Reports for Solar Installer Owners and Managers
These reports come from the surveys, stages, files, invoices and visits that the team already records. Owners and managers read them to see where jobs, money and service work stand.
The reports
Each report reads the live records, so it changes as entries are made.
Who acts on each report
The sales lead works from proposals pending. The site supervisor reads jobs by stage and the shortfall list. The paperwork clerk chases files, and accounts follow balances. The service desk works from visits due. Each has a clear owner.
What the figures reflect
Reports show only what staff have entered, and nothing more. A stage that was not closed on the phone looks as if it is still open. A report with gaps most often means a step was never entered.
What the reports do not do
- They do not forecast demand, savings or subsidy amounts.
- Extra reports can be added where the data is held in the system.
- Tax and statutory returns remain with your accountant.
- Which figures an owner wants on a daily screen is decided with you.
Frequently asked questions
Are the figures live?
Yes. Reports read the current records, so they change as entries are made. Nothing is refreshed by hand.
Can reports be limited to one office?
Yes. A manager’s view can be held to one office, while owners see every office together.
Can I export a report?
Yes. Reports can be downloaded as a spreadsheet for sharing with an accountant or a partner.
Can a report for our own question be added?
Where the data exists in the system, yes. The new report is scoped and added by our team.
Tell us what you need.
Send a short brief and one of our engineers will come back to you within one business day.
- No obligation
- A reply within one business day
- Your details stay private