Assign and hand it over to the Installer

Scheduling the install is the next stage of the order processing after ticking the checklists.

• You have an option to assign the job to one of your installers and start keeping track of it.Once the job is assigned, the important process of monitoring job status starts.
• Posted message section from the Order Stage allows accumulation in one place of all job related messages amongst all eCRM users, the customer and other stake holders.
• Solar eCRM does it in a very smart way by helping the users to communicate with everyother user through order message/posts/notes.

The process doesn't end there...

Installer assignment

On-going jobs

• Now installer has the job and he can access and can update the status of the job from anywhere.
• All orders are kept in the Orders Pool permanently for on-going analysis of business, segment trends etc.

Orders data export