Swastik Sharma's Contact Details

Swastik Sharma's Company Details

Solar Software For Sales & Installation Companies | SunbaseData

Orlando, FL, US • 5 - 9 Employees
Waste/Recycling/Environmental

We specialize in working with Solar Installation companies to address their goals & challenges using software technology. Our company, SunbaseData provides a industry specific cloud-based solution that tracks, improves, and synergizes business operations.SunbaseData Offers:Sales:- Full CRM & Pipeline Management. (Lead Capture Forms, Sales Cycle Segmentation, Visual Sales Board, & More.- Sales Dialer & Phone System.- Email Broadcaster, Drip Campaign Manager, & Communication Platform. ( Email, SMS Text, and Voice Broadcaster)- Sales Metric Reporting & Leaderboard. (Great for creating internal competition among sales team)- Generate Custom Proposals and Manage Existing Proposals.- Aerial Measurement & Solar Overlay Tool. (Virtual Site Inspection, Layout Design, Available sqft.)- Produce, Digitally Sign, and Manage Contracts.- Financing Application Manager & Online Document Retrieval. Service:- Create & Manage Work Orders.- Assign & Schedule employees, crews, and projects installation dates.- Visual Service Board- Auto-Dispatching based off availability, vicinity, and territories. - Employee GPS Monitoring via LiveMap.- Track Permits and Project Tasks.Billing:- Create & Send Invoices.- Accept Payment via Stripe using credit card or e-check.- Load Products and Create Bundles to simplify proposals.Record Keeping:- Keep details of job-related income and expenses.- Receipt Capturing.- Books & Ledgers.- Client Work History.- Client Warranty Records.- Assets, Vehicles, Facility, & Inventory Management.- Service Maintenance records & Mileage capturing.- Library of Custom ReportEmployee Management:- Punch Clock & Hour Tracking- Payroll Reporting- Commission Tool- Vacation, Sick Days, & Personal Leave Management- Training Platform- Intra-company troubleshooting database & support library. Work-Flow Automation:- Automates tasks, communications, and processes. (Saves time, money, and stress of manual work) Determine for yourself!