How we helped a solar panel provider increase client capacity
SolarDrive installs solar panels across the U.S. and manages a complex workflow spanning lead generation, documentation, permitting, and installation. Previously managed across five separate platforms, the process created communication gaps and inefficiencies. Our objective was to consolidate everything into a single streamlined platform.
Five key solutions that transformed their operations
Unified Key Operations
Integrated onboarding, task management across thousands of workers, and centralized messaging into a single platform for faster collaboration and reduced operational friction.
Simulated Real Projects
Built a dedicated onboarding section with test projects so new hires can practice real workflows. Mentors track progress via an integrated messenger, ensuring quality before going live.
Optimized Task Management
Tasks organized by client schedules, employee locations, and priority levels—reducing travel time between sites and increasing the number of installations completed per day.
Consolidated Project History
Integrated all workflow stages on a single page, enabling real-time tracking from lead generation through installation and preventing information silos between departments.
Centralized Communication
Created a unified inbox consolidating messages across email, SMS, and internal platforms—all organized by project for faster responses and complete conversation context.