Job Adding System
Back-office automation platform · 55 automations · 16 platforms
A signed solar proposal goes in; a fully provisioned job comes out across every core company platform—document libraries, job workbooks, CRM, customer portal, work boards, field service, accounting and more—while scheduled jobs and automations carry it through crew scheduling, compliance certificates, STC lodgement, invoicing, receipts and close-out with virtually no manual handling. The result: 4,500+ staff hours reclaimed, administrative duplication removed, and the equivalent workload of 3–4 full-time roles eliminated—real operational value from a system the entire business now runs on.
Proposal in. Job out.
Connected platforms. One automated flow.
- Proposal incustomer signsA customer signs a proposal. The sales platform and installer forms feed in the same way.
- Receiververify · dedupeThe receiver is private, with no open ports. Every message is verified, and repeats are ignored.
- Queuenever lostIf anything fails, the job picks up where it left off. Nothing is lost.
- Orchestratorbuilds the jobThe orchestrator finds the deal, then creates the job and its documents across the connected platforms in one go.
Press play to hear it, step by step.
- Staff consoleSSO · audit trailStaff can look up any job across every system, with single sign-on and an audit trail.
- Deal registrysource of truthEvery signed deal is recorded once. Everything after it reads from that record.
A snapshot
- Proposals
- Geocoding
- Aerial imagery
- Documents
- Job workbook
- CRM
- Work board
- Field service
- Accounting
- Rebates
- Crews
- Timecards
- Compliance
- Alerts
- Supplier ordering