Revolutionary Solar Business Management Features
- Product Management
- Inventory Tracking
- Order Processing
- Maintenance Scheduling
- Inspection System
- Assurance Management
- Payment Processing
- System Configuration
Centralized Business Dashboard
Monitor your entire solar business operation at a glance with a centralized and intuitive dashboard. The system displays real-time data across key areas such as orders, revenue, product inventory, maintenance, and inspections. Each widget gives you a quick snapshot of current metrics, allowing you to track performance, identify pending tasks, and make data-driven decisions quickly. The layout is clean, organized, and designed for both high-level overviews and detailed task tracking.
- Real-time order, revenue, and payment status summaries
- Visual tracking of pending, in-progress, and completed tasks
- Quick access to installations, maintenance, and inspections
- Interactive widgets linked to detailed features and records
Effortless Inventory Control
Streamline your solar product catalog with comprehensive management tools that handle everything from basic product information to detailed specifications and inventory tracking. Create and maintain detailed product profiles including specifications, pricing, warranty information, and technical details with support for multiple product categories. Track purchase and sale prices with integrated tax calculations while maintaining optimal stock levels with real-time inventory monitoring. The system automatically calculates available quantities based on incoming stock and outgoing orders, providing accurate inventory status with automated alerts for low stock situations.
- Advanced product categorization and filtering
- Real-time inventory tracking with automated alerts
- Comprehensive warranty management system
- Integrated pricing and tax calculation
Integrated Order and Customer Management
Handle complex solar installation orders with multi-item support and detailed customer requirements tracking integrated with comprehensive customer profiles. Process orders with multiple product types, quantities, and assurance packages in a single transaction while maintaining detailed customer information linked to orders, maintenance requests, and inspection records. Track order progress through various stages from pending to completion with automated status updates and manage delivery schedules, installation dates, and assign appropriate personnel for each order.
- Multi-item order management with customer integration
- Automated tax and total calculations
- Order status tracking with customer history
- Personnel assignment and scheduling features
Professional Service Excellence
Coordinate comprehensive maintenance and inspection activities with detailed reporting and documentation capabilities for complete service management. Schedule and track maintenance activities with automated reminders while managing both paid and free maintenance services with detailed cost tracking and billing integration. Handle initial and routine inspections with assigned personnel and specific dates, tracking inspection types, subjects, and detailed remarks for quality assurance purposes.
- Automated maintenance scheduling with cost tracking
- Flexible inspection scheduling with reporting
- Paid and free service management
- Order-linked service history tracking
Assurance Package Management
Set up and manage different types of assurance packages for your solar products and services. You can create custom assurance plans with your own units, pricing, and time periods. These assurance options can be added to specific products or full orders to give customers extra coverage. The system keeps track of each assurance type, its tax details, and how long it’s valid. You can also generate clear reports to see which assurances are used most and how they’re performing.
- Create different assurance types with custom settings
- Link assurance packages to products or full orders
- Keep track of validity periods and tax details
- Generate reports to review assurance performance
System Configuration
Customize the system with flexible setup options for product types, service categories, and property classifications while generating detailed reports across all system modules. Configure tax rates, assurance types, and other system parameters to match business requirements with user-friendly configuration interfaces that require no technical expertise. Generate custom reports for products, inventory, orders, maintenance, and financial data with export capabilities for external analysis and accounting software integration. Maintain consistent data organization with predefined categories and schedule automated report generation and distribution to stakeholders for comprehensive business intelligence.
- Flexible system customization with user-friendly interface
- Comprehensive multi-module reporting capabilities
- Automated report scheduling and distribution
- Business parameter configuration management
Screenshots from our system
To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
Discover More Add-Ons
Unlock even more functionality with additional Add-Ons, providing enhanced networking and customization options for your Dash SaaS experience.
BitPay
The API Key Settings Page for BitPay Integration allows you to securely connect your application or website with the BitPay payment gateway. By configuring your API keys on this page, you enable your platform to interact with BitPay services, providing seamless payment processing and transaction management.
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Discord
Connect with your team, engage your community, and stay updated—all in one place. Discord is more than just a communication platform; it’s a space for real-time interaction and collaboration. Begin with a brief introduction explaining the importance of sending notifications through Discord and how it enhances communication, ensures transparency, and keeps users informed in real time.
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Sales Agent
Utilise a comprehensive Sales Agent Add-on to enhance your sales team's management of sales activities, customer relationships, and achieve performance goals
View MoreComments
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Contact Us for Support :
-
You will get immediate support from our support desk. Please visit here https://support.workdo.io/
Item support includes:
- Answer pre-sale questions or query
- Answering technical questions about item's features
- Assistance with reported bugs and issues
- Help with included 3rd party assets
- Free Installation services in some cases
However, item support does not include:
- Customization services
Check Documents & Tutorials
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