In the solar site survey app, new leads are created and delegated from either the dashboard or from the ‘Solar site survey’ sheet. In the same sheet, site surveys are scheduled for those leads.
Correspondingly, sales team receives reminders about the site surveys which are scheduled and delegated to them.
To update the site survey details go to the site survey dashboard and select the lead. Then select the “Site Survey” option.
Here you can update all the information regarding site survey. You can fill the site address, expected date of installation, free area available on roof and ground, roof type and its angle.
After filling all the information click on the “UPDATE DETAILS” to save.
You can also attach files/images to your site survey details. For this click on the “ATTACH FILES” option.
Select the files from your device. You can add multiple files. After selecting all the files simply press “Upload”.