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Description
Increase your sales and enhance service quality by unlocking your organization's full potential with our Sales, Installation, and Warranty Management Software. Our proactive timers and alerts keep every task on track, ensuring that nothing is overlooked. With a focus on efficiency, the software collects accurate information and removes the hassle of duplicate data entry. It promotes productivity by enabling you to complete tasks correctly on the first attempt, thus minimizing the chances of callbacks. Accountability is improved as the platform offers real-time data and analytics, providing better visibility across all departments. We take pride in being a trusted partner for both large enterprises and small businesses alike. InsightPro Warranty & Service Management makes the claims process simpler by optimizing it from start to finish, creating a streamlined system that accelerates claim resolution, cuts costs, and maintains thorough oversight. Designed for user-friendliness, this cloud-based solution requires minimal setup, allowing for rapid deployment and immediate benefits for your organization. By adopting this innovative software, you can enhance your operational efficiency and achieve greater control over your service management processes.
Description
Establish comprehensive roles and permissions for each member of your team, ranging from account owners to sales representatives and accountants, ensuring that every individual has tailored access to the specific software functionalities they require while restricting access to unnecessary areas. Monitor all of your ongoing projects—be they new, active, or completed—through a user-friendly dashboard that provides an overview of your operations. With a real-time, comprehensive perspective of your account, you can ensure that no detail slips through the cracks. Personalize your proposals by incorporating your company’s branding elements, rearranging or omitting sections as needed, and embedding your logo and cover image to enhance the visual appeal of your quotes. Take advantage of our good, better, best feature to present clients with various product and pricing alternatives within a single proposal, allowing them to easily e-sign the option they prefer. Additionally, streamline the permit application process and engage with homeowners like never before by utilizing our innovative virtual site assessment tool, which enhances remote interactions. This robust suite of features is designed to optimize your workflow and improve client relationships significantly.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$229 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
InsightPro
Founded
2014
Country
United States
Website
www.insightpro.com
Vendor Details
Company Name
Solargraf
Country
Canada
Website
www.solargraf.com
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Warranty Management
Contract Management
Eligibility Verification
For Field Service
For General Contractors
For Manufacturers
Parts Management
Policy Management
Product Registration
Repair Management
Returns Management
Service Management
Warranty Tracking
Product Features
Solar
2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM
