Before you can make a proposal for a solar installation project, you need to know the following things –
This data is needed for technical analysis of the solar PV installation and for preparing a commercial proposal.
That’s why solar installers perform site surveys for potential customers even before getting the order. The main objectives of these site surveys are to get the following details –
A standardized solar site survey form should be used to capture this information and convey it to the rest of the team.
Typically, these site surveys are done by the sales team. They gather the required data and documents, as per the site survey form. Then they send this information to the engineering and project execution teams, to create and submit a proposal.
Often, people use their phones to click pictures of the site, electricity bills, site sketch and measurements. Then they send these pictures and documents to the rest of them team via emails, shared folders or WhatsApp.
While it’s quite convenient and simple to use email or WhatsApp, there are a few problems with this mechanism –
The site survey data doesn’t get recorded in a central database. So it’s not searchable. Most of it isn’t even properly organized in folders.
Imagine that you did a site survey data for a customer and he asked you to wait for 6 months until he had the budget. So after 6 months when you need to refer to the site survey documents, you will need to dig through hundreds of whatsapp messages and emails to get to them.
Sometimes, the sales reps collect site survey measurements and documents from site. But they share it with others only after going back home or to the office and getting access to a laptop.
This causes a delay in the preparing and sending the proposal. If the proposal gets delayed by a lot, it creates a window for your competitor to steal the customer away from you.
There is no checklist on whatsapp, shared folders or emails for the data to be collected. So there is no guarantee that all the necessary data will always be picked up. There is a real risk when you send a newly hired team member to do a site survey, that he may miss out on a few things.
All of these problems can be addressed by a mobile friendly solar site survey app by –
With these challenges in mind, let’s look as what should be the key features for a solar site survey app.
Site surveys are done on rooftops and other sites where only mobile devices can be used to capture data. Therefore any app used for solar site survey should be mobile friendly.
Some solar project sites may not have a very high network connectivity. Therefore the app should be lightweight. So that it can operate even with low internet bandwidth.
Site survey data is primarily used in the sales process. Therefore, the site survey app should be directly connected to the solar CRM software, so that all the site survey details are readily accessible for creating the sales proposal.
Solar installation companies should always try to minimize the time taken between site survey and proposal submission. A quick proposal submission to the customer minimizes the chances of any other competitor getting in your way, while also creating a positive impression of how efficiently you run your business.
Therefore, your site survey tools should be integrated with email. So that as soon as the site survey is done, email alerts can be sent to the rest of your team with site survey data.
Each solar installer company has their own format for site survey form. They should be able to configure their own formats within the site survey app. The site survey forms should be completely configurable and should allow users to easily add / edit / remove fields from the form.
Companies even have their own unique sales and site survey processes. One should be able to configure those processes within the app, so that the whole team doesn’t need to change their way of working.
With the intention of answering all of the challenges discussed so far, we have developed a dedicated CRM software for solar installers.
You can take a 7 days free trial, to see how it works. If you need any help, please get in touch with our sales or support teams.
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