USE CASE
Simplify solar installations
with project templates
PROJECT TEMPLATES
Get started with project templates
PROJECT TEMPLATES FOR THE SOLAR INDUSTRY
Ensure consistency and completeness in carrying out tasks
Solar companies coordinate installation and maintenance projects that require standardised and intuitive workflows. Project templates improve and simplify the way they manage all the tasks and jobs needed to complete a project. Creating project templates in WorkBuddy makes it easy for solar companies to:
- Clarify all the details of regular projects down to their specific stages.
- Apply predefined templates and work orders to a job.
- Decrease the time spent on the planning phase of a project.

HOW IT WORKS
How project templates work in the solar industry

Stage 1 Project Template
This can include work orders for the delivery of solar panel components to the job site.

Stage 2 Project Template
Can include work orders related to inspecting the structural integrity of the installation site and assessing the environmental conditions.

Stage 3 Project Template
Could include work orders for the delivery of solar panel components to the job site.

PROJECT TEMPLATE INCLUSIONS
Save time with preconfigured project templates for standard solar projects
Project templates are a quick way to standardise the creation of projects that you do regularly.
- Predefine templates based on how you structure a project.
- Create unlimited templates.
- Automatically convert to a job for actioning.
FEATURES
Take your solar business to the next level with project templates

job management software for the solar industry
Become a master of managing solar jobs with WorkBuddy
Learn more about how WorkBuddy helps the solar industry manage residential, commercial, domestic and strata based work.