Manage More Projects

Enerflo’s project management features (AKA “WingMan”) can be used out of the box or integrate with your favorite CRM to improve your installation workflows and take control of your projects.

Use Enerflo Project Management features out of the box or integrate with your favorite CRM to power your project management data.

Make Enerflo Your Own. Integrate Your Favorite Tools.

Enerflo leads the way with the most 3rd party integrations, giving you the flexibility to keep the CRM, tools and/or processes you love. Key dates, information and data are all intelligently synced back through Enerflo, ensuring data compatibility and accuracy so you can focus on getting glass on the roof.

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JobNimbus logo
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Mosaic logo
PipeDrive logo
Podio logo
PVWatts logo
Quickbase logo
SalesForce logo
SalesRabbit logo
ScoopSolar logo
Sendgrid logo
Smartboard logo
Smartsheets logo
Solo logo
Spinify logo
Spotio logo
Sunbase logo
Sunlight logo
Sunnova logo
Twilio logo
Zapier logo
Zoho logo
Zoom logo
Amigo logo
BlueBanyan logo
Calltools logo
Copper logo
Dividend logo
Five9 logo
Genability logo
Goodleap logo
GoogleCalendar logo
GoogleDrive logo
GoogleSheets logo
HelioQuote logo
HighLevel logo
Hubspot logo
Smartboard logo
Smartsheets logo
Solo logo
Spinify logo
Spotio logo
Sunbase logo
Sunlight logo
Sunnova logo
Twilio logo
Zapier logo
Zoho logo
Zoom logo
Amigo logo
BlueBanyan logo
Calltools logo
Copper logo
Dividend logo
Five9 logo
Genability logo
Goodleap logo
GoogleCalendar logo
GoogleDrive logo
GoogleSheets logo
HelioQuote logo
HighLevel logo
Hubspot logo
Insightly logo
JobNimbus logo
Jotform logo
LoanPal logo
Monday logo
Mosaic logo
PipeDrive logo
Podio logo
PVWatts logo
Quickbase logo
SalesForce logo
SalesRabbit logo
ScoopSolar logo
Sendgrid logo
Amigo logo
BlueBanyan logo
Calltools logo
Copper logo
Dividend logo
Five9 logo
Genability logo
Goodleap logo
GoogleCalendar logo
GoogleDrive logo
GoogleSheets logo
HelioQuote logo
HighLevel logo
Hubspot logo
Insightly logo
JobNimbus logo
Jotform logo
LoanPal logo
Monday logo
Mosaic logo
PipeDrive logo
Podio logo
PVWatts logo
Quickbase logo
SalesForce logo
SalesRabbit logo
ScoopSolar logo
Sendgrid logo
Smartboard logo
Smartsheets logo
Solo logo
Spinify logo
Spotio logo
Sunbase logo
Sunlight logo
Sunnova logo
Twilio logo
Zapier logo
Zoho logo
Zoom logo
Insightly logo
JobNimbus logo
Jotform logo
LoanPal logo
Monday logo
Mosaic logo
PipeDrive logo
Podio logo
PVWatts logo
Quickbase logo
SalesForce logo
SalesRabbit logo
ScoopSolar logo
Sendgrid logo
Smartboard logo
Smartsheets logo
Solo logo
Spinify logo
Spotio logo
Sunbase logo
Sunlight logo
Sunnova logo
Twilio logo
Zapier logo
Zoho logo
Zoom logo
Amigo logo
BlueBanyan logo
Calltools logo
Copper logo
Dividend logo
Five9 logo
Genability logo
Goodleap logo
GoogleCalendar logo
GoogleDrive logo
GoogleSheets logo
HelioQuote logo
HighLevel logo
Hubspot logo
Smartboard logo
Smartsheets logo
Solo logo
Spinify logo
Spotio logo
Sunbase logo
Sunlight logo
Sunnova logo
Twilio logo
Zapier logo
Zoho logo
Zoom logo
Amigo logo
BlueBanyan logo
Calltools logo
Copper logo
Dividend logo
Five9 logo
Genability logo
Goodleap logo
GoogleCalendar logo
GoogleDrive logo
GoogleSheets logo
HelioQuote logo
HighLevel logo
Hubspot logo
Insightly logo
JobNimbus logo
Jotform logo
LoanPal logo
Monday logo
Mosaic logo
PipeDrive logo
Podio logo
PVWatts logo
Quickbase logo
SalesForce logo
SalesRabbit logo
ScoopSolar logo
Sendgrid logo
Stop dirty deals in their tracks with Enerflo’s Solar Project Submission workflow and requirements.

Project Submission

Stop dirty deals from ever getting submitted with a custom-made workflow that ensures every deal has a utility bill, signed loan docs, cleared stips and more before the project hits your ops team. Enerflo clearly shows your sales reps what’s missing and what they need to fix before the system allows them to submit the project automatically to your teams or 3rd party systems. Manual entry forms? No, thank you.

Enerflo Project Milestone Management is tailored to the unique milestones that define the work involved for your company to get glass on roof.

Project Milestone Management

Your project milestones are enhanced with automated notifications sent to both customers and sales reps to inform them on progress. Reduce calls and needless communications. Plus, with seamless 3rd party CRM integrations, Enerflo can automatically move milestones based on changes made in an external tool, keeping everything in sync.

Enerflo easily automates communications via SMS or email messages for solar customers and sales reps.

Automate Communication

Easily send communications via SMS or email for your customers and sales reps. Send communications when key milestones are reached and show upcoming site surveys or install appointments on the Enerflo Customer Portal. Project Managers gain visibility on all inbound communication from the customer or sales rep on every project to keep everything running smoothly.

Enerflo’s Project Action Groups enable you to group custom fields and milestones to ensure data gets added properly at each step.

Project Action Groups

Enerflo’s Project Action Groups enable you to group custom fields and milestones to ensure data gets added properly at each step. Create as many action groups as you need, auto-assign owners for each task and automate notifications for them when it’s their turn to fulfill that part of the project install. Use your new-found time to grow your business… or take a vacation.

Create tasks for your ops team or sales reps in Enerflo, or push tasks from your 3rd party tool using our Task API.

Project Tasks

Leave no stone unturned. When specific things need to get done, create tasks for your ops team or sales reps in Enerflo, or automatically push tasks from your 3rd party tool using our Task API. Automatically send reminders on uncompleted tasks and quickly see projects that have outstanding tasks. Simply put, make sure stuff is getting done.

Create and save as many Enerflo Custom Reports as you’d like to get the data you need fast.

Build Custom Reports

Holy shiznit, Batman, that’s a ton of data! Enerflo Custom Reports cut through the noise. Modify columns, adjust sorting, filter on specific data and save as many as you need to easily refer to them later. Only want to see jobs that have an MPU? Done. Want to create an aging report of jobs that are still in permitting after 2 weeks. No problem. Get to the data you need, quickly and easily.

Enerflo’s intuitive change order process allows modification of adders, pricing, system details and more.

Integrated Change Orders

Enerflo reduces change orders by improving accuracy upstream, but... they still happen. When they do, Enerflo’s intuitive change order process allows you to modify adders, pricing, system details and more. Easily send addendums to your customers for signature and display the new details automatically in your reporting, while keeping a history of all changes made. As if that wasn’t enough, Enerflo automatically syncs the data to the integrated lender, saving your team the headache of manually updating changes to reach NTP.

See how to keep your customers engaged through the process
View Customer Engagement

Book a Demo

See how Enerflo can combine the tools you love into a unified solar sales and operations experience. Streamline your workflow and create efficiencies to scale your business.

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