EasySolar 2.0 with colourful project management platform
“Imagine you have a lot of meetings during the day. You need to quickly find a specific project after a phone call but you’re travelling. Simply enter partially customer’s telephone number from incoming calls to find a proposal you’re looking for or just look for this project through the meeting status, or any other data, using your smartphone. That’s why we introduced EasySolar 2.0 with simple colorful project management platform“ says EasySolar’s CEO, Marcin Dolata
EasySolar app changes the way solar reps and designers work moving project management, PV design and proposal generation beyond the walls of an office. A bunch of groundbreaking updates has been recently introduced in a new version of EasySolar. What’s new?
Colourful project management platform with editable statuses and search engine
Now you can manage your project using EasySolar project management platform to work faster anywhere you are:
- Add project with all client data and gps localization when you are in field
- Take notes when meeting your customer using notebook feature in the mobile app and assign them directly to the project
- Define 9 colourful blocks with your own statuses names - your business jargon is welcome
- Assign status to each of your projects and share them with your working partners
- Once you generate a proposal - the status of the project will automatically change into “customer proposal” status
- Use search engine to find your project by: its status, name, customer’s name, address, telephone, email and project owner and the date of last modification
Most of sales representatives spend over half of their day on site visits so they can make a good use of PV design & sales EasySolar’s mobile app that is completely synchronised with its professional web platform.
What else is new in EasySolar:
- Smoother Google Maps design
- New financial analysis - more support mechanisms, data autocompletion
- New ways of presenting benefits of solar to customers (bill cost without solar, total savings after 20 years, and more)
- New proposal - even more beautiful and clear data presentation
- 15 currencies for different markets (USD, EUR, GBP, INR, ZAR, BRL, PESOS, CAD, AUD, SEK, NOK, PHP, THB, AED and PLN)
- Spanish language
- Inverter configuration is not mandatory to generate proposal anymore
A free 24-hour trial version is also available.
International Business Manager