Switchboard Software Information

Switchboard is both a CRM and project management system purpose built for the solar and storage industry. Everything you would expect in a solar Operations Management System. Totally customizable workflow to suit your business. Pre-defined tasks are created and assigned by role at each stage so work gets done and all parties have status visibility. Switchboard offers a simple to use proposal generator so you can quote customers, get a signed contract and collect a deposit in just minutes. Switchboard allows you to collect customer payments, track vendor / milestone payents, work orders, and automated reports for project level accounting.