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CRM Customization
A job management CRM built on EspoCRM for Solar D&R, a US contractor that detaches and resets solar panels for roofing projects.
Solar D&R tracks every detach-and-reset job from scheduling to payment, with labor, materials, add-ons, subcontractors, taxes, and Zelle payments across several banks. Spreadsheets could not calculate job profit reliably or warn the team when materials, deliveries, invoices, or resets were running late.
We customized EspoCRM into a job-centric CRM: connected records for jobs, homeowners, subcontractors, and line items; server-side calculations for invoice totals, taxes, tithe, and net profit with rates frozen on each job; scheduled email alerts; a jobs board, colour-coded calendar, and a Money page for Zelle and month-to-date views. The work was shaped through recorded client review rounds and ships as a Windows installer the team runs in-house.
Jobs, homeowners, subcontractors, labor, materials, add-ons, and advances live as connected records instead of spreadsheet tabs.
Totals, taxes, tithe, and net profit are calculated on the server, with rates frozen on each job so past figures never shift.
Every 15 minutes the CRM checks for unordered materials, late deliveries, invoices unpaid after four weeks, and late resets, then clears alerts once handled.
Status boxes and a colour-coded rolling-week calendar show what is happening today and what comes next.
Daily and monthly Zelle breakdowns by bank, plus month-to-date and year-to-date graphs.
A Windows installer sets up the full stack with backup and stop shortcuts, so the team runs the CRM in-house.
Invoice totals, taxes, tithe, and net profit calculated automatically on every job
Late materials, deliveries, unpaid invoices, and resets flagged by email every 15 minutes
Nine import templates for bringing past jobs into the CRM
387 automated checks passing after an audit that closed 33 findings
Packaged as a Windows installer the client runs on its own machine
Free Workflow Audit
In 30 minutes we'll map your most expensive workflow bottlenecks and give you a phased build estimate that's yours to keep, whoever you build with.