How Solar Project Management Software Keeps Businesses Innovative

Solar project management software helps businesses focus on innovation, sales, and success. In fact, as the solar industry continues to grow, the right solar project management software grows with you, helping you stay on the cutting edge.

Solar Project Management Software Features To Look For

The following list gives you an idea of what to focus on when choosing a solar project management software solution that will help you stay competitive.

1. Software As A Service (SaaS, Or Cloud)

SaaS software connects your team to each other as well as to the information needed to get jobs done right.

For example, arm your team with local industry codes and metrics such as utility rates or local incentives. When you load this information into a cloud-based tool like JobNimbus, your team members access the most current resources and information, whether they work in the office or at the job site.

Also, cloud-based software keeps you from hassling with updates or downtime. That kind of maintenance happens in the cloud, instead of in your office. The JobNimbus team handles everything so you can stay focused on what matters most: winning sales and helping customers.

What’s more, each time you access JobNimbus via desktop, mobile, or web browser, you will use our latest version. That means less bugs, better stability, usability improvements, and new features will be yours on a regular basis with no additional cost or work on your part.

2. Design-Centric

Solar projects focus on custom design solutions for each customer. Effectively communicating your design vision among your team, customers, and subcontractors is a must. With a solar project management software tool like JobNimbus, you can communicate system design more effectively with pictures, customer notes, and more.

For example, you can keep all your annotated visuals in JobNimbus to give customers an idea of wiring diagrams specific to their needs at a moments notice.

This is just one of many ways JobNimbus can help solar project teams “wow” customers.

Read more: How Solar Sales Software Can Supercharge Your Business

3. Estimates And Proposal Templates

Each of your customers is different when it comes to solar quotes. You need a tool that makes it simple to show them detail or just the highlights. To do this, you can customize templates for each purpose, making it simple to enter customer data on the fly to generate an accurate quote. You can do this from your main office or even in the mobile app.

It’s all based on the values you enter for supplies, labor, offers, and other amounts.

Also, you can attach data sheets, industry information, or pricing tables to add value to your quotes, right from your mobile device.

4. Financial Tools

JobNimbus is there when you need to crunch the numbers—again, helping you share the right information in the right way. Your team members always have the most updated information about rates, rebates, and other values you load. That means your customers get the right information the first time, which will help them close more deals and make you more money.

In addition, reporting tools can help your team understand the financial details of every job, including expenses, profit and loss, etc. Management can even specify which team members have access to each reporting feature.

5. Sales Force Automation (SFA)

Finally, sales force automation helps your solar sales team track everything that touches a project’s workflow, from supplies to customer relationship management (CRM). JobNimbus organizes every step, which means your team will be more likely to get it right, every time. Simplify how your business handles lead management, workflows, and much more.

Automation does not mean losing contact with your customers. JobNimbus goes beyond project management software by providing customer relationship management features. This means you will take better care of your customers. For example, consider how automating repetitive workflows frees up your best efforts for important tasks like problem-solving.

Why waste your best sales talent on menial, repetitive tasks, when you can automate those things to allow them to focus on the stuff that really requires their attention and special skills?

It’s just one example of how solar project management software can keep you from getting “stuck in the weeds” of your sales process.

Next Steps: Get Started Or Upgrade Your Solar Project Management Software

Not all solar project management software is the same. When it comes to staying nimble in an industry like solar, you need a comprehensive solution, like JobNimbus.

In addition, your solar project management software should work with you, and JobNimbus does just that. Our solutions work for solar businesses of all sizes. We’ll grow with you! Take a look at our demos and contact us with questions.

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Tickets Include

  • Hotel room
  • Unlimited food and beverages (including alcoholic beverages)
  • Transportation to and from the airport in Cabo
  • The event itself
  • Swag bag
  • Workbook
  • One-on-one time with specialists

Room Stats

Room Size | 522 FT² Consider this your all-access pass to excess, dripping in both luxury and ocean views. Available in king-sized or two queens – all featuring 300-count Egyptian cotton sheets.

JNSS Agenda

4:00 PM - Hotel Registration & Check-in

Check into your room, get settled, and prepare for the Welcome Party!

6:00 PM - Rooftop Welcome Party @ Los Gallos Mexican Restaurant

Join us at Los Gallos and start this summit off right! Drinks and hors d'oeuvres will be served.

9:00 PM - After Party @ Moonlight Lounge

Celebrate a day well-traveled with drinks, dancing, and good company.

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - A Look into the Future of JobNimbus

Special announcement from our CEO, Ben Hodson, about new solutions coming to JobNimbus!

10:15 AM - Mastering Your Boards

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

11:30 AM - Automation Domination

Powerful automations build a better business. Let JobNimbus handle the details so you have more time on your hands.

12:00 PM - JobNimbus Best Practices - Customer Panel

JobNimbus Best Practices led by current JobNimbus Superusers.

3:00 PM - Breakout Session #1

  • Creative Hiring @ The Red Pool
  • 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • Product Feature TBD @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • Build Reports That Get Results @ The Red Pool
  • Coffee Talk @ The Eden Pooll
  • Get Connected With Our Integrations @ Moonlight Lounge

7:00 PM - Dinner Party on the Beach

It's a party on the beach in Cabo! Dinner will be served in our custom dug-out beach area. Enjoy this unique experience!

9:00 PM - After Party @ Moonlight Lounge

Put on your dancin' shoes! Leveling up is hard, come let loose at the after party. Grab a drink and chat with great company!

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - The Importance of Company Values

Create more than just a job—establish a culture that no one wants to leave. Discover how to build your business around a core set of values.

10:00 AM - Leverage the Partner in Your Pocket

Learn about our new key features of our mobile app and what it can do to increase your team communication and efficiency.

10:30 AM - Get the Most Out of JobNimbus Integrations

See all the ways integrations can speed up your processes and help you grow your business.

12:00 PM - JobNimbus Best Practices

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

3:00 PM - Breakout Session #1

  • - 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • - Getting Your Team On-Board @ The Red Pool
  • - Simplifying Payments @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • - JobNimbus on the Go @ The Red Pool
  • - Establishing Team Commitment with Workflows @ The Eden Pool
  • - Product Feature TBD @ Moonlight Lounge

6:00 PM  - Crew Party @ Serrenade Terrace (Crew-members only)

Calling all Crew members! We have an exclusive tequila-tasting experience for you, and you guessed it—a cornhole championship!

7:00 PM - Awards Dinner @ Muse Terrace

A thank you dinner to recognize what matters most to JobNimbus: our contractors!

9:00 PM - After Party @ Moonlight Lounge

Saying goodbye is never fun. One last after party to get everyone together with drinks and dancing, of course.

8:00 AM - Breakfast with Execs

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - Simplifying Payments

Payments shouldn't be something to stress about. Let's break 'em down to simpler terms.

9:30 AM - **Special Announcement**

We are so excited to share this special announcement with our attendees! This is something you'll want in on from the front lines.

10:30 AM - Keynote Speaker

Special speaker TBA—stay tuned!

12:00 PM - EVENT END

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