified, you’ll have to send a sales rep to the installation site to collect all the important details. These details are then forwarded to the engineering team to prepare the design.
Set up Fuzens solar site survey app #
Go to the “App Marketplace > Get New App” option in the menu. Here you will see all the apps in the Fuzen marketplace available for free trial. Search for ‘Solar Site Survey App’.
Fuzen offers a 7 days free trial for this app. You can click on the ‘Start Free Trial’ button to start your trial. You can use the app for free for 7 days, without credit cards. Afterwards you will need to upgrade to a paid plan to continue using the app.
When you click to ‘Start Free Trial’, Fuzen will attempt to install the app within your Google Drive. So it will try to connect to your Google Drive account. If your Google Drive is not already connected to Fuzen, you will be asked to authorize the required connection. Your authorization will allow Fuzen to add the solar site survey app related files and workflows to your Google Drive.
Please provide the required permissions and then again submit the form to create a new app.
After providing the required permissions, your Fuzen account will be connected to your Google Drive. Then you can again go to the template for ‘Solar Site Survey’ and click on ‘Start Free Trial’.
Solar site survey dashboard is installed #
When you start your free trial, Fuzen will add the ‘Solar Site Survey’ app to your Google Drive. It will also set up the solar site survey dashboard within your Fuzen account.
You can track all your leads and their progress from this dashboard. This dashboard is connected to your Google Drive.
All the files and data from your site survey is saved in a Google Drive folder connected to your solar site survey dashboard. You will find this Google Drive folder listed as “Solar Site Survey App – Main Folder” in the left hand menu of your site survey dashboard.
When you click that menu link it will take you to this Google Drive folder.