Operations Dashboard
Domestic and commercial solar workflow control centre.
Department Pipeline
Click Lead View to manage recordsToday’s Focus
Booking prioritiesLead Administration
Open any lead to edit details, update activity, view files and manage project status.
Create New Lead
Add customer details, leadgen source, booking information and documentsCustomer Information
Lead Details
Booking / Appointment
Documents
Upload customer bill, photos, survey notes or any starting document. This will be visible in every stage.
Call Queue
Callbacks automatically appear here based on callback date and time.
Diary
Manage Sales Agent appointments, personal availability and job bookings.
Unscheduled Jobs
Calendar
Add Personal / Blocked Time
Sales Rep Performance
Manager and Project Manager performance report.
Reports
Business overview by department, status, source and type.
Individual Report
Staff performance, assignments and outcomes.
Add Staff
Add/edit team members, roles, team manager and postcode prefixes.Sales Territory Postcodes
Only used for Sales Agents. Sales Manager assignment does not use postcode matching.
Current Staff
Installer Management
Installer onboarding, compliance, documents and job allocation.
Installer Register
Approved installers and compliance statusNew Installer
Company, coverage and accreditation detailsCompany Details
Accreditation Numbers
Installer Documents
Upload expiry-based onboarding/compliance documentsDocument Register
Missing, expired and expiring documents feed compliance reportsInstaller Job Assignment
Assign approved installers to installation-stage jobsSuppliers
Supplier register and supplier onboarding.
Add Supplier
Equipment/material supplier detailsSupplier Register
Current suppliersSupplier Documents
Company Certifications
Track ZOA company certificates such as Gas Safe, MCS, NICEIC, RECC, TrustMark, ISO and insurance.
Add Certification
Certificate register with renewal statusCertification Register
Valid / expiring / expiredCompany Certification Documents
Compliance Reports
Live compliance monitoring for installers, documents and certifications.
Security / Audit Logs
Activity logs and blocked security events.
Change Password
Update your CRM password.