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.
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.
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.
Digital Welcome Calls
CallPilot’s Digital Welcome Call integration with Enerflo enables a smoother, faster Welcome Call experience for sales reps and customers, with on-demand 24/7, fully-automated, cloud-based surveys. Sales Reps and customers enjoy zero hold times and reduced call times, and installers enjoy data accuracy and integrity without recording or transcription errors.
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.
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.
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.
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.
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.
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.
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