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Custom Solar Software Solutions

The Future is Solar.
One App. One Solution.

Transform the way you manage your solar installation business.
An end-to-end, back office and field based solution for solar businesses ready to scale.

Sullivan
Solar
Transformed
Transforming
Sullivan Solar Power
End-to-End Management

Everything you need to
power your business.

We help industry leaders scale faster with a purpose built, customizable and sustainable solution. Bring every department together in a single application.

Discover
Arrange a Demo
wired-gradient-951-customer-management
CRM

System
Streamline and optimize
customer interactions through
efficient, centralized
data management.
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Custom
Workflows
Translate your
mission into an actionable
worklowto accelerate
operations.
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Document
Management
Simplify file handling,
ensuring all documents are
securely stored, easily
retrievable, and well organized.
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Finance
Integration
Enhance financial accuracy
and seamlessly connect
financial data across projects
and accounting systems.
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Project
Management
Optimizes efficiency and
delivery of solar projects
through comprehensive
tracking and scheduling tools.
business challenges

Digital Solutions
for Growth

A fully customizable, cloud-based platform design to facilitate growth.

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Learn More
01.
Scattered
Data

Centralize data from diverse sources, systems and departments to enhance efficiency and cohesion across the business.

02.
Offline
Limitations

A mobile app equipped with offline data-entry capabilities, ensuring seamless connectivity for field teams anywhere and everywhere.

03.
Scalability
Challenges

Empower scalability through streamlined automations, driving efficiency, productivity, and ultimately, business expansion.

04.
Reporting
Challenges

Leverage comprehensive insights through reports, charts, and dashboards, enabling informed decision-making and strategic planning.

05.
Metric
Monitoring
Measure critical performance metrics, in real-time to ensure your team delivers.
06.
Integration
Challenges
Harness extensive integrations & APIs to seamlessly unify data from disparate systems.
07.
Project
Transparency
Access real-time project data
and analytics for decisive, profit-boosting decisions.
Whats in the 'box'?

Every Department Connected.

From scheduling pre-site inspections to tracking equipment orders and managing installation timelines, 
ensure that every phase of your business is under control.

Sales, Lead Generation and Promotions
Optimize your appointment scheduling and follow-ups with our dynamic appointment reports, which include pending demo outcomes, scheduler summaries, a detailed appointment calendar, sales rep activities, and demo appointment tracking.
 
Installation, Service and Maintenance

Seamless tracking of solar panel installation, servicing, and maintenance activities, ensuring efficient management and optimal performance throughout the lifecycle of your solar energy systems for smooth operation and enhanced customer satisfaction.






Commissions, Payments and Payouts

Ensure accurate compensation management by tracking commissions for every job, across all promotional campaigns and lead sources.  Capable of serving large remote, distributed teams whilst syncing information with back office accounting systems for instant, accurate, financial tracking and reporting.

Appointment Tracking, Quotations and Proposals


Effortlessly manage appointment tracking, quotations, and proposals within our system, streamlining your workflow and enhancing customer interactions with seamless coordination and precision.

Gain valuable insights through comprehensive reports, including Demo Appointments Pending Outcomes, Appointment Summary By Scheduler, and Appointment Schedule (Calendar), empowering your team with data-driven decision-making capabilities. Additionally, our Sales Rep Reports provide crucial insights into Demo Appointments, enabling strategic sales planning and optimization.




Accounting, Finance and Leasing
Optimize Your Financial Management with Advanced Accounting Tools Elevate your solar business's efficiency and transparency with our accounting suite. Track every financial aspect from referral payouts to sales commissions and permit fees, ensuring each dollar is tracked and accounted for with precision.
 
Empower your sales team with real-time commission reports and motivate your design and lead generation teams with structured spiff and payout lists.
 
Integrate seamlessly with QuickBooks or other accounting platforms to maintain flawless financial records.
 
Our tailored financial reports not only simplify your accounting processes but also provide actionable insights to drive your business growth, giving you the financial clarity your solar projects require to thrive in a competitive market.
 
Detailed Description of Reports and Value Proposition:
 
Referral Payouts: Track and manage payments to individuals or entities that refer new clients to your solar services. This report helps ensure that all referrals are compensated according to the agreed terms, promoting a trustworthy referral system.
 
Fee Schedule: Maintain an updated list of all applicable fees related to your solar projects. This can include installation fees, service charges, and any other project-specific costs. It aids in financial planning and provides transparency for clients.
 
Sales Rep Commissions: Calculate and report on commissions earned by sales representatives based on their sales achievements. This report is vital for motivating sales personnel and tracking sales performance.
 
Sales Manager Commissions: Similar to sales rep commissions, this report tracks the commissions earned by sales managers. It's crucial for evaluating the performance and incentivizing the managerial layer within the sales team.
 
Sales Commission Draw List: Manage and document advances or draws against future commissions for sales reps. This assists in financial management and ensures that sales reps have steady income flow during slower sales periods.
Lead Generator Payout List: Detail payments made to lead generators who provide valuable sales leads. This report helps maintain a robust lead generation process by rewarding effective lead generators.
 
Designer Spiff Payout List: Track special incentives or bonuses (spiffs) paid to designers for exceptional work on solar projects. This promotes high-quality design standards and incentivizes designers.
 
Permit Fees to Record in QuickBooks: Keep an accurate record of all permit fees associated with each project to ensure they are correctly entered into QuickBooks. This facilitates precise financial tracking and compliance with accounting standards
Documentation Tracking and Management

Document Tracking and Management streamlines document handling with our system that categorizes by type, tracks utility accounts, utility bills, meter numbers, and monitors document status for efficient management and quick retrieval.  Efficiently manage quality control workflows with reports that flag jobs which require review, such as checking layouts and proposal details.

Personnel, Equipment and Resource Tracking

Efficiently manage personnel, equipment, and materials for your solar installation and maintenance projects. Keep a centralized repository of resource data to track availability and usage, allowing you to optimize operations for increased efficiency.

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Employees
and Users
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Sales
Growth
0
Leads Processed
Per Year
0
Installations
Per Year
  • “Every department uses Quickbase.
    They all speak the same language
    because they're all on the same
    platform”
    Mike Chagala,
    IT Director, Sullivan Solar Power
  • “Every department uses Quickbase, they all speak the same language because their all on the same platform”
    Henry Smith
    Flow Agency
business transformation

Focus on creating value with a system that enables growth.

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Family Sunset
Customized Solutions.

Each installation is tailored to their specific businesses needs, goals and unique requirements.

Accelerated Deployment.

Rapid application development with our low-code approach, built on secure, cloud-based technology.

Trusted Support.

Comprehensive user training, ongoing technical support, and the ability to upgrade and evolve on demand.

Speak to our Team

Business
Transformation.

We make digital business transformation a reality.
Learn about the Fortune 100 companies
that trust, and work with Sympo.
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Let’s talk about
your project

connect@sympo.com
+1 626-917-4888

1050 Lakes Drive, #225
West Covina, California 91790
United States

 

Sympo is constantly seeking out exceptional talent
Reach out to us here


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