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
Create a workflow for each stage of a job
Workflows define what tasks and jobs are required for a stage in a project. A stage workflow would include the various tasks necessary to plan, execute, and review the job before handing it over to the next stage.
Set your template up as a checklist
Project templates can be set up as checklists that provide step-by-step instructions to onsite technicians to determine if they have met all the safety and compliance required for the job.
Create and configure new projects quickly
Include anything on your project template, from timelines, contractual obligations, workplace safety protocols, schedules or material requirements.
Gain valuable insights for future project planning
Use data from previous templates to produce detailed budgets and estimate the costs of a project when quoting clients.
Keep teams in sync
Project templates can be prepared in an easy-to-read format and shared in WorkBuddy among project stakeholders for feedback and approval.
Eliminate unnecessary repetition
Premade project templates allow you to set up jobs quickly. Simply load the appropriate template, fill out the work order information, and mobilise your field teams quickly.
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.
