Live
Lead Management
Capture, assign and follow up every lead, from first call to site survey, without losing anyone in a chat.
Learn more about Lead ManagementComing soon
Customer Portal
Customers check progress themselves.
Customers see status and documents and raise service requests without calling.
Coming soon. This module is being added to workspaces. Start a trial and we will tell you as soon as it is ready for yours.
Capabilities
What is included
- Project status
- Documents
- Service requests
- Payment view
Keep exploring
Other modules
Live
Customer Management
Site details, documents, payments and history sit on one customer record that every module shares.
Learn more about Customer ManagementLive
Quotation & Proposals
Build GST-ready solar quotes with your branding and send a print-ready PDF in minutes.
Learn more about Quotation & ProposalsStart your free trial
Set up your workspace, switch on the modules you need and invite your team.