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Solar Operations Suite

Solution bypartner

End-to-end monday.com solution streamlining solar sales, installation, and operations for scalable growth

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  • Use case: OperationsProject management
  • Industry: Technology ServicesConstruction
  • Region: Global

This solution is for mid-market solar installation companies aiming for operational excellence. It addresses challenges in connecting sales and operations, inefficient project management, and limited financial visibility.
The Solar Operations Suite includes pre-configured boards for client acquisition, project execution, and inventory management, dashboards for key metrics, automation for quote-to-cash, and integrations with proposal generation tools, customer communication platforms, document signature solutions like PandaDoc/DocuGen, and accounting systems such as Xero or QuickBooks.

Key features

  • End-to-end solar lifecycle management
  • Seamless sales to operations handoff
  • Integrated inventory management
  • Automated quote and proposal generation
  • Real-time project visibility

Services

  • Solution design and implementation
  • Customized workflow development
  • Third-party integration setup
  • Team adoption and training
  • Ongoing support and optimization