Things we can do

A list of our features. Amazing, no?

 Key Features

Solar Panel System Calculator

Solar Logics comes with a built-in solar panel system size and cost calculator. We understand that different solar installers use different methods for calculating the system size. That's why Solar Logics allows you to enter your own technical, geographical, and constructional constraints into the calculator.

Free Solar Calculator

Financial Calculations

Solar Logics calculates the equity of property so you can evaluate financing options for you client.
Use our built-in loan calculator to figure out your client's monthly payments. Enter municipal, state, and federal incentives, rebates and tax credits to give your client a clear picture of the costs and savings.

Solar Proposal

Solar Logics  generates solar energy system proposals based on the results of the calculators. Your proposal includes the charts and tables indicating electricity bill before and after solar installation, savings and incentives, projected payback period, and loan repayment plan breakdown.

E Signature

Go paperless with Logics e-sign. Speed up your sales process by getting agreements signed by your clients, either via email or in person. The process is very simple and quick. Upload your agreement and proposal templates in Logics with all the necessary merge fields and place the signature fields in desired positions inside the documents, only one time. Then you can send the esign request to any client or just open the signature page in front of them in person on any device.

Click-To-Dial

Solar Logics Click-To-Dial works with any soft phone. First, set up your phone account on your desired soft phone installed on your computer. Then you can initiate calls from any case in Solar Logics. Click on dial button next to any number in your case. Solar Logics executes your default soft phone application, passes the phone number to it, and starts the call.

Parts Management

Import or enter a list of your parts and assemblies along with the cost and price of each item. Select the right items for each project. Auto-populate selected parts list in proposals, and invoice your clients accordingly.

Other CRM Features

Reporting

Run reports on all aspects of your organization such as marketing, sales, invoicing, payments, sales commissions, activities of users in different roles, and more.

Invoicing

Define your Invoice Types in the admin level and invoice your cases according to your proposals.

Payment

Set payment schedules manually or automatically. Solar Logics is integrated with more than 100 payment gateways and executes your scheduled payments automatically on a daily basis. 

Rules Engine

Set your own custom rules, create your email and SMS templates, and have Solar Logics execute them for you by sending automated text messages and emails or by executing status and assignment workflows.

SMS

Text Message is the most effective way of sending reminders, alerts, and general follow ups to your clients. Solar Logics makes it possible for you to send SMS manually or automatically, individually or in mass.

Task Management

Define tasks and assign to your team members. Track the status of the tasks using our task filters and task report.

Case Filters

Solar Logics allows you to filter your leads and active cases based on variety of criteria, including lead source, electricity bill amount, assignee, and location. You can apply mass actions such as change of team, assignee, and status, sending mass SMS and mass emails, and creating mass activities, tasks, and notes, from your case filters.

Lead Source
Management

Create campaigns, specify the source of your leads and their cost. Our lead and campaign management feature allows you to have a clear visibility over origin and acquisition cost of each case.

Lead Distribution

Our robust Lead Distribution tool allows you to create multiple distribution schemas and assign leads to your agents according to a set of criteria.

Saving Estimator

No matter how many lenders you work with or what states your clients are located at, Solar Logics allows you to enter loan and incentive details and uses those figures to estimate the short and long-term savings in the proposal document

Templates

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Styling

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Newsletter

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Personalized

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Newsletter

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Personalized

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Signatures

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Templates

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Groups

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Business

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Groups

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Signatures

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Signatures

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Headings

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Personalized

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Groups

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