Re: [RE-wrenches] Looking for software platforms

2023-11-21 Thread Andrew Perkins via RE-wrenches
We moved to Zoho CRM for a management of service jobs and installs. We also 
have Zoho Inventory to manage well inventory. They got a whole hosts of 
different apps that all link together but it does take some time to get 
everything setup.



Andrew Perkins

Greenwired

Store Manager/Service Tech​

P: 707-923-2001 ext. 100

1150 #1 Evergreen Rd

Redway, CA 95560

http://www.greenwired.com





http://qr.codes/qTa1Mh












 On Sun, 19 Nov 2023 12:29:22 -0800 Lou Russo via RE-wrenches 
 wrote ---



Aloha All,

We are exploring software platforms to manage service calls (HouseCall Pro, 
Service Titan, etc...) The feature set on these service call related platforms 
seem to be great for that component of our business but we also need to manage 
the full installation side of the business and every growing paperwork flow to 
make sure things don't slip through the cracks. Ideally these 2 needs would be 
met by one platform and allow us to move on from the Google Workspace kludge, 
which has been great up until now. I don't know if it is even possible! 



I am wondering if you all are currently using any software platforms to meet 
these needs (separately or together)  and what your experience has been. 



Thanks!



Aloha,

Lou Russo 

Owner

mailto:l...@spreesolarsystems.com

808 345 6762

Spree Solar Systems LLC 

CT-34322











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Re: [RE-wrenches] Looking for software platforms

2023-11-20 Thread James Rudolph via RE-wrenches
Aloha Lou,
Companycam has really helped us grow and become more organized with photos,
checklists, and job-related documents.
Give me a call if you would like to chat. I work mostly in Oahu and would
love to hear from you.

https://companycam.com/features

Mahalo Nui,


James B. Rudolph


Independent Energy

C-39784 ES #10816

NABCEP Certified PV Installer since 2009  #091209-155

C. 808.313.9701













On Sun, Nov 19, 2023 at 10:30 AM Lou Russo via RE-wrenches <
re-wrenches@lists.re-wrenches.org> wrote:

> Aloha All,
>
> We are exploring software platforms to manage service calls (HouseCall
> Pro, Service Titan, etc...) The feature set on these service call related
> platforms seem to be great for that component of our business but we also
> need to manage the full installation side of the business and every growing
> paperwork flow to make sure things don't slip through the cracks. Ideally
> these 2 needs would be met by one platform and allow us to move on from the
> Google Workspace kludge, which has been great up until now. I don't know if
> it is even possible!
>
> I am wondering if you all are currently using any software platforms to
> meet these needs (separately or together)  and what your experience has
> been.
>
> Thanks!
>
> Aloha,
>
> Lou Russo
> Owner
> l...@spreesolarsystems.com
> 808 345 6762
> Spree Solar Systems LLC
> CT-34322
>
> ___
> List sponsored by Redwood Alliance
>
> Pay optional member dues here: http://re-wrenches.org
>
> List Address: RE-wrenches@lists.re-wrenches.org
>
> Change listserver email address & settings:
> http://lists.re-wrenches.org/options.cgi/re-wrenches-re-wrenches.org
>
> There are two list archives for searching. When one doesn't work, try the
> other:
> https://www.mail-archive.com/re-wrenches@lists.re-wrenches.org/
> http://lists.re-wrenches.org/pipermail/re-wrenches-re-wrenches.org
>
> List rules & etiquette:
> http://www.re-wrenches.org/etiquette.htm
>
> Check out or update participant bios:
> http://www.members.re-wrenches.org
>
>
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