Service CRM is the all-in-one software to run your
Solar Industry Business


Life of Solar Industry job in Service CRM

Track your employee routes, text directly with your customers and book more jobs.

  • 1 Client calls
  • 2 Job created
  • 3 Scheduling
  • 4 Complete job
  • 5 Invoice
  • 6 Payment
  • 7 Reconciliation
1

Client Calls

A client calls in, wants a new office near their locality!

You got a new client who want to take your service on urgent basis, So why not to connect to him immediately? By operating our Facility & Property Management Service software you have the benefit to assist your clients when its best for them.

Service CRM for solar industry Business

Service CRM for solar industry Business
2

Job created

The registration of the Job and Client details will be done in our software named Service CRM.

Instead of writing the Job and Client details onto a big diary, you register the information into the software which makes the work more reliable and eco-friendly.


3

Scheduling

The job is scheduled to the field engineer.

The field engineer who will be skilled in Facility & Property Management Service, instantly get an alert message that they've been scheduled a job. Our Facility & Property Management Service software allows you to send on the texts to the client about started and completion of job also can view the picture of technician which mainly add on for the home security purpose.

Service CRM for solar industry Business

Service CRM for solar industry Business
4

Complete Job

Your Facility & Property Management Service technician views the job details and completes it.

Access to all job details on site.
Collect the OTP from client which linked the field engineer with client.
Record the photos of machine or spare parts he installed or repaired.
Collect client sign-off for the work digitally which remove the paper work completely.


5

Invoice

Your Facility & Property Management Service technician can then add labour charges and spare parts he changed, to produce an invoice.

Add the labour and service charges.
Add the labour and service charges.
Construct a professionally branded invoice which will be updated in software automatically.
Provide the soft-copy of the invoice to the client via mail.

Service CRM for solar industry Business

Service CRM for solar industry Business
6

Payment

Your Facility & Property Management Service technician can take payment straight away.

Let the client view and pay the bill instantly.
Take cash, credit card, cheque payments on spot from the client.


7

Feedback from the client

It is significantly more important to get to know what your customer feels about your company after getting the service from you.

By operating our Facility & Property Management Service software you get the privilege to know and improve your services after receiving customer’s real time experience. It will help you to connect with your clients 24*7 and make them feel free to call next time.
Improve the productivity of your Facility & Property Management Service software when you chose Service CRM

Service CRM for solar industry Business

Why Service CRM is ultimate Solar Industry Software

Take control and work smarter from the client’s first call through to scheduling, quoting, job
completion, invoicing and payment.

Manage jobs & staff
Quote & invoice on site
Capture signatures
Record notes, photos & videos
Complete PDF forms
Accept credit card payments
Sync with your accounting package


We’re Trusted by Clients Across Industry Verticals

Trusted by World's Best Software Review Sites in 2022

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Your Solutions are Here!

Whether you’re an electrician, plumber, builder, HVAC technician, locksmith, landscaper, or handyperson, gets best solution with FSM Software.


1

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