With the solar industry, there are so much documentation involved with an installation. A project can even start accruing files as early as the lead prospect phase when you collect an energy bill from a home or business owner to see how much solar can truly benefit them.
These documents continue to be generated throughout the design phase, contract phase, permitting, install, sign out and so forth. This can translate into an organizational headache of storing all of these documents in a clean and easy to access manner.
Most solar companies tend to use something like Dropbox, which in the end translates into a series of folders that are still disconnected from your database. In the end, you are left digging through files trying to find the exact one you need. This can be made even worse if whatever service you are making use of continues to charge you for more and more storage capacity.
With Janus, we have streamlined the document organization from start to finish.
As soon as a new prospect is placed into the system as a lead, you have the ability to upload documents into that entry. These documents persist with that lead until you either decide you want to delete the lead or any documents that you have uploaded so far.
Once your solar lead is converted to a solar client, even their contract can be signed and saved in the system without ever having to print it out. Additionally, once a lead is a client and you begin on their project, you now have access to the file tabs for that project.
The file tabs on any project is organized into several different categories for all your needs. This makes it easy to organize and find the right file you need for that client or project. These files will be associated with the client as long as they remain in your private Janus server.
To make it even better, Janus offers unlimited storage for all your files. You don’t have to worry about going over the cap and neglecting to upload important documents. So by using Janus as your solar CRM and project management system, you can effectively stop your subscription to other file storage services!
Find out more about Janus CRM and Project Management by contacting us for an in-depth demonstration of the system!
