Review stages and team tasks
Coordinate project stages and tasks as delivery progresses. Project and installation reporting gives managers a way to review progress before looking into individual records that need attention.
BUILT FOR SOLAR TEAMS
Once a solar project moves into delivery, customer details alone are not enough. Office staff need progress updates, field teams need project context and managers need to see the work still in motion. SSM365 connects project stages, site activity, documents and team tasks.
Use the project as the context for delivery decisions. Designs, visits and updates belong alongside the customer work they describe, making it easier to follow a project from preparation through installation.
Coordinate project stages and tasks as delivery progresses. Project and installation reporting gives managers a way to review progress before looking into individual records that need attention.
Connect rooftop design output, customer documents and project updates. This helps office and field staff refer to the work being delivered instead of trying to reconstruct it from scattered messages.
Use field visits, ride tracking and installation updates to record work outside the office. Review field activity with the project context when planning the next task or responding to a customer question.
Project coordination involves more than a single progress status. SSM365 also includes inventory, attendance, payments and reporting to support the teams working around an installation.
Review team tasks, visits and installation progress while coordinating office and site work. Keep the next action associated with the project rather than relying on a separate verbal handover.
Record site visits and project updates as work progresses. Field operations and attendance records give the office additional context about activity without replacing the need for direct team communication.
Look at project progress alongside material allocations, invoices and collections. Connected records help identify which part of the operation needs a closer review.
See how these parts of SSM365 support the next stage of your customer journey.
Review the current plans, then choose the option that fits your team. For account or product questions, contact SSM365 support.