How to Configure ZOHO One to a Solar Business.

I want to find out some key points:

- Can I input Client data and have it work with my Projects, Tickets, Orders and Incentory?

- Can each project have specific DAta, such as Tasks (can Only be completed with photos), Customer Sign Off (Can a document be e-mailed that they can E-Sign and once it is done can that document be in the Project)

- Can I generate an automatic Installation Report (One for Us and One for the Customer) with Serial Numbers, Project Timelines, Photos, Data Sheets, Warrantees, Shut Off Procedure and Signed Contract?

- Can I have the warrantees and Data Sheets attached to my products?

- Can I create proposals that takes information such as Energy usage, address, Google Satellite Image of Address, and type of Salar System? Can that then give the User (My sales person an option to choose which proposal they want to convert into a quote? Can I also put in an “Accept Proposal” Button, that will automatically assign it for quotation to a specific sales person.

- Then, Can I view my customers, with things like current Projects, Current Order and Total Sales?

- Can My orders be assigned to a certain Site?

These are all things we need internally.

I also need to know if my installers can log delays on projects and link e-mails, weather reports, conversations, Whatsapp or Conversations.

- Can I have a table, or tab under customers and projects that shows a products’ warrantee Expiration, Serial Number and Installation Photo?

Here is a case study someone did on a Solar Company using ZOHO One.

https://www.infomazeelite.com/customizing-zoho-crm-for-solar-installers-a-case-study/

I don't want to use a third party app. Just want one subscription as we are still a small business.

How can I do this? Some pointers will be VERY helpful as I am unsure on where to start. We do not have the capital, especially after being in lockdown since the pandemic started.

How do I do this?

Please, any help will be awesome.

Kind Regards

Rozanne Bekker

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Rozanne Bekker
Michael Trow
Donald Love
Bryan Pape - bryan@infraredsaunarepair.com
Latha Velu

Sticky Posts
Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas
Feature update: Advanced security settings
We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists